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several fixes; Location Van, AssociatedLocation

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This commit is contained in:
Rene Kaßeböhmer
2025-05-02 14:23:27 +02:00
parent 3c824e5d4b
commit 4ca8cc06c7
10 changed files with 78 additions and 39 deletions
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24
prepared_steps/10_fill_location_id_for_associated_location/FillLocationId.py
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@ -1,10 +1,10 @@
import pandas as pd
read_df_al = pd.read_csv('../10_upsert_associated_location/AssociatedLocation.csv', header=0, keep_default_na=False, dtype=str)
read_df_l = pd.read_csv('../5_upsert_child_location/target/Location_insert_target.csv', header=0, keep_default_na=False, dtype=str)
read_df_al = pd.read_csv('../11_upsert_associated_location/AssociatedLocation_beforetransform.csv', header=0, keep_default_na=False, dtype=str)
read_df_l = pd.read_csv('../6_upsert_child_location/target/Location_insert_target.csv', header=0, keep_default_na=False, dtype=str)
#Type,ActiveFrom,ActiveTo,ParentRecordId,PKey__c
reindex_columns_al = ['Type','ActiveFrom','ActiveTo','ParentRecordId','PKey__c']
reindex_columns_al = ['Type','ActiveFrom','ActiveTo','ParentRecordId','Location.PKey__c']
#Errors,ExternalReference,Id,IsInventoryLocation,IsMobile,LocationType,Name,PKey__c
reindex_columns_l = ['Errors','ExternalReference','Id','IsInventoryLocation','IsMobile','LocationType','Name','PKey__c']
@ -12,20 +12,26 @@ reindex_columns_l = ['Errors','ExternalReference','Id','IsInventoryLocation','Is
df_al = read_df_al.reindex(reindex_columns_al, axis=1)
df_l = read_df_l.reindex(reindex_columns_l, axis=1)
print(df_al)
print(df_l)
# Merge df_al with df_l including Id abse on PKey__c
merged_df_al = pd.merge(df_al,
df_l[['Id', 'ExternalReference']],
left_on='PKey__c',
right_on='ExternalReference',
df_l[['Id', 'PKey__c']],
left_on='Location.PKey__c',
right_on='PKey__c',
how='left')
#drop External Reference
merged_df_al = merged_df_al.drop('ExternalReference', axis=1)
merged_df_al = merged_df_al.drop('Location.PKey__c', axis=1)
merged_df_al = merged_df_al.drop('PKey__c', axis=1)
#Rename columns
merged_df_al.columns = ['Type','ActiveFrom','ActiveTo','ParentRecordId','PKey__c','LocationId']
merged_df_al.columns = ['Type','ActiveFrom','ActiveTo','ParentRecordId', 'LocationId']
print(merged_df_al)
#safe csv
merged_df_al.to_csv('../10_upsert_associated_location/AssociatedLocation.csv', index=False)
merged_df_al.to_csv('../11_upsert_associated_location/AssociatedLocation.csv', index=False)

7
prepared_steps/11_upsert_associated_location/AssociatedLocation_beforetransform.csv Normal file
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@ -0,0 +1,7 @@
Type,ActiveFrom,ActiveTo,ParentRecordId,Location.PKey__c
Installer (installation),2017-12-01,,001w000001kFZwUAAW,"Plantsoen de Pas 12, 6601 BK WIJCHEN, NL;;;"
Owner,2017-12-03,,0011r00001kXYKXAA4,"Plantsoen de Pas 12, 6601 BK WIJCHEN, NL;;;"
Installer (installation),2017-12-01,,001w000001kFZwUAAW,"Munnikhofsestraat 5, 6691 HG GENDT, NL;;;"
Owner,2017-12-03,,0011r00001kXYKcAAO,"Munnikhofsestraat 5, 6691 HG GENDT, NL;;;"
Installer (installation),2017-12-03,,0012000000eCRx4AAG,"Newtonweg 20, 6101 WX ECHT, NL;;;"
Owner,2017-12-03,,0011r00001kXYNMAA4,"Newtonweg 20, 6101 WX ECHT, NL;;;"
1 Type ActiveFrom ActiveTo ParentRecordId Location.PKey__c
2 Installer (installation) 2017-12-01 001w000001kFZwUAAW Plantsoen de Pas 12, 6601 BK WIJCHEN, NL;;;
3 Owner 2017-12-03 0011r00001kXYKXAA4 Plantsoen de Pas 12, 6601 BK WIJCHEN, NL;;;
4 Installer (installation) 2017-12-01 001w000001kFZwUAAW Munnikhofsestraat 5, 6691 HG GENDT, NL;;;
5 Owner 2017-12-03 0011r00001kXYKcAAO Munnikhofsestraat 5, 6691 HG GENDT, NL;;;
6 Installer (installation) 2017-12-03 0012000000eCRx4AAG Newtonweg 20, 6101 WX ECHT, NL;;;
7 Owner 2017-12-03 0011r00001kXYNMAA4 Newtonweg 20, 6101 WX ECHT, NL;;;

