Awesome website that allows to open a new bank account
5 |
6 |
Typically, some data would be collected here...
7 |
8 |
9 |
10 |
11 |
12 |
13 |
26 |
27 |
28 |
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/src/main/java/io/berndruecker/onboarding/customer/process/ScoringAdapter.java:
--------------------------------------------------------------------------------
1 | package io.berndruecker.onboarding.customer.process;
2 |
3 | import io.camunda.zeebe.spring.client.annotation.JobWorker;
4 | import org.slf4j.Logger;
5 | import org.slf4j.LoggerFactory;
6 | import org.springframework.stereotype.Component;
7 |
8 | import java.util.HashMap;
9 | import java.util.Map;
10 |
11 | @Component
12 | public class ScoringAdapter {
13 |
14 | private static Logger logger = LoggerFactory.getLogger(ScoringAdapter.class);
15 |
16 | @JobWorker
17 | public Map scoreCustomer() {
18 | HashMap resultVariables = new HashMap<>();
19 |
20 | logger.info("score...");
21 | resultVariables.put("score", 42);
22 |
23 | return resultVariables;
24 | }
25 |
26 | }
27 |
--------------------------------------------------------------------------------
/src/main/java/io/berndruecker/onboarding/customer/fakes/CrmServiceRestController.java:
--------------------------------------------------------------------------------
1 | package io.berndruecker.onboarding.customer.fakes;
2 |
3 | import io.berndruecker.onboarding.customer.rest.CustomerOnboardingRestController;
4 | import io.camunda.zeebe.client.ZeebeClient;
5 | import org.slf4j.Logger;
6 | import org.slf4j.LoggerFactory;
7 | import org.springframework.beans.factory.annotation.Autowired;
8 | import org.springframework.http.HttpStatus;
9 | import org.springframework.http.ResponseEntity;
10 | import org.springframework.stereotype.Component;
11 | import org.springframework.web.bind.annotation.PutMapping;
12 | import org.springframework.web.bind.annotation.RestController;
13 | import org.springframework.web.server.ServerWebExchange;
14 |
15 | @RestController
16 | public class CrmServiceRestController {
17 |
18 | private Logger logger = LoggerFactory.getLogger(CustomerOnboardingRestController.class);
19 |
20 | @PutMapping("/crm/customer")
21 | public ResponseEntity addCustomerToCrmFake(ServerWebExchange exchange) {
22 | logger.info("CRM REST API called");
23 | return ResponseEntity.status(HttpStatus.OK).build();
24 | }
25 |
26 | }
27 |
--------------------------------------------------------------------------------
/src/main/java/io/berndruecker/onboarding/customer/process/CustomerOnboardingGlueCode.java:
--------------------------------------------------------------------------------
1 | package io.berndruecker.onboarding.customer.process;
2 |
3 | import io.camunda.zeebe.spring.client.annotation.JobWorker;
4 | import io.camunda.zeebe.spring.client.annotation.Variable;
5 | import org.slf4j.Logger;
6 | import org.slf4j.LoggerFactory;
7 | import org.springframework.beans.factory.annotation.Autowired;
8 | import org.springframework.stereotype.Component;
9 | import org.springframework.web.client.RestTemplate;
10 |
11 | @Component
12 | public class CustomerOnboardingGlueCode {
13 |
14 | private static Logger logger = LoggerFactory.getLogger(CustomerOnboardingGlueCode.class);
15 |
16 | // This would be of course injected and depends on the environment. Hard coded for now
17 | public static String ENDPOINT_CRM = "http://localhost:8080/crm/customer";
18 |
19 | @Autowired
20 | private RestTemplate restTemplate;
21 |
22 | @JobWorker(type = "addCustomerToCrm")
23 | public void addCustomerToCrm(@Variable String customerName) {
24 | System.out.println("Adding customer to CRM via REST: " + customerName);
25 |
26 | String request = "someData";
27 | restTemplate.put(ENDPOINT_CRM, request);
28 | }
29 |
30 | }
31 |
--------------------------------------------------------------------------------
