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Workflows

Automation made easy!

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3.x

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Monzer Osman

Documentation

✨ Introduction
🌟 Features
Screenshots
⚙️ Installation & Setup
📌 Setting Up Model Event Workflows
NOTE:
🔧 Configuration
📝 Log Management
🪄 Magic Attributes
- 🔄 Model Event Workflows
- 🎭 Custom Event Workflows
🎯 Defining Custom Workflow Actions
🔗 Sharing Data Between Actions
- 📌 How It Works:
- 📝 Example: Sharing Data Between Actions
  - 🛠️ Action 1: Generate Invoice
  - 📧 Action 2: Send Email with Invoice ID
Using workflows with tenancy
🧪 Tests
❤️ Support & Contributions
💰 Support the Project
📜 License

#✨ Introduction

This package is a FilamentPHP plugin designed to provide a workflow automation system within FilamentPHP applications. It enables users to create and manage workflows triggered by model events, custom events, or scheduled tasks. The package integrates seamlessly with FilamentPHP, offering a Filament Resource for managing workflows.

#🌟 Features

🔄 Workflow automation via model events, custom events, or scheduling.
🛠️ Filament Resource for CRUD workflow management.
🏗️ Supports custom workflow actions.
📜 Execution logs viewable through Filament.
🔗 Chaining of multiple actions.
🌍 Webhook sending as an external integration.
✨ Magic Attributes enable dynamic replacement of placeholders with model attributes or event data, allowing seamless data binding and automation within the system.

#Screenshots

Create workflow Action 1 Action 2

#⚙️ Installation & Setup

#🖥️ Requirements

Ensure your Laravel application meets the following requirements:

Laravel 10+
FilamentPHP 3.2
PHP 8.1+

#📥 Install the Package

composer require monzer/filament-workflows

#⚡ Publish Migration

php artisan vendor:publish --provider="Monzer\FilamentWorkflows\FilamentWorkflowsServiceProvider" --tag="migrations"

#⚡ Publish Configuration (Optional)

php artisan vendor:publish --provider="Monzer\FilamentWorkflows\FilamentWorkflowsServiceProvider" --tag="config"

#📊 Migrate Database

php artisan migrate

#🔧 Registering the Plugin

Users must manually register the plugin in their PanelProvider.php:

use Filament\Facades\Filament;
use Monzer\FilamentWorkflows\WorkflowsPlugin;

public function panel(Panel $panel): Panel
{
    return $panel
        ->plugin(WorkflowsPlugin::make());
}

#📌 Setting Up Model Event Workflows

To integrate a model with the model event workflow system, the model must implement the following trait:

use Monzer\FilamentWorkflows\Traits\TrackWorkflowModelEvents;

class Order extends Model
{
    use TrackWorkflowModelEvents;
}

To change the model display name you can use the getModelName() static function:

use Monzer\FilamentWorkflows\Traits\TrackWorkflowModelEvents;

class Order extends Model
{
    use TrackWorkflowModelEvents;

    public static function getModelName(): string
    {
        return __("order.plural"); //for example 
    }
}

To change the attributes display name you can use the getAttributeName() static function:

use Monzer\FilamentWorkflows\Traits\TrackWorkflowModelEvents;

class Order extends Model
{
    use TrackWorkflowModelEvents;

    public static function getAttributeName(string $attribute): ?string
    {
        switch ($attribute) {
            case 'id':
                return __("order.fields.id");
            case 'type':
                return __("order.fields.type");
            //... extra 
            default:
                return null;
        }
    }
}

#NOTE:

You need to run php artisan schedule:work command to run the workflows.

