CRM RMX Sync Integration

Overview

Create a repeatable plan and implement new CRM <-> RMX sync integrations (inbox, optional outbox/live sync). Ask for missing decisions, inspect schemas via crm_dbhub and dbhub, then update CRM PHP sync pipeline and RMX .NET/EF Core models, mappers, and CrmSyncingInboxService.

Workflow (Plan + Implement)

1) Intake questions (ask only if not already answered)

• Which CRM table is the source? Provide schema and table name.
• Which CRM fields must be synced (and any transforms/defaults)?
• Does RMX need a new table/model (EF Core) or map into an existing RMX entity?
• Is there RMX -> CRM live syncing or outbox syncing for this entity? If yes, what events/fields?
• Any dependencies (parent entities that must exist first)?
• Desired ID strategy (CRM id, external id, GUID mapping)?

2) Gather context and schema

• Read references/rmx-syncing-guide.md.
• Open the initial CRM doc at /mnt/wsl/yourcrm/public/includes/logical/rmx-sync/UptimeRMX-CRM-Integration-Instructions.md.
• Use crm_dbhub to inspect CRM table columns and sample data shape.
• Use dbhub to check RMX DB UptimeRmxBackend schema for existing tables/fields.
• Locate the closest existing mapper/entity pair for pattern matching.

3) Produce the step-by-step plan

Include explicit file paths and ordered steps for:

• CRM changes (triggers, DTO, payload, RmxSynchronizer)
• RMX changes (JsonModels, InboxMappers, EF Core model/migration, CrmSyncingInboxService)
• Optional live sync/outbox work
• Testing, verification, and rollback notes

4) Implement CRM (inbox / CRM -> RMX)

• Add triggers/migrations for sync_outbox if the table is new to syncing.
• Add SyncTables enum constant.
• Create or extend CRM DTO model in /mnt/wsl/yourcrm/public/includes/logical/rmx-sync/Models.
• Update RmxSynchronizer.php to collect entity data, map to payload field, and include deletions if needed.
• Update payload model/serializer if required.

5) Implement RMX (inbox / CRM -> RMX)

• Add JSON model in UptimeRMX.Service/CrmSyncing/JsonModels.
• Add mapper in UptimeRMX.Service/CrmSyncing/InboxMappers.
• Update UptimeRMX.Service/CrmSyncing/SyncingInboxPayload.cs to include the new collection.
• If a new table is needed: add EF Core model in UptimeRMX/Models/DefaultContextModels/..., add DbSet in UptimeRMX/Models/Context/DefaultContext.cs, and create a migration in UptimeRMX.Migrations.
• Update UptimeRMX.Service/CrmSyncing/CrmSyncingInboxService.cs to upsert into RMX DB using existing SyncChunks and dictionary helpers (add to CrmSyncDatabaseDictionaryHelper if needed).
• Preserve dependency ordering (parents before children).

6) Optional RMX -> CRM live sync / outbox

• Add models and payload types used by live sync/outbox flows.
• Update RMX outbox service to publish, update CRM API handlers to apply changes.
• Document any new endpoints and required auth keys.

7) Validate

• Ensure payload serialization matches expected JSON casing.
• Run migrations (if any).
• Test with a sample payload or SyncCrmFromFiles.
• Verify sync_outbox status and RMX logs.

Output expectations

• Provide a concrete plan with numbered steps.
• Call out files to edit and why.
• Ask clarifying questions inline if info is missing.