ValueOn AG 8bd4e67be6 docs: complete wiki restructuring - new folder hierarchy, canonical reference pages, archive old docs

Made-with: Cursor

2026-04-05 23:28:14 +02:00

56 KiB

Raw Blame History

Chat Process Visualization: Building Blocks and References

🏗️ System Architecture Overview

graph TB
    subgraph "Frontend Layer"
        UI[User Interface]
        UPLOAD[File Upload]
    end
    
    subgraph "Gateway Layer"
        subgraph "Entry Points"
            ROUTES[API Routes]
            WEBSOCKET[WebSocket]
        end
        
        subgraph "Core Managers"
            WM[WorkflowManager]
            CM[ChatManager]
            SC[ServiceCenter]
        end
        
        subgraph "Validation & State"
            AV[ActionValidator]
            TES[TaskExecutionState]
        end
        
        subgraph "Processing"
            DP[DocumentExtraction]
            MB[MethodBase]
        end
    end
    
    subgraph "Data Models"
        subgraph "Chat Models"
            CW[ChatWorkflow]
            CM2[ChatMessage]
            CD[ChatDocument]
            TI[TaskItem]
            TA[TaskAction]
            AR[ActionResult]
        end
        
        subgraph "Content Models"
            EC[ExtractedContent]
            CI[ContentItem]
            CM3[ContentMetadata]
            DE[DocumentExchange]
        end
    end
    
    subgraph "Methods Layer"
        subgraph "Available Methods"
            DOC[Document Methods]
            WEB[Web Methods]
            OUT[Outlook Methods]
            SP[SharePoint Methods]
        end
    end
    
    subgraph "AI Integration"
        AI[AI Service]
        CB[Circuit Breaker]
    end
    
    UI --> ROUTES
    UPLOAD --> ROUTES
    ROUTES --> WM
    WM --> CM
    CM --> SC
    CM --> AV
    CM --> TES
    SC --> DP
    SC --> MB
    SC --> DOC
    SC --> WEB
    SC --> OUT
    SC --> SP
    DOC --> AI
    WEB --> AI
    OUT --> AI
    SP --> AI
    CM --> AI
    AI --> CB

🔄 Workflow Execution Flow

sequenceDiagram
    participant U as User
    participant UI as Frontend
    participant WM as WorkflowManager
    participant CM as ChatManager
    participant SC as ServiceCenter
    participant AV as ActionValidator
    participant AI as AI Service
    participant M as Methods

    U->>UI: Submit Request + Files
    UI->>WM: workflowProcess()
    
    Note over WM: Phase 1: Initialization
    WM->>CM: initialize(workflow)
    CM->>SC: Create ServiceCenter
    SC->>SC: _discoverMethods()
    
    Note over WM: Phase 2: Task Planning
    WM->>CM: planHighLevelTasks()
    CM->>AI: _callAIWithCircuitBreaker()
    AI-->>CM: Task Plan Response
    CM->>CM: _parseTaskPlanResponse()
    
    Note over WM: Phase 3: Task Execution Loop
    loop For Each Task
        WM->>CM: defineTaskActions()
        CM->>AI: createActionDefinitionPrompt()
        AI-->>CM: Action Definitions
        CM->>CM: _parseActionResponse()
        
        loop For Each Action
            WM->>CM: executeActionWithValidation()
            CM->>M: executeAction()
            M-->>CM: ActionResult
            CM->>AV: validateActionResult()
            AV->>AI: _createGenericValidationPrompt()
            AI-->>AV: Validation Response
            AV-->>CM: Validation Result
            
            alt Action Success
                CM->>CM: _createActionMessage()
                CM->>SC: Update Workflow
            else Action Needs Retry
                CM->>CM: retryActionWithImprovements()
            else Action Failed
                CM->>CM: Regenerate Actions
            end
        end
        
        CM->>CM: _validateTaskCompletion()
    end
    
    WM->>UI: Final Results
    UI-->>U: Response

📊 Data Model Relationships

graph TB
    subgraph "Data Model Relationships"
        subgraph "Workflow Level"
            CW[ChatWorkflow]
            TI[TaskItem]
            CL[ChatLog]
        end
        
        subgraph "Action Level"
            TA[TaskAction]
            AR[ActionResult]
        end
        
        subgraph "Message Level"
            CM[ChatMessage]
            CD[ChatDocument]
        end
        
        subgraph "Content Level"
            EC[ExtractedContent]
            CI[ContentItem]
            CMD[ContentMetadata]
            DE[DocumentExchange]
        end
    end
    
    CW --> TI
    CW --> CM
    CW --> CL
    TI --> TA
    TA --> AR
    CM --> CD
    CD --> CI
    CI --> CMD
    EC --> CI
    DE --> CD

🧩 Core Building Blocks

1. WorkflowManager (Orchestrator)

graph LR
    subgraph "WorkflowManager"
        WP[workflowProcess]
        SFM[_sendFirstMessage]
        SLM[_sendLastMessage]
        PWR[_processWorkflowResults]
    end
    
    WP --> SFM
    WP --> SLM
    WP --> PWR

References:

ChatManager - Main execution engine
ChatObjects - Interface for message/document creation
UserInputRequest - User input data
ChatWorkflow - Workflow state management