#🔧 Configuration

Example configuration in config/workflows.php:

return [
    'actions' => [
        \Monzer\FilamentWorkflows\Actions\SendFilamentNotification::class,
        \Monzer\FilamentWorkflows\Actions\SendEmail::class,
        \Monzer\FilamentWorkflows\Actions\SendSmsViaTwilio::class,
        \Monzer\FilamentWorkflows\Actions\CreateRecord::class,
        \Monzer\FilamentWorkflows\Actions\UpdateRecord::class,
        \Monzer\FilamentWorkflows\Actions\SendWebhook::class,
        \Monzer\FilamentWorkflows\Actions\PushFirebaseNotification::class,
        \Monzer\FilamentWorkflows\Actions\BackupMySqlDBUsingMySqlDump::class,
        \Monzer\FilamentWorkflows\Actions\SendWhatsAppMessageViaWassenger::class,
        \Monzer\FilamentWorkflows\Actions\SendTelegramMessage::class
    ],
    //scan the following directories for models
    'models_directory' => [
        'App\\Models',
    ],
    'services' => [
        'firebase' => [
            'server_key' => env('FIREBASE_SERVER_KEY'),
            'model_token_attribute_name' => env('FIREBASE_MODEL_TOKEN_ATTRIBUTE_NAME', 'fcm_token'),
            'icon' => env('FIREBASE_ICON'),
        ],
        'telegram' => [
            'bot_token' => env('TELEGRAM_BOT_TOKEN'),
        ],
        'wassenger' => [
            'api_key' => env('WASSENGER_API_KEY'),
        ],
        'twilio' => [
            'sid' => env('TWILIO_SID'),
            'token' => env('TWILIO_TOKEN'),
            'from' => env('TWILIO_FROM'),
        ],
    ],
    
    /*
    |--------------------------------------------------------------------------
    | Maximum Log Entries
    |--------------------------------------------------------------------------
    |
    | This value determines the maximum number of log entries to keep for
    | each workflow. When this limit is exceeded, older entries will be
    | automatically removed to prevent database overflow. Set to null to
    | disable log rotation (not recommended for production).
    |
    */
    'max_log_entries' => env('WORKFLOWS_MAX_LOG_ENTRIES', 100),
];

#📝 Log Management

#Automatic Log Rotation

Starting from version 0.3.0, this package includes automatic log rotation to prevent database overflow. By default, only the last 100 log entries are kept for each workflow.

#Configuration

You can customize the maximum number of log entries by setting the WORKFLOWS_MAX_LOG_ENTRIES environment variable:

WORKFLOWS_MAX_LOG_ENTRIES=200

Or modify it directly in the config file:

'max_log_entries' => 200, // Keep last 200 entries

To disable log rotation (not recommended):

'max_log_entries' => null, // Disable rotation

#Cleaning Up Existing Logs

If you have existing workflows with large log histories, you can clean them up using the provided artisan command:

# Clean up logs using the configured limit
php artisan workflows:cleanup-logs

# Clean up logs with a custom limit
php artisan workflows:cleanup-logs --limit=50

# Preview what would be cleaned without making changes
php artisan workflows:cleanup-logs --dry-run

#Database Migration for Large Logs

For existing installations that experience database errors due to large logs, run the optional migration to increase column size:

php artisan migrate --path=vendor/monzer/filament-workflows/database/migrations/2024_01_01_000000_update_workflows_logs_column_size.php

#🪄 Magic Attributes

Magic attributes are placeholders that get dynamically replaced with actual data from the model or event triggering the workflow.

#🔄 Model Event Workflows

@email@ → Replaced by the model's email attribute.
- Example:
```
Hello @email@, your order has been processed.
```
- If the model contains email = user@example.com, the message will be:
```
Hello user@example.com, your order has been processed.
```

#🎭 Custom Event Workflows

@event->name@ → Replaced by the event’s name attribute.
- Example:
```
A new event named @event->name@ has been created.
```
- If the event contains name = System Update, the message will be:
```
A new event named System Update has been created.
```