/src/main/java/io/berndruecker/onboarding/customer/rest/CustomerOnboardingRestController.java:
--------------------------------------------------------------------------------
1 | package io.berndruecker.onboarding.customer.rest;
2 |
3 | import java.util.HashMap;
4 |
5 | import org.springframework.beans.factory.annotation.Autowired;
6 | import org.springframework.beans.factory.annotation.Value;
7 | import org.springframework.http.HttpStatus;
8 | import org.springframework.http.ResponseEntity;
9 | import org.springframework.web.bind.annotation.PutMapping;
10 | import org.springframework.web.bind.annotation.RestController;
11 | import org.springframework.web.server.ServerWebExchange;
12 |
13 | import io.camunda.zeebe.client.ZeebeClient;
14 |
15 | @RestController
16 | public class CustomerOnboardingRestController {
17 |
18 | @Autowired
19 | private ZeebeClient client;
20 |
21 | @Value("${recipient.demo.email}")
22 | private String recipientDemoEmail;
23 |
24 | @PutMapping("/customer")
25 | public ResponseEntity onboardCustomer(ServerWebExchange exchange) {
26 | onboardCustomer();
27 | return ResponseEntity.status(HttpStatus.ACCEPTED).build();
28 | }
29 |
30 | public void onboardCustomer() {
31 | HashMap variables = new HashMap();
32 | variables.put("automaticProcessing", true);
33 | variables.put("someInput", "yeah");
34 | variables.put("customerName", "Bernd Ruecker");
35 | variables.put("customerEmail", recipientDemoEmail);
36 |
37 | client.newCreateInstanceCommand() //
38 | .bpmnProcessId("customer-onboarding") //
39 | .latestVersion() //
40 | .variables(variables) //
41 | .send().join();
42 | }
43 |
44 | public static class CustomerOnboardingResponse {
45 | }
46 | }
47 |
--------------------------------------------------------------------------------
/README.md:
--------------------------------------------------------------------------------
1 | # Customer Onboarding Process
2 |
3 | *Process solution example for customer onboarding as used in the OReilly book [Practical Process Automation](https://processautomationbook.com/).*
4 |
5 | 
6 |
7 | This following stack is used:
8 |
9 | * Camunda Platform 8
10 | * Java 17
11 | * Spring Boot 3
12 |
13 | # Intro
14 |
15 | This simple onboarding process is meant to get started with process automation, workflow engines and BPMN.
16 |
17 | The process model contains three tasks:
18 |
19 | * A service task that executes Java Code to score customers (using the stateless Camunda DMN engine)
20 | * A user task so that humans can approve customer orders (or not)
21 | * A service task that executes glue code to call the REST API of a CRM system
22 |
23 | The process solution is a Maven project and contains:
24 |
25 | * The onboarding process model as BPMN
26 | * Source code to provide a REST endpoint for clients
27 | * Java code to do the customer scoring
28 | * Glue code to implement the REST call to the CRM system
29 | * Fake for CRM system providing a REST API that can be called (to allow running this example self-contained)
30 |
31 |
32 | # How To Run
33 |
34 |
35 |
36 | ## Create Camunda Platform 8 Cluster
37 |
38 | The easiest way to try out Camunda is to create a cluster in the SaaS environment:
39 |
40 | * Login to https://camunda.io/ (you can create an account on the fly)
41 | * Create a new cluster
42 | * Create a new set of API client credentials
43 | * Copy the client credentials into `src/main/resources/application.properties`
44 |
45 |
46 | ## Run Spring Boot Java Application
47 |
48 | The application will deploy the process model during startup
49 |
50 | `mvn package exec:java`
51 |
52 |
53 | ## Play
54 |
55 | You can easily use the application by requesting a new customer onboarding posting a PUT REST request to
56 |
57 | `curl -X PUT http://localhost:8080/customer`
58 |
59 | You can now see the process instance in Camunda Operate - linked via the Cloud Console.
