# Salesforce Toolkit - Project Summary

## Overview

**Salesforce Toolkit** is a comprehensive, production-ready Python library for Salesforce integration. It provides a flexible, configuration-driven framework for working with any Salesforce object, field mapping, and ETL pipelines.

---

## 🎯 Key Features

### 1. **Multiple Authentication Methods**
- JWT Bearer Flow (recommended for production)
- OAuth 2.0 Password Flow
- Environment-based configuration

### 2. **Universal Salesforce Client**
- Works with **any** Salesforce object (standard or custom)
- Complete CRUD operations (Create, Read, Update, Delete, Upsert)
- Bulk operations via Composite API
- SOQL queries with automatic pagination
- Metadata describe operations

### 3. **Flexible Field Mapping**
- Simple field renaming
- Custom transformation functions
- Built-in transformations (lowercase, uppercase, date formatting, etc.)
- Default values
- Nested field access (dot notation)
- Conditional mapping

### 4. **ETL Pipeline Framework**
- Configuration-driven sync pipelines
- Multiple sync modes (INSERT, UPDATE, UPSERT, DELETE)
- Batch processing
- Progress tracking with callbacks
- Comprehensive error handling and reporting

### 5. **Production-Ready Logging**
- File and console output
- Automatic log rotation
- Colored console output
- Contextual logging
- Configurable log levels

### 6. **Command-Line Interface**
- Query, create, update, delete from terminal
- Run sync pipelines from YAML config
- Describe Salesforce objects
- Test authentication

---

## 📁 Project Structure

```
salesforce-toolkit/
├── salesforce_toolkit/          # Main library package
│   ├── __init__.py              # Package initialization
│   ├── auth/                    # Authentication providers
│   │   ├── __init__.py
│   │   ├── jwt_auth.py          # JWT Bearer Flow
│   │   └── oauth_auth.py        # OAuth Password Flow
│   ├── core/                    # Core functionality
│   │   ├── __init__.py
│   │   ├── session.py           # Session management
│   │   └── client.py            # Salesforce API client
│   ├── mapping/                 # Field mapping engine
│   │   ├── __init__.py
│   │   └── field_mapper.py      # Mapper with transformations
│   ├── pipeline/                # ETL pipeline framework
│   │   ├── __init__.py
│   │   └── sync_pipeline.py     # Sync pipeline implementation
│   ├── logging/                 # Logging system
│   │   ├── __init__.py
│   │   └── logger.py            # Logging configuration
│   └── utils/                   # Utilities
│       ├── __init__.py
│       └── helpers.py           # Helper functions
├── config/                      # Configuration templates
│   ├── .env.example             # Environment variables template
│   └── sync_config_example.yaml # Sync pipeline config template
├── examples/                    # Usage examples
│   ├── 01_basic_authentication.py
│   ├── 02_crud_operations.py
│   └── 03_data_sync_pipeline.py
├── docs/                        # Documentation
│   └── QUICK_START.md           # Quick start guide
├── tests/                       # Unit tests (to be added)
├── cli.py                       # Command-line interface
├── setup.py                     # Package setup configuration
├── requirements.txt             # Production dependencies
├── README.md                    # Main documentation
├── LICENSE                      # MIT License
├── CHANGELOG.md                 # Version history
├── MANIFEST.in                  # Package manifest
├── .gitignore                   # Git ignore rules
├── PROJECT_SUMMARY.md           # This file
```

---

## 🚀 Quick Start

### Installation

```bash
pip install salesforce-toolkit
```

### Basic Usage

```python
from salesforce_toolkit import JWTAuthenticator, SalesforceClient

# Authenticate
auth = JWTAuthenticator.from_env()
session = auth.authenticate()

# Create client
client = SalesforceClient(session)

# Create a record
account_id = client.create("Account", {
    "Name": "ACME Corporation",
    "Industry": "Technology"
})

# Query records
accounts = client.query("SELECT Id, Name FROM Account LIMIT 10")

# Update a record
client.update("Account", account_id, {"Phone": "555-1234"})
```

### Data Sync Pipeline

```python
from salesforce_toolkit import FieldMapper, SyncPipeline, SyncMode

# Define mapping
mapper = FieldMapper({
    "customer_name": "Name",
    "customer_email": "Email"
})

# Create pipeline
pipeline = SyncPipeline(
    client=client,
    sobject="Account",
    mapper=mapper,
    mode=SyncMode.INSERT
)

# Sync data
result = pipeline.sync(source_data)
```

---

## 📚 Documentation

- **[README.md](README.md)** - Complete documentation
- **[QUICK_START.md](docs/QUICK_START.md)** - Quick start guide
- **[Examples](examples/)** - Code examples
- **[Config Templates](config/)** - Configuration examples

