Merge main into feature/badges

.a4drules/workflows/new-inds-org.md

@@ -0,0 +1,116 @@
+Use known or explicit CumulusCI (CCI) plans, flows, and tasks first, and if these are unclear then use the the Salesforce DX MCP server tools next and only fall back to `sf` if the MCP service is unavailable.
+
+<detailed_sequence_of_steps>
+
+# Setup a New Scratch Org - Detailed Sequence of Steps
+
+Perform the steps below independently in the following order.
+
+## 1. Confirm Org Alias
+
+    ```xml
+    <ask_followup_question>
+        <question>Enter the org alias.
+        <options>["dev", "demo", "beta", "feature"]</options>
+    </ask_followup_question>
+    ```
+
+## 2. Check for Existing Org
+
+    Check if the org already exists and is active.
+
+## 3. Create and Deploy
+
+    If the alias exists as a name of a Scratch Org that is NOT EXPIRED and IS ACTIVE or exists as a Connected Org, DO NOT create a new scratch org and skip to the next step.
+
+    If the alias exists as a name of a Scratch Org and is EXPIRED or NOT ACTIVE, then create the new scratch org.
+
+## 4. Open in Browser
+
+    Open the org in the browser.
+
+## 5. Set as Default
+
+    If the org already exists but it is not the default org or the org was just created, then set it as the default org.
+
+</detailed_sequence_of_steps>
+
+<common_commands>
+
+1. When you need to get the list of all configured Salesforce orgs or find out which org is the default or if a scratch org is expired.
+
+```bash
+cci org list
+```
+
+2. When checking if an org is active, review the output of `cci org list` 
+
+The output shows: 
+- A value with a "+" in the Default column indicates the org is the default. 
+- A bare integer (e.g., "1") indicates the lifespan in days and the org is not active. 
+- A fractional value (e.g., "16/30") indicates the org is on day 16 of a 30-day lifespan when it will expire.
+- A value with a "+" in the Expired column indicates the org is expired.
+- A value in the Domain further reinforces that a scratch org is active and assigned to that domain.
+
+- Explicitly treat bare interger in Days as NOT ACTIVE and require creating or recreating the scratch org.
+- Require Domain present to consider a scratch org ACTIVE.
+- If alias is default (+) but NOT ACTIVE, still create.
+
+3. Create a new scratch and deploy metadata from the CCI project. This command should not be run if an org is already active as it could cause conflicts. Confirm with user if it should be run.
+
+Running this command takes several minutes to fully execute and the subsequent steps should not be run until this is fully completed.
+
+Based on the alias, a different command should be run.
+
+For `dev` or `feature` use:
+
+```bash
+cci flow run dev_org --org <alias>
+```
+
+For `demo` use:
+
+```bash
+cci flow run config_demo --org <alias>
+```
+
+For `beta` use:
+
+```bash
+cci flow run install_beta --org <alias>
+```
+
+
+4. Open org in browser
+
+```bash
+cci org browser <alias>
+```
+
+5. Set org as the default for the project
+
+```bash
+cci org default <alias>
+```
+
+6. Set a CCI dev hub
+
+```xml
+<ask_followup_question>
+    <question>What is the alias of the dev hub?
+</ask_followup_question>
+```
+
+```xml
+<ask_followup_question>
+    <question>Should this dev hub always be assigned for the project?
+    <options>["Yes", "No"]</options>
+</ask_followup_question>
+```
+If the dev hub should always be assigned for the project, append `--project` to the following command when running it.
+
+```bash
+cci service default devhub <alias> 
+```
+
+</common_commands>

.forceignore

@@ -15,10 +15,7 @@ package.xml
 **profile
 **/profiles/**
 **/settings/**
-**/Account/**
-**/Contact/**
 
-**/unpackaged/**
 **/tsconfig.json
 
 **/*.ts

cumulusci.yml

@@ -4,9 +4,9 @@ project:
     package:
         name: Salesforce-Indicators
         namespace: inds
-        api_version: '55.0'
+        api_version: '65.0'
     git:
-        default_branch: 'master'
+        default_branch: 'main'
     test:
         name_match: '%Tests'
     source_format: sfdx
@@ -16,8 +16,7 @@ orgs:
         dev:
             config_file: orgs/dev.json
             days: 30
-            namespaced: True
-    scratch:
+            namespaced: false
         demo:
             config_file: orgs/demo.json
             days: 15
@@ -45,15 +44,23 @@ tasks:
         group: Salesforce Metadata
         class_path: cumulusci.tasks.salesforce.Deploy
         options:
-            path: unpackaged/config/sample_AccountContact
+            path: unpackaged/config/sample_AccountContact/Part_1
 
     deploy_sample_indicators_layouts:
         description: Deploys - Sample Indicators Layouts
         name: Deploy Page Layouts for Sample Indicators
         group: Salesforce Metadata
         class_path: cumulusci.tasks.salesforce.Deploy
         options:
-            path: unpackaged/config/sample_AccountContact_FlexiPages
+            path: unpackaged/config/sample_AccountContact/Part_2
+
+    deploy_sample_indicators_objects:
+        description: Deploys - Sample Indicators Assigning Layouts to Objects
+        name: Deploy Page Layouts for Sample Indicators
+        group: Salesforce Metadata
+        class_path: cumulusci.tasks.salesforce.Deploy
+        options:
+            path: unpackaged/config/sample_AccountContact/Part_3
 
