@salesforce/afv-skills 1.7.5 → 1.9.0

package/skills/generating-mermaid-diagrams/assets/datamodel/quote-order-erd.md

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+# Quote & Order Data Model Template
+
+Pre-built data model for Salesforce Quotes and Orders using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| Opportunity | STD | Sales deals |
+| Quote | STD | Price quotes |
+| QuoteLineItem | STD | Quote products |
+| Order | STD | Customer orders |
+| OrderItem | STD | Order products |
+| Product2 | STD | Product catalog |
+| PricebookEntry | STD | Product prices |
+| Pricebook2 | STD | Price lists |
+| Contract | STD | Customer contracts |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects Opportunity,Quote,QuoteLineItem,Order,OrderItem,Product2,Contract \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% QUOTE & ORDER DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Product Catalog
+    Pricebook2["Pricebook2<br/>(count)"]
+    Product2["Product2<br/>(count)"]
+    PBE["PricebookEntry<br/>(count)"]
+
+    %% Quote Objects
+    Opportunity["Opportunity<br/>(count)"]
+    Quote["Quote<br/>(count)"]
+    QLI["QuoteLineItem<br/>(count)"]
+
+    %% Order Objects
+    Order["Order<br/>(count)"]
+    OrderItem["OrderItem<br/>(count)"]
+    Contract["Contract<br/>(count)"]
+
+    %% Account
+    Account["Account<br/>(count)"]
+
+    %% Product Catalog Relationships
+    Pricebook2 ==>|"MD"| PBE
+    Product2 -->|"LK"| PBE
+
+    %% Quote Relationships
+    Opportunity ==>|"MD"| Quote
+    Quote ==>|"MD"| QLI
+    PBE -->|"LK"| QLI
+    Product2 -->|"LK"| QLI
+    Pricebook2 -->|"LK"| Quote
+
+    %% Order Relationships
+    Account -->|"LK"| Order
+    Contract -->|"LK"| Order
+    Quote -->|"LK"| Order
+    Order ==>|"MD"| OrderItem
+    PBE -->|"LK"| OrderItem
+    Product2 -->|"LK"| OrderItem
+    Pricebook2 -->|"LK"| Order
+
+    %% Contract
+    Account -->|"LK"| Contract
+
+    %% Standard Objects - Sky Blue
+    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Quote-to-Cash Flow
+```
+Opportunity → Quote → Order → Invoice → Payment
+      ↓          ↓        ↓
+    OLI        QLI   OrderItem
+```
+
+### Synced Quote
+- One Quote per Opportunity can be marked as **Synced**
+- Synced Quote copies line items to OpportunityLineItems
+- `IsSyncing = true` on Synced Quote
+
+### Quote to Order Conversion
+| Action | Result |
+|--------|--------|
+| Create Order from Quote | Creates Order + OrderItems |
+| Quote.OrderId | Links Quote to created Order |
+| Reduction Orders | Negative quantity adjustments |
+
+### Pricebook Structure
+```
+Pricebook2 (Standard + Custom)
+    ↓
+PricebookEntry (Product + Price per Pricebook)
+    ↓
+Product2 (Catalog)
+```
+
+---
+
+## Simplified Version (Core Flow)
+
+For presentations focusing on Quote-to-Order flow:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Opportunity["Opportunity"]
+    Quote["Quote"]
+    Order["Order"]
+    Contract["Contract"]
+
+    Opportunity ==>|"MD"| Quote
+    Quote -->|"creates"| Order
+    Contract -->|"LK"| Order
+
+    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Product Catalog Detail
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Pricebook2["Pricebook2<br/>(Standard + Custom)"]
+    Product2["Product2<br/>(Catalog)"]
+    PBE["PricebookEntry<br/>(Price per Book)"]
+
+    Pricebook2 ==>|"MD"| PBE
+    Product2 -->|"LK"| PBE
+
+    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  QUOTE & ORDER DATA MODEL (L→R)                                              │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+                 PRODUCT CATALOG                           QUOTE FLOW
+┌──────────────┐         ┌─────────────────┐         ┌──────────────┐
+│  PRICEBOOK2  │═══ MD ═>│ PRICEBOOKENTRY  │         │ OPPORTUNITY  │
+│   (count)    │         │    (count)      │         │   (count)    │
+└──────────────┘         └────────┬────────┘         └──────┬───────┘
