Published at: 2026-09-17

ShareCRM AI intelligent configuration development kit


1. What is the ShareCRM AI intelligent configuration development kit

The ShareCRM AI Intelligent Configuration Development Kit is an intelligent development assistant built on ShareDev engineering, tenant metadata, object dictionaries, APL documents, PWC resources, and a set of specialized development skills.
Its goal is not simply to answer questions, but to help users complete the full chain from requirement understanding to development delivery:
Environment preparation → Requirement understanding → Skill orchestration → Configuration generation → Code development → Review and validation → Release confirmation
Users can describe requirements in natural language, and the AI determines which capabilities to call based on the requirement type. For example:
  • Create or modify objects, fields, layouts, and layout rules.
  • Develop APL buttons, flows, scheduled tasks, custom controllers, or event listeners.
  • Develop PWC components or plugins.
  • Parse requirements from Word documents or pasted content.
  • Generate PRDs, technical solutions, implementation plans, and code review reports.
  • Run compilation, static analysis, manual validation reminders, and risk confirmation before release.
This capability is suitable for configuration development on low-code platforms, backend function development, and frontend component/plugin development. It focuses not only on code generation, but also on requirement clarification, execution order, quality review, and release risk.

2. AI intelligent implementation scenarios

Implementation scenario What the AI can do Typical input Typical output Common skills
End-to-end configuration Parse a one-sentence requirement, Word document, or pasted content, judge complexity, and recommend a skill chain Natural language requirement, document path, pasted content Requirement summary, complexity, skill chain, confirmation points sharedev-auto
Configure objects Create or modify CRM object definitions Object name, API Name, feature switches object-meta.xml sharedev-object
Configure fields Create or modify fields, supporting all field types and validation rules Object name, field name, type, option values field-meta.xml sharedev-field
Configure page layouts Create or modify detail/edit/list/mobile summary layouts Object name, layout type, field groups layout-meta.xml sharedev-layout
Configure layout rules Control dynamic field behavior (show/hide/required/read-only) Object name, layout, condition fields, actions layout-rule-meta.xml sharedev-layout-rule
Configure validation rules Validate business data on save, with blocking or non-blocking options Object name, formula expression, error message validation-rule-meta.xml sharedev-validation-rule
Configure option sets Create shared option sets reused across fields API Name, option list (label/value/color) option-set-meta.xml sharedev-option-set
Configure tenant scenes Configure list view filters, scope, and display columns Object name, filter conditions, display columns scene-meta.xml sharedev-scene
Configure mapping rules Auto-fill fields from a source object to a target object Source object, target object, field mapping mapping-rule-meta.xml sharedev-mapping-rule
Configure convert rules (push/pull) Push/pull logic from a source document to a target document, supporting merge/rollback Source document, target document, scenario, strategy convert-rule-meta.xml sharedev-convert-rule
Configure custom buttons Configure detail/list page normal/jump/mapping buttons Object name, button type, post action button-meta.xml sharedev-button
Configure global variables Manage tenant-level constants referenced in formulas/forms API Name, type, default value global-variable-meta.xml sharedev-global-variable
Configure currencies and exchange rates Manage base currency, original currency, exchange rate, and status Currency code, currency name, exchange rate currency-meta.xml sharedev-currency
APL backend logic development Develop backend functions, buttons, flows, scheduled tasks, controllers, event listeners APL scenario, object fields, business rules Groovy files, compile/analyze results, REVIEW.md sharedev-apl-implement / apl-lite / apl-code-review
PWC frontend development Develop components/plugins, generate PRD→Arch→Plan, execute plan, fix bugs PWC feature requirements, existing plan, bug description prd.md, arch.md, plan.md, PWC source code, review results sharedev-pwc-write-prd-spec / write-arch / write-plans / implement / review-code / finish-development / fix-bug
Approval flow configuration Configure multi-level approval flows, including nodes/approvers/conditional branches/post actions/timeout reminders Approval levels, approvers, post actions workflow.json, rule.json, execution.json sharedev-approval
BPM business process Configure BPM business processes, including nodes/connections/approvers/branches/swimlanes Process nodes, connections, approvers, conditions BPM process JSON sharedev-bpm-def
Stage advancer Configure lifecycle stage management, including stage nodes/tasks/trigger rules Object, stage field, stage nodes, stage tasks stage workflow.json, rule.json sharedev-stage-def
OneFlow process Configure OneFlow process drafts and definitions Process nodes, variables, conditions OneFlow JSON sharedev-oneflow-def
Mixed/full-stack development Involves object configuration + PWC + APL or PWC + APL mixed scenarios Multi-dimensional requirement descriptions Combined outputs of multiple skills sharedev-auto (Template D/E)

3. Quick start

The environment preparation capability is used to prepare the current workspace as a developable ShareDev project. You need to complete the following steps in order:
  1. Install a local AI agent (WorkBuddy / Trae SOLO Desktop / Codex / Claude Code)
  2. Install the CLI tool
  3. Download and install sharedev-init
  4. Call the sharedev-init skill in the AI agent to initialize the project
  5. Quick experience

3.1 Step 1: Install a local AI agent

Before using the ShareCRM AI intelligent implementation capability, you need to install an AI programming assistant or agent locally. Different tools suit different development scenarios, and you can choose based on your preference.
AI agent Publisher Suitable scenario Download link
WorkBuddy Tencent All-scenario AI desktop agent, supports local file operations and multi-step automation codebuddy.cn/work
Trae SOLO Desktop ByteDance AI-native IDE with built-in SOLO mode for requirement → code → test → deployment full flow trae.cn (China version) or trae.ai (international version)
Codex OpenAI AI programming agent supporting CLI, IDE extensions, and cloud agents, covering coding to code review developers.openai.com/codex or npm install -g @openai/codex
Claude Code Anthropic Terminal AI coding agent supporting multi-file editing, project refactoring, and bug fixing claude.com/download (desktop) or claude.ai/code (Web)
Brief installation guide:
  • WorkBuddy: Visit codebuddy.cn/work, download the installer for your system (Windows / macOS), and log in with your Tencent account after installation.
  • Trae SOLO Desktop: Chinese users can download the China version from trae.com.cn, supporting Windows / macOS / Linux; international users can visit trae.ai.
  • Codex: We recommend the CLI method npm install -g @openai/codex, or get the desktop app from chatgpt.com/codex; requires ChatGPT Plus / Pro or higher subscription.
  • Claude Code: For macOS / Linux, run curl -fsSL https://claude.ai/install.sh | bash; on Windows, run irm https://claude.ai/install.ps1 | iex in PowerShell; you can also download the desktop app or use the Web version; requires Claude Pro or higher subscription.
Recommended models by tool:
  • WorkBuddy and Trae SOLO Desktop recommend: Deepseek V4 Pro, GLM-5.1, KIMI-K2.6.
  • Codex and Claude Code can use their official corresponding models.