     deploy_training_indicators:
         description: Deploys - Example Indicators used for Training 
@@ -80,16 +87,17 @@ tasks:
 flows:
   sample_inds:
     steps:
-        1:
-            task: deploy_sample_indicators
-            ui_options:
-              is_required: False
-              is_recommended: False
-        2:
-            task: deploy_sample_indicators_layouts
-            ui_options:
-              is_required: False
-              is_recommended: False
+      1:
+        task: deploy_sample_indicators
+        ui_options:
+          is_required: False
+          is_recommended: False
+      2:
+        task: deploy_sample_indicators_layouts
+        ui_options:
+          is_required: False
+          is_recommended: False
+
   customer_org:
     steps:
       1:
@@ -103,21 +111,29 @@ flows:
         ui_options:
           is_required: False
           is_recommended: False
+
   config_dev:
     steps:
-        3:
-            task: generate_accounts_and_contacts
-        4:
-            flow: sample_inds
+      3:
+        task: generate_accounts_and_contacts
+      4:
+        flow: sample_inds
+      5:
+        task: deploy_sample_indicators_objects
+
   config_demo:
     steps:
       1:
         flow: install_prod
       2:
         flow: sample_inds
       3:
-        task: deploy_training_indicators
+        task: deploy_sample_indicators_objects
       4:
+        task: deploy_sample_indicators_layouts
+      5:
+        task: deploy_training_indicators
+      6:
         task: generate_accounts_and_contacts
 
 plans:

force-app/main/default/lwc/illustrationImage/illustrationImage.html

@@ -1 +1,3 @@
-<template></template>
+<template>
+    <div>&nbsp;</div>
+</template>

force-app/main/default/lwc/indicatorBundle/indicatorBundle.js-meta.xml

@@ -9,7 +9,7 @@
     </targets>
     <targetConfigs>
         <targetConfig targets="lightning__RecordPage">
-            <property name="bundleName" type="String" label="Indicator Bundle" datasource="apex://inds.IndicatorListBundleSelector" description="Choose the Indicator Bundle."/>
+            <property name="bundleName" type="String" label="Indicator Bundle" datasource="apex://%%%NAMESPACE_DOT%%%IndicatorListBundleSelector" description="Choose the Indicator Bundle."/>
             <property name="titleStyle" type="String" label="Title Style" placeholder="Lightning Card" datasource="Lightning Card,Dynamic Forms" description="Choose the Title Style: Standard Lightning Card or a style to match Dynamic Forms."/>
             <property name="showTitle" type="Boolean" default="true" label="Display Title" description="Display the Indicator's Title on the component."/>
             <property name="showDescription" type="Boolean" default="true" label="Display Description" description="Display the Indicator's Description on the component."/>

unpackaged/config/sample_AccountContact_FlexiPages/flexipages/Account_Record_Page_Indicators.flexipage → unpackaged/config/sample_AccountContact/Part_2/flexipages/Account_Record_Page_Indicators.flexipage-meta.xml

@@ -209,6 +209,10 @@
                     <name>showDescription</name>
                     <value>true</value>
                 </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showFooter</name>
+                    <value>false</value>
+                </componentInstanceProperties>
                 <componentInstanceProperties>
                     <name>showRefresh</name>
                     <value>true</value>

unpackaged/config/sample_AccountContact_FlexiPages/flexipages/Contact_Record_Page_Indicators.flexipage → unpackaged/config/sample_AccountContact/Part_2/flexipages/Contact_Record_Page_Indicators.flexipage-meta.xml

@@ -209,6 +209,10 @@
                     <name>showDescription</name>
                     <value>true</value>
                 </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showFooter</name>
+                    <value>false</value>
+                </componentInstanceProperties>
                 <componentInstanceProperties>
                     <name>showRefresh</name>
                     <value>true</value>
@@ -221,6 +225,48 @@
                 <identifier>%%%NAMESPACE_OR_C%%%_indicatorBundle</identifier>
             </componentInstance>
         </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>bundleName</name>
+                    <value>Account_Company_Info</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>indsShape</name>
+                    <value>circle</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>indsSize</name>
+                    <value>medium</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>mappedField</name>
+                    <value>AccountId</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showDescription</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showFooter</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showRefresh</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>showTitle</name>
+                    <value>true</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>titleStyle</name>
+                    <value>Lightning Card</value>
+                </componentInstanceProperties>
+                <componentName>%%%NAMESPACE_OR_C%%%:indicatorBundle</componentName>
+                <identifier>%%%NAMESPACE_OR_C%%%_indicatorBundle2</identifier>
+            </componentInstance>
+        </itemInstances>
         <itemInstances>
             <componentInstance>
                 <componentInstanceProperties>