2. ChatManager (Execution Engine)

graph LR
    subgraph "ChatManager"
        EUW[executeUnifiedWorkflow]
        PHLT[planHighLevelTasks]
        DTA[defineTaskActions]
        ETA[executeTaskActions]
        ETWSM[executeTaskWithStateManagement]
        EAV[executeActionWithValidation]
    end
    
    EUW --> PHLT
    EUW --> DTA
    EUW --> ETA
    ETA --> ETWSM
    ETWSM --> EAV

References:

ServiceCenter - Service orchestration
ActionValidator - Result validation
TaskExecutionState - State management
ActionResult - Action results
TaskAction - Action definitions

3. ServiceCenter (Service Hub)

graph LR
    subgraph "ServiceCenter"
        DM[_discoverMethods]
        EA[executeAction]
        EAC[extractContent]
        GMC[getMethodsCatalog]
        GML[getMethodsList]
        DRL[getDocumentReferenceList]
    end
    
    DM --> EA
    EA --> EAC
    DM --> GMC
    DM --> GML
    EAC --> DRL

References:

DocumentExtraction - Document processing
MethodBase - Method framework
AiCalls - AI integration
ChatObjects - Interface management

4. ActionValidator (Validation Engine)

graph LR
    subgraph "ActionValidator"
        VAR[validateActionResult]
        CGP[_createGenericValidationPrompt]
        PVR[_parseValidationResponse]
    end
    
    VAR --> CGP
    VAR --> PVR

References:

ActionResult - Action results to validate
TaskAction - Action being validated
ChatManager - For AI calls
ExtractedContent - Content validation
ContentItem - Item validation

5. TaskExecutionState (State Management)

graph LR
    subgraph "TaskExecutionState"
        ASA[addSuccessfulAction]
        AFA[addFailedAction]
        GAR[getAvailableResults]
        STR[shouldRetryTask]
        CR[canRetry]
        IRC[incrementRetryCount]
        GFP[getFailurePatterns]
    end
    
    ASA --> GAR
    AFA --> GFP
    STR --> CR
    CR --> IRC

References:

dict - Task step data
dict - Action results
list - Partial results
list - Improvements

🔗 Key Data Flows

1. User Input → Task Planning

flowchart LR
    UI[User Input] --> WM[WorkflowManager]
    WM --> CM[ChatManager]
    CM --> AI[AI Service]
    AI --> TP[Task Plan]
    TP --> TA[Task Actions]

2. Action Execution → Validation

flowchart LR
    TA[Task Action] --> SC[ServiceCenter]
    SC --> M[Method]
    M --> AR[ActionResult]
    AR --> AV[ActionValidator]
    AV --> AI[AI Validation]
    AI --> VR[Validation Result]

3. Document Processing → Content Extraction

flowchart LR
    CD[ChatDocument] --> DP[DocumentExtraction]
    DP --> EC[ExtractedContent]
    EC --> CI[ContentItem]
    CI --> CM[ContentMetadata]

4. State Management → Retry Logic

flowchart LR
    TES[TaskExecutionState] --> SA[Successful Actions]
    TES --> FA[Failed Actions]
    FA --> FP[Failure Patterns]
    FP --> IR[Improvement Requests]
    IR --> RA[Regenerated Actions]

🎯 Critical Interfaces

1. ChatObjects Interface

# Core interface for workflow management
class ChatObjects:
    - createWorkflowMessage()
    - createWorkflowLog()
    - createDocument()
    - updateWorkflowStats()

2. MethodBase Interface

# Base class for all methods
class MethodBase:
    - execute()
    - validateParameters()
    - getAvailableActions()

3. ActionResult Interface

# Standard result format
class ActionResult:
    - success: bool
    - data: Dict[str, Any]
    - metadata: Dict[str, Any]
    - validation: List[str]
    - error: Optional[str]

🔄 Retry and Recovery Mechanisms

graph TD
    A[Action Execution] --> B{Success?}
    B -->|Yes| C[Continue]
    B -->|No| D[Validation]
    D --> E{Valid?}
    E -->|Yes| F[Success]
    E -->|Retry| G[Improve Action]
    E -->|Fail| H[Regenerate Actions]
    G --> A
    H --> I[New Action Set]
    I --> A

📈 Performance Monitoring

graph LR
    subgraph "Metrics Collection"
        PT[Processing Time]
        TC[Token Count]
        BS[Bytes Sent]
        BR[Bytes Received]
        SR[Success Rate]
        EC[Error Count]
    end
    
    PT --> SC[ServiceCenter]
    TC --> SC
    BS --> SC
    BR --> SC
    SR --> SC
    EC --> SC

🌐 Platform Level: Building Custom Workflows for "myWorld"

🎯 Platform Overview

The chat process architecture provides a powerful foundation for building custom workflows that integrate with enterprise systems like SharePoint, Outlook, and other business applications. This platform enables users to automate their "myWorld" - their personal and professional digital environment.

