Enhance documentation and workflow management in EspoCRM
- Update README.md to include a table of contents and detailed sections on workflow management and custom scripts. - Remove deprecated 'runWorkflow' field from CVmhErstgespraech localization files. - Add 'runWorkflow' field to detail layout for CVmhErstgespraech. - Update workflow_manager.php to improve workflow listing and management functionality. - Adjust cache timestamps in config.php. - Create CUSTOM_DIRECTORY.md to outline the custom directory structure and best practices. - Add README.md for workflow definitions with usage examples and JSON format specifications. - Introduce new workflow definitions for 'vmh-erstberatung-abschließen' and its backup.
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custom/CUSTOM_DIRECTORY.md
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122
custom/CUSTOM_DIRECTORY.md
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@@ -0,0 +1,122 @@
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# EspoCRM Custom Directory - Übersicht
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## Verzeichnisstruktur
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```
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custom/
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├── Espo/
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│ ├── Custom/ # Custom Entitäten, Services, Controller etc.
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│ └── Modules/ # Custom Module
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├── scripts/ # Custom PHP Scripts für Wartung/Verwaltung
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│ ├── check_and_rebuild.sh
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│ └── workflow_manager.php
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└── workflows/ # Workflow-Definitionen als JSON
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├── README.md
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├── vmh-erstberatung-abschliessen.json
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└── vmh-erstberatung-abschliessen-backup.json
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```
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## Zweck der Verzeichnisse
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### custom/Espo/Custom/
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Hauptverzeichnis für EspoCRM-Customizations:
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- `Resources/metadata/` - Entity-, Field-, Client-Definitionen
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- `Resources/layouts/` - UI-Layout-Definitionen
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- `Resources/i18n/` - Übersetzungen
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- `Classes/` - Custom PHP-Klassen
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- `Controllers/` - Custom Controller
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- `Services/` - Custom Services
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- `Repositories/` - Custom Repositories
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### custom/Espo/Modules/
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Zusätzliche Module (z.B. von Extensions):
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- Jedes Modul hat eigene `Resources/metadata/` Struktur
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- Module sind gekapselt und wiederverwendbar
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### custom/scripts/
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**PHP Scripts für Wartung und Verwaltung:**
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#### workflow_manager.php
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Zentrale Schnittstelle für Workflow-Verwaltung:
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- **list** - Alle Workflows (BPM + Simple) auflisten
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- **read** - Workflow-Details anzeigen
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- **import** - Workflow aus JSON importieren
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- **export** - Workflow nach JSON exportieren
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- **delete** - Workflow löschen
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**Verwendung:**
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```bash
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docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php <action> [args]
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```
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#### check_and_rebuild.sh
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Validierung und Rebuild:
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- JSON-Syntax-Prüfung
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- EspoCRM Rebuild
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- Cache-Bereinigung
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### custom/workflows/
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**Workflow-Definitionen als JSON:**
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- Versionskontrolle für Workflows
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- Import/Export über workflow_manager.php
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- Sowohl Simple Workflows als auch BPM Flowcharts
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- Format-Dokumentation in `README.md`
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**Workflow-Typen:**
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1. **Simple Workflows** - Regel-basierte Automationen
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- Trigger: afterRecordSaved, afterRecordCreated, scheduled, manual
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- Bedingungen: Feld-Vergleiche (equals, changed, contains, etc.)
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- Aktionen: sendEmail, createEntity, updateEntity, etc.