3.2 Step 2: CLI tool installation

Environment requirements

Environment dependency installation:
  1. Download Node.js — Visit the Node.js official website to download the latest stable version and follow the installation wizard (usually keeping the default settings).
  2. Environment ready — After completing the above steps, you can install the CLI.

Command-line installation

Choose either of the following methods to install:
Method 1: npm global installation
npm install -g @share-crm/sharedev-cli
Method 2: macOS / Linux / WSL
curl -fsSL http://developer.fxiaoke.com/sharedev/install.sh | bash
Method 3: Windows PowerShell
irm https://developer.fxiaoke.com/sharedev/install.ps1 | iex

Verify installation

After installation, run the following in the terminal:
sharedev -v
If there is no error message and the returned result is 0.0.x-rc.x, the installation is successful.
For more detailed CLI commands and parameter descriptions, please refer to the sharedev-cli online manual.

3.3 Step 3: Download and install sharedev-init

sharedev-init is the entry skill package of the ShareCRM AI intelligent configuration development kit. You need to download it first, then use it in the AI agent.
Download link: Download sharedev-init.zip to your local machine.
Installation requirement: Download sharedev-init.zip to the folder you want to use as the project root directory.
Before starting initialization, confirm 3 things:
Confirmation item Requirement
Current directory is at the project root Or the project root directory location can be clearly identified
Tenant configuration settings.json exists in the project root
Initialization target Target platform, execution mode, and installation scope are clearly defined
settings.json example:
{
  "enterpriseEA": "fktest001",
  "domain": "https://www.fxiaoke.com",
  "certificate": "ZXlKaGJHY2lPaUpJVXpJMU5pSXNJblI1Y0NJNklrcFhWQ0o5LmV5SnpkV0lpT2lKU1pYRjFaWE4wVkc5clpXNGlMQ0pwYzNNaU9pSkRSVkF0VTJWeWRtVnlJaXdpWlc1MFpYSndjbWx6WlVGalkyOTFiblFpT2lKbWEzUmxjM1E0TlRBM0lpd2laVzUwWlhKd2NtbHpaVWxrSWpvNE1qUXpNRElzSW5ObGMzTnBiMjVKWkNJNklqWTNNemN6WmpjM0xUSXdPVFV0TkdJMVpTMDVZbVU0TFdOaE16VXpZV0k1T0dVME5pSXNJbVY0Y0NJNk16ZzNNelV4TURVeE9Dd2lkWE5sY2tsa0lqb3hNREF3TENKcFlYUWlPakUzTnprd056UTVOVGw5Lm9Sbjdfc1FJSmtsVlAxUGQy"
}
Project directory structure example:
/                           # Project root
└──  settings.json                          # Initialization input: tenant connection info
For specific content settings, see the “Environment initialization content” section.

3.4 Step 4: Example initialization

After downloading sharedev-init, install the sharedev-init skill through a conversation in the AI agent.
  1. Install the skill from <path where skill package is stored>/sharedev-init.zip
  2. After installation, call the sharedev-init skill in the AI agent as follows
Example: one-sentence quick initialization
Input in the AI agent:
/sharedev-init initialize current <workspace>
After execution, sharedev-init will organize the current workspace into a developable ShareDev project structure.
Complete directory structure after initialization:
/                           # Project root
├── settings.json                          # Tenant connection info
├──.sharedev/                             # Local metadata
│   ├── dev-metadata/objects/              # Object dictionary
│   ├── apl-docs/                          # APL documents
│   └── pwc-docs/                          # PWC documents
├── <enterpriseRoot>/                    # Enterprise project directory
│   ├──.trae/skills/                      # Target platform skills
│   ├── specs/apl/                         # APL specifications and references
│   ├── package/fx/custom/apl/script/      # APL source code
│   │   ├── <namespace>.function.groovy
│   │   └── <namespace>.class.groovy
│   ├── pwc/                               # PWC component/plugin resources
│   │   └── components/
│   │       └── <componentName>/
│   │           ├── source/
│   │           ├──.sharedev-meta.json
│   │           └── mateXml.xml
│   └── tenant-config/                     # CRM configuration directory
│       ├── objects/<objectApiName>/
│       │   ├── <objectApiName>.object-meta.xml
│       │   ├── fields/<fieldApiName>.field-meta.xml
│       │   ├── layouts/<layoutApiName>.layout-meta.xml
│       │   ├── layout-rules/<ruleApiName>.layout-rule-meta.xml
│       │   ├── validation-rules/<ruleApiName>.validation-rule-meta.xml
│       │   ├── scenes/<sceneApiName>.scene-meta.xml
│       │   └── buttons/<buttonApiName>.button-meta.xml
│       ├── option-sets/<optionSetApiName>.option-set-meta.xml
│       ├── mapping-rules/<ruleApiName>.mapping-rule-meta.xml
│       ├── convert-rules/<ruleApiName>.convert-rule-meta.xml
│       ├── global-variables/<variableApiName>.global-variable-meta.xml
│       ├── currencies/currency.currency-meta.xml
│       ├── approval/<workflowApiName>/
│       │   ├── workflow.json
│       │   ├── rule.json
│       │   └── execution.json
│       ├── stage/<workflowApiName>/
│       │   ├── workflow.json
│       │   └── rule.json
│       └── bpm/
└──.trae/skills/                          # Global skill directory (installed during initialization)
Note: The <enterpriseRoot> directory is the enterprise root. All sharedev remote operation commands (such as apl push, pwc deploy, object-dev push) should be executed in this directory, not in <projectRoot>.

