Hyperion - Implement a BPM application for leave requests

Using codbex Hyperion you can easily implement BPM (Business process management) applications in a few minutes.

In this tutorial, I'm going to show you how you can implement an application for leave requests.

A simple leave request application

Let's have the following use cases:

employees who report to employee managers
employees want to submit leave requests for a particular period using a modern user interface
employee managers must be the only one who can approve or decline these requests
employee managers want to receive emails when a new request is submitted
employees want to receive an email when their requests are processed (approved or declined)

Implementation steps

Follow the steps below or watch the recorded video.

Start a Hyperion instance using Docker
Open your terminal and execute the following:

shell

# mount a volume to preserve your changes during the image restarts
HYPERION_WORKSPACE_DIR='/tmp/hyperion'
IMAGE_VERSION='1.0.7' # use version 1.0.7 or later

docker run --name codbex-hyperion --rm -p 80:80 \
    -v "$HYPERION_WORKSPACE_DIR:/target/dirigible" \
    ghcr.io/codbex/codbex-hyperion:$IMAGE_VERSION

Open Hyperion and create a simple BPM project starter

open Hyperion at http://localhost
login using the default user - username: admin, password: admin
At the Welcome view search for BPM and select BPM Project Starter template. If the view is missing - Window -> Show View -> Welcome
type project, file name (process name) and process identifier - for example leave-request, leave-request-process and leave-request-id
click on Ok button
a BPM project starter will be automatically generated for you

Let's see what was generated
- leave-request-process.bpmn is a simple BPM process with a single JavaScript service tasks
  - to have a JavaScript service task in Hyperion, you have to
    - set Delegate Expression to ${JSTask}
    - specify the path of your JS task using class field called handler. For example leave-request/tasks/my-service-task.ts
- tasks/my-service-task.ts is the task code which will be executed when task MyServiceTask is executed
- api/ProcessService.ts is REST API which has only one method for triggering a new process instance
- trigger-new-process.form is modeler for a form which will trigger an instance of the generated process
  - In the Code tab, you can find the controller code and the method which is executed when the Trigger button is clicked.
    It basically sends the form data to the generated REST API for process triggering
Next, you have to generate a usable UI from the form

open the form trigger-new-process.form
click on Regenerate button

Now, let's check whether the generated project works.

navigate to generated gen/trigger-new-process/forms/trigger-new-process/index.html file and double-click on it
you should see the form in the Preview tab

If it is easier for you, you can open the form in a separate browser tab http://localhost/services/web/leave-request/gen/trigger-new-process/forms/trigger-new-process/index.html.
The result will be the same.
add values for the input fields Parameter 1 and Parameter 2
click on Trigger button
you should see a message which confirms that a process instance is triggered asynchronously
- Also, a log from the executed task tasks/my-service-task.ts should be available in the console once the task is executed

BPM process

We want to implement a process which has:
- a service tasks which sends a notification email to all employee managers when a new leave request is submitted (a new process instance is created)
- a user task which waits for an employee manger to process (approve/decline) the leave request
- an exclusive gateway which routes the flow to different service task depending on a variable called requestApproved
- a task which notifies the requester that the request is approved
- a task which notifies the requester that the request is declined
  
