Joe Au-YeungGitHubClaude Opus 4.5joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Volnei Munhoz* 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>
Routing Forms App
Vocabulary
- RaqbField refers to the field in the context of React Awesome Query Builder(RAQB)
- See
getQueryBuilderConfig
- See
- Field refers to the field in the Routing Form
Understanding the structure of queryValue(type JsonTree)
AttributeQueryValue
- { id: "Some-id-generated-and-used-internally-by-raqb" type: "group", children1: { "Some-other-id-generated-and-used-internally-by-raqb": { type: "rule", properties: { field: "ATTRIBUTE.id", operator: "multiselect_equals", // One of many operators possible value: ["AttributeOption.id"], // This is the type of the attribute and the operator corresponds to it. The data provided to jsonLogic on which the logic(generated from RAQB config and this queryValue) is applied must also be as per the requirement of the operator. valueType: ["multiselect"] } } }
}
How to run Tests
yarn e2e:app-store runs all Apps' tests. You can use describe.only() to run Routing Forms tests only.
Make sure that the app is running already with NEXT_PUBLIC_IS_E2E=1 so that the app is installable