3.5 Step 5: Hands-on experience

Scenario 1: One-sentence end-to-end development

Skill usage example:
/sharedev-auto [requirement description]
For Word documents or pasted content, you can call it like this:
/sharedev-auto Parse and orchestrate the skill chain based on this Word requirement document: /path/to/requirement.docx
We recommend using WorkBuddy, Codex, or Trae SOLO Desktop locally for Word document recognition. These tools will automatically install the corresponding plugins or Python extractors for your environment.
After execution, sharedev-auto usually produces the following results first:
  • Input source recognition result: one sentence, file path, Word document, or pasted content
  • Structured requirement summary: objects, fields, pages, rules, APL, PWC, release targets, etc.
  • Complexity level: L1 to L5
  • Recommended skill chain: configuration, APL, PWC, or mixed orchestration path
  • Phase Gate: hard stop points requiring user confirmation
  • Execution plan for specialized skills after user confirmation

Scenario 2: Create a business object from scratch

Object configuration example:
/sharedev-object Create a "Competitor Profile" object with API Name Competitor__c
Field configuration example:
/sharedev-field Add fields Competitor Name, Industry, Official Website, and Active Status to Competitor__c
Layout configuration example:
/sharedev-layout Configure the detail page, new page, and list page layouts for Competitor__c
Layout rule configuration example:
/sharedev-layout-rule On the Competitor__c new page, hide the Official Website field when Active Status is "Inactive"
After execution, configuration skills usually generate or modify these configuration files in the enterprise project directory:
  • tenant-config/objects/<objectApiName>/<objectApiName>.object-meta.xml — Object definition
  • tenant-config/objects/<objectApiName>/fields/<fieldApiName>.field-meta.xml — Field definition
  • tenant-config/objects/<objectApiName>/layouts/<layoutApiName>.layout-meta.xml — Page layout
  • tenant-config/objects/<objectApiName>/layout-rules/<ruleApiName>.layout-rule-meta.xml — Layout rule
Standard dependency order: Object → Field → Layout → Layout Rule
Note: New fields do not automatically appear on the page. To display fields, you need to configure layouts. Layout rules can only control fields already in the target layout. If a field is not placed in the layout, adjust the layout first, then configure the rule.

Scenario 3: Develop an APL flow function

Complete development example:
/sharedev-apl-implement Develop a flow function: when a sales order is approved, automatically update the customer's latest transaction time. Please follow the complete APL development process.
Lightweight development example:
/sharedev-apl-lite Quickly write a customer detail page button function to check whether Customer Level is empty. PRD/ARCH/TASKS are not needed.
Code review example:
/sharedev-apl-code-review Review this APL function for me, confirm compile/analyze and release risks, and output REVIEW.md.
After execution, APL skills usually produce:
  • package/fx/custom/apl/script/<namespace>.function.groovy — Function source code
  • package/fx/custom/apl/script/<namespace>.class.groovy — Class source code
  • deliverables/<requirementDir>/PRD.md, ARCH.md, TASKS.md — Full process documents
  • deliverables/<requirementDir>/REVIEW.md — Code review report
  • Results of sharedev apl compile <namespace> and sharedev apl analyze <namespace>
Shortest understanding path:
  • Full development: Requirement confirmation → PRD/ARCH/TASKS → Code implementation → compile/analyze → Code review → Release confirmation
  • Lite development: Requirement confirmation → Code implementation → compile/analyze → Code review → Release confirmation
  • Code review: Confirm scope → compile/analyze → Rule review → REVIEW.md → Review conclusion
The Lite process only skips PRD/ARCH/TASKS, not compile/analyze, code review, and release authorization.

Scenario 4: Develop a PWC plugin

Suitable for developing PWC components/plugins from scratch.
Example:
/sharedev-pwc-write-prd-spec Develop a customer new/edit page plugin that automatically checks whether a mobile phone number is duplicated and prompts. Please write the PRD first.
Execution flow:
  1. Use the sharedev-pwc-write-prd-spec skill to clarify requirements and output prd.md
  2. After the user approves the PRD, use the sharedev-pwc-write-arch skill to output arch.md
  3. After the user approves the technical solution, use the sharedev-pwc-write-plans skill to output plan.md
  4. Use the sharedev-pwc-execute-plans or sharedev-pwc-subagent-driven-development skill to execute the plan
  5. After the main functions are completed, use the sharedev-pwc-review-code skill to review
  6. Use the sharedev-pwc-finish-development skill to output configuration instructions and request manual testing
  7. Only after manual testing passes and the user explicitly authorizes, execute release

Scenario 5: Configure a common option set

Used when multiple fields share the same dropdown options.
Example:
/sharedev-option-set Create a "Industry" common option set with API Name option_industry__c, including Internet, Finance, Manufacturing, and Healthcare options, with Internet marked blue.
Execution flow:
  1. The skill checks tenant-config/option-sets/ to confirm no API Name conflict
  2. Generate the option_industry__c.option-set-meta.xml configuration file
  3. Deploy: sharedev object-dev option-set push --apiNames option_industry__c
  4. Then use sharedev-field to reference this option set for fields
Note: The option set value is the data primary key. After creation, existing values cannot be deleted or modified. Unused values should be set to not_usable=true to disable them.

Scenario 6: Configure validation rules

Validate business logic when saving data.
Example:
/sharedev-validation-rule Add a validation rule to LeadsObj: Mobile Phone cannot be empty. When Mobile Phone is empty, block save and prompt "Mobile phone number is required".
Execution flow:
  1. The skill confirms the target object exists and loads the field list
  2. Confirm with the user the rule name, block/non-block, trigger timing (new/edit)
  3. Generate the formula expression (returns Boolean)
  4. Output validation-rules/<ruleApiName>.validation-rule-meta.xml
  5. Deploy: sharedev object-dev validate-rule push --objectApiName LeadsObj --apiName <ruleApiName>
Note: The validation rule expression must ultimately be Boolean (true = trigger prompt). In master-detail simultaneous creation scenarios, non-blocking rules on child objects do not take effect.

