README

Cross-package workflow coordination for CRM operations in Nexus ERP.

Overview

This orchestrator package coordinates workflows that span multiple packages:

Lead Conversion - Converting leads to opportunities with customer creation
Opportunity Closing - Closing deals with quotation and order integration
Pipeline Analytics - Cross-package analytics and reporting

Architecture

This is an Orchestrator Package following Nexus ERP's package architecture:

Cross-package coordination - Coordinates between CRM, Party, Sales, Workflow, and Notifier packages
Workflow management - Manages complex multi-step business processes
Event-driven - Responds to and emits domain events
Rule evaluation - Applies business rules across package boundaries

Dependencies

Required

PHP ^8.3
psr/log:^3
psr/event-dispatcher:^1

Suggested (for full functionality)

azaharizaman/nexus-crm - CRM domain operations
azaharizaman/nexus-party - Customer data integration
azaharizaman/nexus-sales - Quotation and sales integration
azaharizaman/nexus-workflow - Approval workflows
azaharizaman/nexus-notifier - Notification services

Installation

composer require azaharizaman/nexus-crm-operations

Features

Coordinators

LeadConversionCoordinator - Orchestrates lead to opportunity conversion
OpportunityCloseCoordinator - Manages deal closing process
PipelineAnalyticsCoordinator - Aggregates pipeline analytics

Workflows

LeadToOpportunityWorkflow - Multi-step lead conversion workflow
DealApprovalWorkflow - Deal approval process with escalations
EscalationWorkflow - SLA breach and escalation handling

Rules

LeadQualificationRule - Validates lead qualification criteria
OpportunityApprovalRule - Determines approval requirements
SLABreachRule - Detects and handles SLA breaches

Integration Services

PartyIntegrationService - Customer data integration
SalesIntegrationService - Quotation and order integration
AnalyticsIntegrationService - Analytics data integration

Usage

use Nexus\CRMOperations\Coordinators\LeadConversionCoordinator;
use Nexus\CRMOperations\Workflows\LeadToOpportunityWorkflow;

// Convert a lead with full orchestration
$coordinator = new LeadConversionCoordinator(
    $leadQuery,
    $leadPersist,
    $opportunityPersist,
    $customerProvider,
    $eventDispatcher
);

$result = $coordinator->convertLead($leadId);

Testing

./vendor/bin/phpunit

License

MIT License. See LICENSE for details.

Author

Azahari Zaman (azaharizaman@gmail.com)

azaharizaman / nexus-crm-operations

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