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2. **BPM Flowcharts** - Komplexe BPMN 2.0-Workflows
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- Visuelle Designer im Admin-Interface
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- Start-Events, Gateways, Tasks, End-Events
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- Für mehrstufige Geschäftsprozesse
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## Best Practices
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### Workflow-Entwicklung
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1. Workflow als JSON in `custom/workflows/` erstellen
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2. Mit `workflow_manager.php import` einspielen
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3. Im Admin-Interface testen
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4. Bei Änderungen: Export → Anpassung → Import
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### Versionskontrolle
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- Alle JSON-Dateien in Git committen
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- Beschreibende Dateinamen (z.B. `vmh-<entity>-<funktion>.json`)
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- Regelmäßig Backups per `export` erstellen
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### Änderungen anwenden
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Nach Metadata-Änderungen immer:
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```bash
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docker exec espocrm php /var/www/html/command.php rebuild
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# oder
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./custom/scripts/check_and_rebuild.sh
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```
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## Nützliche Befehle
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```bash
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# Alle Workflows auflisten
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docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php list
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# Workflow importieren
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docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php import \
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/var/www/html/custom/workflows/my-workflow.json
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# Workflow exportieren (Backup)
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docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php export \
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<workflow-id> /var/www/html/custom/workflows/backup-workflow.json
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# System rebuilden
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docker exec espocrm php /var/www/html/command.php rebuild
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# Cache löschen
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docker exec espocrm rm -rf /var/www/html/data/cache/*
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```
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## Dokumentation
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- **Hauptdokumentation:** `/README.md` - Vollständige KI-Dokumentation für EspoCRM
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- **Workflow-Formate:** `/custom/workflows/README.md` - JSON-Format-Spezifikationen
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- **EspoCRM Docs:** https://docs.espocrm.com
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@@ -59,7 +59,6 @@
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"beendigungstatbestand": "Beendigungstatbestand",
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"contact": "Kontakt",
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"nchsterAnruf": "Nächster Anruf",
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"runWorkflow": "Workflow ausführen",
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"dokumentesvmherstgespraech": "Dokumente"
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},
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"links": {
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@@ -60,7 +60,6 @@
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"contact": "Contact",
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"nchsterAnruf": "Next Call",
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"dokumentesvmherstgespraech": "Documents",
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"runWorkflow": "Run Workflow",
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"testArray": "Test Array"
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},
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"links": {
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@@ -1,7 +1,4 @@
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[
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{
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"name": "runWorkflow"
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},
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{
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"name": ":assignedUser"
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},
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@@ -7,6 +7,9 @@
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},
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{
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"name": "nchsterAnruf"
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},
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{
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"name": "runWorkflow"
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}
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]
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],
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@@ -204,7 +204,7 @@
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"required": true,
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"optionsReference": "CVmhMietverhltnis.kndigungsgrundWohnraum",
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"default": "Mietrückstand",
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"style": {},
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"style": [],
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"maxLength": 100,
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"isCustom": true
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},
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@@ -416,21 +416,6 @@
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"minuteStep": 5,
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"tooltip": true,
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"isCustom": true
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},
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"runWorkflow": {
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"type": "link-button",
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"mode": "runEspoWorkflow",
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"popupHeight": 800,
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"popupWidth": 600,
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"style": "primary",
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"buttonSize": "btn-md",
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"confirmationDialog": true,
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"confirmationText": "Soll der Vorgang abgeschlossen und die Ersteinschätzung versandt werden?",
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"title": "runWorkflow Title",
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"isCustom": true,
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"default": null,
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"buttonLabel": "Erstberatung versenden",
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"readOnly": true
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}
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},
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"links": {
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@@ -1,8 +1,17 @@
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<?php
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/**
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* Workflow Manager Script for EspoCRM
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*
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* Manages both BPM Flowcharts and Simple Workflows
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*
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* Usage: php workflow_manager.php <action> [options]
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* Actions: list, read <id>, delete <id>, edit <id> <json_data>, execute <id> <record_id>, test <id>
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*
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* Actions:
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* list - List all workflows (BPM and Simple)
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* read <id> - Read workflow details
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* delete <id> - Delete a workflow
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* import <file> - Import workflow from JSON file
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* export <id> <file> - Export workflow to JSON file
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*/
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$config = require '/var/www/html/data/config-internal.php';
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@@ -22,69 +31,196 @@ function connectDB() {
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}
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function listWorkflows($pdo) {
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$stmt = $pdo->query("SELECT id, name FROM bpmn_flowchart WHERE deleted = 0");
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echo "=== BPM Flowcharts ===\n";