🏗️ Platform Architecture

graph TB
    subgraph "Platform Layer"
        subgraph "Workflow Model UI"
            WBU[Workflow Builder UI]
            WTE[Workflow Template Editor]
            WVE[Workflow Visual Editor]
            WPE[Workflow Parameter Editor]
        end
        
        subgraph "Integration Hub"
            SP[SharePoint Connector]
            OUT[Outlook Connector]
            WEB[Web Services Connector]
            DB[Database Connector]
            API[API Connector]
        end
        
        subgraph "Workflow Engine"
            WE[Workflow Engine]
            TS[Task Scheduler]
            VM[Variable Manager]
            CM[Condition Manager]
        end
        
        subgraph "Business Logic"
            BL[Business Logic Layer]
            RL[Rule Engine]
            AL[Action Library]
            TL[Template Library]
        end
    end
    
    subgraph "Enterprise Systems"
        SHAREPOINT[SharePoint Online]
        OUTLOOK[Outlook 365]
        TEAMS[Microsoft Teams]
        ONEDRIVE[OneDrive]
        EXCEL[Excel Online]
        POWERBI[Power BI]
    end
    
    subgraph "Custom Integrations"
        CRM[CRM System]
        ERP[ERP System]
        HR[HR System]
        FIN[Finance System]
        LEGAL[Legal System]
    end
    
    WBU --> WE
    WTE --> WE
    WVE --> WE
    WPE --> WE
    WE --> SP
    WE --> OUT
    WE --> WEB
    WE --> DB
    WE --> API
    SP --> SHAREPOINT
    OUT --> OUTLOOK
    WEB --> TEAMS
    WEB --> ONEDRIVE
    WEB --> EXCEL
    WEB --> POWERBI
    API --> CRM
    API --> ERP
    API --> HR
    API --> FIN
    API --> LEGAL

🎨 Workflow Model UI Components

1. Visual Workflow Builder

graph LR
    subgraph "Workflow Builder UI"
        VB[Visual Builder]
        ND[Nodes & Connections]
        PR[Properties Panel]
        PL[Palette]
        PRV[Preview]
    end
    
    VB --> ND
    ND --> PR
    PL --> ND
    ND --> PRV

Features:

Drag & Drop Interface: Visual workflow construction
Node Types: Tasks, Conditions, Loops, Integrations
Connection Types: Sequential, Parallel, Conditional
Real-time Preview: Live workflow simulation
Template Gallery: Pre-built workflow templates

2. Workflow Template Editor

graph LR
    subgraph "Template Editor"
        TE[Template Engine]
        TP[Template Parameters]
        TV[Template Variables]
        TC[Template Conditions]
        TA[Template Actions]
    end
    
    TE --> TP
    TE --> TV
    TE --> TC
    TE --> TA

Capabilities:

Parameterized Templates: Reusable workflow patterns
Variable Substitution: Dynamic content insertion
Conditional Logic: If-then-else workflows
Action Libraries: Pre-built action collections

3. Integration Configuration

graph LR
    subgraph "Integration Config"
        IC[Integration Connector]
        AC[Authentication Config]
        EP[Endpoint Config]
        MP[Mapping Config]
        TC[Test Connection]
    end
    
    IC --> AC
    IC --> EP
    IC --> MP
    IC --> TC

🔧 Custom Workflow Examples

1. Document Approval Workflow

graph TD
    A[Document Upload] --> B[SharePoint Upload]
    B --> C[Extract Metadata]
    C --> D[Route to Approver]
    D --> E{Approved?}
    E -->|Yes| F[Finalize Document]
    E -->|No| G[Return to Author]
    F --> H[Update SharePoint]
    G --> I[Send Email Notification]
    H --> J[Archive Document]
    I --> K[Update Status]

Integration Points:

SharePoint: Document storage and metadata
Outlook: Email notifications and approvals
Teams: Collaboration and communication
OneDrive: File synchronization

2. Customer Onboarding Workflow

graph TD
    A[New Customer Data] --> B[Validate Information]
    B --> C[Create CRM Record]
    C --> D[Generate Welcome Email]
    D --> E[Setup SharePoint Site]
    E --> F[Assign Team Access]
    F --> G[Schedule Kickoff Meeting]
    G --> H[Send Welcome Package]
    H --> I[Monitor Progress]

Integration Points:

CRM System: Customer data management
SharePoint: Team collaboration sites
Outlook: Email automation
Teams: Meeting scheduling
Excel: Progress tracking

3. Invoice Processing Workflow

graph TD
    A[Invoice Received] --> B[OCR Processing]
    B --> C[Extract Data]
    C --> D[Validate Invoice]
    D --> E{Valid?}
    E -->|Yes| F[Route for Approval]
    E -->|No| G[Flag for Review]
    F --> H[Manager Approval]
    H --> I{Approved?}
    I -->|Yes| J[Process Payment]
    I -->|No| K[Return to Vendor]
    J --> L[Update Accounting]
    K --> M[Send Rejection Email]

Integration Points:

Email System: Invoice reception
OCR Service: Document processing
Accounting System: Payment processing
SharePoint: Document storage
Outlook: Approval notifications

🎯 "myWorld" Automation Scenarios

1. Personal Productivity

graph LR
    subgraph "Personal myWorld"
        EM[Email Management]
        CAL[Calendar Management]
        DOC[Document Organization]
        TASK[Task Management]
        NOTE[Note Taking]
    end
    
    EM --> CAL
    CAL --> TASK
    DOC --> NOTE
    TASK --> EM

Automation Examples:

Email Triage: Automatically categorize and route emails
Meeting Preparation: Auto-generate meeting agendas and materials
Document Organization: Automatic filing and tagging
Task Prioritization: AI-driven task scheduling
Knowledge Management: Automatic note organization