Scenario 7: Configure mapping rules (field backfill)

Automatically fill field values from the source object into the target object.
Example:
/sharedev-mapping-rule Configure the lead-to-account mapping rule: Company Name → Account Name, Phone → Account Phone, Address → Account Address.
Execution flow:
  1. The skill confirms the source object (LeadsObj) and target object (AccountObj) exist
  2. Load both sides’ field lists to validate field references
  3. Generate the mapping-rules/<ruleApiName>.mapping-rule-meta.xml configuration file (including main rule + paired button)
  4. Deploy: sharedev object-dev object-mapping push --ruleApiNames <ruleApiName>
Note: Mapping rules are a simplified version of convert rules and do not support scenarios/strategies/merge/rollback/close/excess checks. For complete push/pull document capabilities, use sharedev-convert-rule.

Scenario 8: Configure an approval process

Configure an approval flow for a business object.
Example:
/sharedev-approval Configure a two-level approval process for the Purchase Request document: Department Manager → General Manager. After approval, automatically update the document status to "Approved".
Execution flow:
  1. The skill collects node structure, approver configuration, post actions, etc.
  2. Generate the tenant-config/approval/<workflowApiName>/workflow.json approval flow body
  3. Deploy: sharedev approval def deploy -f tenant-config/approval/<workflowApiName>/ --updateType "create"
  4. After successful deployment, fill back the workflowId
Note: New and updated uses different data structures — when creating, workflow.id is an empty string; when updating, you must use the real ID obtained from detail. sharedev-approval is for approval flows, sharedev-bpm-def is for BPM business processes, and sharedev-stage-def is for stage advancers.

4. Intelligent orchestration details (sharedev-auto)

4.1 Overview

sharedev-auto is the intelligent orchestrator of the ShareDev skill system. Users only need to describe requirements in natural language or Word documents, and it automatically completes: input source detection → requirement analysis → product line determination → skill chain recommendation → Phase Gate coordination → knowledge base avoidance → deployment orchestration.

4.2 Input source detection

Mode Trigger condition Behavior
Mode A — Pure text Pure natural language one-sentence requirement Directly enter requirement analysis and classification
Mode B — File path Provides.docx/.doc/.txt path Read tool reads file content; prompts user if unreadable
Mode C — Pasted content Word content pasted into the conversation Treats as structured requirements and enters document content parsing

4.3 Requirement analysis and product line classification

Product line Classification keywords Complexity Target template
PWC Plugin/component/chart/form validation/mobile/Web L1/L2 Template A
APL Backend function/scheduled task/trigger/button/validation L1/L2 Template B
Object Config Object/field/layout/validation rule/scene/button/option set/mapping rule L1/L2 Template C
Flow Definition Approval flow/BPM/stage advancer/workflow/OneFlow L1-F/L2-F+ Template F
PWC+APL Frontend plugin + backend function L2 Template D
Full Stack Object + plugin + function L2 Template E
Mixed Object+Flow / APL+Flow L2/L5 E + F
Button Custom button L1 Template C
Option Set Common option set L1 Template C
Global Variable Global variable/tenant constant/formula referenced public parameter L1 Template C
L1 vs L2: L1 = single file/simple adjustment; L2 = multiple files/complex logic. Natural language-only descriptions are judged as L1; requirements from files/documents are at least L2.
Complexity determination:
Complexity Determination condition
L1 - Single configuration Only involves 1 configuration product line
L2 - Complete configuration Involves multiple object configuration links
L3 - Pure code Only involves PWC or APL
L4 - Mixed PWC + APL (no object configuration)
L5 - Full stack Involves object configuration + PWC + APL simultaneously

4.4 Skill chain templates

Template A: Pure PWC development chain

write-prd-spec → write-arch → write-plans → implement → review-code → finish-development
Stage Skill call Phase Gate
1 sharedev-pwc-write-prd-spec ✅ User confirms PRD
2 sharedev-pwc-write-arch ✅ User confirms architecture
3 sharedev-pwc-write-plans ✅ User confirms plan
4 sharedev-pwc-implement ❌ Auto-execute
5 sharedev-pwc-review-code ✅ User confirms review
6 sharedev-pwc-finish-development 🚫 Hard stop

Template B: Pure APL development chain

prd → arch → plan → apl-init → apl-implement → apl-code-review → (push)
Stage Skill call Phase Gate
1 sharedev-pwc-write-prd-spec (APL adaptation) ✅ User confirms PRD
2 sharedev-pwc-write-arch (APL adaptation) ✅ User confirms architecture
3 sharedev-pwc-write-plans ✅ User confirms plan
4 sharedev-apl-init ❌ Auto-execute
5 sharedev-apl-implement ✅ User confirms code
6 sharedev-apl-code-review ✅ User confirms review
7 🚫 Hard stop (APL push)

Template C: Object configuration chain

prd → plan → object → option-set → field → layout → scene → layout-rule → validation-rule → mapping-rule → global-variable → (push)
Internal order cannot be parallel: object → option-set → field → layout → scene → layout-rule → validation-rule → mapping-rule → global-variable

Template D: PWC+APL mixed chain

prd → arch → plan → [APL ∥ PWC] → review → deploy

Template E: Full-stack development chain

prd → arch → plan → [Object ∥ APL ∥ PWC] → review → deploy

Template F: Flow definition chain

[prd → arch → plan →] flow-def → <workflowApiName> → deploy
Flow Definition deployment is independently controlled by the flow-skill internal HARD-GATE and user confirmation flow.

4.5 Document generation flow

All documents are output uniformly to the /deliverables/YYYY-MM-DD-<featureName>/ directory.
Template PRD Arch Plan Review
A (PWC) ✅ write-prd-spec ✅ write-arch ✅ write-plans ✅ review-code
B (APL) ✅ write-prd-spec (APL) ✅ write-arch (APL) ✅ write-plans ✅ apl-code-review
C (Config L2+) ✅ write-prd-spec (config) ✅ write-plans
C (Config L1) ❌ Skippable ❌ Skippable
D (Mixed) ✅ write-prd-spec ✅ write-arch ✅ write-plans ✅ Dual review
E (Full-stack) ✅ write-prd-spec ✅ write-arch ✅ write-plans ✅ Dual review
Red line: Even the simplest APL function must produce a PRD and Plan.
APL PRD core content: - Function responsibility description (what it does, when it triggers) - namespace and bound object - Input (context available variables) and output (return type) - Core business rules (status flow, validation conditions, data linkage)
Configuration PRD core content (Template C L2+): - Configuration scope (objects/option sets/fields/layouts/rules/global variables) - Common option set definitions (API Name, option values, colors, enable/disable status) - Field definitions (API Name, type, option values, default value, required/read-only) - Layout changes (layout type, section, field order) - Rule logic (show/hide/read-only conditions, dependencies) - Global variable definitions (api_name format var___g)

