Workflow Blueprints
Business process, job queue, automation, and pipeline blueprints.
| Blueprint | Description | Version |
|---|---|---|
| Advisor Onboarding | Registration and onboarding process for independent financial advisors with CID approval and mandate signing | 1.0.0 |
| Approval Chain | Multi-level approval workflow with sequential/parallel approvers, delegation, auto-approve rules, timeout escalation, and audit history. | 1.0.0 |
| Automation Rules | Event-driven automation engine that triggers actions based on record lifecycle events, field changes, time-based schedules, incoming messages, and external webhooks with condition filtering. | 1.0.0 |
| Bulk Operations | Batch update, delete, and export operations for large record sets with progress tracking, atomic or best-effort execution, and error logging. | 1.0.0 |
| Client Onboarding | Multi-step process for new clients to complete personal, contact, address, and employment details before account opening | 1.0.0 |
| Expense Approval | Employee expense submission and approval workflow with multi-level authorization, reimbursement tracking, accounting journal entry generation, and payment processing. | 1.0.0 |
| Lua Scripting | Server-side Lua script execution providing atomic operations, programmatic logic, and access to all Redis commands within a single round-trip | 1.0.0 |
| Multi Exec Transactions | Atomic multi-command execution with optional optimistic locking via WATCH; commands queued and executed sequentially without interruption | 1.0.0 |
| Payload Job Queue | Built-in job queue with tasks, workflows, cron scheduling, retry with backoff, concurrency control, and sub-task orchestration | 1.0.0 |
| Purchase Agreements | Purchase agreement management supporting blanket orders and calls for tender with vendor selection, purchase order generation, and supplier catalog synchronization. | 1.0.0 |
| Purchase Order Lifecycle | Purchase order lifecycle from draft through receipt and billing to completion, with supplier validation, material request tracking, warehouse bin updates, and over-receipt tolerance enforcement. | 1.0.0 |
| Quotation Order Management | Sales quotation-to-order lifecycle including quote creation, PDF generation, portal sharing, digital signature, prepayment, order confirmation, and invoicing. | 1.0.0 |
| Report Generation | Scheduled and on-demand report generation with PDF, Excel, and CSV output, background processing, caching, email delivery, and cron scheduling. | 1.0.0 |
| Sales Order Lifecycle | Sales order lifecycle from draft through delivery and billing to completion, with credit limits, blanket orders, stock reservation, and auto-status. | 1.0.0 |
| Scheduling Calendar | Calendar event management with bookings, availability tracking, recurring events (RRULE), conflict detection, timezone-aware storage, and configurable time slot granularity. | 1.0.0 |
| State Machine | Generic state machine engine with named states, guarded transitions, entry/exit actions, history tracking, and lifecycle validation rules. | 1.0.0 |
| Support Tickets Sla | Support ticket management with SLA tracking, priority-based response/resolution deadlines, working hours calculation with holiday exclusions, and warranty claim handling. | 1.0.0 |
| Task Management | Task lifecycle management with kanban board, subtask hierarchies, dependency tracking, priority-based scheduling, and workload balancing across assignees. | 1.0.0 |