2. Team Collaboration

graph LR
    subgraph "Team myWorld"
        PROJ[Project Management]
        COLLAB[Collaboration]
        COMM[Communication]
        SHARE[Knowledge Sharing]
        TRACK[Progress Tracking]
    end
    
    PROJ --> COLLAB
    COLLAB --> COMM
    COMM --> SHARE
    SHARE --> TRACK
    TRACK --> PROJ

Automation Examples:

Project Updates: Automatic status reporting
Team Coordination: Meeting scheduling and follow-ups
Document Collaboration: Version control and review processes
Knowledge Sharing: Automatic documentation updates
Progress Monitoring: Real-time dashboard updates

3. Business Processes

graph LR
    subgraph "Business myWorld"
        SALES[Sales Process]
        MARKETING[Marketing Automation]
        HR[HR Processes]
        FINANCE[Financial Processes]
        LEGAL[Legal Processes]
    end
    
    SALES --> MARKETING
    MARKETING --> HR
    HR --> FINANCE
    FINANCE --> LEGAL
    LEGAL --> SALES

Automation Examples:

Lead Management: CRM integration and follow-up automation
Campaign Management: Marketing automation and tracking
Employee Onboarding: HR process automation
Invoice Processing: Financial workflow automation
Contract Management: Legal document automation

🔌 Integration Connectors

1. SharePoint Connector

class SharePointConnector:
    - uploadDocument(site, library, file)
    - createListItem(list, data)
    - updateListItem(list, id, data)
    - searchDocuments(query)
    - createSite(siteName, template)
    - managePermissions(site, users, permissions)

2. Outlook Connector

class OutlookConnector:
    - sendEmail(recipients, subject, body, attachments)
    - createMeeting(attendees, subject, start, end, location)
    - processInbox(filters, actions)
    - manageCalendar(events, reminders)
    - createTask(subject, dueDate, priority)

3. Teams Connector

class TeamsConnector:
    - sendMessage(channel, message)
    - createChannel(team, channelName)
    - scheduleMeeting(team, meeting)
    - shareFile(channel, file)
    - createPoll(channel, question, options)

4. Web Services Connector

class WebServicesConnector:
    - makeAPIRequest(endpoint, method, data)
    - handleAuthentication(authType, credentials)
    - processResponse(response, mapping)
    - handleErrors(error, retryLogic)
    - rateLimit(requests, limits)

🎨 Workflow Model UI Features

1. Visual Designer

graph TB
    subgraph "Visual Designer"
        subgraph "Canvas"
            CNV[Workflow Canvas]
            ZOOM[Zoom Controls]
            GRID[Grid Alignment]
            SNAP[Snap to Grid]
        end
        
        subgraph "Toolbox"
            TASKS[Task Nodes]
            CONDITIONS[Condition Nodes]
            LOOPS[Loop Nodes]
            INTEGRATIONS[Integration Nodes]
        end
        
        subgraph "Properties"
            PROPS[Node Properties]
            PARAMS[Parameters]
            SETTINGS[Settings]
            VALIDATION[Validation]
        end
    end
    
    CNV --> TASKS
    CNV --> CONDITIONS
    CNV --> LOOPS
    CNV --> INTEGRATIONS
    TASKS --> PROPS
    CONDITIONS --> PROPS
    LOOPS --> PROPS
    INTEGRATIONS --> PROPS

2. Template System

graph LR
    subgraph "Template System"
        TG[Template Gallery]
        TC[Template Categories]
        TP[Template Parameters]
        TV[Template Variables]
        TT[Template Testing]
    end
    
    TG --> TC
    TC --> TP
    TP --> TV
    TV --> TT

3. Deployment & Monitoring

graph LR
    subgraph "Deployment"
        DEP[Deploy Workflow]
        SCHED[Schedule Execution]
        MON[Monitor Progress]
        LOG[Log Activities]
        ALERT[Alert System]
    end
    
    DEP --> SCHED
    SCHED --> MON
    MON --> LOG
    LOG --> ALERT

🎨 Visual Designer Demo UI

Workflow Builder Interface

graph TB
    subgraph "Visual Designer UI"
        subgraph "Toolbar"
            TB[Toolbar]
            SAVE[Save]
            RUN[Run]
            EXPORT[Export]
            UNDO[Undo]
            REDO[Redo]
        end
        
        subgraph "Palette Panel"
            PP[Palette]
            TASKS[Task Nodes]
            ACTIONS[Action Nodes]
            CONDITIONS[Condition Nodes]
            INTEGRATIONS[Integration Nodes]
        end
        
        subgraph "Canvas Area"
            CA[Canvas]
            GRID[Grid]
            ZOOM[Zoom Controls]
        end
        
        subgraph "Properties Panel"
            PROP[Properties]
            PARAMS[Parameters]
            SETTINGS[Settings]
            VALIDATION[Validation]
        end
        
        subgraph "Preview Panel"
            PREV[Preview]
            LOGS[Execution Logs]
            STATUS[Status]
        end
    end
    
    TB --> SAVE
    TB --> RUN
    TB --> EXPORT
    PP --> TASKS
    PP --> ACTIONS
    PP --> CONDITIONS
    PP --> INTEGRATIONS
    CA --> GRID
    CA --> ZOOM
    PROP --> PARAMS
    PROP --> SETTINGS
    PROP --> VALIDATION
    PREV --> LOGS
    PREV --> STATUS

