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Build Communication and Action Integration Framework #10

@dager-mohamed

Description

@dager-mohamed

🔗 Workflow Integrations System

📋 Overview

This feature implements a comprehensive integration system for executing workflow actions across multiple third-party services. The system enables OpenSyte workflows to interact with external platforms including communication services (WhatsApp, Slack), productivity tools (Calendar, File Storage), and more.

🎯 Goals

  • Unified interface for managing authentication across all integrations
  • Robust rate limiting, error handling, and retry mechanisms
  • Secure credential management and compliance support
  • Scalable architecture supporting multiple integration types

📱 WhatsApp Business API Integration

User Story: As a business owner, I want to send automated WhatsApp messages through workflows so that I can engage customers on their preferred messaging platform.

✅ Acceptance Criteria

  • Business API Integration - Integrate with WhatsApp Business API for message sending
  • Business Verification - Handle business verification and phone number registration process
  • Message Types - Support text, media, and template messages with proper formatting
  • Template Validation - Validate template approval status and required parameters
  • Webhook Handling - Process customer responses and maintain conversation context
  • Rate Limiting - Respect WhatsApp's messaging policies and quota restrictions
  • Compliance - Enforce opt-in requirements and proper message categorization

💬 Slack Integration

User Story: As a team member, I want workflows to send notifications to Slack channels so that the team stays informed about important business events.

✅ Slack Integration Criteria

  • Slack Support - Enable sending notifications to Slack channels
  • OAuth Authentication - Implement secure Slack workspace authentication via OAuth
  • Rich Messaging - Support Slack Block Kit for rich message formatting and interactive elements
  • Permission Validation - Validate Slack channel permissions and bot access rights
  • Retry Logic - Implement retry mechanisms and fallback notification methods
  • Interactive Elements - Handle Slack button clicks, slash command responses, and message actions
  • Token Management - Handle Slack token refresh and permission updates automatically

📅 Calendar Integration

User Story: As a project manager, I want workflows to create and manage calendar events so that scheduling can be automated based on business processes.

✅ Calendar Integration Criteria

  • Multi-Provider Support - Support Google Calendar and Outlook integration
  • Event Management - Handle event creation with details, attendees, and recurrence
  • Availability Checking - Check availability and handle scheduling conflicts
  • Event Notifications - Send appropriate notifications when events are modified
  • Token Refresh - Implement automatic token refresh and re-authentication flows
  • Timezone Handling - Accurately handle timezone conversion across regions
  • API Quotas - Respect calendar API quotas and rate limits

🔐 Authentication and Security Management

User Story: As a system administrator, I want secure authentication for all integrations so that organizational data remains protected.

✅ Security Management Criteria

  • Auth Methods - Support OAuth 2.0, API keys, and token-based authentication
  • Data Encryption - Encrypt sensitive data at rest and in transit
  • Token Refresh - Automatically refresh tokens when possible
  • Error Handling - Provide clear error messages and re-authentication flows
  • Permission Updates - Validate and update integration capabilities dynamically
  • Security Monitoring - Revoke access and notify administrators of breaches
  • Compliance Support - Support audit logging and access controls

⚡ Rate Limiting and Error Management

User Story: As a workflow administrator, I want robust error handling and rate limiting so that integrations remain stable and reliable.

✅ Error Management Criteria

  • Intelligent Rate Limiting - Implement smart rate limiting and request queuing
  • Error Categorization - Classify errors as temporary, permanent, or configuration issues
  • Retry Strategy - Implement exponential backoff with jitter for retries
  • Failure Handling - Log failures and notify administrators when max retries reached
  • Circuit Breaker - Implement circuit breaker patterns for service unavailability
  • Health Monitoring - Provide integration health dashboards and alerts
  • Debug Logging - Maintain detailed execution logs and error traces

⚙️ Integration Configuration and Management

User Story: As an organization administrator, I want to easily configure and manage all integrations so that workflows can be set up efficiently.

✅ Configuration Management Criteria

  • Unified Interface - Provide centralized configuration interface for all integrations
  • Connection Testing - Offer connection testing and validation tools
  • Credential Management - Support credential rotation and expiration warnings
  • Usage Analytics - Provide usage analytics and cost tracking dashboards
  • Diagnostic Tools - Offer troubleshooting tools and error analysis
  • Multi-Account Support - Support multiple accounts per integration type
  • Audit Trails - Provide comprehensive integration audit trails and reports

🏗️ Technical Requirements

Architecture

  • Modular integration system with plugin-like architecture
  • Event-driven workflow execution with proper error boundaries
  • Secure credential storage with encryption at rest

Performance

  • Async processing for all external API calls
  • Intelligent batching for bulk operations
  • Caching layer for frequently accessed data

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