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$stmt = $pdo->query("SELECT id, name, target_type, is_active FROM bpmn_flowchart WHERE deleted = 0");
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$results = $stmt->fetchAll(PDO::FETCH_ASSOC);
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echo "Verfügbare Workflows:\n";
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foreach ($results as $row) {
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echo "- ID: {$row['id']}, Name: {$row['name']}\n";
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$active = $row['is_active'] ? '[AKTIV]' : '[INAKTIV]';
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echo " {$active} ID: {$row['id']}, Name: {$row['name']}, Entity: {$row['target_type']}\n";
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}
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echo "\n=== Simple Workflows ===\n";
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$stmt = $pdo->query("SELECT id, name, entity_type, type, is_active FROM workflow WHERE deleted = 0");
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$results = $stmt->fetchAll(PDO::FETCH_ASSOC);
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foreach ($results as $row) {
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$active = $row['is_active'] ? '[AKTIV]' : '[INAKTIV]';
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$name = $row['name'] ?: '(unnamed)';
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echo " {$active} ID: {$row['id']}, Name: {$name}, Entity: {$row['entity_type']}, Type: {$row['type']}\n";
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}
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}
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function readWorkflow($pdo, $id) {
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// Try BPM first
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$stmt = $pdo->prepare("SELECT * FROM bpmn_flowchart WHERE id = ? AND deleted = 0");
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$stmt->execute([$id]);
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$row = $stmt->fetch(PDO::FETCH_ASSOC);
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if ($row) {
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echo "Workflow Details:\n";
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echo "=== BPM Flowchart ===\n";
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echo json_encode($row, JSON_PRETTY_PRINT) . "\n";
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} else {
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echo "Workflow nicht gefunden.\n";
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return;
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}
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// Try Simple Workflow
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$stmt = $pdo->prepare("SELECT * FROM workflow WHERE id = ? AND deleted = 0");
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$stmt->execute([$id]);
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$row = $stmt->fetch(PDO::FETCH_ASSOC);
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if ($row) {
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echo "=== Simple Workflow ===\n";
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echo json_encode($row, JSON_PRETTY_PRINT) . "\n";
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return;
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}
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echo "Workflow nicht gefunden.\n";
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}
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function deleteWorkflow($pdo, $id) {
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echo "Bist du sicher, dass du den Workflow $id löschen möchtest? (ja/nein): ";
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$input = trim(fgets(STDIN));
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if (strtolower($input) === 'ja') {
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$stmt = $pdo->prepare("UPDATE bpmn_flowchart SET deleted = 1 WHERE id = ?");
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$stmt->execute([$id]);
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echo "Workflow gelöscht.\n";
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} else {
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if (strtolower($input) !== 'ja') {
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echo "Abgebrochen.\n";
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return;
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}
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// Try BPM first
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$stmt = $pdo->prepare("UPDATE bpmn_flowchart SET deleted = 1 WHERE id = ?");
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$stmt->execute([$id]);
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if ($stmt->rowCount() > 0) {
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echo "BPM Flowchart gelöscht.\n";
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return;
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}
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// Try Simple Workflow
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$stmt = $pdo->prepare("UPDATE workflow SET deleted = 1 WHERE id = ?");
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$stmt->execute([$id]);
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if ($stmt->rowCount() > 0) {
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echo "Simple Workflow gelöscht.\n";
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return;
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}
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echo "Workflow nicht gefunden.\n";
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}
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function editWorkflow($pdo, $id, $jsonData) {
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$data = json_decode($jsonData, true);
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function importWorkflow($pdo, $file) {
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if (!file_exists($file)) {
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die("Datei nicht gefunden: $file\n");
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}
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$json = file_get_contents($file);
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$data = json_decode($json, true);
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if (json_last_error() !== JSON_ERROR_NONE) {
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die("Ungültiges JSON.\n");
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die("Ungültiges JSON in Datei.\n");
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}
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$type = $data['type'] ?? 'unknown';
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$now = date('Y-m-d H:i:s');
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if ($type === 'simple') {
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// Import Simple Workflow
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$id = substr(bin2hex(random_bytes(12)), 0, 17);
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$stmt = $pdo->prepare("
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INSERT INTO workflow (
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id, name, entity_type, type, is_active, is_internal,
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description, conditions_all, conditions_any, conditions_formula,
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actions, portal_only, scheduling, scheduling_apply_timezone,
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process_order, created_at, modified_at, deleted
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) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 0)
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");
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$stmt->execute([
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$id,
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$data['name'],
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$data['entity_type'],
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$data['trigger_type'],
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$data['is_active'] ?? 1,
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0,
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$data['description'] ?? null,
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json_encode($data['conditions_all'] ?? []),
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json_encode($data['conditions_any'] ?? []),
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$data['conditions_formula'] ?? null,
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json_encode($data['actions'] ?? []),
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0,
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'0 0 * * *',
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1,
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10,
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$now,
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$now
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]);
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echo "✓ Simple Workflow importiert: $id - {$data['name']}\n";
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} elseif ($type === 'bpm') {
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// Import BPM Flowchart
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$id = substr(bin2hex(random_bytes(12)), 0, 17);
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$stmt = $pdo->prepare("
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INSERT INTO bpmn_flowchart (
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id, name, target_type, is_active,
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created_at, modified_at, data, elements_data_hash,
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deleted, has_none_start_event, event_start_id_list, event_start_all_id_list
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) VALUES (?, ?, ?, ?, ?, ?, ?, ?, 0, 0, '[]', ?)