+                                  │                         │ MD
+                                  │ LK                      ▼
+┌──────────────┐                  │                  ┌──────────────┐
+│   PRODUCT2   │─────── LK ───────┤                  │    QUOTE     │
+│   (count)    │                  │                  │   (count)    │
+└──────────────┘                  │                  └──────┬───────┘
+       │                          │                         │ MD
+       │                          │                         ▼
+       │                          │                  ┌──────────────┐
+       └────────── LK ────────────┼─────────────────>│QUOTELINEITEM │
+                                  └─────── LK ──────>│   (count)    │
+                                                     └──────────────┘
+
+                                 ORDER FLOW
+┌──────────────┐         ┌──────────────┐         ┌──────────────┐
+│   ACCOUNT    │── LK ──>│    ORDER     │═══ MD ═>│  ORDERITEM   │
+│   (count)    │         │   (count)    │         │   (count)    │
+└──────────────┘         └──────┬───────┘         └──────────────┘
+                                │
+┌──────────────┐                │
+│   CONTRACT   │────── LK ──────┘
+│   (count)    │
+└──────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| Opportunity | Quote | MD | Cascade delete |
+| Quote | QuoteLineItem | MD | Cascade delete |
+| Order | OrderItem | MD | Cascade delete |
+| Pricebook2 | PricebookEntry | MD | Cascade delete |
+| Product2 | PricebookEntry | LK | Product reference |
+| PricebookEntry | QuoteLineItem | LK | Price reference |
+| PricebookEntry | OrderItem | LK | Price reference |
+| Account | Order | LK | Customer |
+| Contract | Order | LK | Contract reference |
+| Quote | Order | LK | Source quote |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Quotes per Opportunity | Unlimited (1 synced) |
+| QuoteLineItems per Quote | 200 (configurable) |
+| Orders per Account | Unlimited |
+| OrderItems per Order | 200 (configurable) |
+| Custom Pricebooks | Unlimited |
+| Products | 5 million (LDV) |
+
+---
+
+## Contract-Based Orders
+
+For orgs using Contracts with Orders:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account"]
+    Contract["Contract"]
+    Order["Order"]
+    ReductionOrder["Order<br/>(Reduction)"]
+
+    Account -->|"LK"| Contract
+    Contract -->|"LK"| Order
+    Order -.->|"reduces"| ReductionOrder
+
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Contract fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ReductionOrder fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External

package/skills/generating-mermaid-diagrams/assets/datamodel/revenue-cloud-erd.md

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+# Revenue Cloud Data Model Template
+
+Pre-built data model for Salesforce Revenue Cloud (CPQ, Billing, Subscription Management) using `flowchart LR` format with color coding and relationship indicators.
+
+## Objects Included
+
+| Object | Type | Description |
+|--------|------|-------------|
+| ProductCatalog | STD | Product catalogs |
+| ProductCategory | STD | Category hierarchy |
+| ProductSellingModel | STD | Selling configurations |
+| ProductSellingModelOption | STD | Model options |
+| PriceAdjustmentSchedule | STD | Discount schedules |
+| PriceAdjustmentTier | STD | Discount tiers |
+| ProductAttribute | STD | Product attributes |
+| ProductAttributeSet | STD | Attribute groupings |
+
+---
+
+## Query Org Metadata (Recommended)
+
+Enrich diagram with live org data:
+
+```bash
+python3 ~/.claude/skills/generating-mermaid-diagrams/scripts/query-org-metadata.py \
+    --objects ProductCatalog,ProductCategory,ProductSellingModel,PriceAdjustmentSchedule \
+    --target-org myorg
+```
+
+---
+
+## Mermaid Template (Preferred)
+
+Left-to-right flowchart with color coding.
