Thursday, August 16, 2012

How we utilize SugarCRM with Subversion

Project Management

Our project manager’s work with our customers to capture detailed information about the client’s needs and wants, which may include simple SugarCRM customizations, complex SugarCRM customization or integrations with 3rd party products such as Marketo, TINCheck, Cvent, Harvest, GovWin, Authorize.Net, etc.
The project manager, uses the Cases module of SugarCRM to store information about each requirement. With each Case we can capture detailed requirements, track it's progress and inform our engineering team, our quality assurance staff and our customers on the status each requirement.

Engineering Process

We begin each customers engagement by creating a subversion repository. As the engineer works on the solution to each of the requirements (i.,e., SugarCRM Case) the engineers commits their code to subversion.
We utilize pre-commit and post-commit Repository Hooks, to ensure that we are capturing and logging information back into SugarCRM.

PRE-COMMIT Repository Hook

Our pre-commit repository hook requires that each of our engineers include the Case Number that they are working on in the comments or the check in. In other words the comments must include [CASE: ####] in the comment.
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POST-COMMIT Repository Hook

If the engineer has successfully included a Case number in the comment of the check in, we use a post-commit repository hook to add a Note to the Case that includes the the files that have been checked into the repository
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Conclusion

In this post we discussed how our development process integrates SugarCRM with Subversion. We use SugarCRM Cases, Notes and REST API in conjunction with Subversion to round out our process. Naturally all of the Repository Hooks are written in PHP. We examined the PHP SVN functions but all of the our desired functionality was not available.

4 comments:

  1. Thanks for the tips - very useful. We use SugarCRM over at Bicom Systems and offer plug-ins as well. Just wrote a blog post about it.... blog.bicomsystems.com/sugarcrm-pbx

    ReplyDelete
  2. Hi, it's great, but i don't understand how you install thi on sugarcrm. And i search a plugin to browse svn code.
    Do you add a process to install this, please
    Thx

    ReplyDelete
    Replies
    1. The process described is our development process. It does not provide a SugarCRM plugin to browse a subversion repository.

      The process as described, updates SugarCRM with information pertaining to the files that have been checked in by CASE number to the subversion repository.

      Delete
  3. Managed customers get fully managed SugarCRM Hosting updates with Cloudways. Whenever the latest update is released, we update your sugarCRM to the latest version ensuring zero downtime and errors.

    ReplyDelete