60 |
61 | You can work on the user task using Camunda Tasklist, also linked via the Cloud Console.
62 |
63 |
64 |
65 | # Extended Process
66 |
67 | There is also an extended process model that adds some more tasks in the process:
68 |
69 | 
70 |
71 | You can find that in another repository on GitHub: https://github.com/berndruecker/customer-onboarding-camundacloud-springboot-extended
--------------------------------------------------------------------------------
/pom.xml:
--------------------------------------------------------------------------------
1 |
2 |
4 | 4.0.0
5 |
6 | io.berndruecker
7 | customer-onboarding-camunda-8-springboot
8 | 0.0.1-SNAPSHOT
9 |
10 | Customer Onboarding Example Using Camunda 8 and Spring Boot
11 |
12 |
13 | 17
14 | 17
15 | 3.1.5
16 | 8.3.0
17 |
18 |
19 |
20 |
21 |
22 | org.springframework.boot
23 | spring-boot-dependencies
24 | ${spring.boot.version}
25 | pom
26 | import
27 |
28 |
29 |
30 |
31 |
32 |
33 | org.springframework.boot
34 | spring-boot-starter-webflux
35 |
36 |
37 | io.camunda
38 | zeebe-client-java
39 | ${zeebe.version}
40 |
41 |
42 | io.camunda
43 | spring-zeebe-starter
44 | ${zeebe.version}
45 |
46 |
47 |
48 | org.springframework.boot
49 | spring-boot-starter-test
50 | test
51 |
52 |
53 | org.junit.vintage
54 | junit-vintage-engine
55 |
56 |
57 |
58 |
59 | io.camunda.spring
60 | spring-boot-starter-camunda-test
61 | ${zeebe.version}
62 | test
63 |
64 |
65 |
66 |
67 |
68 | org.webjars
69 | jquery
70 | 3.6.1
71 |
72 |
73 |
74 |
75 |
76 |
77 | org.springframework.boot
78 | spring-boot-maven-plugin
79 |
80 |
81 | org.apache.maven.plugins
82 | maven-surefire-plugin
83 |
84 |
85 | org.codehaus.mojo
86 | exec-maven-plugin
87 |
88 | io.berndruecker.onboarding.customer.CustomerOnboardingSpringbootApplication
89 |
90 |
91 |
92 |
93 |
94 |
95 |
--------------------------------------------------------------------------------
/src/test/java/io/berndruecker/onboarding/customer/TestCustomerOnboardingProcess.java:
--------------------------------------------------------------------------------
1 | package io.berndruecker.onboarding.customer;
2 |
3 | import io.berndruecker.onboarding.customer.rest.CustomerOnboardingRestController;
4 | import io.camunda.zeebe.client.ZeebeClient;
5 | import io.camunda.zeebe.client.api.response.ActivatedJob;
6 | import io.camunda.zeebe.process.test.api.ZeebeTestEngine;
7 | import io.camunda.zeebe.process.test.inspections.InspectionUtility;
8 | import io.camunda.zeebe.process.test.inspections.model.InspectedProcessInstance;
9 | import io.camunda.zeebe.spring.test.ZeebeSpringTest;
10 | import org.junit.jupiter.api.BeforeEach;
11 | import org.junit.jupiter.api.Test;
12 | import org.springframework.beans.factory.annotation.Autowired;
13 | import org.springframework.boot.test.context.SpringBootTest;
14 | import org.springframework.http.HttpMethod;
15 | import org.springframework.http.MediaType;
16 | import org.springframework.test.web.client.MockRestServiceServer;
17 | import org.springframework.web.client.RestTemplate;
18 |
19 | import java.time.Duration;
20 | import java.util.Collections;
21 | import java.util.HashMap;
22 | import java.util.List;
23 | import java.util.Map;
24 | import java.util.concurrent.TimeoutException;
25 |
26 | import static io.camunda.zeebe.process.test.assertions.BpmnAssert.assertThat;
27 | import static io.camunda.zeebe.protocol.Protocol.USER_TASK_JOB_TYPE;