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    %% ═══════════════════════════════════════════════════════════════
+    %% REVENUE CLOUD DATA MODEL
+    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
+    %% Colors: Blue = Standard, Orange = Custom, Green = External
+    %% ═══════════════════════════════════════════════════════════════
+
+    %% Product Catalog
+    Catalog["ProductCatalog<br/>(count)"]
+    Category["ProductCategory<br/>(count)"]
+    Product2["Product2<br/>(count)"]
+
+    %% Selling Models
+    PSM["ProductSellingModel<br/>(count)"]
+    PSMO["ProductSellingModelOption<br/>(count)"]
+
+    %% Pricing
+    PAS["PriceAdjustmentSchedule<br/>(count)"]
+    PAT["PriceAdjustmentTier<br/>(count)"]
+    Pricebook2["Pricebook2<br/>(count)"]
+    PBE["PricebookEntry<br/>(count)"]
+
+    %% Attributes
+    AttrSet["ProductAttributeSet<br/>(count)"]
+    Attr["ProductAttribute<br/>(count)"]
+    AttrSetItem["ProductAttributeSetItem<br/>(count)"]
+
+    %% Catalog Structure
+    Catalog ==>|"MD"| Category
+    Category -.->|"Parent"| Category
+    Category -->|"LK"| Product2
+
+    %% Selling Models
+    Product2 -->|"LK"| PSM
+    PSM ==>|"MD"| PSMO
+
+    %% Pricing
+    PAS ==>|"MD"| PAT
+    Pricebook2 ==>|"MD"| PBE
+    Product2 -->|"LK"| PBE
+
+    %% Attributes
+    AttrSet ==>|"MD"| AttrSetItem
+    Attr -->|"LK"| AttrSetItem
+    Product2 -->|"LK"| AttrSet
+
+    %% Standard Objects - Sky Blue
+    style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PSMO fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style AttrSet fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Attr fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style AttrSetItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Key Concepts
+
+### Revenue Cloud Components
+| Component | Purpose |
+|-----------|---------|
+| **Industries CPQ** | Configure-Price-Quote |
+| **Subscription Management** | Recurring billing |
+| **Revenue Lifecycle** | Rev rec, forecasting |
+| **Dynamic Revenue Orchestration** | Guided selling |
+
+### Product Hierarchy
+```
+ProductCatalog
+    └── ProductCategory (Hierarchy)
+            └── Product2
+                    ├── ProductSellingModel
+                    ├── ProductAttribute
+                    └── PricebookEntry
+```
+
+### Selling Model Types
+| Type | Description |
+|------|-------------|
+| One-Time | Single purchase |
+| Subscription | Recurring billing |
+| Usage-Based | Consumption pricing |
+| Evergreen | Auto-renewing |
+| Term | Fixed duration |
+
+### Price Adjustment Schedules
+| Schedule Type | Use Case |
+|---------------|----------|
+| Volume Discount | Quantity-based tiers |
+| Contract Discount | Agreement discounts |
+| Promotional | Time-limited offers |
+| Bundled | Package pricing |
+
+---
+
+## Simplified Version (Core Objects Only)
+
+For presentations focusing on core revenue structure:
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Catalog["ProductCatalog"]
+    Category["ProductCategory"]
+    Product2["Product2"]
+    PSM["ProductSellingModel"]
+
+    Catalog ==>|"MD"| Category
+    Category -->|"LK"| Product2
+    Product2 -->|"LK"| PSM
+
+    style Catalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Category fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PSM fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Subscription Management Model
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Account["Account"]
+    Quote["Quote"]
+    QLI["QuoteLineItem"]
+    Order["Order"]
+    OrderItem["OrderItem"]
+    Asset["Asset"]
+    BillingSchedule["BillingSchedule"]
+
+    Account -->|"LK"| Quote
+    Quote ==>|"MD"| QLI
+    Quote -.->|"converts"| Order
+    Order ==>|"MD"| OrderItem
+    OrderItem -.->|"creates"| Asset
+    Asset -->|"LK"| BillingSchedule
+
+    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Asset fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style BillingSchedule fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Pricing Model Detail
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Product2["Product2"]
+    Pricebook2["Pricebook2"]
+    PBE["PricebookEntry"]
+    PAS["PriceAdjustmentSchedule"]
+    PAT["PriceAdjustmentTier"]
+
+    Pricebook2 ==>|"MD"| PBE
+    Product2 -->|"LK"| PBE
+    PAS ==>|"MD"| PAT
+    Product2 -->|"LK"| PAS
+
+    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PAS fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style PAT fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## Industries CPQ Objects
+
+```mermaid
+%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
+flowchart LR
+    Quote["Quote"]
+    QLI["QuoteLineItem"]
+    ProposalDoc["ProposalDocument"]
+    ProposalTerm["ProposalTerm"]
+    DocTemplate["DocumentTemplate"]
