--- name: platform-architecture-analyze description: "Analyze a Salesforce project against the Salesforce Well-Architected framework (Trusted / Easy / Adaptable). Use when the developer asks to \"review the architecture\", \"run a Well-Architected check\", \"audit this project\", \"is this project well-architected?\", \"assess security/governor-limit/packageability risk across the project\", or wants a holistic code-and-metadata health report. Grades the criteria that are observable from code and metadata (sharing/FLS, bulkification, selective SOQL, trigger-handler separation, legacy tech, packageability) with file:line evidence, and emits a human checklist for governance/process pillars it cannot see (security matrix, BCP, roadmaps, AI governance). Distinct from `dx-code-analyzer-run` (single-tool Code Analyzer scan of Apex) — this skill is a multi-pillar architectural review that orchestrates several analysis skills and maps findings to Well-Architected. Read-only: it grades and advises, never edits." allowed-tools: - Bash - Read - Glob - Grep metadata: cliTools: - tool: ["sf"] semver: ">=2.0.0" relatedSkills: - "dx-code-analyzer-run" - "platform-lsp-integrate" - "platform-metadata-retrieve" - "platform-apex-generate" --- # Analyzing Architecture (Well-Architected Review) Grade a Salesforce DX project against the **Salesforce Well-Architected** framework and produce an honest, evidence-backed report: a pillar-scored table for what's observable in code and metadata, plus a human checklist for the governance/process concerns a local repo can't reveal. This skill is an **orchestrator**. It does not re-implement static analysis — it drives the analysis skills the plugin already ships and maps their output onto the Well-Architected pillars. It is **read-only**: it grades and recommends; it never edits, deploys, or deletes. It also backs the `architecture-review` agent, which runs this exact workflow as a dedicated read-only reviewer. Invoke the agent for an end-to-end review; use this skill directly when you want the workflow inline in the current session. ## Capability resolution 1. **Skill-orchestrated review** (this skill) — runs the observable checks by delegating to existing skills/MCP tools, scores each sub-pillar, and emits the manual checklist. 2. **Direct CLI / grep** — used only for the lightweight structural signals the rubric names (sharing keywords, legacy-tech file types, deploy strategy). Fine standalone, but skips the pillar scoring and the governance checklist this skill provides. 3. **API** — not applicable. ## The rubric (read these first) Before scoring, read the three reference files — they are the source of truth: - [`references/well-architected-rubric.md`](references/well-architected-rubric.md) — the full pillar → sub-pillar → criteria tree, each criterion tagged `[observable]` or `[manual]`. - [`references/observable-checks.md`](references/observable-checks.md) — each `[observable]` criterion mapped to its detection (skill / MCP tool / grep pattern) and the anti-pattern it flags. - [`references/manual-review-checklist.md`](references/manual-review-checklist.md) — the `[manual]` criteria as a copy-pasteable governance checklist. ## Workflow ### Step 1 — Scope the project ```bash # Package directories + API version cat sfdx-project.json ``` Establish: - **Package dirs** (from `packageDirectories[].path`) — where the source lives. - **Inventory** — count Apex classes, triggers, LWC bundles, Aura, Flows, objects: ```bash find -name '*.cls' | wc -l find -name '*.trigger' | wc -l find -name '*.js-meta.xml' | wc -l # LWC bundles ``` - **Tooling signals** — does the repo have tests (`*Test.cls`, `__tests__/`), CI (`.github/workflows/`), linting (`.eslintrc*`, `.prettierrc*`), a `package.xml` vs source/package strategy? - **Org connection** — `sf org display --json` succeeds → org-dependent checks (OWD, permission sets) are in play; otherwise mark them manual. Record the scope line for the report header. ### Step 2 — Run the observable checks (delegate; don't re-scan) Work through `references/observable-checks.md`. For the heavy lifting, delegate: - **Apex security + performance** → `dx-code-analyzer-run`. It runs `sf code-analyzer` and classifies findings by severity. Map its rules onto the rubric: - `ApexSOQLInjection`, `ApexCRUDViolation`, `ApexInsecureEndpoint`, `ApexBadCrypto` → **Secure** - `ApexSharingViolations` → **Secure** (sharing) / **Composable** (separation) - `OperationWithLimitsInLoop`, `OperationWithHighCostInLoop` → **Reliable** / **Automated** - `AvoidDebugStatements` → **Automated** - **Inline SOQL parse + selectivity, compile-level diagnostics** → `platform-lsp-integrate` (`apex_diagnostics`, `lwc_diagnostics`, `check_soql_selectivity`) when `lsp_health` is green → **Reliable** / **Automated**. - **OWD / sharing model / permission sets** → `platform-metadata-retrieve` + `sf org` inspection, only if an org is connected → **Secure**. For the lightweight structural signals, grep directly (patterns in `references/observable-checks.md`), e.g.: ```bash # Secure — classes missing a sharing keyword grep -rLE 'with(out)? sharing|inherited sharing' --include='*.cls' # Intentional — legacy tech still present find -name '*.workflow-meta.xml' -o -name '*.flowDefinition-meta.xml' grep -rl '@future' --include='*.cls' # Composable — deploy strategy ls manifest/package.xml 2>/dev/null # package.xml-driven (anti-pattern past PoC) grep -l '"path"' sfdx-project.json # source/package strategy # Composable — runtime config in custom settings vs CMT find -path '*objects*' -name '*.object-meta.xml' | xargs grep -l 'CustomSetting' 2>/dev/null ``` Collect every finding with `file:line` evidence. A check with no evidence is **not** a pass and **not** a fail — it's "not observable" and moves to the manual checklist. ### Step 3 — Score each observable sub-pillar Assign ✅ / ⚠️ / ❌ per sub-pillar using the thresholds in `references/observable-checks.md`: - **✅** no anti-patterns found in the observable checks for that sub-pillar. - **⚠️** low/moderate findings, or only some criteria observable. - **❌** critical/high findings (e.g. SOQL injection, FLS bypass, SOQL-in-loop at scale). Then roll the sub-pillar verdicts up to a pillar verdict (worst-of, with a note). ### Step 4 — Emit the manual checklist Copy the `[manual]` criteria from `references/manual-review-checklist.md` into the report as unchecked items, grouped by pillar. Label the section clearly: **"not auto-graded — assess with your team."** Do not guess at these; the point is to hand the developer a structured governance checklist, not to fake a score. ### Step 5 — Report Produce one report using the format below. Lead with pillar verdicts, then observable findings (Trusted/Secure first — never bury security under style), then the manual checklist, then recommended next steps that name the skill which would apply each fix. ```text Well-Architected Review — Scope: , , tests: , CI: , org: PILLAR VERDICTS 🛡️ Trusted <✅|⚠️|❌> (Secure …, Compliant …, Reliable …) ⚡ Easy <✅|⚠️|❌> (Intentional …, Automated …, Engaging …) 🔁 Adaptable <✅|⚠️|❌> (Resilient …, Composable …) OBSERVABLE FINDINGS (graded from code + metadata) Sub-pillar | Verdict | Finding | Evidence (file:line / tool) MANUAL REVIEW (not auto-graded — assess with your team) [ ] … RECOMMENDED NEXT STEPS - → via `` ``` ## Examples ### Example 1 — "Is this project well-architected?" Scope the project, run all observable checks (delegating Apex analysis to `dx-code-analyzer-run`), score all three pillars, emit the full manual checklist, and report. This is the default full review. ### Example 2 — "Review my project's security and governor-limit risk" Narrow to the **Secure** and **Reliable/Automated** sub-pillars: run `dx-code-analyzer-run` with a security + performance selector, use `platform-lsp-integrate` `check_soql_selectivity` for selectivity, grep for missing sharing keywords. Score those sub-pillars; still emit the Secure/Compliant manual items (security matrix, encryption strategy). Skip the Adaptable deep-dive unless asked. ### Example 3 — "Run a Well-Architected check before we package this for release" Full review, weighting **Composable** (packageability — CMT vs custom settings, loose coupling, `LATEST` aliasing, no `package.xml`-driven deploys) and **Resilient** (source-tracked, CI, no failed deploys). Lead the report with the packageability readiness verdict. ## Failure modes | Symptom | Cause | Recovery | |---|---|---| | `dx-code-analyzer-run` reports the analyzer isn't installed | Code Analyzer v5 missing | Note it in the report; fall back to grep-based structural checks for Apex and mark PMD-only criteria "not observable". | | `sf org display` fails | No org connected | Mark OWD / permission-set / org-metadata criteria as manual; grade only file-based criteria. | | LSP tools return `lsp_disabled` / `no_apex_workspace` | LSP off or no workspace | Skip the LSP-grounded checks; rely on `dx-code-analyzer-run` + grep. Note the gap. | | No `sfdx-project.json` | Not an SFDX project | Stop — this skill reviews SFDX projects. Tell the developer. | | Huge repo, scan is slow | Project-wide PMD + graph build | Scope `dx-code-analyzer-run` to the package dir; note that cross-file (sfge) findings may be partial. | ## Rules - Read the three `references/*.md` files before scoring — the rubric is the source of truth. - Delegate observable detection to existing skills/MCP tools; grep only for the lightweight structural signals the rubric names. - Every observable finding carries `file:line` (or tool-result) evidence. No evidence → manual checklist, not the scored table. - Never score a `[manual]` governance criterion from inference — list it for human review. - Read-only: recommend fixes and name the skill that applies them (`platform-apex-generate` for Apex authoring / trigger refactoring); never edit, deploy, or delete. - Lead with Trusted/Secure findings; don't bury security under style nits. - Surface zero-finding sub-pillars briefly ("no issues found in observable checks") rather than omitting them.