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@W-21315032 docs: add team documentation and development patterns #894

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@W-21315032 docs: add team documentation and development patterns #894
alexpmule wants to merge 14 commits intomasterfrom
feat/W-21315032

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@alexpmule alexpmule commented Feb 26, 2026

Summary

Establishes comprehensive team documentation and development tooling configuration for api-console v6, following Cursor/Claude Code best practices from Feb 2026 internal sessions.


What's Included

📚 Team Documentation (docs/team/)

Patterns

  • branch-naming-conventions.md: Documents fix/, build/, and wrapper branch patterns + Conventional Commits enforcement via commitlint
  • api-console-architecture.md: ADRs (AMF, monorepo, LitElement vs LWC, Shadow DOM, vendor.js)
  • 00-web-component-communication.md: Event-driven patterns, Shadow DOM best practices

Configs

  • git-gpg-setup.md ⭐ NEW: Complete GPG configuration guide for team
    • 3 setup options: manual, shell aliases, directory-based auto-config
    • First-time GPG key generation walkthrough
    • Troubleshooting common issues
    • Generic templates (not personal aliases)
  • README.md: Explains configs folder purpose

Runbooks

  • api-console-v6-release.md: Complete v6 + wrapper release workflow
  • api-console-v6-troubleshooting.md: Common issues and solutions
  • 00-debugging-common-issues.md: Debugging patterns

Onboarding

  • api-console-v6.md: New team member guide

🤖 AI Assistant Configuration

Cursor Rules & Ignore

  • .cursorrules: Simple one-liner rules (GPG signing, Conventional Commits, testing requirements)
  • .cursorignore: Excludes large files from AI context (models, screenshots, lock files) for better performance

Skills (Automation Workflows)

  • .claude/skills/update-api-console-components/SKILL.md ⭐ (508 lines):
    • Complete release workflow for api-console v6
    • Wrapper update steps (anypoint-api-console)
    • GPG signing verification
    • Validation checklists
    • Triggers: /update api console components, /release api console v6

📖 Root Documentation

CLAUDE.md Updates

  • Added Conventional Commits enforcement section (commitlint)
  • Removed v7-specific content (belongs in v7 repo, not v6)
  • Updated GPG signing references to point to team docs

🗂️ Repository Structure

.gitignore Updates

  • Exception for .claude/skills/ (team workflows, committed)
  • Other .claude/ content remains ignored (analyses, plans, temp)

Key Improvements

1. GPG Configuration (Team-Friendly)

Before: References to personal aliases (mulesoft-git, salesforce-git) that only work on Alex's machine

After:

  • ✅ Comprehensive setup guide for all team members
  • ✅ 3 configuration options to choose from
  • ✅ Generic templates adaptable to anyone's credentials
  • ✅ Complete troubleshooting section

2. Cursor/Claude Code Integration

Before: No Cursor-specific configuration

After:

  • ✅ Rules for simple constraints (always apply)
  • ✅ Skills for complex workflows (release automation)
  • ✅ Context optimization (.cursorignore)
  • ✅ Follows Feb 2026 Cursor best practices (rules vs skills separation)

3. Branch Naming & Commitlint Documentation

Before: Conventions only in tribal knowledge

After:

  • ✅ Documented patterns: fix/W-XXXXX vs build/X.X.X vs X.X.X (wrapper)
  • ✅ Explains commitlint enforcement (installed but not documented)
  • ✅ Examples of valid vs invalid commit messages

4. v7 Content Cleanup

Before: v6 documentation included v7-specific workflows

After:

  • ✅ Removed v7 Release Process section
  • ✅ Removed LWC Migration Context section
  • ✅ Kept contextual references (ADR-003) explaining the ecosystem

Benefits

For New Team Members

  • 🚀 Faster onboarding (all patterns documented)
  • 📝 Clear Git/GPG setup instructions
  • 🎯 Understand branch naming conventions
  • 🧪 Know testing requirements