---

## 🎨 Design Principles

### 1. **Simplicity**
- Clean, intuitive API
- Sensible defaults
- Minimal configuration required

### 2. **Flexibility**
- Works with any Salesforce object
- Customizable field mapping
- Extensible pipeline framework

### 3. **Robustness**
- Comprehensive error handling
- Automatic retries (planned)
- Detailed logging

### 4. **Performance**
- Batch operations
- Automatic pagination
- Efficient data processing

### 5. **Developer Experience**
- Type hints throughout
- Clear documentation
- Rich examples

---

## 🔧 Technical Stack

### Core Dependencies

- **requests** (2.31.0+) - HTTP client for REST API
- **PyJWT** (2.8.0+) - JWT token generation
- **cryptography** (41.0.7+) - RSA key handling
- **PyYAML** (6.0.1+) - YAML configuration
- **python-dotenv** (1.0.0+) - Environment variables

### Optional Dependencies

- **mysql-connector-python** - MySQL support
- **psycopg2-binary** - PostgreSQL support
- **pymongo** - MongoDB support
- **pandas** - Data manipulation
- **numpy** - Numerical operations

### Development Tools

- **pytest** - Testing framework
- **pytest-cov** - Code coverage
- **black** - Code formatter
- **flake8** - Linter
- **mypy** - Type checker
- **sphinx** - Documentation generator

---

## 🧪 Testing

```bash
# Run tests
pytest

# With coverage
pytest --cov=salesforce_toolkit --cov-report=html

# Linting
flake8 salesforce_toolkit/

# Type checking
mypy salesforce_toolkit/

# Code formatting
black salesforce_toolkit/
```

---

## 🛣️ Roadmap

### Version 1.1 (Planned)
- [ ] Bulk API 2.0 support
- [ ] Built-in retry mechanism with exponential backoff
- [ ] Dry-run mode for pipelines
- [ ] Performance metrics

### Version 1.2 (Planned)
- [ ] Metadata API support
- [ ] Streaming API (PushTopic, Generic Streaming)
- [ ] Integration with popular ORMs
- [ ] Advanced caching strategies

### Version 2.0 (Future)
- [ ] Async/await support
- [ ] GraphQL API support
- [ ] Real-time change data capture
- [ ] Advanced data validation

---

## 📊 Architecture

### Authentication Layer
```
JWTAuthenticator / OAuthAuthenticator
    ↓
SalesforceSession (instance_url, access_token, api_version)
    ↓
SalesforceClient (CRUD operations)
```

### Data Sync Flow
```
Source Data
    ↓
FieldMapper (transform)
    ↓
SyncPipeline (batch processing)
    ↓
SalesforceClient (create/update/upsert/delete)
    ↓
SyncResult (success/error tracking)
```

### Logging Flow
```
Application Code
    ↓
setup_logger() → Logger Instance
    ↓
    ├─→ File Handler (with rotation)
    └─→ Console Handler (with colors)
```

---

## 🔐 Security Best Practices

1. **Never commit credentials** - Use `.env` files (in `.gitignore`)
2. **Use JWT for production** - More secure than password flow
3. **Rotate certificates regularly** - JWT certificates should be rotated
4. **Restrict Connected App** - Limit IP ranges and profiles
5. **Use field-level security** - Control access at Salesforce level
6. **Validate external data** - Always validate data from external sources
7. **Log security events** - Track authentication and data access

---

## 🤝 Contributing

We welcome contributions! Please see our contributing guidelines:

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests
5. Submit a pull request

### Development Setup

```bash
git clone https://github.com/yourusername/salesforce-toolkit.git
cd salesforce-toolkit
python -m venv venv
source venv/bin/activate
pip install -e ".[dev]"
```

---

## 📜 License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

---

## 👤 Author

**Antonio Trento**

- GitHub: [@antoniotrento](https://github.com/antoniotrento)
- LinkedIn: [Antonio Trento](https://linkedin.com/in/antoniotrento)
- Email: info@antoniotrento.net

---

## 🙏 Credits

- Inspired by [Simple Salesforce](https://github.com/simple-salesforce/simple-salesforce)
- Built with [Requests](https://requests.readthedocs.io/)
- Powered by [PyJWT](https://pyjwt.readthedocs.io/)

---

## 📈 Project Stats

- **Lines of Code**: ~3,500+
- **Modules**: 11
- **Classes**: 10+
- **Functions**: 100+
- **Examples**: 3 comprehensive examples
- **Documentation Pages**: 5+

---

**Last Updated**: 2025-12-05
**Version**: 1.0.0