3
prepared_steps/11_upsert_associated_location/AssociatedLocation_test.csv
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@ -1,3 +0,0 @@
Type,ActiveFrom,ActiveTo,ParentRecordId,PKey__c,LocationId
Installer (installation),2018-03-27,,0019Z00000fmCAYQA2,"Mr. P.J.M. Aalberselaan 19, 1181 XJ AMSTELVEEN, NL;;;",1319Z000000ij1RQAQ
Owner,2018-04-06,,0019Z00000fmCAYQA2,"Mr. P.J.M. Aalberselaan 19, 1181 XJ AMSTELVEEN, NL;;;",1319Z000000ij1RQAQ
1 Type ActiveFrom ActiveTo ParentRecordId PKey__c LocationId
2 Installer (installation) 2018-03-27 0019Z00000fmCAYQA2 Mr. P.J.M. Aalberselaan 19, 1181 XJ AMSTELVEEN, NL;;; 1319Z000000ij1RQAQ
3 Owner 2018-04-06 0019Z00000fmCAYQA2 Mr. P.J.M. Aalberselaan 19, 1181 XJ AMSTELVEEN, NL;;; 1319Z000000ij1RQAQ

21
prepared_steps/11_upsert_associated_location/export.json
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@ -1,16 +1,23 @@
{
"allOrNone": true,
"allOrNone": true,
"excludeIdsFromCSVFiles": true,
"objects": [
{
"query": "SELECT Type,ActiveFrom,ActiveTo,ParentRecordId$Account,PKey__c, LocationId FROM AssociatedLocation",
{
"query": "SELECT Id FROM Location WHERE ParentLocationId != null AND ParentLocation.VisitorAddress.CountryCode = 'NL'",
"operation": "Insert",
"master": false
},
{
"query": "SELECT Id FROM Account WHERE BillingCountry__c != 'NL'",
"operation": "Insert",
"master": false
},
{
"query": "SELECT Type,ActiveFrom,ActiveTo,ParentRecordId$Account, LocationId FROM AssociatedLocation",
"operation": "Insert",
"externalId": "PKey__c",
"useSourceCSVFile": true,
"master": true,
"useValuesMapping": true,
"excludedFields": ["PKey__c"]
"useValuesMapping": true
}
]
}