Task and Action Node Examples

graph LR
    subgraph "Task Nodes"
        subgraph "Document Processing Task"
            DPT[📄 Document Processing]
            DPT_PARAMS[Parameters:<br/>- Input: File Upload<br/>- Output: Extracted Text<br/>- Format: PDF, DOCX]
        end
        
        subgraph "Email Task"
            ET[📧 Email Processing]
            ET_PARAMS[Parameters:<br/>- Source: Inbox<br/>- Filter: Unread<br/>- Action: Categorize]
        end
        
        subgraph "Data Analysis Task"
            DAT[📊 Data Analysis]
            DAT_PARAMS[Parameters:<br/>- Input: CSV Data<br/>- Analysis: Trends<br/>- Output: Report]
        end
    end
    
    subgraph "Action Nodes"
        subgraph "SharePoint Action"
            SPA[🔗 SharePoint Upload]
            SPA_PARAMS[Parameters:<br/>- Site: /sites/documents<br/>- Library: Reports<br/>- File: result]
        end
        
        subgraph "Outlook Action"
            OA[📤 Send Email]
            OA_PARAMS[Parameters:<br/>- To: approver<br/>- Subject: Approval Required<br/>- Body: content]
        end
        
        subgraph "Web Action"
            WA[🌐 API Call]
            WA_PARAMS[Parameters:<br/>- URL: endpoint<br/>- Method: POST<br/>- Data: payload]
        end
    end
    
    DPT --> SPA
    ET --> OA
    DAT --> WA

Workflow Execution Preview

graph TD
    subgraph "Workflow Preview"
        subgraph "Step 1: Document Upload"
            DU[📤 Upload Document]
            DU_STATUS[✅ Completed<br/>File: report.pdf<br/>Size: 2.3MB]
        end
        
        subgraph "Step 2: Content Extraction"
            CE[🔍 Extract Content]
            CE_STATUS[⏳ Processing<br/>Pages: 15<br/>Progress: 60%]
        end
        
        subgraph "Step 3: Analysis"
            AN[📊 Analyze Content]
            AN_STATUS[⏳ Waiting<br/>Dependencies: Step 2]
        end
        
        subgraph "Step 4: SharePoint Upload"
            SP[🔗 Upload to SharePoint]
            SP_STATUS[⏳ Waiting<br/>Dependencies: Step 3]
        end
        
        subgraph "Step 5: Email Notification"
            EN[📧 Send Notification]
            EN_STATUS[⏳ Waiting<br/>Dependencies: Step 4]
        end
    end
    
    DU --> CE
    CE --> AN
    AN --> SP
    SP --> EN

Properties Panel Example

graph LR
    subgraph "Properties Panel"
        subgraph "Node Properties"
            NP[Node Properties]
            NP_NAME[Name: Document Processing Task]
            NP_TYPE[Type: Task]
            NP_STATUS[Status: Active]
        end
        
        subgraph "Parameters"
            PAR[Parameters]
            PAR_INPUT[Input: file]
            PAR_OUTPUT[Output: text]
            PAR_FORMAT[Format: PDF, DOCX]
        end
        
        subgraph "Validation"
            VAL[Validation]
            VAL_REQUIRED[Required: Yes]
            VAL_TIMEOUT[Timeout: 300s]
            VAL_RETRY[Retry: 3x]
        end
        
        subgraph "Actions"
            ACT[Actions]
            ACT_EDIT[Edit]
            ACT_DELETE[Delete]
            ACT_DUPLICATE[Duplicate]
        end
    end
    
    NP --> NP_NAME
    NP --> NP_TYPE
    NP --> NP_STATUS
    PAR --> PAR_INPUT
    PAR --> PAR_OUTPUT
    PAR --> PAR_FORMAT
    VAL --> VAL_REQUIRED
    VAL --> VAL_TIMEOUT
    VAL --> VAL_RETRY
    ACT --> ACT_EDIT
    ACT --> ACT_DELETE
    ACT --> ACT_DUPLICATE

Execution Logs Example

graph TD
    subgraph "Execution Logs"
        subgraph "Task 1: Document Processing"
            T1_START[🟢 Started: 10:30:15]
            T1_EXTRACT[📄 Extracting text from PDF]
            T1_SUCCESS[✅ Completed: 10:30:45<br/>Duration: 30s<br/>Pages: 15]
        end
        
        subgraph "Action 1: SharePoint Upload"
            A1_START[🟢 Started: 10:30:46]
            A1_UPLOAD[🔗 Uploading to SharePoint]
            A1_SUCCESS[✅ Completed: 10:31:02<br/>Duration: 16s<br/>File: report_processed.pdf]
        end
        
        subgraph "Action 2: Email Notification"
            A2_START[🟢 Started: 10:31:03]
            A2_SEND[📧 Sending email notification]
            A2_SUCCESS[✅ Completed: 10:31:08<br/>Duration: 5s<br/>Recipients: 3]
        end
    end
    
    T1_START --> T1_EXTRACT
    T1_EXTRACT --> T1_SUCCESS
    T1_SUCCESS --> A1_START
    A1_START --> A1_UPLOAD
    A1_UPLOAD --> A1_SUCCESS
    A1_SUCCESS --> A2_START
    A2_START --> A2_SEND
    A2_SEND --> A2_SUCCESS