  In the end it will look like this:
Model the BPM process
Let's open the process leave-request-process.bpmn and modify it
1. Employee managers notification task
- select task MyServiceTask
- set Id to notify-approvers
- set Name to Notify approvers
- edit Class fields and change String value from leave-request/tasks/my-service-task.ts to leave-request/tasks/notify-approvers-task.ts
- save the process file using the Save the model button
- rename file tasks/my-service-task.ts to tasks/notify-approvers-task.ts
- create a mail util file mail-util.ts in folder tasks with this content for sending emails or logging (if the mail configurations are not present)
- delete the content of tasks/notify-approvers-task.ts and put this content
  1. Process request task
- drag and drop a User task from Activities
- set Id to process-request
- set Name to Process request
- We need to specify who can process this user task. For now, let's set Assignments to candidate group called ADMINISTRATOR. Later on, we will create a dedicated group for employee managers.
- connect service task Notify approvers to Process request
1. Add exclusive gateway
- drag and drop a Exclusive gateway from Gateways
- connect user task Process request to the gateway
1. Approved request notification task
- drag and drop a Service task from Activities
- set Id to send-approved-notification
- set Name to Send approved notification
- set ${JSTask} for Delegate Expression
- add class field with name handler and string value leave-request/tasks/send-approved-notification.ts
- create a file called send-approved-notification.ts in folder tasks with this content
- connect the gateway with Send approved notification task
- select the flow arrow and set
  - Id to approved-flow
  - ${requestApproved} for Flow condition. This flow will be executed only when there is a process variable requestApproved with value true
- connect task Send approved notification to the end event
- save the process
1. Declined request notification task
- drag and drop a Service task from Activities
- set Id to send-declined-notification
- set Name to Send declined notification
- set ${JSTask} for Delegate Expression
- add class field with name handler and string value leave-request/tasks/send-declined-notification.ts
- create a file called send-declined-notification.ts in folder tasks with this content
- connect the gateway with Send declined notification task
- select the flow arrow
  - set Id to declined-flow
  - select Default flow checkbox
- connect task Send declined notification to the end event
- save the process
  Here is the final version of the process:
  If you have any issues with the modeling, you can right-click on process file leave-request-process.bpmn -> Open With -> Code Editor and put the file content from this link.
Implement REST API
Open api/ProcessService.ts and replace the content with this one.
It uses the BPM and security APIs to trigger a new leave request process, approve/decline a request and to get details about a request.

Here are the implemented APIs:

create a new leave request
Example:

shell

curl --header 'Authorization: Basic YWRtaW46YWRtaW4=' \
    --header 'Content-Type: application/json' \
    --location 'http://localhost/services/ts/leave-request/api/ProcessService.ts/requests' \
    --data '{
        "fromDate": "2024-07-18T09:39:43.638Z",
        "toDate": "2024-07-19T09:39:43.638Z"
    }'

approve a leave request
Example:

shell

curl --header 'Authorization: Basic YWRtaW46YWRtaW4=' \
  --location --request PUT 'http://localhost/services/ts/leave-request/api/ProcessService.ts/requests/46/approve'

decline a leave request
Example:

shell

curl --header 'Authorization: Basic YWRtaW46YWRtaW4=' \
  --location --request PUT 'http://localhost/services/ts/leave-request/api/ProcessService.ts/requests/46/decline'

get leave request details
Example:

shell

curl --header 'Authorization: Basic YWRtaW46YWRtaW4=' \
    --location 'http://localhost/services/ts/leave-request/api/ProcessService.ts/requests/46/details'

Implement user interface for submitting new leave request
You can create easily user interfaces using the codbex forms functionality.

Let's create our first form.
- remove the generated form trigger-new-process.form and corresponding trigger-new-process.gen file, since we will create a new from scratch
- right-click on project leave-request -> New -> Form Definition
- type submit-leave-request.form for name
- click on Create button
- open the created file submit-leave-request.form
- now, we see the form editor with empty content
- drag and drop header, two date fields for from and to dates and a Submit button
- update the labels
- set fromDate for from date Model
- set toDate for to date Model
- set onSubmitClicked() for submit button Callback function configuration
- the Code tab is the place where the controller logic resides
  - set initial date for fromDate and toDate
  - implement the function onSubmitClicked which will send the model data to the implemented REST API
  - here is the code which you need
```
     $scope.model.fromDate = new Date();
     $scope.model.toDate = new Date();
   
     $scope.onSubmitClicked = function () {
         const data = JSON.stringify($scope.model);
         $http.post("/services/ts/leave-request/api/ProcessService.ts/requests", data)
             .then(function (response) {
                 if (response.status != 202) {
                     alert(`Unable to create new leave request: '${response.message}'`);
                     return;
                 }
                 alert("Leave request has been created.\nResponse: " + JSON.stringify(response.data));
             });
     }
```
- save the form using Save button
- generate the UI
  - right-click on submit-leave-request.form -> Generate
  - choose template AngularJS Generator from Form Model
  - click on OK button
  - close file submit-leave-request.form if it is opened
  - open submit-leave-request.form
  - click on Regenerate button under Designer tab
  - the generated UI should be located in folder gen/submit-leave-request/forms/submit-leave-request
  - if you have issues with the form modeling, you can get the from code from here

Implement user interface for leave request processing

create new form with name process-leave-request.form
drag and drop
- header for the form title
- text field for the requester
- two date fields for from and to dates
- Approve and Decline buttons
update the labels
set requester for requester Model configuration
set fromDate for From date Model configuration
set toDate for To date Model configuration
set onApproveClicked() for approve button Callback function configuration
set onDeclineClicked() for decline button Callback function configuration

under the Code tab, put the following logic

   const url = new URL(window.location);
   const params = new URLSearchParams(url.search);
   const taskId = params.get("taskId");
   
