@raishin/vanguard-frontier-agentic 2.3.0 → 2.5.0

package/skills/salesforce/salesforce-apex-test-runner-skill/references/failure-diagnosis.md

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+# Apex Test Failure Diagnosis Reference
+
+Adapted from forcedotcom/sf-skills running-apex-tests references (Apache-2.0).
+
+## Common Failure Categories
+
+### 1. DML Not Allowed on Setup Objects
+
+**Error message:** `System.TestException: DML operation on setup object type 'User' is not permitted after you have updated a non-setup object type`
+
+**Root cause:** Test method is trying to insert/update both setup objects (User, Group, GroupMember) and non-setup objects (Account, Contact, etc.) in the same transaction.
+
+**Fix:**
+```apex
+// BAD — User and Account in same transaction
+@isTest
+static void testWithUserAndAccount {
+    User u = TestDataFactory.createUser(true);   // setup object
+    Account acc = TestDataFactory.createAccount(true); // non-setup object — ERROR
+}
+
+// GOOD — use @TestSetup to pre-create User, then create Account in the test method
+@TestSetup
+static void setup {
+    TestDataFactory.createUser(true); // setup object in @TestSetup is isolated
+}
+
+@isTest
+static void testWithUserAndAccount {
+    User u = [SELECT Id FROM User WHERE Username = 'test@example.com' LIMIT 1];
+    Account acc = TestDataFactory.createAccount(true); // safe — no setup objects here
+}
+```
+
+---
+
+### 2. Governor Limit: Too Many SOQL Queries
+
+**Error message:** `System.LimitException: Too many SOQL queries: 101`
+
+**Root cause:** SOQL query inside a loop in production code; bulk test crosses the trigger
+batch boundary (200+ records) and exposes the N+1 pattern.
+
+**Fix in production code:**
+```apex
+// BAD — SOQL inside loop
+for (Opportunity opp : opportunities) {
+    Account acc = [SELECT Id FROM Account WHERE Id = :opp.AccountId]; // N+1
+}
+
+// GOOD — bulk pattern
+Set<Id> accountIds = new Set<Id>;
+for (Opportunity opp : opportunities) { accountIds.add(opp.AccountId); }
+Map<Id, Account> accMap = new Map<Id, Account>(
+    [SELECT Id, Name FROM Account WHERE Id IN :accountIds]
+);
+```
+
+**Diagnosis from stack trace:** The stack trace points to the exact line with the SOQL
+inside a loop. Route to `salesforce-apex-generator-skill` for the refactor.
+
+---
+
+### 3. Governor Limit: Too Many DML Statements
+
+**Error message:** `System.LimitException: Too many DML statements: 151`
+
+**Root cause:** DML operation inside a loop.
+
+**Fix pattern:** Collect all records to DML outside the loop (same as SOQL pattern above).
+
+---
+
+### 4. CalloutException in Test Context
+
+**Error message:** `System.CalloutException: Callouts not permitted from triggers, Schedulable.execute, batch start/execute/finish, standard approval process, or user interface.` OR `You have uncommitted work pending. Please commit or rollback before calling out.`
+
+**Root cause:** Production code makes an HTTP callout but no callout mock is registered.
+
+**Fix:**
+```apex
+// Register mock before Test.startTest
+Test.setMock(HttpCalloutMock.class, new MockHttpCallout(200, '{"status":"ok"}'));
+
+Test.startTest;
+MyService.callExternalSystem;
+Test.stopTest;
+```
+
+See `references/async-testing.md` for full mock implementation patterns.
+
+---
+
+### 5. Async Result Not Visible (Missing Test.startTest/stopTest)
+
+**Symptom:** Test passes but assertions on async job results are empty/null — no failures
+during the test, but the job's side effects are not visible.
+
+**Root cause:** The Queueable or Batch job was enqueued outside the `Test.startTest` /
+`Test.stopTest` boundary, so the async queue was never flushed.