4
prepared_steps/1_extract_data/queries.json
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@ -23,7 +23,7 @@
"query": "SELECT Id, Main_Product_Group__c, Family, MaterialType__c, Name, Product_Code__c, ProductCode, EAN_Product_Code__c FROM Product2"
},{
"sobject": "SCInstalledBaseRole__c",
"query": "SELECT Id, InstalledBaseLocation__c, Role__c, ValidFrom__c, ValidTo__c, Account__c FROM SCInstalledBaseRole__c WHERE InstalledBaseLocation__r.Country__c = '{country}' AND InstalledBaseLocation__c = 'a1B1r0000099EsfEAE'"
"query": "SELECT Id, InstalledBaseLocation__c, Role__c, ValidFrom__c, ValidTo__c, Account__c FROM SCInstalledBaseRole__c WHERE InstalledBaseLocation__r.Country__c = '{country}' AND InstalledBaseLocation__c IN ('a1B1r000008XXEdEAO', 'a1B1r000008XXEiEAO', 'a1B1r000008XXH8EAO')"
},{
"sobject": "SCPriceList__c",
"query": "SELECT Id, Name, Brand__r.Name, Country__c from SCPriceList__c WHERE Country__c = '{country}' AND PriceList__c != null"
@ -32,7 +32,7 @@
"query": "SELECT Id, Article__r.Name, Price__c, PriceUnit__c, Pricelist__c, ValidFrom__c, ValidTo__c, Article__r.EANCode__c, Pricelist__r.Brand__r.Name, Pricelist__r.Country__c FROM SCPriceListItem__c WHERE Country__c = '{country}' AND PriceList__c != null AND (ValidTo__c >= TODAY OR ValidFrom__c >= TODAY) AND Article__c = 'a0Gw000001R9slpEAB'"
},{
"sobject": "SCResourceAssignment__c",
"query": "SELECT Id, ValidTo__c, ValidFrom__c, Country__c, City__c, PostalCode__c, District__c, Street__c, HouseNo__c, Extension__c, FlatNo__c, Floor__c, GeoY__c, GeoX__c, Resource__c, Resource__r.Employee__r.Name, Stock__c FROM SCResourceAssignment__c WHERE Country__c = '{country}' AND ValidTo__c >= TODAY"
"query": "SELECT Id, ValidTo__c, ValidFrom__c, Country__c, City__c, PostalCode__c, District__c, Street__c, HouseNo__c, Extension__c, FlatNo__c, Floor__c, GeoY__c, GeoX__c, Resource__c, Resource__r.Employee__r.Name, Stock__c, Stock__r.ID2__c FROM SCResourceAssignment__c WHERE Country__c = '{country}' AND ValidTo__c >= TODAY"
}
]
}