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");
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$stmt->execute([
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$id,
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$data['name'],
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$data['target_type'],
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$data['is_active'] ?? 1,
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$now,
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$now,
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json_encode($data['data']),
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json_encode($data['elements_data_hash']),
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json_encode($data['event_start_all_id_list'] ?? [])
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]);
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echo "✓ BPM Flowchart importiert: $id - {$data['name']}\n";
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} else {
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die("Unbekannter Workflow-Typ: $type\n");
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}
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$stmt = $pdo->prepare("UPDATE bpmn_flowchart SET data = ?, modified_at = NOW() WHERE id = ?");
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$stmt->execute([json_encode($data), $id]);
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echo "Workflow aktualisiert.\n";
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}
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function executeWorkflow($pdo, $id, $recordId) {
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// Einfache Simulation: Setze Status oder triggere Event
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// In Realität würde man EspoCRM-API verwenden
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echo "Workflow $id für Record $recordId ausführen...\n";
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// Beispiel: Status setzen
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$stmt = $pdo->prepare("UPDATE c_vmh_erstgespraech SET status = 'Warte auf Mandatierung' WHERE id = ?");
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$stmt->execute([$recordId]);
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echo "Status gesetzt. Workflow sollte ausgelöst werden.\n";
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}
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function testWorkflow($pdo, $id) {
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// Simuliere Bedingungen
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$stmt = $pdo->prepare("SELECT data FROM bpmn_flowchart WHERE id = ?");
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function exportWorkflow($pdo, $id, $file) {
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// Try BPM first
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$stmt = $pdo->prepare("SELECT * FROM bpmn_flowchart WHERE id = ? AND deleted = 0");
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$stmt->execute([$id]);
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$row = $stmt->fetch(PDO::FETCH_ASSOC);
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if ($row) {
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$data = json_decode($row['data'], true);
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echo "Teste Workflow: " . (isset($data['list'][0]['text']) ? $data['list'][0]['text'] : 'Unbekannt') . "\n";
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// Prüfe Bedingungen (vereinfacht)
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echo "Bedingungen: " . json_encode(isset($data['list'][0]['conditionsAll']) ? $data['list'][0]['conditionsAll'] : []) . "\n";
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$export = [
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'type' => 'bpm',
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'name' => $row['name'],
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'target_type' => $row['target_type'],
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'is_active' => (bool)$row['is_active'],