🖥️ Workflow Modeling Editor UI Mockup

Main Editor Interface

┌─────────────────────────────────────────────────────────────────────────────────────────────┐
│ 🏠 Workflow Designer - Document Processing Pipeline                    [Save] [Run] [Export] │
├─────────────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                             │
│  ┌─────────────────┐  ┌─────────────────────────────────────────────────────────────────┐   │
│  │ 📦 Components  │  │                           Canvas                                │   │
│  │                 │  │                                                                 │   │
│  │ 🎯 Tasks        │  │  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐        │   │
│  │ ├─ Document     │  │  │ 📄 Document │    │ 🔍 Extract  │    │ 📊 Analyze  │        │   │
│  │ ├─ Email        │  │  │ Processing  │───▶│ Content     │───▶│ Content     │        │   │
│  │ ├─ Data         │  │  │             │    │             │    │             │        │   │
│  │ └─ Analysis     │  │  └─────────────┘    └─────────────┘    └─────────────┘        │   │
│  │                 │  │                                                                 │   │
│  │ ⚡ Actions       │  │  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐        │   │
│  │ ├─ SharePoint   │  │  │ 🔗 Upload   │    │ 📤 Send     │    │ 📧 Notify   │        │   │
│  │ ├─ Outlook      │  │  │ to SP       │    │ Email       │    │ Team        │        │   │
│  │ ├─ Web API      │  │  │             │    │             │    │             │        │   │
│  │ └─ Database     │  │  └─────────────┘    └─────────────┘    └─────────────┘        │   │
│  │                 │  │                                                                 │   │
│  │ 🔀 Conditions   │  │                                                                 │   │
│  │ ├─ If/Then      │  │                                                                 │   │
│  │ ├─ Switch       │  │                                                                 │   │
│  │ └─ Loop         │  │                                                                 │   │
│  │                 │  │                                                                 │   │
│  │ 🔌 Integrations │  │                                                                 │   │
│  │ ├─ SharePoint   │  │                                                                 │   │
│  │ ├─ Outlook      │  │                                                                 │   │
│  │ ├─ Teams        │  │                                                                 │   │
│  │ └─ OneDrive     │  │                                                                 │   │
│  └─────────────────┘  └─────────────────────────────────────────────────────────────────┘   │
│                                                                                             │
├─────────────────────────────────────────────────────────────────────────────────────────────┤
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 📋 Properties Panel - Document Processing Task                                          │ │
│  │                                                                                         │ │
│  │ 🏷️  Name: Document Processing Task                                                      │ │
│  │ 📝 Type: Task                                                                           │ │
│  │ 🎯 Status: Active                                                                       │ │
│  │                                                                                         │ │
│  │ ⚙️  Parameters:                                                                          │ │
│  │    📥 Input: {file}                                                                     │ │
│  │    📤 Output: {extracted_text}                                                          │ │
│  │    📄 Format: PDF, DOCX, TXT                                                            │ │
│  │    ⏱️  Timeout: 300 seconds                                                             │ │
│  │                                                                                         │ │
│  │ ✅ Validation:                                                                           │ │
│  │    🔄 Retry: 3 attempts                                                                 │ │
│  │    ⚠️  Required: Yes                                                                     │ │
│  │    🔒 Secure: Yes                                                                       │ │
│  │                                                                                         │ │
│  │ 🎛️  Actions: [Edit] [Delete] [Duplicate] [Test]                                        │ │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────────────────┘

Task Configuration Dialog

┌─────────────────────────────────────────────────────────────────────────────────────────────┐
│ 📝 Configure Task: Document Processing                                                    [×] │
├─────────────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                             │
│  ┌─────────────────┐  ┌─────────────────────────────────────────────────────────────────┐   │
│  │ 🎯 Task Type    │  │ 📄 Document Processing                                          │   │
│  │                 │  │                                                                 │   │
│  │ 📄 Document     │  │ 🎯 Purpose: Extract and process text content from uploaded     │   │
│  │ 📧 Email        │  │    documents for further analysis and storage.                  │   │
│  │ 📊 Data         │  │                                                                 │   │
│  │ 🔍 Analysis     │  │ 📋 Supported Formats: PDF, DOCX, TXT, RTF                      │   │
│  │ └─ Custom       │  │ 📏 Max File Size: 50MB                                          │   │
│  │                 │  │ ⏱️  Processing Time: 30-300 seconds                             │   │
│  └─────────────────┘  └─────────────────────────────────────────────────────────────────┘   │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ ⚙️  Configuration                                                                       │ │
│  │                                                                                         │
│  │ 📥 Input Parameters:                                                                   │
│  │    ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐                        │
│  │    │ Parameter Name  │ │ Parameter Type  │ │ Default Value   │                        │
│  │    ├─────────────────┤ ├─────────────────┤ ├─────────────────┤                        │
│  │    │ file            │ │ File Upload     │ │ (User Select)   │                        │
│  │    │ format          │ │ Dropdown        │ │ Auto-detect     │                        │
│  │    │ language        │ │ Dropdown        │ │ English         │                        │
│  │    └─────────────────┘ └─────────────────┘ └─────────────────┘                        │
│  │                                                                                         │
│  │ 📤 Output Parameters:                                                                  │
│  │    ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐                        │
│  │    │ Parameter Name  │ │ Parameter Type  │ │ Description     │                        │
│  │    ├─────────────────┤ ├─────────────────┤ ├─────────────────┤                        │
│  │    │ extracted_text  │ │ Text            │ │ Raw text content│                        │
│  │    │ page_count      │ │ Number          │ │ Total pages     │                        │
│  │    │ word_count      │ │ Number          │ │ Word count      │                        │
│  │    │ metadata        │ │ JSON            │ │ File metadata   │                        │
│  │    └─────────────────┘ └─────────────────┘ └─────────────────┘                        │
│  │                                                                                         │
│  │ ✅ Validation Rules:                                                                   │
│  │    ☑️ File size < 50MB                                                                │
│  │    ☑️ Supported format                                                                │
│  │    ☑️ Valid file structure                                                            │
│  │    ☑️ Text extraction possible                                                        │
│  │                                                                                         │
│  │ 🔄 Error Handling:                                                                    │
│  │    🔄 Retry on failure: 3 attempts                                                   │
│  │    ⏱️  Timeout: 300 seconds                                                          │
│  │    📧 Notify on failure: Yes                                                          │
│  │    🔄 Rollback on failure: No                                                        │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 🎛️  Actions: [Save Configuration] [Test Task] [Cancel]                                │ │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────────────────┘