39
prepared_steps/2_transform_via_script/TransformScript.py
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@ -42,7 +42,7 @@ reindex_columns_product2 = ['Id','Main_Product_Group__c','Family','MaterialType_
reindex_columns_ibr = ['Id', 'InstalledBaseLocation__c', 'Role__c', 'ValidFrom__c', 'ValidTo__c', 'Account__c']
reindex_columns_pricelist = ['Id', 'Name', 'Brand__r.Name', 'Country__c']
reindex_columns_pricelistitem = ['Id', 'Article__r.Name', 'Article__r.EANCode__c', 'Price__c', 'PriceUnit__c', 'Pricelist__c', 'ValidFrom__c', 'ValidTo__c', 'Pricelist__r.Brand__r.Name', 'Pricelist__r.Country__c']
reindex_columns_resourceassignment = ['Id', 'ValidTo__c', 'ValidFrom__c', 'Country__c', 'City__c', 'PostalCode__c', 'District__c', 'Street__c', 'HouseNo__c', 'Extension__c', 'FlatNo__c', 'Floor__c', 'GeoY__c', 'GeoX__c', 'Resource__c', 'Resource__r.Employee__r.Name', 'Stock__c']
reindex_columns_resourceassignment = ['Id', 'ValidTo__c', 'ValidFrom__c', 'Country__c', 'City__c', 'PostalCode__c', 'District__c', 'Street__c', 'HouseNo__c', 'Extension__c', 'FlatNo__c', 'Floor__c', 'GeoY__c', 'GeoX__c', 'Resource__c', 'Resource__r.Employee__r.Name', 'Stock__c', 'Stock__r.ID2__c']
reindex_columns_address_iot = ['Id', 'Country', 'CountryCode', 'Street', 'City', 'ParentId', 'PostalCode']
reindex_columns_location_iot = ['Id', 'Name']
@ -223,7 +223,7 @@ merged_df_ib = merged_df_ib.drop('Id_x', axis=1)
merged_df_ib = merged_df_ib.drop('ProductUnitClass__c', axis=1)
merged_df_ib = merged_df_ib.drop('ProductUnitType__c', axis=1)
merged_df_ib.columns = ['Name', 'FSL_1st_Ignition_Date__c', 'InstallDate', 'Kind_of_Energy__c', 'Product2.Product_Code__c', 'SerialNumber', 'Serialnumber_Exception__c', 'Location.ExternalReference']
merged_df_ib.columns = ['Name', 'FSL_1st_Ignition_Date__c', 'InstallDate', 'Kind_of_Energy__c', 'Product2.Product_Code__c', 'SerialNumber', 'Serialnumber_Exception__c', 'Location.PKey__c']
#merged_df_ib = merged_df_ib.drop('Main_Product_Group__c', axis=1)
# assign Main_Product_Group__c based on product2 records
merged_df_ib = pd.merge(merged_df_ib,
@ -241,8 +241,11 @@ merged_df_ib = merged_df_ib.replace({'Kind_of_Energy__c': {'4': '3', '5': '3'}})
## 5. SCInstalledBaseRole__c.csv
print(df_ibr)
print(child_df)
df_ibr = pd.merge(df_ibr,
child_df[['Id', 'ExternalReference']],
child_df[['Id', 'PKey__c']],
left_on='InstalledBaseLocation__c',
right_on='Id',
how='left')
@ -253,9 +256,9 @@ df_ibr = df_ibr.drop('Id_x', axis=1)
df_ibr = df_ibr.drop('Id_y', axis=1)
df_ibr = df_ibr.drop('InstalledBaseLocation__c', axis=1)
print(df_ibr.columns)
print(df_ibr)
df_ibr.columns = ['Type', 'ActiveFrom', 'ActiveTo', 'ParentRecordId', 'Location.ExternalReference']
df_ibr.columns = ['Type', 'ActiveFrom', 'ActiveTo', 'ParentRecordId', 'Location.PKey__c']
#remove kind_of_energy__c and kind_of_installation if field dependency to main product group is not correct
# Create the mapping dictionary
@ -345,7 +348,7 @@ df_pricelistitem.columns = columns_pricebookentry
##--------------------------------------------------------------------------##
# Create van locations from resource assignments
van_columns = ['Id', 'City__c', 'Country__c', 'Street__c', 'HouseNo__c', 'PostalCode__c', 'GeoY__c', 'GeoX__c', 'Resource__r.Employee__r.Name']
van_columns = ['Id', 'City__c', 'Country__c', 'Street__c', 'HouseNo__c', 'PostalCode__c', 'GeoY__c', 'GeoX__c', 'Resource__r.Employee__r.Name', 'Stock__r.ID2__c']
van_address_columns = ['City__c', 'Country__c', 'Street__c', 'HouseNo__c', 'PostalCode__c', 'GeoY__c', 'GeoX__c', 'ExternalReference']
van_df = df_resourceassignment[van_columns].copy()
@ -362,6 +365,20 @@ van_df['ExternalReference'] = (
van_df['Country__c'].astype(str)
)
# Process Stock__r.ID2__c field
def extract_last_4_digits(value):
if pd.isna(value) or not isinstance(value, str):
return '1000'
try:
last_4 = value[-4:]
if last_4.isdigit():
return last_4
return '1000'
except:
return '1000'
van_df['Stock__r.ID2__c'] = van_df['Stock__r.ID2__c'].apply(extract_last_4_digits)
# Add van records to child_df
if not van_df.empty:
van_records = pd.DataFrame({
@ -371,10 +388,13 @@ if not van_df.empty:
'DuplicateCheck__c': 'false',
'IsInventoryLocation': 'true',
'IsMobile': 'true',
'LocationType': 'Van'
'LocationType': 'Van',
'Location_Number__c': van_df['Stock__r.ID2__c']
})
child_df = pd.concat([child_df, van_records], ignore_index=True)
child_df = child_df.drop('Id', axis=1)
# Address and Parent Location for vans
van_address_df = van_df[van_address_columns].copy()
van_parenlocation_df = van_df[['City__c', 'Country__c', 'Street__c', 'PostalCode__c']].copy()
@ -383,10 +403,7 @@ van_parenlocation_df = van_df[['City__c', 'Country__c', 'Street__c', 'PostalCode
van_address_df['Country'] = van_address_df['Country__c'].map(country_mapping)
van_address_df['Parent.Name'] = van_address_df['ExternalReference']
van_address_df = van_address_df.drop('HouseNo__c', axis=1)
print(van_address_df)
van_address_df.columns = ['City', 'CountryCode', 'Street', 'PostalCode', 'Latitude', 'Longitude', 'PKey__c', 'Country', 'Parent.Name']
print(van_address_df)
# Only add addresses that don't already exist
new_addresses = van_address_df[~van_address_df['PKey__c'].isin(address_df['PKey__c'])]
@ -415,7 +432,7 @@ address_df.to_csv('../4_upsert_address_and_parent_location/Address.csv', index=F
parent_df.to_csv('../4_upsert_address_and_parent_location/Location.csv', index=False)
child_df.to_csv('../6_upsert_child_location/Location.csv', index=False)
merged_df_ib.to_csv('../8_upsert_assets/Asset.csv', index=False)
df_ibr.to_csv('../11_upsert_associated_location/AssociatedLocation.csv', index=False)
df_ibr.to_csv('../11_upsert_associated_location/AssociatedLocation_beforetransform.csv', index=False)
df_pricelist.to_csv('../12_insert_pricebook2_and_pricebookentries/Pricebook2.csv', index=False)
df_pricelistitem.to_csv('../12_insert_pricebook2_and_pricebookentries/PricebookEntry.csv', index=False)
merged_df_location_iot.to_csv('../3_update_address_and_location_data_for_migration/Location.csv', index=False)