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'description' => $row['description'],
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'data' => json_decode($row['data'], true),
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'elements_data_hash' => json_decode($row['elements_data_hash'], true),
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'event_start_all_id_list' => json_decode($row['event_start_all_id_list'], true)
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];
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file_put_contents($file, json_encode($export, JSON_PRETTY_PRINT));
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echo "✓ BPM Flowchart exportiert nach: $file\n";
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return;
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}
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// Try Simple Workflow
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$stmt = $pdo->prepare("SELECT * FROM workflow WHERE id = ? AND deleted = 0");
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$stmt->execute([$id]);
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$row = $stmt->fetch(PDO::FETCH_ASSOC);
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if ($row) {
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$export = [
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'type' => 'simple',
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'name' => $row['name'],
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'entity_type' => $row['entity_type'],
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'trigger_type' => $row['type'],
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'is_active' => (bool)$row['is_active'],
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'description' => $row['description'],
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'conditions_all' => json_decode($row['conditions_all'], true),
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'conditions_any' => json_decode($row['conditions_any'], true),
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'conditions_formula' => $row['conditions_formula'],
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'actions' => json_decode($row['actions'], true)
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];
|
||||
file_put_contents($file, json_encode($export, JSON_PRETTY_PRINT));
|
||||
echo "✓ Simple Workflow exportiert nach: $file\n";
|
||||
return;
|
||||
}
|
||||
|
||||
echo "Workflow nicht gefunden.\n";
|
||||
}
|
||||
|
||||
$pdo = connectDB();
|
||||
@@ -102,19 +238,16 @@ switch ($action) {
|
||||
if (!isset($argv[2])) die("Usage: delete <id>\n");
|
||||
deleteWorkflow($pdo, $argv[2]);
|
||||
break;
|
||||
case 'edit':
|
||||
if (!isset($argv[2]) || !isset($argv[3])) die("Usage: edit <id> <json_data>\n");
|
||||
editWorkflow($pdo, $argv[2], $argv[3]);
|
||||
case 'import':
|
||||
if (!isset($argv[2])) die("Usage: import <file>\n");
|
||||
importWorkflow($pdo, $argv[2]);
|
||||
break;
|
||||
case 'execute':
|
||||
if (!isset($argv[2]) || !isset($argv[3])) die("Usage: execute <workflow_id> <record_id>\n");
|
||||
executeWorkflow($pdo, $argv[2], $argv[3]);
|
||||
break;
|
||||
case 'test':
|
||||
if (!isset($argv[2])) die("Usage: test <id>\n");
|
||||
testWorkflow($pdo, $argv[2]);
|
||||
case 'export':
|
||||
if (!isset($argv[2]) || !isset($argv[3])) die("Usage: export <id> <file>\n");
|
||||
exportWorkflow($pdo, $argv[2], $argv[3]);
|
||||
break;
|
||||
default:
|
||||
echo "Unbekannte Aktion. Verfügbare: list, read, delete, edit, execute, test\n";
|
||||
echo "Unbekannte Aktion.\n";
|
||||
echo "Verfügbare Aktionen: list, read, delete, import, export\n";
|
||||
}
|
||||
?>
|
||||
?>
|
||||
|
||||
70
custom/workflows/README.md
Normal file
70
custom/workflows/README.md
Normal file
@@ -0,0 +1,70 @@
|
||||
# Workflow Definitions
|
||||
|
||||
This directory contains workflow definitions in JSON format that can be imported into EspoCRM using the workflow manager script.
|
||||
|
||||
## File Format
|
||||
|
||||
### Simple Workflow
|
||||
```json
|
||||
{
|
||||
"type": "simple",
|
||||
"name": "workflow-name",
|
||||
"entity_type": "EntityName",
|
||||
"trigger_type": "afterRecordSaved",
|
||||
"is_active": true,
