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Joe Au-YeungGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Claude Opus 4.5Volnei Munhoz
034fbd63f1 feat: Add CrmRoutingTraceService and SalesforceRoutingTraceService (#27318)
* Add DB schema

* Init zod schema

* Init RoutingTrace and PendingRoutingTrace repository interfaces

* Create PrismaPendingRoutingTraceRepository

* Init RoutingTraceService

* Create RoutingTraceService container

* User routing trace service in routing

* Create RoutingTraceRepository and PrismaRoutingTraceRepoistory

* Add findByFormResponseId and findByQueuedFormResponseId to PendingRoutingTraceRepository

* Update DI containers

* RoutingTraceService create process booking method

* Use pending routing trace rather than URL params

* Fix schema

* Fix writing assignment reason for routed booking

* Remove  from  service

* Refactor RoutingTraceService to not rely on async local storage

* Pass RoutingTraceService through routing call

* Add attribute-logic-evaluated to routing trace step

* Add routing trace to trpc endpoint

* Add CRM routing trace step

* Fix extracting routing trace to assignment reason

* Add back CRM params to prevent refetching

* test: Add unit tests for RoutingTraceService and repositories

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* test: Add missing mock for RoutingTraceService in getRoutedUrl tests

Also fix pre-existing lint issues in the test file:
- Add explicit types to mockForm and mockSerializableForm variables
- Add explicit type to url parameter in mockContext
- Replace 'as any' with 'as unknown as InstanceType<typeof UserRepository>'

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Link pending form submission to routing trace

* Clean up

* Add lookup field assignment reasons

* Rename to PendingRoutingTrace

* Add migration file

* fix: Update RoutingTraceService tests to use assignmentReasonRepository mock

- Add getStepsCount() method back to RoutingTraceService
- Add queuedFormResponseId support to processForBooking method
- Update tests to use mockAssignmentReasonRepository instead of prisma mock
- Remove test for missing routingTraceRepository (all deps now required)

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: Remove PII (organizer email) from log payload in RoutingTraceService

Addresses Cubic AI review feedback with confidence 9/10.
Logging PII violates sensitive information logging rules.

Co-Authored-By: unknown <>

* Write field values at the time of routing

* Write attributes used to route

* feat: add CRM routing trace service

Add CrmRoutingTraceService as a reusable wrapper around RoutingTraceService
for CRM-specific tracing. Also adds CrmRoutingTraceServiceInterface type
to support passing trace services through the CRM call chain.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: add Salesforce routing trace infrastructure

Add SalesforceRoutingTrace static class with 19 trace methods covering:
- Account resolution (SOQL path): searching by website, contact domain
- Lookup field queries
- Owner lookups (contact, lead, account)
- Validation and skip scenarios
- GraphQL three-tier resolution

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: wire CRM trace service through call chain

Pass crmTrace parameter through the CRM call chain:
- routerGetCrmContactOwnerEmail creates CrmRoutingTraceService
- Passes to app booking form handlers and CRM round robin skip
- CrmManager.getContacts accepts and forwards crmTrace
- All handlers accept optional crmTrace parameter

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: add trace instrumentation to Salesforce CRM service

Instrument Salesforce CRM methods with routing trace steps:
- getContacts: trace owner lookups for contact/lead/account
- getAccountIdBasedOnEmailDomainOfContacts: trace website and domain searches
- findUserEmailFromLookupField: trace lookup field queries
- GetAccountRecordsForRRSkip (GraphQL): trace three-tier resolution

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* refactor: rename SalesforceRoutingTrace to SalesforceRoutingTraceService

Consistent naming with CrmRoutingTraceService.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* test: add unit tests for CrmRoutingTraceService and SalesforceRoutingTraceService

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* refactor: use AsyncLocalStorage for CRM routing trace

Replace explicit crmTrace parameter passing with AsyncLocalStorage:

- Add AsyncLocalStorage to RoutingTraceService with getCurrent() and runAsync()
- Update SalesforceRoutingTraceService to auto-resolve trace from AsyncLocalStorage
- Remove CrmRoutingTraceService wrapper (no longer needed)
- Remove crmTrace parameter from all CRM method signatures
- Wrap CRM operations in routingTraceService.runAsync() context

This is cleaner than threading crmTrace through 5+ function layers.
The trace context is available within the withReporting wrapper.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Use async local storage for `CrmRoutingTraceService`

* fix: correct template literal syntax in RoutingTraceService

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: use narrowed eventTypeId variable in nested async function

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: update SalesforceRoutingTraceService tests to use AsyncLocalStorage API

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* refactor: rename crmTrace to crmRoutingTraceService for consistency

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Volnei Munhoz <volnei@cal.com>
2026-01-28 17:28:35 -03:00
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