   $scope.onApproveClicked = function () {
       const url = `/services/ts/leave-request/api/ProcessService.ts/requests/${taskId}/approve`;
       $http.put(url)
           .then(function (response) {
           if (response.status != 200) {
               alert(`Unable to approve request: '${response.message}'`);
               return;
           }
           $scope.entity = {};
           alert("Request Approved");
       });
   };
   
   $scope.onDeclineClicked = function () {
       const url = `/services/ts/leave-request/api/ProcessService.ts/requests/${taskId}/decline`;
       $http.put(url)
           .then(function (response) {
           if (response.status != 200) {
               alert(`Unable to decline request: '${response.message}'`);
               return;
           }
           $scope.entity = {};
           alert("Request Declined");
       });
   
   };
   
   const detailsUrl = `/services/ts/leave-request/api/ProcessService.ts/requests/${taskId}/details`;
   $http.get(detailsUrl)
       .then(function (response) {
           if (response.status != 200) {
               alert(`Unable to get details for the request: '${response.message}'`);
               return;
           }
           const details = response.data;
   
           // fill details
           $scope.model.requester = details.requester;
           $scope.model.fromDate = new Date(details.fromDate);
           $scope.model.toDate = new Date(details.toDate);
       });

save the form using Save button
generate the UI
- right-click on process-leave-request.form -> Generate
- choose template AngularJS Generator from Form Model
- click on OK button
- close file process-leave-request.form if it is opened
- open process-leave-request.form
- click on Regenerate button under Designer tab
- the generated UI should be located in folder leave-request/gen/process-leave-request/forms/process-leave-request
- if you have issues with the form modeling, you can get the from code from here
now, we have to register the form in the BPM process
- open the generated UI page gen/process-leave-request/forms/process-leave-request/index.html
- copy the path /services/web/leave-request/gen/process-leave-request/forms/process-leave-request/index.html from the Preview tab
- open leave-request-process.bpmn
- select task Process request
- set the copied path /services/web/leave-request/gen/process-leave-request/forms/process-leave-request/index.html to Form key configuration

Mail configurations
We will need some mail configurations if we want to send real emails. Otherwise, mails will be logged in the console.
You can easily get a email testing account from mailtrap.io
Under Integration-> SMTP, you can find the needed credentials.

for SMTP you need the following variables:

Variable Name	Description	Example value
DIRIGIBLE_MAIL_USERNAME	username	`my_username`
DIRIGIBLE_MAIL_PASSWORD	password	`my_password_123`
DIRIGIBLE_MAIL_TRANSPORT_PROTOCOL	transport protocol	`smtp`
DIRIGIBLE_MAIL_SMTP_HOST	SMTP host	`sandbox.smtp.mailtrap.io`
DIRIGIBLE_MAIL_SMTP_PORT	SMTP port	`2525`
DIRIGIBLE_MAIL_SMTP_AUTH	whether authentication is required `true`/`false`	`true`

for SMTPS you need the following variables:

Variable Name	Description	Example value
DIRIGIBLE_MAIL_USERNAME	username	`my_username`
DIRIGIBLE_MAIL_PASSWORD	password	`my_password_123`
DIRIGIBLE_MAIL_TRANSPORT_PROTOCOL	transport protocol	`smtps`
DIRIGIBLE_MAIL_SMTPS_HOST	SMTPS host	`sandbox.smtp.mailtrap.io`
DIRIGIBLE_MAIL_SMTPS_PORT	SMTPS port	`2525`
DIRIGIBLE_MAIL_SMTPS_AUTH	whether authentication is required `true`/`false`	`true`

- to start the Hyperion image with the needed mail configurations use the following command
    ```shell
    HYPERION_WORKSPACE_DIR='/tmp/hyperion'
    IMAGE_VERSION='1.0.7' # use version 1.0.7 or later
    
    docker run --name codbex-hyperion --rm -p 80:80 \
        -v "$HYPERION_WORKSPACE_DIR:/target/dirigible" \
        -e DIRIGIBLE_MAIL_USERNAME=<username> \
        -e DIRIGIBLE_MAIL_PASSWORD=<pass> \
        -e DIRIGIBLE_MAIL_TRANSPORT_PROTOCOL=smtp \
        -e DIRIGIBLE_MAIL_SMTP_HOST=sandbox.smtp.mailtrap.io \
        -e DIRIGIBLE_MAIL_SMTP_PORT=<port> \
        -e DIRIGIBLE_MAIL_SMTP_AUTH=true \
        ghcr.io/codbex/codbex-hyperion:$IMAGE_VERSION
    ```

