Merge branch 'main' into feature/multi-match

.forceignore

@@ -18,5 +18,4 @@ package.xml
 **/Account/**
 **/Contact/**
 
-**/old-versions/**
 **/unpackaged/**

.github/ISSUE_TEMPLATE/feature_request.md

@@ -8,7 +8,7 @@ assignees:
 ---
 
 **Have you shared this feature idea request in the Trailblazer Community?**
-Please first share your thought in the Summit Events App Trailblazer Community for additional support on your idea as well as some initial requirement gathering. 
+Please first share your thought in the Salesforce Indicators Trailblazer Community for additional support on your idea as well as some initial requirement gathering. 
 
 If you have shared, please provide a link to your post.
 

.gitignore

@@ -57,18 +57,4 @@ $RECYCLE.BIN/
 .settings
 
 # VS Code project settings
-.vscode/
-force-app/main/default/appMenus/AppSwitcher.appMenu-meta.xml
-force-app/main/default/applications/Account.app-meta.xml
-force-app/main/default/flexipages/Account_Record_Page.flexipage-meta.xml
-force-app/main/default/flexipages/Account_UtilityBar.flexipage-meta.xml
-force-app/main/default/flexipages/Base_Account_Page.flexipage-meta.xml
-force-app/main/default/profiles/Admin.profile-meta.xml
-/force-app/main/default/flexipages/Account_Record_Page.flexipage-meta.xml
-/force-app/main/default/flexipages/Account_Record_Page1.flexipage-meta.xml
-/force-app/main/default/layouts/Account-Account Layout.layout-meta.xml
-/force-app/main/default/objects/Account/fields/Checkbox__c.field-meta.xml
-/force-app/main/default/profiles
-
-/old-versions/*
-/unpackaged/*
+.vscode/

README.md

@@ -1,40 +1,51 @@
 # Salesforce Indicators
+![Salesforce Indicators Logo](https://github.com/SFDO-Community/Salesforce-Indicators/assets/2966583/e1857d0a-c725-4e17-9820-c8c3d7b920ab)
 
-# Status of Code
-We are in a bit of a transition phase at the moment and are in active development, almost ready for release. 
-You can still use the older Indicators List Component and it will work fine, if you already have it installed.
-If you would like to test where we are at, install the managed package from the [Installation](../../wiki/Installing-Salesforce-Indicators) page and follow the steps to add the `Indicator Bundle` component to the page layout. 
-NOTE: Only test in a Scratch org, Developer org, or Sandbox at the moment whilst we are in active development.
-We can't wait to get something stable that you can start to use in your production orgs. 
+With Salesforce Indicators, you can visually highlight important data at a glance, making it easy to focus on what matters most. This Custom Metadata driven Lightning Web Component is all about making key details pop, and giving you lightning-quick insights at a glance on your Salesforce records. 
+
+
+Features:
+* Visualize your data - Display key details in a visually engaging and clutter-free manner, allowing users to quickly understand important information on the record, summarize related records, or highlight exceptions.
+* Make your data come alive - Add a mix of Salesforce and custom colors to match your branding to create visually appealing indicators for your Lightning pages giving your users a more engaging experience.
+* Customize your Indicators - Easily set up and customize Salesforce Indicators using deployable Custom Metadata Type records. No complex formulas or coding required. Group Indicators into bundles for different use-cases and users.
+
+Salesforce Indicators works for any Salesforce org already using Lightning Experience, and it works exceptionally well for Nonprofit orgs on NPSP or Nonprofit Cloud.
+Salesforce Indicators is part of the [Salesforce Open Source Commons](https://help.salesforce.com/s/articleView?id=sfdo.Innovate_with_OSC.htm&type=5) program.
+
+## Latest Release
+* [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
+* [Release Notes](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Release-Notes)
+
+## Project Documentation
+* Documentation can be found in the repository [Wiki](https://github.com/SFDO-Community/Salesforce-Indicators/wiki).
+* Check out the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) to help you build Indicators that work for your org.
+
+## Ask Questions and Get Help
+* Salesforce Indicators is a community built and maintained Salesforce package, please help support this project and share your experiences in the [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion). Ask any questions about the Salesforce Indicators project, or the Open Source Commons.
+* If you have any enhancements or issue you can [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues).
 
