Push RecordTypes and Data using SFDX

sfdx-push-recordtypes

### Setup Import File and Permission Set

# Step 1. Export the RecordTypes
-> sfdx force:data:tree:export -q "SELECT ID, Name, DeveloperName, SobjectType FROM RecordType" -o data
Wrote 1 records to data/RecordType.json

# Here is what the export might look like
-> more data/RecordType.json 
{
    "records": [
        {
            "attributes": {
                "type": "RecordType",
                "referenceId": "RecordTypeRef1"
            },
            "Name": "MyType",
            "SobjectType": "Account"
        }
    ]
}

# Step 2. Export the Objects
-> sfdx force:data:tree:export -q "SELECT ID, Name FROM Account WHERE RecordType.Name = 'MyType'" -o data/
Wrote 1 records to data/Accounts.json

# Here is what the export looks like.
-> more data/Accounts.json 
{
    "records": [
        {
            "attributes": {
                "type": "Account",
                "referenceId": "AccountRef1"
            },
            "Name": "Acme"
        }
    ]
}

# Step 3. Put a place mark in the data file.
-> more data/Accounts.json | jq '.records[] |= .+ {"RecordTypeId" : "@RecordTypeRef1"}' | more > data/AccountsWithRecordTypes.json

# Step 4. RecordType.json and AccountsWithRecordTypes.json are files you want to check into source control.

# Step 5. If you don't have a permission set that gives access to your record type, create one and pull the source down, then check into source controll

### Set up a new scratch org - Assumes you have a perm set and data files as described above

# Step 1. Create scratch org
-> sfdx force:org:create -s -f <path to config file>

# Step 2. Import the RecordType - We need this before the perm set push
-> sfdx force:data:tree:import -f data/RecordType.json

# Step 3. Push source (which includes perm set)
-> sfdx force:source:push

# Step 4. Assign permission set
-> sfdx force:user:permset:assign -n <Name-of-your-permset>

# Step 5. Tricky tricky. Add the RecordType reference name to all the accounts.
# a. First test getting the ID
-> sfdx force:data:soql:query -q "SELECT ID FROM RecordType WHERE DeveloperName = 'Test'" --json | jq -r '.records[0].Id'
# b. Replace place mark with ID
-> sed -i -e "s/@RecordTypeRef1/`sfdx force:data:soql:query -q \"SELECT ID FROM RecordType WHERE DeveloperName = 'Test'\" --json | jq -r '.records[0].Id'`/g" data/AccountWithRecordTypes.json 

# Here is what the new file looks like
-> more data/AccountWithRecordType.json 
{
  "records": [
    {
      "attributes": {
        "type": "Account",
        "referenceId": "AccountRef1"
      },
      "Name": "Acme",
      "RecordTypeId": "012xx00000022t6AAA"
    }
  ]
}

# Step 6. Now you are ready to import the data
-> sfdx force:data:tree:import -f data/AccountWithRecordType.json

@bkwdesign I asked around and it sounds like there still isn't a good answer. You might want to look into the sfdmu plugin. It is a lot more advanced than the things I am doing in this script 5 years ago. You could even ask on that repo to see if anyone has experience using it for record types.