+
+**Fix:**
+```apex
+// BAD — enqueue before startTest, never flushed
+System.enqueueJob(new MyQueueable(ids));
+// assertions here see no results
+
+// GOOD
+Test.startTest;
+System.enqueueJob(new MyQueueable(ids));
+Test.stopTest; // flushes the async queue
+// assertions here see completed results
+```
+
+---
+
+### 6. QueryException: List has no rows for assignment
+
+**Error message:** `System.QueryException: List has no rows for assignment to SObject`
+
+**Root cause:** Test uses SOQL with `=` (single-SObject assignment) and the record does
+not exist — often because `@TestSetup` did not create the expected data, or the test is
+relying on org data with `SeeAllData=true` that is not present in CI.
+
+**Fix:**
+```apex
+// BAD — single-row assignment
+Account acc = [SELECT Id FROM Account WHERE Name = 'My Company'];
+
+// GOOD — safe list + check
+List<Account> accs = [SELECT Id FROM Account WHERE Name = 'My Company' LIMIT 1];
+Assert.isFalse(accs.isEmpty, 'Expected Account named My Company from setup');
+Account acc = accs[0];
+```
+
+---
+
+### 7. NullPointerException in Test
+
+**Error message:** `System.NullPointerException: Attempt to de-reference a null object`
+
+**Common causes:**
+- Factory method returned null because `doInsert=false` and the caller expected an inserted record with an Id
+- A relationship field was not queried but is accessed in the assertion
+- `@TestSetup` data was not queried in the test method
+
+**Fix:**
+- Verify factory method creates and inserts records correctly
+- Add the required relationship field to the SOQL query in setup
+- Re-query the record by Id before asserting on fields populated by trigger/flow
+
+---
+
+### 8. MIXED_DML_OPERATION
+
+**Error message:** `System.DmlException: MIXED_DML_OPERATION, DML operation on setup object type User is not allowed after you have updated a non-setup object type`
+
+Same root cause as category 1. Use `@TestSetup` to separate setup-object DML
+from non-setup-object DML.
+
+---
+
+### 9. Limit: CPU Time Exceeded
+
+**Error message:** `System.LimitException: Apex CPU time limit exceeded`
+
+**Root cause:** Test creates a very large data set or triggers a recursive loop in
+production code that consumes more than 10,000ms CPU synchronously (or 60,000ms async).
+
+**Diagnosis:** Identify the expensive operations in the stack trace. Common sources:
+- String concatenation in a loop (use `List<String>` + `String.join`)
+- Nested loops over large collections
+- Recursive trigger logic
+
+Route to `salesforce-apex-generator-skill` with the stack trace for refactoring.
+
+---
+
+### 10. Heap Size Exceeded
+
+**Error message:** `System.LimitException: Apex heap size too large: N`
+
+**Root cause:** Test creates too many records in memory, or the production class is
+accumulating large collections (List of all records, string buffers, etc.).
+
+**Fix in production:** Chunk processing into smaller batches; avoid retaining full result
+sets in instance variables; prefer lazy loading over eager loading.

package/skills/salesforce/salesforce-bulk-data-ops-skill/SKILL.md

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+---
+name: salesforce-bulk-data-ops-skill
+description: "Generates scripts for Salesforce bulk data operations: mass owner reassignment, record deduplication (Apex MergeOpportunities pattern), mass field update, batch close stale records, contact deactivation, and lead conversion. Outputs both Data Loader CSV transformation templates and Anonymous Apex scripts ready for sf apex run. T0 generation only — T2 dry-run execution requires salesforce-deployment-validator-skill. TRIGGER when: user says reassign owners, mass update field, deduplicate records, bulk close opportunities, mass deactivate contacts, data loader script, batch update, bulk reassign, clean up stale records. DO NOT TRIGGER when: single record updates (use salesforce-soql-explorer-skill for lookup then handoff), permanent hard-deletes (T3 prohibited, route to salesforce-live-guard-agent), schema or field changes (use salesforce-metadata-fetcher-skill)."