4.6 Review execution flow

Review results are output uniformly to REVIEW.md.
REVIEW.md chapter A (PWC) B (APL) D (Mixed) E (Full-stack)
1. Document info
2. Review scope
3. APL code review
4. PWC code review
5. Configuration review
6. Requirement traceability matrix
7. Review summary

4.7 Multi-sub-agent parallel execution

When the plan.md schedule contains ≥2 independent tasks, the orchestrator can use the Task tool to launch multiple sub-agents in parallel.
Dependency judgment rules:
Condition Determination
Tasks operate on different objects ✅ Parallelizable
Tasks operate on different code directories (APL vs PWC vs configuration) ✅ Parallelizable
Tasks operate on different sub-resources of the same object (field→layout→scene) ❌ Not parallelizable
Tasks operate on successive stages of the same code file ❌ Not parallelizable
Tasks operate on different files in the same directory ✅ Parallelizable
Maximum parallel number: 8 sub-agents executing simultaneously.

4.8 Phase Gate coordination — three major hard stops

Gate When to stop Output Priority
🔴 Requirement confirmation After step 1 (requirement classification) Product line classification + skill chain High
🔴 Complexity confirmation After step 1.5 (complexity self-check) L1/L2 determination High
🔴 Deployment confirmation Before final push Push list + command preview Highest
Progressive iron rules: 1. Next stage only after user confirmation — automatic advancement is prohibited 2. Prohibited from directly reading/writing files by skipping skills — each stage must generate through the target skill 3. Hard stops cannot be skipped — even L1 cannot skip pre-deployment confirmation 4. Flow creation = deployment is independent of the Object→PWC chain

4.9 Mandatory deployment order

Object → Option Set → Field → Layout → Scene → Layout Rule → Validation Rule → Mapping Rule → Global Variable → Button → APL → PWC
This order cannot be changed. Each step succeeds before the next executes.
Key deployment commands:
Step Resource type Command
1 Object sharedev object-dev object push --objectApiName <objectApiName>
2 Option Set sharedev object-dev option-set push --apiNames <apiNames>
3 Field sharedev object-dev field push --objectApiName <objectApiName> --fieldApiName <fieldApiName>
4 Layout sharedev object-dev layout push --objectApiName <objectApiName> --layoutApiName <layoutApiName> --type <type>
5 Scene sharedev object-dev scene push --objectApiName <objectApiName> --sceneApiNames <sceneApiNames>
6 Layout Rule sharedev object-dev layout-rule push --objectApiName <objectApiName> --ruleApiName <ruleApiName>
7 Validation Rule sharedev object-dev validate-rule push --objectApiName <objectApiName> --apiName <ruleApiName>
8 Mapping Rule sharedev object-dev object-mapping push --ruleApiNames <ruleApiName>
9 Global Variable sharedev object-dev global-variable push --apiNames <variableApiName>
10 Button sharedev object-dev button push --objectApiName <objectApiName> --buttonApiName <buttonApiName>
11 APL sharedev apl push <namespace> --remark ""
12 PWC sharedev pwc deploy <componentName> --type plugin
Post-deployment verification checklist: - [ ] sharedev object-dev object pull --objectApiName <objectApiName> verify object status=unchanged - [ ] sharedev object-dev layout list --objectApiName <objectApiName> confirm layouts count - [ ] sharedev apl list | grep <namespace> confirm function exists and version number increments - [ ] sharedev pwc deploy output source=N matches actual JS file count - [ ] All post-pull files status=unchanged

5. Skill details

5.0 Quick skill reference table

Configuration skills

# Skill Description
1 sharedev-object Create or modify CRM object definitions; default fields and layouts are produced synchronously when creating custom objects
2 sharedev-option-set Create or modify tenant-level common option sets for cross-field reuse
3 sharedev-field Create or modify field configurations for CRM objects, supporting all field types and validation rules
4 sharedev-layout Create or modify page layouts, supporting detail/edit/list_layout/list types
5 sharedev-layout-rule Control dynamic field behavior in layouts (show/hide/required/read-only)
6 sharedev-validation-rule Validate business data on save, supporting blocking/non-blocking strategies
7 sharedev-scene Create or modify tenant scenes (list views), including filter conditions, scope, and display columns
8 sharedev-mapping-rule Configure field mappings from source to target objects, automatically generating paired buttons
9 sharedev-convert-rule Configure push/pull logic from source to target documents, supporting scenarios/strategies/merge/rollback
10 sharedev-button Configure custom buttons, supporting normal/jump/mapping types
11 sharedev-global-variable Manage tenant-level constants referenced in formulas/forms/default values
12 sharedev-currency Create or modify currency and exchange rate configurations, managing base/original currency and rates

APL backend development skills

# Skill Description
13 sharedev-apl-implement APL full development process: requirement analysis → documents → code → compile → review → release
14 sharedev-apl-lite APL lightweight development: skip documents and go directly from requirement to code implementation
15 sharedev-apl-code-review APL code review: compile/static analysis/issue grading/quality gate

PWC frontend development skills

# Skill Description
16 sharedev-pwc PWC basic commands: pull/push/release/create components or plugins
17 sharedev-pwc-write-prd-spec Output structured PRD documents through collaborative dialogue
18 sharedev-pwc-write-arch Design technical solutions based on PRD and output arch.md
19 sharedev-pwc-write-plans Break technical solutions into executable tasks and output plan.md
20 sharedev-pwc-implement Implement PWC code task by task according to the written plan
21 sharedev-pwc-subagent-driven-development Dispatch subtasks to independent sub-agents for parallel execution
22 sharedev-pwc-review-code Dispatch code-reviewer to conduct code review
23 sharedev-pwc-finish-development Verification, configuration instructions, and release preparation after development
24 sharedev-pwc-fix-bug Systematically fix PWC bugs

Flow definition skills

# Skill Description
25 sharedev-approval Manage approval flows via CLI: nodes/approvers/conditional branches/post actions/forms
26 sharedev-bpm-def Create or modify BPM business processes
27 sharedev-stage-def Create or modify stage advancer definitions
28 sharedev-oneflow-def Create or modify OneFlow process definitions
29 sharedev-flow-def Common data structure reference for all Flow skills

