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Migration Stuck Orders Fix

VIDEO TRANSCRIPT | Recorded: 2025-10-30 | Verify against current system state

Abstract

Technical troubleshooting session addressing multiple data migration issues. Resolves four orders stuck in pending by manually creating subscriptions and memberships, then activating. Discovers and temporarily disables a validation rule blocking student membership imports when previous incompatible membership exists. Identifies subscription date discrepancies where dates in Salesforce don't match Aptify source data, requiring investigation of either import script issues or I2C triggers modifying data post-import. Also discovers query needs to include orders where subscription spans into import date range, not just order date.

Key Procedures

  • Check subscription and membership records on stuck orders
  • Manually create membership from subscription record
  • Link order product to membership via Order field
  • Set subscription start and end dates to match Aptify source
  • Activate orders after subscription/membership creation
  • Find validation rules in BitBucket metadata by searching error text
  • Disable validation rule temporarily for import: Object Manager → Order Product → Validation Rules
  • Re-enable validation rule immediately after import completes
  • Compare Salesforce subscription dates against Aptify subscription purchase table
  • Review subscription fix script (step 076) for date mapping logic

Notable Statements

  • 0:03:22 "She created subscriptions for the four and tried to create the memberships and something went wrong."
  • 0:04:27 "If there's a subscription it should work... it doesn't look at membership at all."
  • 0:19:06 "Student membership cannot be added even if there is a previous incompatible membership."
  • 0:19:29 "So we just need to disable that trigger... that validation."
  • 0:38:45 "So we just need to disable this rule on the order item object."
  • 0:55:00 "It's activated. There's an order. There's a Chargent order. There is transaction. There is an order product. There's a subscription."
  • 0:59:48 "The order itself was taken in 2021, which we're not including. But it was still active in 2022."
  • 1:03:02 "Is there some kind of trigger or logic that's happening where they're trying to circumvent what we've entered in?"

Systems & Configurations

Systems Mentioned

  • Salesforce (production staging)
  • SQL Server (Aptify database)
  • BitBucket (I2C metadata repository)
  • DBamp/CData (data connector)
  • RightRev (finance system)

Specific Configurations

Item Value/Setting Timestamp Notes
Validation Rule Student Membership Incompatible 0:36:52 On Order Product
Script 076 Subscription Fixes 1:04:53 Date correction script
Script Membership Fixes 1:05:02 Related script
Import Cutoff 2022 0:57:11 Orders from this year forward
Order Batch Right Rev Full Member Order Batch 0:53:56 25 test orders

Credentials/Access Mentioned

  • IT Support login for Salesforce
  • BitBucket repository access for metadata
  • SQL Server access for Aptify queries

Errors & Troubleshooting

  • Issue: Four orders stuck, subscriptions but no memberships
  • Cause: Flow issue during initial import, subscription field misspelled
  • Resolution: Manually create membership records, activate orders

  • Timestamp: 0:02:58

  • Issue: Student membership validation error blocking import

  • Cause: Validation rule prevents student membership when incompatible membership exists
  • Resolution: Temporarily disable validation rule, re-enable after import

  • Timestamp: 0:19:06

  • Issue: Subscription dates wrong in Salesforce

  • Cause: Either import script issue or I2C triggers modifying dates
  • Resolution: Investigate script 076 and I2C post-save triggers

  • Timestamp: 1:01:16

  • Issue: Missing older subscriptions

  • Cause: Query only looked at order date, not subscription end date
  • Resolution: Include orders where subscription spans into import range

  • Timestamp: 0:59:48

  • Issue: Cannot select order product when creating membership

  • Cause: Unknown UI issue with lookup field
  • Resolution: Work around by leaving field blank
  • Timestamp: 0:09:00

Transcript Gaps & Quality Notes

  • Technical troubleshooting session with Jeff, McKenna, Matt, Serene
  • Jeff's computer crashed multiple times during session
  • Halloween costume discussion during computer reboots
  • Action item: Matt to investigate subscription date discrepancies
  • Follow-up needed on I2C triggers affecting subscription dates
  • Orders updated since late September when scripts were improved