+license: MIT
+allowed-tools: Read Grep Glob
+metadata:
+  author: "github: Raishin"
+  version: "0.1.0"
+  updated: "2026-05-21"
+  category: generation
+  lifecycle: experimental
+  execution_tier: static-review
+  mcp_servers: []
+  oauth_scopes: []
+  run_as_permissions:
+    required: []
+    denied: []
+---
+
+# salesforce-bulk-data-ops-skill
+
+Pure-generation T0 skill that produces production-safe scripts for bulk
+Salesforce data operations. Outputs both:
+
+1. **Data Loader CSV transformation templates** — ready-to-use column
+   mappings and example CSV structures for the Salesforce Data Loader
+2. **Anonymous Apex scripts** — safe for `sf apex run --file` in sandbox,
+   with bulkification, error queues, partial success handling, and audit
+   logging built in
+
+Nothing is executed by this skill. Execution requires human review, sandbox
+dry-run via `salesforce-deployment-validator-skill`, and production approval
+via `salesforce-live-guard-agent`.
+
+## When This Skill Owns the Task
+
+Use `salesforce-bulk-data-ops-skill` when the work is to **generate the
+script or template** for a bulk data operation:
+
+- "Generate an Apex script to reassign all Opportunities from user A to user B"
+- "Write a Data Loader CSV template to bulk update the Account rating field"
+- "Create an Anonymous Apex script to close stale Opportunities older than 90 days"
+- "Generate a deduplication script using the MergeOpportunities pattern"
+- "Write a batch script to deactivate inactive Contacts"
+- "Build a lead conversion script for marketing-qualified leads"
+
+**Delegate elsewhere when:**
+
+| Situation | Skill to use |
+|---|---|
+| Single record lookup or spot update | `salesforce-soql-explorer-skill` → handoff |
+| Permanent hard-delete of records | T3 prohibited — route to `salesforce-live-guard-agent` |
+| Schema changes (add/remove fields) | `salesforce-metadata-fetcher-skill` |
+| Sandbox dry-run execution of generated scripts | `salesforce-deployment-validator-skill` |
+| Production approval for execution | `salesforce-live-guard-agent` |
+| Field mapping for migration CSV | `salesforce-field-mapping-skill` |
+
+---
+
+## Required Context to Gather First
+
+Before generating any bulk script, confirm:
+
+1. **Operation type** — update, upsert, merge/deduplicate, or soft-delete.
+   Never hard-delete (T3 prohibited).
+2. **Target object** — standard (`Account`, `Opportunity`, `Contact`, `Lead`)
+   or custom (`Custom_Object__c`).
+3. **Filter criteria** — which records should be affected? Be specific
+   (date range, owner, status field value, etc.)
+4. **Volume estimate** — approximately how many records? Determines batching
+   strategy (Apex batch classes vs. one-shot anonymous Apex).
+5. **Key field for targeting** — what uniquely identifies the records?
+   (Owner Id, Status, Age, External ID)
+6. **Rollback plan** — has the user confirmed they have a backup or can
+   use the Recycle Bin? Field History Tracking status?
+7. **Sandbox first** — confirm the user will run in sandbox before
+   production. Explicit warning required for production-bound scripts.
+8. **Audit logging requirement** — should the script log changes to a
+   custom audit object?
+
+If any critical context is missing for the specific operation, ask before
+generating.
+
+---
+
+## Recommended Workflow
+
+### Step 1 — Classify the operation and select the right template
+
+| Operation | Recommended approach |
+|---|---|
+| Owner reassignment (< 10k records) | Anonymous Apex with Database.update + allOrNone=false |
+| Owner reassignment (> 10k records) | Apex Batch class |
+| Mass field update (< 10k records) | Anonymous Apex OR Data Loader Update |
+| Mass field update (> 10k records) | Data Loader Update with CSV OR Apex Batch |
+| Deduplication / merge | Anonymous Apex using Database.merge (limit 3 records per merge call) |
+| Bulk close stale records | Anonymous Apex with date filter and Database.update |
+| Contact deactivation | Anonymous Apex (no delete — soft-deactivate via HasOptedOutOfEmail and custom status field) |
+| Lead conversion | Anonymous Apex using Database.convertLead |
+
+### Step 2 — Generate the backup strategy
+
+Before generating the execution script, generate the backup query:
+
+```apex
+// Backup: export records before modification
+List<Opportunity> backupRecords = [
+    SELECT Id, OwnerId, StageName, CloseDate, Amount
+    FROM Opportunity
+    WHERE <your_filter>
+    LIMIT 10000
+];
+// Export this list to CSV before running the update script
+System.debug(JSON.serialize(backupRecords));
+```
+
+Include a Data Loader SELECT template to export the affected records
+before modification.