Now, we can test our application
1. Create new leave request
  - make sure that all files are saved
  - publish the project using Publish all button
  - wait until the project is published successfully
  - open the submit form at http://localhost/services/web/leave-request/gen/submit-leave-request/forms/submit-leave-request/index.html
  - select dates for From and To
  - click on Submit button
  - you should see a confirmation alert
  - a new email should be received in your mailbox
  - you can open the BPM perspective using the Processes Workspace button and check the created process
  - Here you can select our process instance (in my case the instance with id 5) and see that the process is stopped at user task Process request. It will wait there until the leave request is processed.
  - In Process Context tab you can check the process variables. In our case, there are values for the leave request.
  - the UI has a lot of useful views and actions which can help you to manage your BPM processes
2. Process the submitted leave request
  - open the inbox UI at http://localhost/services/web/inbox/ or use the link from the email. Inbox UI is the place where you can find all tasks (BPM user tasks in our case) which are applicable for the current user.
  - select the created task and claim it using the Claim button
  - now, you can open the registered form for processing using the Open Form button
  - when you click it, you will see the processing form which we implemented with details for the current request
  - let's approve the request by clicking on Approve button
  - an alert for confirmation should be displayed
  - an email for the approved leave request should be received in your inbox
Authentication and authorization
To make our application ready for production, we have to add authentication and authorization.
With Hyperion it is an easy task.

Let's define two roles employee and employee-manager
- create a folder called security
- right click on folder security -> New -> Roles Definitions
- set name roles.roles
- click Create button
- open file roles.roles
- edit the predefined entries to match our use case
- save using the Save button
Now, we have to protect the created forms and exposed REST APIs.
Here are the requirements: - users with employee role should have access to - submit form - REST API for creating new leave request (process instance) - users with employee-manager role should have access to - leave request processing form - REST API for approve/decline leave request - leave requests must be processable only by users with role employee-manager
To implement these requirements
- right click on folder security -> New -> Access Constraints
- type access.access for name
- open file access.access
- edit the predefined constraints to match our use case You can replace the content of the file with this one if it is easier for you.
  Now, let's open the forms - submit form and process form Both forms must be protected.
- open the process leave-request-process.bpmn
- select user task Process request
- click on Assignments
- change Candidate groups from ADMINISTRATOR to employee-manager
- click Save
- save the process file
- publish the project

Create users for testing

Now, to test our scenario we need two users
- employee user john.doe.employee@example.com with role employee
- employee manager user emily.stone.mngr@example.com with role employee-manager
To create these users follow the steps:
- open the security perspective using the Security button
- create user john.doe.employee@example.com with role employee in the default tenant
- create user emily.stone.mngr@example.com with role employee-manager in the default tenant

Finally, test the whole scenario again with the created users

open the submit form (you may need to logout first or open an incognito window) and login with the employee user john.doe.employee@example.com
submit a new leave request
check your mailbox
open the inbox UI at http://localhost/services/web/inbox/ or use the link from the email (you may need to logout first or open an incognito window)
login with the employee manager user emily.stone.mngr@example.com
claim the task and open the form using the Open Form button
this time, let's decline the request
check the mailbox

Congratulations, your application is ready!

Summary

Using Hyperion you can

implement simple and complicated BPM processes using Flowable
model modern user interfaces using forms (UI builder)
write code in TypeScript
use the comprehensive codbex SDK which uses different modern open source projects for messaging, jobs scheduling, REST, OData, mails etc.
benefit from the codbex platform, tooling and modules
add authentication and authorization to your application

The project we implemented can be found in this GitHub repository.

I hope you enjoyed this blog. Stay tuned for more great functionality by codbex!
If you have any questions, ideas or want to contribute, feel free to contact us.

Hyperion - Implement a BPM application for leave requests ​

A simple leave request application ​

Implementation steps ​

Summary ​

Hyperion - Implement a BPM application for leave requests

A simple leave request application

Implementation steps

Summary