afv-library/skills/platform-sharing-rules-generate/examples/create-cases.md

Sharing Rules — Create Test Cases

Structured test scenarios for create operations. Each test case defines an input, the expected behavior, and the expected output.

---

TC-01: Create a criteria-based sharing rule

Input:

• Object: Property__c
• Rule type: criteria-based
• Share with: role RegionalManager
• Access level: Read
• Criteria: Status__c equals Active

Expected behavior:

1. Discovers SFDX project path and checks for existing Property__c.sharingRules-meta.xml
2. Presents confirmation summary to user and waits for approval
3. After confirmation, writes the file

Expected output:

<?xml version="1.0" encoding="UTF-8"?>
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
    <sharingCriteriaRules>
        <fullName>ShareActivePropertiesWithRegionalManager</fullName>
        <accessLevel>Read</accessLevel>
        <includeRecordsOwnedByAll>true</includeRecordsOwnedByAll>
        <label>Share Active Properties With Regional Manager</label>
        <sharedTo>
            <role>RegionalManager</role>
        </sharedTo>
        <criteriaItems>
            <field>Status__c</field>
            <operation>equals</operation>
            <value>Active</value>
        </criteriaItems>
    </sharingCriteriaRules>
</SharingRules>

---

TC-02: Create a guest user sharing rule

Input:

• Object: Listing__c
• Rule type: guest
• Share with: guest user with CommunityNickname PropertySiteGuest
• Access level: Read
• Criteria: Published__c equals true

Expected behavior:

1. Discovers project path and checks for existing file
2. Queries org for guest user nickname if not provided
3. Presents confirmation summary and waits for approval
4. After confirmation, writes file using <guestUser> (not <role> or <group>)

Expected output:

<?xml version="1.0" encoding="UTF-8"?>
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
    <sharingGuestRules>
        <fullName>SharePublishedListingsWithSiteGuest</fullName>
        <accessLevel>Read</accessLevel>
        <includeHVUOwnedRecords>false</includeHVUOwnedRecords>
        <label>Share Published Listings With Site Guest</label>
        <sharedTo>
            <guestUser>PropertySiteGuest</guestUser>
        </sharedTo>
        <criteriaItems>
            <field>Published__c</field>
            <operation>equals</operation>
            <value>true</value>
        </criteriaItems>
    </sharingGuestRules>
</SharingRules>

---

TC-03: Create an Account owner-based sharing rule

Input:

• Object: Account
• Rule type: owner-based
• Share from: role SalesDirector
• Share to: role and subordinates SalesTeam
• Access level: Edit

Expected behavior:

1. Discovers project path, checks for existing Account sharing rules
2. Includes <accountSettings> with all three sub-elements defaulted to None
3. Presents confirmation summary and waits for approval
4. After confirmation, writes the file

Expected output:

<?xml version="1.0" encoding="UTF-8"?>
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
    <sharingOwnerRules>
        <fullName>ShareDirectorAccountsWithSalesTeam</fullName>
        <accessLevel>Edit</accessLevel>
        <accountSettings>
            <caseAccessLevel>None</caseAccessLevel>
            <contactAccessLevel>None</contactAccessLevel>
            <opportunityAccessLevel>None</opportunityAccessLevel>
        </accountSettings>
        <label>Share Director Accounts With Sales Team</label>
        <sharedFrom>
            <role>SalesDirector</role>
        </sharedFrom>
        <sharedTo>
            <roleAndSubordinates>SalesTeam</roleAndSubordinates>
        </sharedTo>
    </sharingOwnerRules>
</SharingRules>

---

TC-04: Append a rule to an existing file

Input:

• Object: Property__c (file already exists with TC-01's rule)
• Rule type: criteria-based
• Share with: group AllAgents
• Access level: Edit
• Criteria: Price__c greaterThan 1000000

Expected behavior:

1. Reads existing file and finds TC-01's rule already present
2. Does not duplicate existing rule
3. Presents confirmation showing the new rule will be appended
4. After confirmation, appends new rule inside existing <SharingRules> root

Expected output: File contains both TC-01's rule AND the new rule within the same <SharingRules> element.

---

TC-17: Create rule with duplicate fullName

Input:

• Object: Property__c (file already contains rule ShareActivePropertiesWithRegionalManager)
• Create a new rule also named ShareActivePropertiesWithRegionalManager

Expected behavior:

1. Reads existing file, finds duplicate <fullName>
2. Informs user of the conflict
3. Suggests an alternative name or asks user to choose

Expected output: No file changes until conflict is resolved.