/consumer-goods-tpe-datakit-deploy

name: consumer-goods-tpe-datakit-deploy
description: "Deploy the TPM Accruals Data Kit components specifically required for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to install or deploy the TPM data kit for TPE dashboards, or as a delegated step from consumer-goods-tpe-dashboard-configure. Do not use this skill if the customer wants to deploy the TPM Accruals Data Kit for the Accruals feature."
metadata:
  version: "1.0"
  minApiVersion: "67.0"
  domains: ["Consumer Goods"]
  relatedSkills:
    - "consumer-goods-tpe-dashboard-configure"
  cliTools:
    - tool: ["node"]
      semver: ">=20.0.0"
    - tool: ["sf"]
      semver: ">=2.0.0"

TPE Data Kit Deploy

Deploys the TPM Accruals Data Kit and its DMO mappings into a Salesforce org. Standalone and self-contained — runs on its own, or as a delegated step invoked by `consumer-goods-tpe-dashboard-configure` (Step 7), which passes through its own already-collected username and dry-run flag rather than this skill re-deriving them.

Inputs to collect first

Ask before starting, unless already supplied by a calling skill. Do not guess.

1. **TPM System Admin username** — already authenticated via `sf` CLI. Verify via the sibling script, never `sf org display --json` directly — that command's raw output includes `accessToken` (a live credential), which this script strips before printing:

   node ./scripts/sf-rest.js org-status --target-org <username>

Prints `{"username","alias","connectedStatus","orgId"}`. Non-zero exit or `connectedStatus != "Connected"` ⇒ stop, ask the user to log in themselves. 2. **Dry-run?** — offer by default. In dry-run, Phase 1 (preflight) and Phase 2's read/diff steps still run; Phase 2's `FieldPermissions` writes and Phases 3-5 (deploy) are skipped and recorded as `pending — not run (dry-run)`. 3. **TPM Data Connector installed and active** — cannot be verified programmatically. Ask the user, spelling out the exact navigation steps rather than just naming the setting: *"Can you confirm the TPM Data Connector is Active? 1) Go to Setup → Data Cloud Setup. 2) In the left nav, under EXTERNAL INTEGRATIONS, click Other Connectors. 3) Find 'TPM Data Connector' in the list and check its status."* Wait for an explicit yes. If missing or inactive, **stop** — tell the user we cannot proceed without the TPM Data Connector being active, and explain the two different paths depending on org type:

• **Production orgs** — it's typically auto-installed within ~24h of Processing Service pairing, provided the org has a Data Cloud license. If both prerequisites are met, ask the user to wait and retry; if either isn't met (no pairing yet, or no Data Cloud license), that's the real blocker to resolve first.
• **Sandbox orgs** — auto-install commonly does not happen; it typically needs to be activated manually under EXTERNAL INTEGRATIONS → Other Connectors. Tell the user this is expected in sandboxes and ask them to activate it there, then confirm before continuing.

Re-run this check once the user confirms it's Active. 4. **Salesforce CRM Home org connection** — cannot be verified programmatically. Ask the user, spelling out the exact navigation steps: *"Can you confirm the Salesforce CRM Home org connection is Active? 1) Go to Setup → Data Cloud Setup. 2) In the left nav, under SALESFORCE INTEGRATIONS, click Salesforce CRM. 3) Check that the Home org connection status is Active."* Wait for an explicit yes. If missing/inactive, **stop** — tell the user we cannot proceed without this connection being active (Phase 2's field-permission grants require the `Data Cloud Salesforce Connector` permission set, which won't exist until this connection is configured) — ask them to activate/configure it first, then re-run this check. 5. **Permission set(s) for the TPM Admin persona + GenieAdmin permission set confirmed assigned** — when invoked as a delegated step from `consumer-goods-tpe-dashboard-configure`, it passes through both results already confirmed in its own earlier phases; reuse them, don't re-ask or re-query. When invoked standalone, confirm each directly:

• **Permission set(s) for the TPM Admin persona** — "TPM Admin persona" is a role, not an actual permission set name; the org-specific permission set backing that persona (name/assignment) cannot be verified programmatically. Ask the user to confirm: *"Is the permission set(s) required for the TPM Admin persona assigned to <username>?"* Wait for an explicit yes.
• **GenieAdmin** — resolve its Label first (never show the API `Name` to the user), then check the assignment:

     sf data query --target-org <username> --query "SELECT Label FROM PermissionSet WHERE Name = 'GenieAdmin'"
     sf data query --target-org <username> \
       --query "SELECT PermissionSet.Name FROM PermissionSetAssignment WHERE Assignee.Username = '<username>' AND PermissionSet.Name = 'GenieAdmin'"

Missing ⇒ tell the user the Label from the first query (e.g. *"User <username> is missing the <Label> permission set. Assign it now?"*) and ask permission to assign before continuing:

     sf data create record --sobject PermissionSetAssignment \
       --values "AssigneeId=<userId> PermissionSetId=<psId>" --target-org <username>

If declined, skip and note it in the report. 6. **Namespace (`NS`)** — when invoked as a delegated step, `consumer-goods-tpe-dashboard-configure` passes through its already-detected `NS` (raw namespace string); reuse it, don't re-detect. When invoked standalone, detect it once yourself, before Phase 1, with the sibling script:

   node ./scripts/detect-namespace.js --target-org <username>

Prints `{"NS","NS_SEGMENT","NS_APEX","NS_FIELD"}` as one line of JSON. Store all four and reuse everywhere below.

Phase 1 — Preflight

2. **Baseline for later verification** — capture the latest `DataKitDeploymentLog` Id