Workflow Execution Monitor

┌─────────────────────────────────────────────────────────────────────────────────────────────┐
│ 📊 Workflow Execution Monitor - Document Processing Pipeline                              │
├─────────────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 🎯 Overall Status: ✅ Running (Step 2/5)                                              │ │
│  │ ⏱️  Elapsed Time: 00:01:23                                                            │ │
│  │ 📊 Progress: 40% (2/5 steps completed)                                               │ │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 📋 Step-by-Step Progress                                                               │ │
│  │                                                                                         │
│  │ ✅ Step 1: Document Upload                                                             │
│  │    📁 File: report.pdf (2.3MB)                                                        │
│  │    ⏱️  Duration: 00:00:05                                                             │
│  │    📊 Status: Completed successfully                                                   │
│  │                                                                                         │
│  │ 🔄 Step 2: Extract Content (Currently Running)                                        │
│  │    📄 Pages: 15                                                                        │
│  │    📊 Progress: 60% (9/15 pages processed)                                           │
│  │    ⏱️  Elapsed: 00:00:45                                                             │
│  │    ⏳ Estimated: 00:00:30 remaining                                                    │
│  │                                                                                         │
│  │ ⏳ Step 3: Analyze Content (Waiting)                                                  │
│  │    🔗 Dependencies: Step 2 completion                                                 │
│  │    📊 Estimated time: 00:01:30                                                        │
│  │                                                                                         │
│  │ ⏳ Step 4: Upload to SharePoint (Waiting)                                             │
│  │    🔗 Dependencies: Step 3 completion                                                 │
│  │    📊 Estimated time: 00:00:20                                                        │
│  │                                                                                         │
│  │ ⏳ Step 5: Send Email Notification (Waiting)                                          │
│  │    🔗 Dependencies: Step 4 completion                                                 │
│  │    📊 Estimated time: 00:00:10                                                        │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 📝 Recent Logs                                                                         │
│  │                                                                                         │
│  │ 10:30:15 🟢 Workflow started                                                          │
│  │ 10:30:16 📤 Document uploaded successfully (report.pdf)                               │
│  │ 10:30:21 🔍 Content extraction started                                                │
│  │ 10:30:45 📄 Page 1/15 processed                                                       │
│  │ 10:30:52 📄 Page 2/15 processed                                                       │
│  │ 10:30:58 📄 Page 3/15 processed                                                       │
│  │ 10:31:05 📄 Page 4/15 processed                                                       │
│  │ 10:31:12 📄 Page 5/15 processed                                                       │
│  │ 10:31:18 📄 Page 6/15 processed                                                       │
│  │ 10:31:25 📄 Page 7/15 processed                                                       │
│  │ 10:31:32 📄 Page 8/15 processed                                                       │
│  │ 10:31:38 📄 Page 9/15 processed                                                       │
│  │                                                                                         │
│  │ 🎛️  Actions: [Pause] [Stop] [View Details] [Download Logs]                           │ │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────────────────┘

