panoratech / Panora

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feat:Add integration with Close CRM #484

Closed rajeshj11 closed 3 weeks ago

rajeshj11 commented 4 weeks ago

/claim #455

Added CRM integration

demo video: https://www.loom.com/share/ae1c51dc7d5546e69591007e5eddbe5a

changeset-bot[bot] commented 4 weeks ago

⚠️ No Changeset found

Latest commit: 7974e1345e2f022772b48dd3e7c4d821a9e860b6

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Walkthrough

The changes introduce a new "Close" service integration across various CRM modules, including companies, contacts, deals, engagements, and more. This involves adding new service classes, mappers, and types to support the integration, as well as updating existing modules to incorporate the new service. Additionally, a new boolean column crm_close is added to the project_connectors table to track the usage of the Close service.

Changes

File(s) Change Summary
packages/api/scripts/init.sql Added a new boolean column crm_close to the project_connectors table.
.../crm/crm.connection.module.ts, .../crm/services/close/close.service.ts Introduced CloseConnectionService and updated data handling for tokens and OAuth refresh.
.../project-connectors/project-connectors.controller.ts, .../project-connectors.service.ts Added crm_close property to TypeCustom interface and ProjectConnectorsService class.
.../crm/services/close/types.ts, .../crm/services/close/mappers.ts, .../crm/services/close/index.ts Added new types, mappers, and service classes for Close integration in company, contact, deal, engagement, note, task, and stage modules.
.../crm/company/types/mappingsTypes.ts, .../crm/contact/types/mappingsTypes.ts, .../crm/deal/types/mappingsTypes.ts, .../crm/stage/types/mappingsTypes.ts Added Close mappers and mappings to respective unification mapping objects.
.../crm/company/company.module.ts, .../crm/contact/contact.module.ts, .../crm/deal/deal.module.ts, .../crm/engagement/engagement.module.ts Added CloseService to the list of services in the respective modules.

Sequence Diagram(s) (Beta)

sequenceDiagram
    participant User
    participant API
    participant CloseService
    participant CRM
    participant Database

    User->>API: Request to add a new company
    API->>CloseService: Call addCompany method
    CloseService->>CRM: Send company data
    CRM-->>CloseService: Company data response
    CloseService->>Database: Save company data
    Database-->>CloseService: Confirmation
    CloseService-->>API: Company added response
    API-->>User: Company added confirmation
sequenceDiagram
    participant User
    participant API
    participant CloseService
    participant CRM
    participant Database

    User->>API: Request to sync contacts
    API->>CloseService: Call syncContacts method
    CloseService->>CRM: Fetch contacts
    CRM-->>CloseService: Contacts data
    CloseService->>Database: Update contacts data
    Database-->>CloseService: Confirmation
    CloseService-->>API: Contacts synced response
    API-->>User: Contacts synced confirmation

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rajeshj11 commented 4 weeks ago

@rflihxyz Hey, can you please review the pr.

naelob commented 4 weeks ago

@rflihxyz Hey, can you please review the pr.

going to check that ! awesome work !

rajeshj11 commented 3 weeks ago

@naelob Hey, when can I expect the feedback for these changes?