For Existing Team

  • 📚 Document tribal knowledge
  • 🔄 Consistent patterns across work
  • 🤖 Automation via skills (release workflow)
  • 🔍 Better AI assistant context (optimized ignore)

For AI Assistants (Claude/Cursor)

  • 🧠 Clear rules and constraints
  • 🛠️ Repeatable workflows via skills
  • ⚡ Better performance (context optimization)
  • 📖 Team patterns accessible

Testing

  • ✅ All documentation reviewed for accuracy
  • ✅ GPG setup guide tested with manual configuration
  • ✅ .cursorignore tested (excludes 100MB+ of files)
  • ✅ Skills tested with Claude Code CLI
  • ✅ Conventional Commits format verified: echo "fix: test" | npx commitlint

Validation Checklist

  • All mulesoft-git/salesforce-git references updated to generic instructions
  • GPG setup guide comprehensive (3 options + troubleshooting)
  • Skills committable (.gitignore exception added)
  • v7 content removed from v6 docs
  • Commitlint documented (installed but was undocumented)
  • Branch naming patterns explained
  • All files use Conventional Commits format

Related

  • Work Item: @W-21315032
  • Cursor Meeting: Feb 2026 New Features Session
  • Commit Format: @commitlint/config-conventional

- Add docs/team/ structure for patterns, configs, runbooks
- Add Web Component communication pattern documentation
- Add debugging runbook for common issues
- Add .claude/ folder to .gitignore for local AI-generated files

This establishes team knowledge base with:
- Web Components best practices (properties, events, Shadow DOM)
- Common debugging scenarios and solutions
- Development workflow guidelines
- Testing patterns

Benefits:
- Onboard new contributors faster
- Document tribal knowledge
- Consistent patterns across components
- Context preservation for AI assistants

Work Item: @W-21315032
- Introduced CLAUDE.md to provide comprehensive documentation for the api-console v6 project.
- Included sections on project overview, essential commands for development, testing, building, and code quality.
- Detailed architecture, usage modes, component hierarchy, and AMF model architecture.
- Outlined event-driven communication, page state management, and testing strategy.

This documentation aims to enhance onboarding for new contributors and ensure consistent development practices.
…API Console v6

- Introduced comprehensive onboarding documentation for API Console v6, detailing its purpose, architecture, and usage modes.
- Added architectural decision records (ADRs) to document key design choices and component patterns.
- Included a release runbook outlining the step-by-step process for versioning and publishing updates.
- Created a troubleshooting guide to assist developers with common issues encountered during development and release.

This documentation enhances the knowledge base for the team, streamlines the onboarding process for new contributors, and ensures consistent practices across the project.
@salesforce-cla
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salesforce-cla bot commented Mar 3, 2026

Thanks for the contribution! Unfortunately we can't verify the commit author(s): Alex Perez <a***@s***.com>. One possible solution is to add that email to your GitHub account. Alternatively you can change your commits to another email and force push the change. After getting your commits associated with your GitHub account, refresh the status of this Pull Request.

… API Console

- Added comprehensive sections on the development cycle, branch naming conventions, and release processes for both v6 and v7 of the API Console.
- Included guidelines for managing component fixes, scheduling releases, and related team contacts to streamline collaboration.
- Enhanced troubleshooting information for common issues related to NPM registry authentication and component version mismatches.

This update aims to improve clarity and efficiency in the release management workflow, ensuring all team members are aligned on processes and responsibilities.
- Documents fix/ vs build/ vs wrapper (no prefix) branch patterns
- Explains why build/ prevents version conflicts
- Includes examples from W-21368901 workflow
- Provides validation checklist and common mistakes

Related: W-21315032
- Created docs/team/configs/ for team-wide tool configurations
- Added README explaining purpose and usage
- Examples: .editorconfig, .eslintrc, prettier configs
- Differentiates between team configs (committed) and personal configs (local)

Related: W-21315032
…ming conventions

- Added comprehensive section on commit message format (enforced by commitlint)
- Documented all valid commit types (feat, fix, docs, etc.)
- Provided good vs bad examples
- Clarified that commitlint validates messages, NOT branch names
- Updated comparison table to include commit message format
- Added validation tips and troubleshooting

