11.0.3: * [Workflows] Added the cerb.records.reminders workflow for…

… creating reminders from record profiles and cards.
jstanden · Jan 14, 2025 · b125151 · b125151
1 parent b7fcb9d
commit b125151
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diff --git a/api/Application.class.php b/api/Application.class.php
@@ -661,6 +661,7 @@ static function initBundledResources($force=false) {
 			'cerb.login.terms_of_use',
 			'cerb.notifications.mention_emailer',
 			'cerb.quickstart',
+			'cerb.records.reminders',
 			'cerb.satisfaction.surveys',
 			'cerb.search.simple',
 			'cerb.sla',

diff --git a/features/cerberusweb.core/api/dao/workflow.php b/features/cerberusweb.core/api/dao/workflow.php
@@ -2028,6 +2028,11 @@ function renderPeekPopup($context_id=0, $view_id='', $edit=false) {
 						'name' => 'Quickstart Checklist',
 						'description' => 'A workspace with a quickstart checklist for initial configuration of Cerb',
 					],
+					'cerb.records.reminders' => [
+						'id' => 'cerb.records.reminders',
+						'name' => 'Record Reminders',
+						'description' => 'Create reminders from record profiles and cards',
+					],
 					'cerb.email.org_by_hostname' => [
 						'id' => 'cerb.email.org_by_hostname',
 						'name' => 'Sender Org By Hostname',

diff --git a/features/cerberusweb.core/api/uri/profiles/workflow.php b/features/cerberusweb.core/api/uri/profiles/workflow.php
@@ -148,6 +148,7 @@ private function _profileAction_savePeekJson() {
 							'cerb.login.terms_of_use',
 							'cerb.notifications.mention_emailer',
 							'cerb.quickstart',
+							'cerb.records.reminders',
 							'cerb.satisfaction.surveys',
 							'cerb.search.simple',
 							'cerb.sla',
@@ -487,6 +488,7 @@ private function _profileAction_showTemplateUpdatePopup() {
 					'cerb.login.terms_of_use' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.login.terms_of_use.kata'),
 					'cerb.notifications.mention_emailer' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.notifications.mention_emailer.kata'),
 					'cerb.quickstart' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.quickstart.kata'),
+					'cerb.records.reminders' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.records.reminders.kata'),
 					'cerb.satisfaction.surveys' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.satisfaction.surveys.kata'),
 					'cerb.search.simple' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.search.simple.kata'),
 					'cerb.sla' => file_get_contents(APP_PATH . '/features/cerberusweb.core/workflows/cerb.sla.kata'),

diff --git a/features/cerberusweb.core/workflows/cerb.records.reminders.kata b/features/cerberusweb.core/workflows/cerb.records.reminders.kata
@@ -0,0 +1,100 @@
+workflow:
+  name: cerb.records.reminders
+  description: Create reminders from record profiles and cards
+  website: https://cerb.ai/workflows/cerb.records.reminders/
+  requirements:
+    cerb_version: >=11.0 <11.1
+    cerb_plugins: cerberusweb.core
+  version: 2025-01-13T23:21:57Z
+records:
+  automation/workerInteraction:
+    fields:
+      name: cerb.records.reminders.interaction
+      extension_id: cerb.trigger.interaction.worker
+      description@text:
+      script@raw:
+        inputs:
+          text/record_type:
+            type: freeform
+            required@bool: yes
+          text/record_id:
+            type: number
+            required@bool: yes
+
+        start:
+          set/load:
+            record_id@int: {{inputs.record_id}}
+            record__context: {{inputs.record_type}}
+
+          await/input:
+            form:
+              title: Create Reminder
+              elements:
+                text/prompt_name:
+                  label: Reminder:
+                  required@bool: yes
+                  type: freeform
+                  default: {{record__label}}
+                  placeholder: (e.g. "Remind me to write back")
+                text/prompt_due:
+                  label: When:
+                  type: date
+                  required@bool: yes
+                chooser/prompt_owner_id:
+                  label: Who:
+                  record_type: worker
+                  query@text: isDisabled:n
+                  default: {{worker_id}}
+                  required@bool: yes
+
+          record.create/reminder:
+            output: new_reminder
+            inputs@ref:
+              record_type: reminder
+              fields:
+                name: {{prompt_name}}
+                remind_at@date: {{prompt_due}}
+                worker_id@optional,int: {{prompt_owner_id}}
+                links@csv: {{record__context}}:{{record_id}}
+
+          return:
+            alert: Reminder created!
+      policy_kata@raw:
+        commands:
+          record.create:
+            deny/type@bool: {{inputs.record_type is not record type ('reminder')}}
+            allow@bool: yes
+  toolbar_section/recordProfile:
+    fields:
+      name: Reminders
+      toolbar_name: record.profile
+      priority@int: 50
+      is_disabled: 0
+      toolbar_kata@raw:
+        interaction/reminder:
+          label: Reminder
+          uri: cerb:automation:cerb.records.reminders.interaction
+          icon: pushpin
+          inputs:
+            record_type: {{record__context}}
+            record_id: {{record_id}}
+          after:
+            refresh_toolbar@bool: no
+            refresh_widgets@list: Ticket
+  toolbar_section/recordCard:
+    fields:
+      name: Reminders
+      toolbar_name: record.card
+      priority@int: 50
+      is_disabled: 0
+      toolbar_kata@raw:
+        interaction/reminder:
+          label: Reminder
+          uri: cerb:automation:cerb.records.reminders.interaction
+          icon: pushpin
+          inputs:
+            record_type: {{record__context}}
+            record_id: {{record_id}}
+          after:
+            refresh_toolbar@bool: no
+            refresh_widgets@list: Properties