-# Project Overview
 ## Vision & Goals
-* Build a customisable Indicators Component to help users see the value, status, and key details about a record at a glance and in nice colours and graphics 
-* Show different apps you can use to achieve similar results, but you will want to use the Indicators Component
-* Future Components
-  * An Exceptions Component to quickly show your users issues with their data, and show custom messages for each field
-  * A custom highlights panel
-
-## Project Vertical
-This Component is a must-have for any Nonprofit org, but it works in any org and any vertical. 
-
-## Trailblazer Group or Slack Channel Link (access required)\
-https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4 - this is the place to ask any questions about the components or about the Salesforce Indicators project, or the Open Source Commons
-https://salesforce-external.slack.com/archives/C0476TZEAH3 - this is our Slack Community that anyone who has participated in a Sprint with us has access to. This is where we plan the upcoming improvements to the components.
-
-## How to Contribute:
-- [Install the Component](../../wiki/Installing-Salesforce-Indicators)
-- [Try it out](../../wiki/Indicator-Bundle)
-- Check out the the [Cookbook](../../wiki/Cookbook) and add your own Recipes
-- Add reviews of any [similar or competitor components](../../wiki/Other-Components)
-- [Volunteer](../../wiki/How-to-Volunteer) to enhance the code
-
-# Project Resources and Documentation
-Documentation can be found in the repository [wiki](../../wiki)
-
-# Project Acomplishments
-* Working on the rebuild to support Custom Metadata Types
-* Enhancements to the Indicator Component
-* The Indicator Key compoennt and Setup components to help build and understand the Indicators easily
-* New companion Components in progress
-* Working on the packaging and release
+* Enhance the current Indicators Bundle Component to improve the experience for Admins and Users.
+* Complete the documentation with different recipes to help Admins get up and running quickly.
+* Showcase and review different apps you can use to achieve similar results, and show how you will probably want to use Salesforce Indicators anyway.
+* Build our planned Components - these components are built on the same Custom Metadata framework and just show the data in different ways:
+  * A Grid Component to quickly show your users excptions or a checklist of fields on the record. Optionally show field values, a custom message for each field, and if the field has an exception. 
+  * A Panel Component to provide more value and features than the standard record highlights panel horizontally, or a panel that display the key data vertically.
+
+# How to Contribute:
+- [Install Salesforce Indicators](https://install.salesforce.org/products/indicators)
+- [Set up the Indicator Bundle](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Indicator-Bundle)
+- Ask any questions on our [Trailblazer Community Group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HEDASA4?tab=discussion)
+- Add your own Recipes to the [Cookbook](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Cookbook) and 
+- Add reviews of any [similar or competitor components](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/Other-Apps-and-Components-to-Enhance-Your-Org)
+- [Volunteer](https://github.com/SFDO-Community/Salesforce-Indicators/wiki/How-to-Volunteer) to enhance the code
+- [Log an Issue](https://github.com/SFDO-Community/Salesforce-Indicators/issues)
+- Join us at an upcoming [Salesforce Commons Community Sprint](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GwVK?tab=discussion)
+
+## Project Acomplishments
+* Rebuilt the component to support Custom Metadata Types
+* Enhancements to the Indicator Bundle Component
+* The Indicator Key compnent and Setup components to help build and understand the Indicators easily
+* New companion components (Grid and Panel) in progress
+* Packaging and release setup
+* Marketing and release of Salesforce Indicators

cumulusci.yml

@@ -33,13 +33,71 @@ tasks:
     run_tests:
         options:
             required_org_code_coverage_percent: 75
+
+    deploy_sample_indicators:
+        description: Deploys - Sample Indicators
+        group: Salesforce Metadata
+        class_path: cumulusci.tasks.salesforce.Deploy
+        options:
+            path: unpackaged/config/sample_AccountContact
+
+    deploy_sample_indicators_layouts:
+        description: Deploys - Sample Indicators Layouts
+        group: Salesforce Metadata
+        class_path: cumulusci.tasks.salesforce.Deploy
+        options:
+            path: unpackaged/config/sample_AccountContact_FlexiPages
+
+    deploy_training_indicators:
+        description: Deploys - Example Indicators used for Training 
+        group: Salesforce Metadata
+        class_path: cumulusci.tasks.salesforce.Deploy
+        options:
+            path: unpackaged/config/training_Indicators
+
+    generate_leads:
+        description: Snowfakery - Generate Leads
+        class_path: cumulusci.tasks.bulkdata.snowfakery.Snowfakery 
+        options: 
+            recipe: recipes/recipe.Leads.yml
+            run_until_records_loaded: Lead:100
+
+    generate_accounts_and_contacts:
+        description: Snowfakery - Generate Accounts and Contacts
+        class_path: cumulusci.tasks.bulkdata.snowfakery.Snowfakery 
+        options: 
+            recipe: recipes/recipe.AccountsWithContacts.yml
+            run_until_records_loaded: Account:100
+
 flows:
+  sample_inds:
+    steps:
+        1:
+            task: deploy_sample_indicators
+        2:
+            task: deploy_sample_indicators_layouts
   customer_org:
     steps:
       1:
         task: install_managed
         options:
           security_type: NONE
+      2:
+        flow: sample_inds
+        ui_options:
+          is_required: False
+          is_recommended: False
+      3:
+        task: deploy_training_indicators
+        ui_options:
+          is_required: False
+          is_recommended: False
+  config_dev:
+    steps:
+        3:
+            task: generate_accounts_and_contacts
+        4:
+            flow: sample_inds
 