5.1 Configuration skills

sharedev-object — Object definition configuration

Create or modify CRM object definitions. When creating a custom object, default name/owner fields, detail layout, and list mobile summary layout must be produced synchronously.
  • Input: Object API Name, display name, feature switches (such as approval flow, stage advancer, etc.)
  • Output path: tenant-config/objects/<objectApiName>/<objectApiName>.object-meta.xml
  • Constraints: Custom objects end with __c; content.release_version is fixed to "6.4"; define_type=custom prohibits short_name
  • Example:
    /sharedev-object Create a "Competitor Profile" object with API Name Competitor__c
    

sharedev-option-set — Common option set configuration

Create or modify tenant-level common option sets for cross-field reuse.
  • Input: API Name (format option___c), option list (label/value/color/enable status)
  • Output path: tenant-config/option-sets/<optionSetApiName>.option-set-meta.xml
  • Constraints: Deleting or modifying existing values is prohibited (breaks historical data); only add new values or disable them; cannot create option sets for platform system fields
  • Example:
    /sharedev-option-set Create an "Industry" common option set with API Name option_industry__c, including Internet, Finance, Manufacturing, Healthcare
    

sharedev-field — Field definition configuration

Create or modify field configurations for CRM objects, supporting all field types and validation rules.
  • Input: Object API Name, field name, type (text/number/date/select_one, etc.), option values, default value, required/read-only
  • Output path: tenant-config/objects/<objectApiName>/fields/<fieldApiName>.field-meta.xml
  • Constraints: Confirm the object exists and the API Name does not conflict; formula type requires referring to the formula generation guide; cascade fields require referring to the cascade specification
  • Example:
    /sharedev-field Add a "Competitor Name" text field to Competitor__c, API Name competitor_name__c, required
    

sharedev-layout — Page layout configuration

Create or modify page layouts for CRM objects, supporting detail, edit, list_layout, and list types.
  • Input: Object API Name, layout type, field grouping and arrangement, PWC plugin mounting
  • Output path: tenant-config/objects/<objectApiName>/layouts/<layoutApiName>.layout-meta.xml
  • Constraints: Detail layout must contain name and owner fields; edit layout requires the server to enable independent edit page first; list and list_layout cannot be confused
  • Example:
    /sharedev-layout Configure the detail page layout for Competitor__c, placing Competitor Name, Industry, and Official Website in the basic information section
    

sharedev-layout-rule — Layout rule configuration

Control dynamic field behavior in layouts, supporting field control type (based on main field value conditions) and page control type (controlled by new/edit page).
  • Input: Object API Name, target layout, main field, condition tree, action (show/hide/required/read-only)
  • Output path: tenant-config/objects/<objectApiName>/layout-rules/<ruleApiName>.layout-rule-meta.xml
  • Constraints: Maximum 10 rules per layout; condition field and leaf field cannot be the same; main fields cannot be repeated in the same layout
  • Example:
    /sharedev-layout-rule On the Competitor__c new page, hide the Official Website field when Active Status is "Inactive"
    

sharedev-validation-rule — Validation rule configuration

Validate business data on save, supporting blocking and non-blocking strategies, and can be set to trigger on new/edit.
  • Input: Object API Name, rule name, formula expression (returns Boolean), error message, block/non-block, trigger timing
  • Output path: tenant-config/objects/<objectApiName>/validation-rules/<ruleApiName>.validation-rule-meta.xml
  • Constraints: Formula return value must be Boolean; in master-detail simultaneous creation scenarios, non-blocking rules on child objects do not take effect
  • Example:
    /sharedev-validation-rule Add a validation rule to LeadsObj: Mobile Phone cannot be empty, block save, prompt "Mobile phone number is required"
    

sharedev-scene — Tenant scene configuration

Create or modify CRM tenant scene configurations (list views), including filter conditions, scope, and display columns.
  • Input: Object API Name, scene name, filter conditions (wheres), scope (ranges), display columns
  • Output path: tenant-config/objects/<objectApiName>/scenes/<sceneApiName>.scene-meta.xml
  • Constraints: Must check whether API Name conflicts; default fields are used when display columns are not provided
  • Example:
    /sharedev-scene Create a "My Accounts" scene for AccountObj with filter condition Owner equals current user
    

sharedev-mapping-rule — Mapping rule configuration

Configure direct field backfill from source to target objects, automatically generating supporting convert-type buttons.
  • Input: Source object, target object, field mapping (field_mapping), option mapping (option_mapping), child object mapping
  • Output path: tenant-config/mapping-rules/<ruleApiName>.mapping-rule-meta.xml
  • Constraints: Source/target objects must exist; unsupported field types for mapping (reference/calculated/statistics/auto-number, etc.); Contract/Refund/Invoice objects cannot be mapping targets
  • Example:
    /sharedev-mapping-rule Configure the lead-to-account mapping rule: Company Name → Account Name, Phone → Account Phone
    

sharedev-convert-rule — Convert rule configuration (push/pull)

Configure automatic data movement from source document to target document, supporting scenarios/strategies/merge/rollback/close/excess checks.
  • Input: Source object, target object, scenario type, strategy, field mapping, rollback logic, close logic
  • Output path: tenant-config/convert-rules/<ruleApiName>.convert-rule-meta.xml
  • Constraints: More complex than mapping-rule; suitable for complete push/pull document processes
  • Example:
    /sharedev-convert-rule Configure a one-to-one simple scenario convert rule from Purchase Request to Purchase Order
    

sharedev-button — Custom button configuration

Configure custom buttons for CRM objects, supporting normal buttons (display conditions/input form/post actions), jump buttons, and mapping buttons.
  • Input: Object API Name, button API Name, type, post actions (post_actions), display conditions (wheres), input form
  • Output path: tenant-config/objects/<objectApiName>/buttons/<buttonApiName>.button-meta.xml
  • Constraints: Missing APL function blocks and points to sharedev-apl-implement; jump buttons cannot configure post actions; mapping buttons cannot configure input form and post actions
  • Example:
    /sharedev-button Configure a "Sync WeCom" normal button for AccountObj, calling an APL function
    