28 | import static io.camunda.zeebe.spring.test.ZeebeTestThreadSupport.waitForProcessInstanceCompleted;
29 | import static org.junit.jupiter.api.Assertions.assertEquals;
30 | import static org.junit.jupiter.api.Assertions.assertTrue;
31 | import static org.springframework.test.web.client.match.MockRestRequestMatchers.method;
32 | import static org.springframework.test.web.client.match.MockRestRequestMatchers.requestTo;
33 | import static org.springframework.test.web.client.response.MockRestResponseCreators.withSuccess;
34 |
35 | @SpringBootTest(webEnvironment = SpringBootTest.WebEnvironment.NONE)
36 | @ZeebeSpringTest
37 | public class TestCustomerOnboardingProcess {
38 |
39 | @Autowired
40 | private CustomerOnboardingRestController customerOnboardingRestController;
41 |
42 | @Autowired
43 | private RestTemplate restTemplate;
44 |
45 | private MockRestServiceServer mockRestServer;
46 |
47 | @BeforeEach
48 | public void init() {
49 | // Class level @AutoConfigureMockRestServiceServer does not work for me, so initializing it manually
50 | mockRestServer = MockRestServiceServer.createServer(restTemplate);
51 | }
52 |
53 | @Test
54 | public void testAutomaticOnboarding() throws Exception {
55 | // Define expectations on the REST calls
56 | // 1. http://localhost:8080/crm/customer
57 | mockRestServer
58 | .expect(requestTo("http://localhost:8080/crm/customer")) //
59 | .andExpect(method(HttpMethod.PUT))
60 | .andRespond(withSuccess("{\"customerId\": \"12345\"}", MediaType.APPLICATION_JSON));
61 |
62 | // given a REST call
63 | customerOnboardingRestController.onboardCustomer();
64 |
65 | // Retrieve process instances started because of the above call
66 | InspectedProcessInstance processInstance = InspectionUtility.findProcessInstances().findLastProcessInstance().get();
67 |
68 | // We expect to have a user task
69 | waitForUserTaskAndComplete("TaskApproveCustomerOrder", Collections.singletonMap("approved", true));
70 |
71 | // Now the process should run to the end
72 | waitForProcessInstanceCompleted(processInstance, Duration.ofSeconds(10));
73 |
74 | // Let's assert that it passed certain BPMN elements (more to show off features here)
75 | assertThat(processInstance)
76 | .hasPassedElement("EndEventProcessed")
77 | .isCompleted();
78 |
79 | // And verify it caused the right side effects on the REST endpoints
80 | mockRestServer.verify();
81 | }
82 |
83 | /**
84 | * This code should eventually be provided by spring-zeebe-test
85 | */
86 |
87 | @Autowired
88 | private ZeebeTestEngine zeebeTestEngine;
89 | @Autowired
90 | private ZeebeClient zeebeClient;
91 |
92 | public void waitForUserTaskAndComplete(String userTaskId) throws InterruptedException, TimeoutException {
93 | waitForUserTaskAndComplete(userTaskId, new HashMap<>());
94 | }
95 |
96 | public void waitForUserTaskAndComplete(String userTaskId, Map variables) throws InterruptedException, TimeoutException {
97 | // Let the workflow engine do whatever it needs to do
98 | zeebeTestEngine.waitForIdleState(Duration.ofSeconds(10));
99 |
100 | // Now get all user tasks
101 | List jobs = zeebeClient.newActivateJobsCommand().jobType(USER_TASK_JOB_TYPE).maxJobsToActivate(1).workerName("waitForUserTaskAndComplete").send().join().getJobs();
102 |
103 | // Should be only one
104 | assertTrue(jobs.size()>0, "Job for user task '" + userTaskId + "' does not exist");