Action Configuration Panel

┌─────────────────────────────────────────────────────────────────────────────────────────────┐
│ ⚡ Action Configuration - SharePoint Upload                                               │
├─────────────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                             │
│  ┌─────────────────┐  ┌─────────────────────────────────────────────────────────────────┐   │
│  │ 🔌 Integration  │  │ 🔗 SharePoint Online                                           │   │
│  │                 │  │                                                                 │   │
│  │ 🔗 SharePoint   │  │ 🏢 Site: /sites/documents                                       │   │
│  │ 📧 Outlook      │  │ 📁 Library: Reports                                             │   │
│  │ 💬 Teams        │  │ 🔐 Authentication: OAuth 2.0                                    │   │
│  │ ☁️ OneDrive     │  │ 📊 Status: Connected ✅                                         │   │
│  │ 🌐 Web API      │  │                                                                 │   │
│  └─────────────────┘  └─────────────────────────────────────────────────────────────────┘   │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ ⚙️  Action Parameters                                                                   │ │
│  │                                                                                         │
│  │ 📁 File Source:                                                                        │
│  │    ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐                        │
│  │    │ Parameter       │ │ Value           │ │ Description     │                        │
│  │    ├─────────────────┤ ├─────────────────┤ ├─────────────────┤                        │
│  │    │ file_path       │ │ {extracted_text}│ │ File to upload  │                        │
│  │    │ file_name       │ │ report_processed│ │ Custom fileName │                        │
│  │    │ file_extension  │ │ .pdf            │ │ File extension  │                        │
│  │    └─────────────────┘ └─────────────────┘ └─────────────────┘                        │
│  │                                                                                         │
│  │ 📂 Destination:                                                                        │
│  │    ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐                        │
│  │    │ Parameter       │ │ Value           │ │ Description     │                        │
│  │    ├─────────────────┤ ├─────────────────┤ ├─────────────────┤                        │
│  │    │ site_url        │ │ /sites/documents│ │ SharePoint site │                        │
│  │    │ library_name    │ │ Reports         │ │ Document library│                        │
│  │    │ folder_path     │ │ /2024/Reports   │ │ Subfolder       │                        │
│  │    └─────────────────┘ └─────────────────┘ └─────────────────┘                        │
│  │                                                                                         │
│  │ 🔐 Security & Permissions:                                                             │
│  │    ☑️ Inherit permissions from parent                                                  │
│  │    ☑️ Grant read access to team members                                               │
│  │    ☑️ Version control enabled                                                          │
│  │    ☑️ Check-in required                                                                │
│  │                                                                                         │
│  │ ✅ Validation:                                                                          │
│  │    ☑️ File exists before upload                                                        │
│  │    ☑️ Valid SharePoint permissions                                                     │
│  │    ☑️ Sufficient storage space                                                        │
│  │    ☑️ File format supported                                                            │
│  │                                                                                         │
│  │ 🔄 Error Handling:                                                                     │
│  │    🔄 Retry on failure: 3 attempts                                                    │
│  │    ⏱️  Timeout: 60 seconds                                                            │
│  │    📧 Notify on failure: Yes                                                          │
│  │    🔄 Rollback on failure: Delete uploaded file                                       │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
│                                                                                             │
│  ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │
│  │ 🎛️  Actions: [Test Connection] [Save Configuration] [Cancel]                          │ │
│  └─────────────────────────────────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────────────────┘

🚀 Platform Benefits

1. For End Users

No-Code/Low-Code: Visual workflow building
Template Library: Pre-built solutions
Integration Ready: Connect to existing systems
AI-Powered: Intelligent automation suggestions
Mobile Friendly: Work from anywhere

2. For Organizations

Scalable: Handle complex workflows
Secure: Enterprise-grade security
Compliant: Audit trails and governance
Cost Effective: Reduce manual work
Flexible: Adapt to changing needs

3. For Developers

Extensible: Add custom connectors
API-First: Programmatic access
Plugin Architecture: Modular development
Testing Tools: Comprehensive testing framework
Documentation: Complete API documentation

This platform level architecture transforms the chat process into a comprehensive workflow automation platform that can handle complex business processes while maintaining the simplicity and power of the underlying task and action model.

56 KiB Raw Blame History Unescape Escape

Chat Process Visualization: Building Blocks and References

🏗️ System Architecture Overview

🔄 Workflow Execution Flow

📊 Data Model Relationships

🧩 Core Building Blocks

1. WorkflowManager (Orchestrator)

2. ChatManager (Execution Engine)

3. ServiceCenter (Service Hub)

4. ActionValidator (Validation Engine)

5. TaskExecutionState (State Management)

🔗 Key Data Flows

1. User Input → Task Planning

2. Action Execution → Validation

3. Document Processing → Content Extraction

4. State Management → Retry Logic

🎯 Critical Interfaces

1. ChatObjects Interface

2. MethodBase Interface

3. ActionResult Interface

🔄 Retry and Recovery Mechanisms

📈 Performance Monitoring

🌐 Platform Level: Building Custom Workflows for "myWorld"

🎯 Platform Overview

🏗️ Platform Architecture

🎨 Workflow Model UI Components

1. Visual Workflow Builder

2. Workflow Template Editor

3. Integration Configuration

🔧 Custom Workflow Examples

1. Document Approval Workflow

2. Customer Onboarding Workflow

3. Invoice Processing Workflow

🎯 "myWorld" Automation Scenarios

1. Personal Productivity

2. Team Collaboration

3. Business Processes

🔌 Integration Connectors

1. SharePoint Connector

2. Outlook Connector

3. Teams Connector

4. Web Services Connector

🎨 Workflow Model UI Features

1. Visual Designer

2. Template System

3. Deployment & Monitoring

🎨 Visual Designer Demo UI

Workflow Builder Interface

Task and Action Node Examples

Workflow Execution Preview

Properties Panel Example

Execution Logs Example

🖥️ Workflow Modeling Editor UI Mockup

Main Editor Interface

Task Configuration Dialog

Workflow Execution Monitor

Action Configuration Panel

🚀 Platform Benefits

1. For End Users

2. For Organizations

3. For Developers

56 KiB

Raw Blame History