sharedev-global-variable — Global variable configuration

Manage tenant-level constants referenced in intelligent forms, formulas, and default values.
  • Input: API Name (format var___g), type (string/number/date, etc.), default value, remark
  • Output path: tenant-config/global-variables/<variableApiName>.global-variable-meta.xml
  • Constraints: api_name cannot be changed after creation; __c suffix is not applicable (use __g); 4 system preset variables (currentTime__g, etc.) cannot be modified
  • Example:
    /sharedev-global-variable Create a "Minimum Discount" global variable, type number, default value 0.8
    

sharedev-currency — Currency and exchange rate configuration

Create or modify tenant-level currency and exchange rate configurations, managing base currency, original currency, exchange rate, and enable/disable status.
  • Input: Currency code (ISO standard), currency name, exchange rate, base currency flag
  • Output path: tenant-config/currencies/currency.currency-meta.xml (single file for the whole tenant)
  • Constraints: Base currency is set only once and cannot be modified; currencyCode must come from the ISO standard list; cannot add an existing currency repeatedly
  • Example:
    /sharedev-currency Add USD currency, exchange rate 7.24
    

5.2 APL backend development skills

sharedev-apl-implement — APL full development

Provides full process control from requirement analysis, document generation, code implementation, compilation analysis, code review, and release confirmation.
  • Execution flow: Phase 0 (Requirement confirmation) → Phase 1 (PRD/ARCH/TASKS) → Phase 2 (Code implementation) → Phase 3 (Compile + Analyze) → Phase 4 (Code review) → Phase 5 (Release confirmation)
  • Hard stops: Before code review (Phase 5-6 transition) and before release (Phase 6-7 transition)
  • Example:
    /sharedev-apl-implement Develop a flow function: when a sales order is approved, automatically update the customer's latest transaction time
    

sharedev-apl-lite — APL lightweight development

Skip PRD/ARCH/TASKS document generation, and enter code implementation directly from requirement confirmation, suitable for simple function requirements.
  • Execution flow: Phase 0 (Requirement confirmation) → Phase 1 (Code implementation) → Phase 2 (Compile + Analyze) → Phase 3 (Code review) → Phase 4 (Release)
  • Constraints: Does not skip compile/analyze, code review, and release authorization
  • Example:
    /sharedev-apl-lite Quickly write a customer detail page button function to check whether Customer Level is empty
    

sharedev-apl-code-review — APL code review

Performs compilation, static analysis, issue grading, REVIEW.md write-back, and pre-release quality gating on APL implementation results.
  • Review output: Findings (sorted by severity), Review Decision (pass/conditional pass/fail), REVIEW.md
  • Constraints: Must compile/static analyze before manual review; cannot enter release recommendation when blocking issues are found
  • Example:
    /sharedev-apl-code-review Review my APL function, confirm compile/analyze and release risks
    

5.3 PWC frontend development skills

sharedev-pwc — PWC basic commands

Underlying command skill for pulling, pushing, releasing, or creating PWC components/plugins.
  • Subcommands: pull (pull source), push (upload files), deploy (push + build + release), create (create resource)
  • Example:
    sharedev pwc pull --all --type component
    

sharedev-pwc-write-prd-spec — PWC requirement document

Output structured PRD documents through collaborative dialogue exploring user intent and clarifying requirement boundaries.
  • Flow: Explore project background → Ask clarification questions → Propose solution → Present design → User approval → Write PRD
  • Constraints: Cannot write code or call technical design skills before user approval
  • Example:
    /sharedev-pwc-write-prd-spec Develop a customer new/edit page plugin that automatically checks whether a mobile phone number is duplicated
    

sharedev-pwc-write-arch — PWC technical solution

Design technical solutions based on PRD documents before writing plans, and output arch.md.
  • Constraints: Must first load the skill and read reference documents (spec + feature)
  • Example:
    /sharedev-pwc-write-arch Design a PWC plugin technical solution based on the approved PRD
    

sharedev-pwc-write-plans — PWC implementation plan

Break technical solutions into executable tasks and output plan.md (without code blocks).
  • Output path: deliverables/YYYY-MM-DD-<featureName>/plan.md
  • Example:
    /sharedev-pwc-write-plans Break down the PWC technical solution into executable task plans
    

sharedev-pwc-implement — PWC plan execution

Implement PWC code task by task according to the written plan, with review checkpoints.
  • Flow: Load and review plan → Sync PWC resources (create/pull) → Implement code task by task
  • Example:
    /sharedev-pwc-implement Implement PWC code task by task according to plan.md
    

sharedev-pwc-subagent-driven-development — PWC sub-agent-driven development

Dispatch subtasks from the plan to independent sub-agents for parallel execution, with two-stage review after each task completes.
  • Constraints: Maximum 8 parallel sub-agents
  • Example:
    /sharedev-pwc-subagent-driven-development Use sub-agents to develop multiple independent PWC tasks in parallel
    

sharedev-pwc-review-code — PWC code review

Dispatch a code-reviewer sub-agent to conduct code review and verify whether the work meets requirements.
  • Review content: Source code quality check, PRD verification, output REVIEW.md
  • Example:
    /sharedev-pwc-review-code Review the PWC plugin code and confirm it meets the PRD requirements
    

sharedev-pwc-finish-development — PWC delivery wrap-up

Verification, configuration instructions, and release preparation after development completion.
  • Flow: Generate configuration instructions → Request manual testing → Release after test passes
  • Example:
    /sharedev-pwc-finish-development PWC plugin development is complete, request manual testing and prepare release
    

sharedev-pwc-fix-bug — PWC bug fix

Systematically fix PWC bugs: reproduce first, then fix; without verification, it is not complete.
  • Flow: Reproduce problem → Locate code → Fix → Manual verification
  • Example:
    /sharedev-pwc-fix-bug Fix the bug in the PWC plugin where mobile phone number duplicate check does not take effect
    