+
+    Quote ==>|"MD"| QLI
+    Quote -->|"LK"| ProposalDoc
+    ProposalDoc ==>|"MD"| ProposalTerm
+    DocTemplate -->|"LK"| ProposalDoc
+
+    style Quote fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style QLI fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ProposalDoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style ProposalTerm fill:#bae6fd,stroke:#0369a1,color:#1f2937
+    style DocTemplate fill:#bae6fd,stroke:#0369a1,color:#1f2937
+```
+
+---
+
+## ASCII Fallback
+
+```
+┌─────────────────────────────────────────────────────────────────────────────┐
+│  REVENUE CLOUD DATA MODEL (L→R)                                              │
+│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
+└─────────────────────────────────────────────────────────────────────────────┘
+
+                           PRODUCT CATALOG
+┌──────────────────┐         ┌──────────────────┐
+│ PRODUCT_CATALOG  │═══ MD ═>│ PRODUCT_CATEGORY │◄──── Parent (self)
+│     (count)      │         │     (count)      │
+└──────────────────┘         └────────┬─────────┘
+                                      │ LK
+                                      ▼
+                             ┌──────────────────┐
+                             │     PRODUCT2     │
+                             │     (count)      │
+                             └────────┬─────────┘
+                                      │
+                    ┌─────────────────┼─────────────────┐
+                    │ LK              │ LK              │ LK
+                    ▼                 ▼                 ▼
+         ┌──────────────────┐ ┌─────────────┐ ┌──────────────────┐
+         │PRODUCT_SELLING_  │ │PRICEBOOK_   │ │PRODUCT_ATTRIBUTE │
+         │MODEL (count)     │ │ENTRY(count) │ │_SET (count)      │
+         └────────┬─────────┘ └─────────────┘ └────────┬─────────┘
+                  │ MD                                 │ MD
+                  ▼                                    ▼
+         ┌──────────────────┐                ┌──────────────────┐
+         │PRODUCT_SELLING_  │                │PRODUCT_ATTRIBUTE_│
+         │MODEL_OPTION      │                │SET_ITEM (count)  │
+         │    (count)       │                └────────┬─────────┘
+         └──────────────────┘                         │ LK
+                                                      ▼
+                                             ┌──────────────────┐
+                                             │PRODUCT_ATTRIBUTE │
+                                             │     (count)      │
+                                             └──────────────────┘
+
+                           PRICE ADJUSTMENTS
+┌────────────────────────┐         ┌──────────────────────────┐
+│PRICE_ADJUSTMENT_       │═══ MD ═>│PRICE_ADJUSTMENT_TIER     │
+│SCHEDULE (count)        │         │        (count)           │
+└────────────────────────┘         └──────────────────────────┘
+```
+
+---
+
+## Key Relationships Summary
+
+| Parent | Child | Type | Behavior |
+|--------|-------|------|----------|
+| ProductCatalog | ProductCategory | MD | Cascade delete |
+| ProductCategory | ProductCategory | LK | Parent (hierarchy) |
+| ProductCategory | Product2 | LK | Product classification |
+| Product2 | ProductSellingModel | LK | Selling configuration |
+| ProductSellingModel | ProductSellingModelOption | MD | Model options |
+| PriceAdjustmentSchedule | PriceAdjustmentTier | MD | Discount tiers |
+| Pricebook2 | PricebookEntry | MD | Product prices |
+| Product2 | PricebookEntry | LK | Product reference |
+| ProductAttributeSet | ProductAttributeSetItem | MD | Attribute membership |
+| ProductAttribute | ProductAttributeSetItem | LK | Attribute reference |
+
+---
+
+## Limits & Considerations
+
+| Limit | Value |
+|-------|-------|
+| Product categories depth | 10 levels |
+| Products per catalog | Unlimited (LDV) |
+| Selling models per product | Multiple |
+| Discount tiers per schedule | Unlimited |
+| Attributes per product | Unlimited |
+| Pricebooks per org | Unlimited |
+
+---
+
+## Revenue Cloud vs Salesforce CPQ
+
+| Feature | Revenue Cloud | Salesforce CPQ |
+|---------|---------------|----------------|
+| Platform | Industries | Core |
+| Bundles | Dynamic | Static |
+| Attributes | Dynamic | Limited |
+| Selling Models | Native | Custom |
+| Subscription | Native | Requires add-on |
+| Target | Industry-specific | General |
+
+---
+
+## Best Practices
+
+1. **Use `flowchart LR`** - Left-to-right flow for readability
+2. **Keep objects simple** - Name + record count only
+3. **Replace `(count)` placeholders** - With actual counts from query
+4. **Add LDV indicator** - For objects >2M records: `LDV[~4M]`
+5. **Color code object types** - Blue=Standard, Orange=Custom, Green=External