+
+### Step 3 — Generate the Apex script with safety patterns
+
+Apply these mandatory patterns in every Apex script:
+- Chunk records into batches of 200 (Apex DML limit)
+- Use `Database.update(records, false)` (allOrNone=false for partial success)
+- Collect and log errors from `Database.SaveResult[]`
+- Do not perform DML inside loops
+- Use governor-limit-safe chunking for large volumes
+
+### Step 4 — Add audit logging
+
+For every script that mutates records, add an audit log:
+
+```apex
+// Audit log pattern
+List<Bulk_Op_Log__c> auditEntries = new List<Bulk_Op_Log__c>;
+for (Database.SaveResult sr : results) {
+    if (!sr.isSuccess) {
+        auditEntries.add(new Bulk_Op_Log__c(
+            Operation__c = 'MassOwnerReassign',
+            Record_Id__c = sr.getId,
+            Error_Message__c = sr.getErrors[0].getMessage,
+            Timestamp__c = DateTime.now
+        ));
+    }
+}
+if (!auditEntries.isEmpty) {
+    Database.insert(auditEntries, false);
+}
+```
+
+### Step 5 — Generate Data Loader template if requested
+
+Produce a Data Loader–ready CSV header row and example data row for the
+operation. Include the `Id` column and the fields being updated.
+
+### Step 6 — Emit structured output with T2/T3 caveats
+
+Include explicit execution pathway guidance in the output.
+
+---
+
+## Quality Scoring Rubric (100-point)
+
+Score every output before emitting. Threshold: 85+ ship, 70–84 ship with
+caveat, below 70 reject and revise.
+
+| Dimension | Points | What earns full marks |
+|---|---|---|
+| **Bulkification** | 25 | No DML inside loops; records chunked to 200 per batch; collection-based update pattern used |
+| **Error queue / partial success handling** | 20 | Database.update with allOrNone=false; SaveResult[] iterated; failed records collected and logged; script continues after partial failure |
+| **Idempotency** | 15 | Script can be safely re-run without double-applying changes; uses a status field or processed flag; duplicate detection included |
+| **Null handling** | 15 | All field accesses null-guarded; SOQL WHERE clause handles null fields; no NullPointerException risk |
+| **Audit logging** | 15 | Every failure logged with record ID and error message; success count logged; custom audit object or System.debug used |
+| **Rollback strategy** | 10 | Backup SOQL query provided; Recycle Bin / Field History notes included; hard-delete refused with T3 note |
+
+**Scoring penalties:**
+- DML inside a loop: -30 (automatic reject and revision required)
+- allOrNone=true on a bulk operation: -20
+- No backup query provided: -15
+- Hard-delete operation generated: automatic reject (T3 prohibited)
+- Script will fail on null field access: -15 per unguarded access
+
+---
+
+## T0 Contract / T2 Execution Note
+
+This skill is **static-review (T0)** only:
+
+- No Salesforce org connection required or permitted.
+- No CLI commands are executed.
+- Generated scripts are text only — not executed by this skill.
+
+### T2 Dry-Run Execution Path
+
+1. Review generated script with your admin team.
+2. Run in sandbox using `sf apex run --file <script.apex> --target-org <sandbox-alias>`
+   via `salesforce-deployment-validator-skill`.
+3. Verify results in sandbox before proceeding.
+4. For production execution: route to `salesforce-live-guard-agent` for
+   human-approval workflow.