|
||||
"description": "Description of what this workflow does",
|
||||
"conditions_all": [],
|
||||
"conditions_any": [],
|
||||
"conditions_formula": null,
|
||||
"actions": []
|
||||
}
|
||||
```
|
||||
|
||||
**Trigger Types:**
|
||||
- `afterRecordSaved` - After record is created or updated
|
||||
- `afterRecordCreated` - Only after record is created
|
||||
- `scheduled` - Runs on a schedule
|
||||
|
||||
**Condition Types:**
|
||||
- `equals`, `notEquals`, `greaterThan`, `lessThan`, `contains`, `notContains`, `isEmpty`, `isNotEmpty`, `isTrue`, `isFalse`, `wasEqual`, `wasNotEqual`, `changed`, `notChanged`
|
||||
|
||||
**Action Types:**
|
||||
- `sendEmail` - Send email to recipient
|
||||
- `createEntity` - Create a new record
|
||||
- `updateEntity` - Update current record
|
||||
- `relateTo` - Link to another record
|
||||
- `unrelateFrom` - Unlink from record
|
||||
- `applyAssignmentRule` - Apply assignment rules
|
||||
- `createNotification` - Create notification
|
||||
|
||||
### BPM Flowchart
|
||||
```json
|
||||
{
|
||||
"type": "bpm",
|
||||
"name": "flowchart-name",
|
||||
"target_type": "EntityName",
|
||||
"is_active": true,
|
||||
"description": "Description",
|
||||
"data": {
|
||||
"list": []
|
||||
},
|
||||
"elements_data_hash": {},
|
||||
"event_start_all_id_list": []
|
||||
}
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
Import a workflow:
|
||||
```bash
|
||||
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php import /var/www/html/custom/workflows/your-workflow.json
|
||||
```
|
||||
|
||||
Export a workflow:
|
||||
```bash
|
||||
docker exec espocrm php /var/www/html/custom/scripts/workflow_manager.php export <workflow-id> /var/www/html/custom/workflows/exported.json
|
||||
```
|
||||
|
||||
## Examples
|
||||
|
||||
- `vmh-erstberatung-abschliessen.json` - Sends email and sets status when consultation is completed
|
||||
43
custom/workflows/vmh-erstberatung-abschliessen-backup.json
Normal file
43
custom/workflows/vmh-erstberatung-abschliessen-backup.json
Normal file
@@ -0,0 +1,43 @@
|
||||
{
|
||||
"type": "simple",
|
||||
"name": "vmh-erstberatung-abschlie\u00dfen",
|
||||
"entity_type": "CVmhErstgespraech",
|
||||
"trigger_type": "afterRecordSaved",
|
||||
"is_active": true,
|
||||
"description": "Versendet Erstberatungs-E-Mail und setzt Status auf \"Warte auf Mandatierung\"",
|
||||
"conditions_all": [
|
||||
{
|
||||
"comparison": "equals",
|
||||
"subjectType": "value",
|
||||
"cid": 0,
|
||||
"fieldToCompare": "status",
|
||||
"type": "all",
|
||||
"value": "Warte auf Mandatierung"
|
||||
},
|
||||
{
|
||||
"comparison": "changed",
|
||||
"subjectType": null,
|
||||
"cid": 1,
|
||||
"fieldToCompare": "status",
|
||||
"type": "all"
|
||||
}
|
||||
],
|
||||
"conditions_any": [],
|
||||
"conditions_formula": null,
|
||||
"actions": [
|
||||
{
|
||||
"type": "sendEmail",
|
||||
"cid": 0,
|
||||
"id": "423a120400",
|
||||
"from": "specifiedEmailAddress",
|
||||
"fromEmailAddress": "anwalt@vermieterhelden.de",
|
||||
"to": "targetEntity",
|
||||
"toEmailAddress": null,
|
||||
"replyTo": null,
|
||||
"emailTemplateId": null,
|
||||
"emailTemplateName": null,
|
||||
"doNotStore": false,
|
||||
"optOutLink": false
|
||||
}
|
||||
]
|
||||
}
|
||||
27
custom/workflows/vmh-erstberatung-abschliessen.json
Normal file
27
custom/workflows/vmh-erstberatung-abschliessen.json
Normal file
@@ -0,0 +1,27 @@
|
||||
{
|
||||
"type": "simple",
|
||||
"name": "vmh-erstberatung-abschließen",
|
||||
"entity_type": "CVmhErstgespraech",
|
||||
"trigger_type": "afterRecordSaved",
|
||||
"is_active": true,
|
||||
"description": "Sendet E-Mail und setzt Status wenn Erstberatung abgeschlossen wird",
|
||||
"conditions_all": [
|
||||
{
|
||||
"type": "equals",
|
||||
"attribute": "status",
|
||||
"value": "Warte auf Mandatierung"
|
||||
}
|
||||
],
|
||||
"conditions_any": [],
|
||||
"conditions_formula": null,
|
||||
"actions": [
|
||||
{
|
||||
"type": "sendEmail",
|
||||
"from": "system",
|
||||
"to": "contactId",
|
||||
"emailTemplateId": null,
|
||||
"subject": "Erstberatung abgeschlossen",
|
||||
"body": "Ihre Erstberatung wurde erfolgreich abgeschlossen. Wir warten nun auf Ihre Mandatierung."
|
||||
}
|
||||
]
|
||||
}
|
||||
Reference in New Issue
Block a user