2
prepared_steps/6_upsert_child_location/command.txt
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@ -1 +1 @@
sf sfdmu run --sourceusername csvfile --targetusername rene.kasseboehmer@vaillant.de.devrene
sf sfdmu run --sourceusername rene.kasseboehmer@vaillant.de.devrene --targetusername rene.kasseboehmer@vaillant.de.devrene

5
prepared_steps/6_upsert_child_location/export.json
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@ -3,8 +3,9 @@
"excludeIdsFromCSVFiles": true,
"objects": [
{
"query": "SELECT Id,Extension__c,Flat__c,Floor__c,ExternalReference,Name,PKey__c,DuplicateCheck__c,IsInventoryLocation,IsMobile,LocationType FROM Location",
"operation": "Insert",
"query": "SELECT Extension__c,Flat__c,Floor__c,ExternalReference,Name,PKey__c,DuplicateCheck__c,IsInventoryLocation,IsMobile,LocationType, Location_Number__c FROM Location",
"operation": "Upsert",
"externalId": "PKey__c",
"useSourceCSVFile": true
}
]

7
prepared_steps/7_build_lookup_child_to_parent_location/export.json
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@ -2,8 +2,13 @@
"allOrNone": true,
"objects": [
{
"query": "SELECT Id, Name, ExternalReference, ParentLocationId FROM Location WHERE ExternalReference != null AND ExternalReference LIKE '%NL' AND ParentLocationId = null AND VisitorAddressId = null",
"query": "SELECT Id, ParentId, PKey__c FROM Address WHERE CountryCode = 'NL' AND PKey__c != null",
"operation": "Readonly",
"externalId": "PKey__c"
},{
"query": "SELECT ExternalReference FROM Location WHERE ExternalReference LIKE '%NL' AND ParentLocationId = null AND VisitorAddressId = null",
"operation": "Update",
"externalId": "ExternalReference",
"beforeUpdateAddons": [
{
"module": "core:RecordsTransform",

5
prepared_steps/8_upsert_assets/export.json
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@ -3,10 +3,9 @@
"excludeIdsFromCSVFiles": true,
"objects": [
{
"query": "SELECT ExternalReference FROM Location WHERE ExternalReference != null AND ParentLocation.VisitorAddress.CountryCode = 'NL'",
"query": "SELECT PKey__c FROM Location WHERE PKey__c != null AND ParentLocation.VisitorAddress.CountryCode = 'NL'",
"operation": "Readonly",
"externalId": "ExternalReference",
"master": false
"externalId": "PKey__c"
},{
"query": "SELECT Product_Code__c FROM Product2 WHERE Product_Code__c != null",
"operation": "Readonly",