+
+### T3 Prohibition
+
+Hard-deletes (`Database.delete` followed by `Database.emptyRecycleBin`,
+or `DELETELIST` in Data Loader) are **T3 prohibited**. This skill will
+not generate hard-delete scripts. All delete patterns use Salesforce
+native soft-delete (Recycle Bin).
+
+---
+
+## Refusal Triggers
+
+Stop and decline if:
+
+- The request is to generate a hard-delete script (`emptyRecycleBin`,
+  `DELETELIST` without recycle bin). Explain T3 prohibition.
+- The request is to execute the script directly on a production org
+  (route to `salesforce-live-guard-agent`).
+- The operation involves `ModifyAllData` bypass for a specific user
+  context (flag as security concern).
+- The target volume exceeds 1M records in an anonymous Apex context
+  (recommend Apex Batch class or Data Loader scheduled job instead).
+- The operation would permanently destroy personally identifiable
+  information without a documented retention policy (requires compliance
+  review before generating the script).
+
+---
+
+## Output Format
+
+```yaml
+verdict: "ship | ship-with-caveat | reject"
+quality_score: <0-100>
+quality_notes: "<what drove the score>"
+
+operation_summary:
+  operation_type: "<owner_reassign|mass_field_update|deduplication|bulk_close|deactivate|lead_conversion>"
+  target_object: "<SObjectApiName>"
+  estimated_volume: "<user-provided estimate>"
+  approach: "<anonymous_apex|apex_batch|data_loader>"
+
+backup_query:
+  description: "Export these records before running the script"
+  soql: "<SELECT fields FROM Object WHERE filter>"
+  data_loader_export_template: "<comma-separated API names for Data Loader export>"
+
+apex_script:
+  description: "<what the script does>"
+  execution_command: "sf apex run --file <script.apex> --target-org <sandbox-alias>"
+  code: |
+    <apex script text>
+
+data_loader_template:
+  description: "<what the template is for>"
+  operation: "<update|upsert|insert>"
+  csv_header_row: "<comma-separated API names>"
+  example_data_row: "<example values>"
+  notes: "<any special Data Loader config notes>"
+
+audit_pattern:
+  included_in_script: <true|false>
+  audit_object: "<Bulk_Op_Log__c or System.debug>"
+  captures: ["record_id", "error_message", "timestamp"]
+
+rollback_strategy:
+  recycle_bin_recoverable: <true|false>
+  field_history_tracked_fields: "<list if known>"
+  manual_rollback_steps: "<step-by-step if recycle bin is insufficient>"
+  backup_query_included: <true|false>
+
+execution_pathway:
+  step_1: "Review generated script with admin team"
+  step_2: "Run in sandbox via salesforce-deployment-validator-skill"
+  step_3: "Verify results in sandbox"
+  step_4: "Route to salesforce-live-guard-agent for production approval"
+
+t2_t3_notes:
+  t2_sandbox_required: true
+  t3_prohibited: "<hard-delete prohibited; this script uses soft-delete only>"
+  production_approval_required: true
+
+assumptions:
+  - "<explicit list of assumptions made>"
+```
+
+---
+
+## Redaction Rules
+
+This is a T0 generation skill with no live org connection. Apply:
+
+1. Never emit actual Salesforce record IDs in generated scripts — use
+   placeholder IDs (e.g., `'005Xx000001REPLACE'`) and label them clearly
+   as placeholders.
+2. Do not embed real User IDs, Profile IDs, or Role IDs in scripts — use
+   a SOQL sub-query to look them up dynamically:
+   ```apex
+   Id targetOwnerId = [SELECT Id FROM User WHERE Username = :targetUsername LIMIT 1].Id;
+   ```
+3. If the user pastes sample data containing real record IDs, do not
+   reproduce them in the generated script or output.