5.4 Flow definition skills

sharedev-approval — Approval flow definition

Manage approval flows via sharedev CLI, covering node configuration, approvers, conditional branches, post actions, forms, and timeout reminders.
  • Output path: tenant-config/approval/<workflowApiName>/workflow.json (approval flow body), rule.json (instance post actions), execution.json (process post actions)
  • Deployment: New passes --updateType "create", update passes --updateType "update"
  • Example:
    /sharedev-approval Configure a two-level approval for Purchase Request: Department Manager → General Manager, and automatically update status after approval
    

sharedev-bpm-def — BPM business process definition

Create or modify BPM business processes, covering nodes/connections/approvers/post actions/branch conditions/swimlanes.
  • Deployment: Through the sharedev bpm def create-definition command
  • Example:
    /sharedev-bpm-def Create a customer approval BPM process including Sales Manager review and Finance review nodes
    

sharedev-stage-def — Stage advancer definition

Create or modify stage advancers, covering stage nodes/stage tasks/scope/trigger rules/final state/approval association.
  • Output path: tenant-config/stage/<workflowApiName>/workflow.json, rule.json
  • Deployment: New uses sharedev stage def deploy, update uses sharedev stage def update
  • Difference from approval flow: No execution.json; post actions are reflected in stage tasks
  • Example:
    /sharedev-stage-def Configure a stage advancer for Opportunity: Prospect → Needs Analysis → Solution Quote → Negotiation → Closed Won
    

sharedev-oneflow-def — OneFlow process definition

Create or modify OneFlow process drafts and definition configurations. - Example: /sharedev-oneflow-def Create a OneFlow process for order approval, including conditional branches and parallel gateways

sharedev-flow-def — Flow common data structure specification

Common reference document for all Flow skills, containing filter conditions, gateway branch conditions, approver configurations, node types, and other common data structure specifications. - Example: As a prerequisite reference document, it is automatically loaded by Flow skills without separate invocation

6. Usage boundaries and precautions

  • AI can help analyze requirements, generate configurations, develop code, run checks, and organize deliverables, but remote release requires explicit user authorization.
  • Before referencing objects and fields, prefer reading .sharedev/dev-metadata/objects/<objectApiName>.md.
  • APL and configuration development cannot guess object API Names, field API Names, or option values.
  • APL must pass sharedev apl compile <namespace> and sharedev apl analyze <namespace> before release.
  • PWC must complete code review, configuration instructions, and manual testing confirmation before release.
  • push, deploy, and configuration push commands cannot be automatically executed just because the user says “continue”.
  • When a Word document cannot be read, prompt the user to paste the body or provide readable text.
  • When requirement descriptions conflict with document content, list the conflicts and wait for user confirmation.
  • Custom object configuration can only reference other custom objects, not preset objects (such as ContactObj).
  • PWC prohibits using the document.querySelector global selector.
  • APL prohibits for loops, Range expressions, the owner reserved word, and multi-argument log.error.
  • Layout rules are limited to 10 rules per layout, and condition fields and leaf fields cannot be the same.
  • Mapping rule source/target objects must exist; Contract/Refund/Invoice/Marketing Activity/Visit cannot be mapping targets.
  • All CLI commands must be executed under the <enterpriseRoot> directory, and running directly from <projectRoot> is prohibited.

7. Frequently asked questions

Q1: Why can’t the target platform be determined by directory?

.trae, .claude, .codex, or ~/.codex only indicate that the corresponding tool or historical configuration may exist in the environment, not the target platform for this requirement. The target platform must be determined by user input, task context, or explicit rules.

Q2: The initialization command succeeded, so why can’t we say it’s complete?

Because initialization completion requires not only a successful command exit, but also core resources passing validation. For example, when the object dictionary, APL documents, or skill directory are missing, it can only be marked as incomplete.

Q3: Does sharedev-auto directly implement requirements?

It does not directly skip analysis and enter implementation. It first outputs the requirement summary, complexity, and skill chain, and waits for user confirmation before entering specialized skills.

Q4: Only new fields were added, why are they not visible on the page?

Field definitions and page layouts are two separate configurations. After adding fields, you also need to use sharedev-layout to add the fields to the detail page, edit page, or list page.

Q5: Why can’t we hand-write XML directly?

Object, field, layout, and rule XML contain a large amount of tenant-related structure and escaped JSON. Handwriting is prone to omit necessary fields, incorrect statuses, or platform-specific IDs. Use the corresponding skill to read existing templates and then generate.

Q6: Can field API Names be in Chinese or named arbitrarily?

Not recommended. Custom fields need to comply with platform naming conventions and end with __c. Actual naming should be confirmed in combination with the object dictionary, business meaning, and tenant specifications.

Q7: Why must manual testing be done before release?

PWC usually involves page interactions, platform mount points, client differences, and real data. Automated checks cannot fully cover real page behavior, so users must confirm manual testing passes before release.

Q8: Why must all CLI commands be executed under the enterpriseRoot directory?

Commands such as sharedev apl push, sharedev pwc deploy, and sharedev object-dev * push rely on the /.git repository, /package/ directory, and /tenant-config/ symbolic links in <enterpriseRoot>. Running from <projectRoot> will fail because these resources are not found.

Q9: What are the configuration restrictions for layout rules?

Each layout has a maximum of 10 rules (including field control and page control types); condition fields and leaf fields cannot be the same, otherwise the rule is invalid; different rules in the same layout cannot have repeated main fields; the same field cannot be configured as both hide_field and readonly_field at the same time.

Q10: What is the difference between mapping rules and convert rules?

Feature Mapping rule (mapping-rule) Convert rule (convert-rule)
Scenario/strategy ❌ Not supported ✅ Supported
Merge basis ❌ Not supported ✅ Supported
Rollback logic ❌ Not supported ✅ Supported
Configuration complexity Simple Complex
Applicable scenario Direct field backfill, lead to account/opportunity Complete push/pull document process

Q11: What should I do if Windows PowerShell reports “cannot load file” when running the installation script?

Error message: Cannot load file...\npm.ps1 because running scripts is disabled on this system. For more information, see about_Execution_Policies at https://go.microsoft.com/fwlink/?LinkID=135170.
Solution: 1. Open PowerShell as administrator 2. Run the command to change the execution policy: powershell Set-ExecutionPolicy RemoteSigned -Scope CurrentUser 3. Enter Y to confirm the change 4. Re-run the installation command: powershell irm https://developer.fxiaoke.com/sharedev/install.ps1 | iex
If you want to restore a stricter policy, you can run Set-ExecutionPolicy Restricted -Scope CurrentUser after installation.
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