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)