+
+---
+
+## Handoff Rules
+
+| Situation | Hand off to |
+|---|---|
+| Sandbox dry-run execution | `salesforce-deployment-validator-skill` |
+| Production approval for execution | `salesforce-live-guard-agent` |
+| Field mapping for the CSV template | `salesforce-field-mapping-skill` |
+| Query to identify target records first | `salesforce-soql-explorer-skill` |
+| Apex code review before execution | `salesforce-apex-lwc-code-review-skill` |
+
+---
+
+## Stop Conditions
+
+- Request includes hard-delete (`emptyRecycleBin`) — stop, explain T3
+  prohibition, suggest soft-delete with a custom `Is_Deleted__c` flag.
+- Generated script would execute more than 10,000 DML operations in a
+  single anonymous Apex run — stop, require switch to Apex Batch class
+  pattern.
+- Operation involves Schema changes (add/remove fields, change field
+  type) — stop, route to `salesforce-metadata-fetcher-skill` then
+  `salesforce-data-architecture-agent`.
+- User requests that the script be run directly on production org without
+  sandbox dry-run — stop and require sandbox validation first.
+
+---
+
+## Security Notes
+
+- **T0 static generation only:** No org connection, no CLI execution, no
+  MCP calls.
+- **Soft-delete only:** Hard-deletes are T3 prohibited. All delete
+  patterns produce Recycle Bin–recoverable deletes.
+- **allOrNone=false required:** All bulk DML uses partial success mode to
+  prevent all-or-nothing failures on large datasets.
+- **Sandbox-first mandatory:** Every generated script includes an explicit
+  note that sandbox dry-run is required before production execution.
+- **No hardcoded IDs in scripts:** User IDs and record IDs are always
+  looked up dynamically via SOQL to avoid stale ID references across
+  sandbox/production environments.
+- **Audit logging included:** Every script includes error logging to
+  either a custom audit object or System.debug output.
+
+---
+
+## Reference File Index
+
+| File | When to read |
+|---|---|
+| `references/data-loader-templates.md` | Data Loader operation templates with CSV patterns |
+| `references/anonymous-apex-patterns.md` | Database.update with allOrNone=false, error collection, batching |
+| `references/rollback-strategy.md` | Backup patterns, soft-delete vs. hard-delete, Field History, Recycle Bin |

package/skills/salesforce/salesforce-bulk-data-ops-skill/metadata.json

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+{
+  "id": "salesforce-bulk-data-ops-skill",
+  "name": "Salesforce Bulk Data Ops Skill",
+  "type": "skill",
+  "provider": "salesforce",
+  "harnesses": ["claude-code", "codex", "cursor", "gemini", "kiro", "other"],
+  "summary": "Generates scripts for bulk Salesforce data operations: mass owner reassignment, record deduplication, mass field update, batch close stale records, contact deactivation, and lead conversion. Outputs Data Loader CSV templates and Anonymous Apex scripts with bulkification, error queues, audit logging, and rollback guidance. T0 generation only — sandbox dry-run via salesforce-deployment-validator-skill; production approval via salesforce-live-guard-agent.",
+  "source_type": "original",
+  "category": "generation",
+  "execution_tier": "static-review",
+  "oauth_scopes": [],
+  "mcp_servers": [],
+  "run_as_permissions": {
+    "required": [],
+    "denied": []
+  },
+  "official_docs": [
+    "https://help.salesforce.com/s/articleView?id=sf.data_loader.htm",
+    "https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_database.htm",
+    "https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm",
+    "https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dml_merge.htm",
+    "https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_gov_limits.htm"
+  ],
+  "security_notes": "T0 static-review only. No org connection, no CLI execution, no MCP calls. Hard-deletes are T3 prohibited — this skill only generates soft-delete patterns. All scripts use allOrNone=false for partial success. Sandbox dry-run via salesforce-deployment-validator-skill is required before production. Production execution requires human approval via salesforce-live-guard-agent. No hardcoded record IDs in generated scripts — dynamic SOQL lookup pattern used.",
+  "last_verified": "2026-05-21",
+  "path": "skills/salesforce/salesforce-bulk-data-ops-skill",
+  "author": "github: Raishin",
+  "version": "0.1.0"
+}