 plans:
   install:

force-app/main/default/classes/Cmdt.cls

@@ -4,7 +4,20 @@ public with sharing class Cmdt {
     public static void initializeConfiguration() {
 
         // Gather all active Bundles and put them into a Map (key: DeveloperName; Bundle)
-        for( Indicator_Bundle__mdt bundle : Indicator_Bundle__mdt.getAll().values() ) {
+        for( Indicator_Bundle__mdt bundle : [
+            SELECT Id, DeveloperName, MasterLabel, Label,
+                Active__c, 
+                Card_Icon__c, 
+                Card_Icon_Background__c, 
+                Card_Icon_Foreground__c, 
+                Card_Text__c, 
+                Card_Title__c, 
+                Description__c,
+                sObject__c, 
+                sObject__r.QualifiedApiName, 
+                sObject__r.Label
+            FROM Indicator_Bundle__mdt
+        ] ) {
             setBundle(bundle);
         }
 
@@ -59,6 +72,7 @@ public with sharing class Cmdt {
         for(Indicator_Item_Extension__mdt itemExtension : [
             SELECT Id, Active__c,
                 Contains_Text__c,
+                Text_Operator__c,
                 Hover_Text__c,
                 Icon_Value__c,
                 Image__c,

force-app/main/default/classes/IndicatorController.cls

@@ -15,6 +15,8 @@ public with sharing class IndicatorController {
     }
 
     public class IndicatorBundle {
+        @AuraEnabled
+        public String ObjectName {get; set;}
         @AuraEnabled
         public Boolean IsActive {get; set;}
         @AuraEnabled
@@ -32,10 +34,6 @@ public with sharing class IndicatorController {
         @AuraEnabled
         public String BundleId {get; set;}
         @AuraEnabled
-        public String BackgroundColor {get; set;}
-        @AuraEnabled
-        public String ForegroundColor {get; set;}
-        @AuraEnabled
         public List<IndicatorItem> Items {get; set;}
     }
 
@@ -94,6 +92,8 @@ public with sharing class IndicatorController {
         @AuraEnabled
         public String ContainsText {get; set;}
         @AuraEnabled
+        public String TextOperator {get; set;}
+        @AuraEnabled
         public Decimal Maximum {get; set;}
         @AuraEnabled
         public Decimal Minimum {get; set;}
@@ -164,8 +164,6 @@ public with sharing class IndicatorController {
             wrapper.CardTitle = 'Unbundled Items';
             wrapper.BundleDescription = null;
             wrapper.BundleId = null;
-            wrapper.BackgroundColor = null;
-            wrapper.ForegroundColor = null;
             wrapper.Items = new List<IndicatorItem>();
 
             for(Indicator_Item__mdt indicatorItem : Cmdt.getAllOrphanItems()){
@@ -219,6 +217,7 @@ public with sharing class IndicatorController {
 