#🎯 Defining Custom Workflow Actions

Users can create custom actions by implementing the Action interface. Below is an example implementation of the * SendEmail* action:

namespace Monzer\FilamentWorkflows\Actions;

use Filament\Forms\Components\Textarea;
use Filament\Forms\Components\TextInput;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Support\Facades\Mail;
use Monzer\FilamentWorkflows\Contracts\Action;
use Monzer\FilamentWorkflows\Models\WorkflowActionExecution;

class SendEmail extends Action
{
    public function getId(): string
    {
        return 'send-email';
    }

    public function getName(): string
    {
        return 'Send Email';
    }

    public function getFields(): array
    {
        return [
            TextInput::make('data.email')
                ->helperText("Supports magic attributes")
                ->required(),
            TextInput::make('data.subject')
                ->helperText("Supports magic attributes")
                ->required(),
            Textarea::make('data.message')
                ->helperText("Supports magic attributes")
                ->required()
                ->rows(5),
        ];
    }

    public function getMagicAttributeFields(): array
    {
        return ['email', 'subject', 'message'];
    }

    public function execute(array $data, WorkflowActionExecution $actionExecution, ?Model $model, array $custom_event_data, array &$sharedData)
    {
        Mail::raw($data['message'], function ($message) use ($data) {
            $message->to($data['email'])->subject($data['subject']);
        });
        $actionExecution->log("Email successfully sent to: {$data['email']} regarding: {$data['subject']}");
    }

    public function canBeUsedWithScheduledWorkflows(): bool
    {
        return true;
    }

    public function canBeUsedWithRecordEventWorkflows(): bool
    {
        return true;
    }

    public function canBeUsedWithCustomEventWorkflows(): bool
    {
        return true;
    }
    
    public function requireInstalledPackages(): array
    {
        return [];
    }
}

Then add your custom action

use Filament\Facades\Filament;
use Monzer\FilamentWorkflows\WorkflowsPlugin;

public function panel(Panel $panel): Panel
{
    return $panel
        ->plugin(WorkflowsPlugin::make()->actions([CustomAction::class]));
}

#🔗 Sharing Data Between Actions

To allow actions to be aware of each other and share data, a shared data array is passed between actions in the execute function. This enables actions to store and retrieve information dynamically as they execute.

#📌 How It Works:

Each action receives a shared data array.
Actions can store values inside this array to be used by subsequent actions.
The shared data persists throughout the workflow execution.

#📝 Example: Sharing Data Between Actions

Let's say we need to:

1️⃣ Generate an Invoice and store the invoice_id. 2️⃣ Send an Email using that invoice_id.

#🛠️ Action 1: Generate Invoice

class GenerateInvoice extends Action
{
    public function execute(array $data, WorkflowActionExecution $execution, ?Model $model, array $custom_event_data, array &$sharedData)
    {
        // Generate invoice
        $invoiceId = Str::uuid();
        $sharedData['invoice_id'] = $invoiceId;

        $execution->log("Generated Invoice ID: $invoiceId");
    }
}

#📧 Action 2: Send Email with Invoice ID

class SendEmail extends Action
{
    public function execute(array $data, WorkflowActionExecution $execution, ?Model $model, array $custom_event_data, array &$sharedData)
    {
        $invoiceId = $sharedData['invoice_id'] ?? 'Unknown';

        Mail::raw("Invoice ID: $invoiceId", function ($message) use ($data) {
            $message->to($data['email'])->subject("Your Invoice");
        });

        $execution->log("Email sent with Invoice ID: $invoiceId");
    }
}

#Using workflows with tenancy

Create a middleware to setup tenancy


namespace App\Http\Middleware;

use Monzer\FilamentWorkflows\Models\Workflow;

class ApplyTenantScopes
{
    /**
     * Handle an incoming request.
     *
     * @param \Closure(\Illuminate\Http\Request): (\Symfony\Component\HttpFoundation\Response) $next
     */
    public function handle(Request $request, Closure $next): Response
    {
            Workflow::resolveRelationUsing('team', function ($model) {
            return $model->belongsTo(Team::class, 'team_id');
        });
        return $next($request);
    }
}

Then, add the middleware to the panel

use Filament\Facades\Filament;
use Monzer\FilamentWorkflows\WorkflowsPlugin;

public function panel(Panel $panel): Panel
{
    return $panel
            ->tenantMiddleware([
                ApplyTenantScopes::class,
            ], isPersistent: true);
}

#🧪 Tests

Currently, automated tests are not available for this package. Future updates may include unit tests and integration tests to ensure workflow stability and execution accuracy.