Related: W-21315032
- Added commit message format requirements (enforced by commitlint)
- Listed all valid commit types with examples
- Provided good vs bad commit message examples
- Added subject line rules and validation tips
- Cross-reference to full documentation in docs/team/patterns/

Related: W-21315032
Removed:
- v7 Release Process section (workflows belong in v7 repo)
- LWC Migration Context section (v7-specific context)
- Branch naming pattern reference to v7

Kept contextual references (ADR-003, version comparison table) that
explain the architectural landscape from v6 perspective.

Related: W-21315032
Added based on Feb 2026 Cursor New Features Session recommendations:

- .cursorrules: Simple one-liner rules (GPG signing, commit format, testing)
- .cursorignore: Exclude large files from AI context (improves performance)
- .claude/: Folder structure for AI working files (gitignored)
  - README.md: Documentation for folder structure
  - context/cursor-claude-best-practices.md: Best practices from meetings

Key improvements:
- Better AI context management (excludes models, screenshots, lock files)
- Clear separation: rules (simple) vs skills (complex workflows)
- PM-thinking approach from Amit meeting integrated
- Follows Cursor's rules → skills migration path

Related: W-21315032
Added complete release workflow skill for api-console v6 and wrapper:

Features:
- Automated component update workflow
- Version bumping and branch creation
- GPG signing verification (mulesoft-git vs salesforce-git)
- PR creation guidance (web UI vs gh CLI)
- Wrapper update steps (anypoint-api-console)
- Validation checklists and common issues

Skill triggers:
- 'update api console components'
- 'release api console v6'
- 'update wrapper'

Updated .gitignore to commit skills (team workflows) while
keeping other .claude/ content ignored (analyses, plans, temp).

Related: W-21315032
Added comprehensive GPG configuration documentation:
- docs/team/configs/git-gpg-setup.md: Complete setup guide for team
  - Option 1: Manual per-repo configuration
  - Option 2: Shell aliases (mulesoft-git/salesforce-git)
  - Option 3: Directory-based auto-configuration
  - GPG key setup for first-time users
  - Common issues and troubleshooting

Updated references from personal aliases to generic instructions:
- .cursorrules: Reference git-gpg-setup.md instead of hardcoded commands
- .claude/skills/update-api-console-components/SKILL.md:
  - Updated step-by-step instructions with both alias and manual options
  - Made examples generic (yourname@ instead of alexperez@)
  - Added references to setup documentation
- CLAUDE.md: Point to git-gpg-setup.md for configuration

Why: mulesoft-git and salesforce-git are personal aliases, not available
to other team members. New documentation provides setup options for all
team members to configure their own Git/GPG credentials.

Related: W-21315032
@alexpmule alexpmule self-assigned this Mar 4, 2026
Updated references per Salesforce Inclusive Product Language initiative:
- Use 'main branch' in narrative/documentation
- Clarify technical reality: '(master in api-console repo)'
- Commands remain functional with current branch names

Files updated:
- .claude/skills/update-api-console-components/SKILL.md
- CLAUDE.md (release process, branch references)
- docs/team/runbooks/api-console-v6-release.md

Approach: Use inclusive language while acknowledging current repo state.
Some component repos have both 'main' and 'master' branches but only one
is active. This approach works for all cases.

Related: W-21315032
@terminology-check
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This PR contains some terms that are considered warnings according to the Inclusive Product Language initiative

  • .claude/skills/update-api-console-components/SKILL.md: master
  • .cursorrules: master
  • CLAUDE.md: master
  • docs/team/onboarding/api-console-v6.md: master
  • docs/team/patterns/api-console-architecture.md: master
  • docs/team/runbooks/api-console-v6-release.md: master
  • docs/team/runbooks/api-console-v6-troubleshooting.md: master
    Please, use other terminology for the found warnings. You can follow the suggested replacements described here.

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