                         extension.IsActive = itemExtension.Active__c;
                         extension.ContainsText = itemExtension.Contains_Text__c;
+                        extension.TextOperator = String.isNotBlank(itemExtension.Text_Operator__c) ? itemExtension.Text_Operator__c : 'Contains';
                         extension.Maximum = itemExtension.Maximum__c;
                         extension.Minimum = itemExtension.Minimum__c;
                         extension.ExtensionHoverText = itemExtension.Hover_Text__c;
@@ -264,8 +263,10 @@ public with sharing class IndicatorController {
             wrapper.CardTitle = bundle.Card_Title__c;
             wrapper.BundleDescription = bundle.Description__c;
             wrapper.BundleId = bundle.Id;
-            wrapper.BackgroundColor = bundle.Card_Icon_Background__c;
-            wrapper.ForegroundColor = bundle.Card_Icon_Foreground__c;
+            wrapper.ObjectName = bundle.sObject__r.Label;
+            if(bundle.sObject__r.Label != bundle.sObject__r.QualifiedApiName){
+                wrapper.ObjectName += ' (' + bundle.sObject__r.QualifiedApiName + ')';
+            }
             wrapper.Items = new List<IndicatorItem>();
 
             if(!bundleItems.isEmpty()){     // TODO: Commenting out this check is a great way to test throwing an error in the LWC
@@ -316,6 +317,7 @@ public with sharing class IndicatorController {
 
                                 extension.IsActive = itemExtension.Active__c;
                                 extension.ContainsText = itemExtension.Contains_Text__c;
+                                extension.TextOperator = String.isNotBlank(itemExtension.Text_Operator__c) ? itemExtension.Text_Operator__c : 'Contains';
                                 extension.Maximum = itemExtension.Maximum__c;
                                 extension.Minimum = itemExtension.Minimum__c;
                                 extension.ExtensionHoverText = itemExtension.Hover_Text__c;

force-app/main/default/layouts/Indicator_Bundle__mdt-Indicator Bundle Layout.layout-meta.xml

@@ -28,11 +28,11 @@
             </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
-                <field>Card_Icon_Foreground__c</field>
+                <field>Card_Icon_Background__c</field>
             </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
-                <field>Card_Icon_Background__c</field>
+                <field>Card_Icon_Foreground__c</field>
             </layoutItems>
         </layoutColumns>
         <layoutColumns>

force-app/main/default/layouts/Indicator_Item_Extension__mdt-Indicator Item Extension Layout.layout-meta.xml

@@ -26,6 +26,10 @@
                 <behavior>Edit</behavior>
                 <field>Maximum__c</field>
             </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Text_Operator__c</field>
+            </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Contains_Text__c</field>

force-app/main/default/lwc/indicatorBundle/indicatorBundle.css

@@ -1,4 +1,4 @@
 .cardIcon {
-    --sds-c-icon-color-foreground: var(--foregroundColor);
-    --sds-c-icon-color-background: var(--backgroundColor);
+    --slds-c-icon-color-foreground: var(--foregroundColor);
+    --slds-c-icon-color-background: var(--backgroundColor);
 }

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

@@ -28,16 +28,17 @@
                     <template lwc:if={showTitle}>
                         <h3 slot="title">
                             <lightning-icon 
+                                lwc:if={card.icon}
                                 icon-name={card.icon} 
-                                size="medium"
+                                size="small"
                                 class={card.iconClass}
                             >
                             </lightning-icon>
                             {card.title}
                         </h3>
                     </template>
                     <template lwc:if={showDescription}>
-                        <p class="slds-var-p-horizontal_medium">{card.body}</p>
+                        <p class="slds-var-p-horizontal_medium slds-var-p-bottom_small">{card.body}</p>
                     </template>
                 </template>
                 <!-- TODO: Do we put this in a Layout which would be responsive to the container, this could allow for empty slots too -->
@@ -64,23 +65,14 @@ <h3 slot="title">
     <template if:true={errorOccurred}>
         <template lwc:if={isManageEnabled}>
             <lightning-card variant="base" title="Error" icon-name="utility:error">
-                <lightning-button-icon
-                    variant="bare"
-                    icon-name="utility:info_alt"
-                    alternative-text="Indicator Value Key"
-                    class="slds-var-m-left_xx-small"
-                    title="Indicator Value Key"
-                    slot="actions"
-                    onclick={handleInfoKeyClick}
-                    aria-haspopup="dialog"
-                ></lightning-button-icon>
                 <p>{errorMessage}</p>
                 <template if:true={showIllustration}>
                     <c-illustration
                         heading =  {illustration.heading}
                         message-body = {illustration.messageBody}
                         image-name = {illustration.imageName}
                         image-size = {flexipageRegionWidth}
+                        class="slds-illustration slds-illustration_small"
                     ></c-illustration>
                 </template>
             </lightning-card>