105 | ActivatedJob userTaskJob = jobs.get(0);
106 | // Make sure it is the right one
107 | if (userTaskId!=null) {
108 | assertEquals(userTaskId, userTaskJob.getElementId());
109 | }
110 |
111 | // And complete it passing the variables
112 | if (variables!=null && variables.size()>0) {
113 | zeebeClient.newCompleteCommand(userTaskJob.getKey()).variables(variables).send().join();
114 | } else {
115 | zeebeClient.newCompleteCommand(userTaskJob.getKey()).send().join();
116 | }
117 | }
118 |
119 |
120 | }
121 |
--------------------------------------------------------------------------------
/src/main/resources/customer-onboarding.bpmn:
--------------------------------------------------------------------------------
1 |
2 |
3 |
4 |
5 | {
6 | "components": [
7 | {
8 | "label": "Some Input ",
9 | "type": "textfield",
10 | "id": "Field_1b2m8b7",
11 | "key": "someInput",
12 | "description": "Typically useful details about the application :-)",
13 | "disabled": true
14 | },
15 | {
16 | "label": "Customer Score",
17 | "type": "textfield",
18 | "id": "Field_1fkt9v4",
19 | "key": "score",
20 | "disabled": true,
21 | "description": "Score derrived for this customer from out great scoring service"
22 | },
23 | {
24 | "label": "Automatic Processing?",
25 | "type": "checkbox",
26 | "id": "Field_1n7851c",
27 | "key": "automaticProcessing",
28 | "description": "Can this application be processed automatically without further manual interaction?"
29 | }
30 | ],
31 | "type": "default",
32 | "id": "Form_0w8g0i0",
33 | "executionPlatform": "Camunda Cloud",
34 | "executionPlatformVersion": "8.0.0",
35 | "exporter": {
36 | "name": "Camunda Modeler",
37 | "version": "5.2.0"
38 | },
39 | "schemaVersion": 4
40 | }
41 |
42 |
43 |
44 |
45 |
46 |
47 |
48 | Flow_015dit6
49 |
50 |
51 |
52 |
53 |
54 | Flow_015dit6
55 | Flow_0cxim98
56 |
57 |
58 | Flow_182g5kj
59 | SequenceFlowOrderAcceptedNo
60 | SequenceFlowOrderAcceptedYes
61 |
62 |
63 | SequenceFlowOrderAcceptedNo
64 |
65 |
66 | =(automaticProcessing = false)
67 |
68 |
69 | =( automaticProcessing=true )
70 |
71 |
72 | Flow_0y7x6do
73 |
74 |
75 |
76 |
77 |
78 |
79 | SequenceFlowOrderAcceptedYes
80 | Flow_0y7x6do
81 |
82 |
83 |
84 |
85 |
86 |
87 | Flow_0cxim98
88 | Flow_182g5kj
89 |
90 |
91 |
92 |
93 |
94 |
95 |
96 |
97 |
98 |
99 |
100 |
101 |
102 |
103 |
104 |
105 |
106 |
107 |
108 |
109 |
110 |
111 |
112 |
113 |
114 |
115 |
116 |
117 |
118 |
119 |
120 |
121 |
122 |
123 |
124 |
125 |
126 |
127 |
128 |
129 |
130 |
131 |
132 |
133 |
134 |
135 |
136 |
137 |
138 |
139 |
140 |
141 |
142 |
143 |
144 |
145 |
146 |
147 |
148 |
149 |
150 |
151 |
152 |
153 |
154 |
155 |
156 |
157 |
158 |
159 |
160 |
161 |
162 |
--------------------------------------------------------------------------------
/LICENSE:
--------------------------------------------------------------------------------
1 | Apache License
2 | Version 2.0, January 2004
3 | http://www.apache.org/licenses/
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35 |
36 | ## Create Camunda Platform 8 Cluster
37 |
38 | The easiest way to try out Camunda is to create a cluster in the SaaS environment:
39 |
40 | * Login to https://camunda.io/ (you can create an account on the fly)
41 | * Create a new cluster
42 | * Create a new set of API client credentials
43 | * Copy the client credentials into `src/main/resources/application.properties`
44 |
45 |
46 | ## Run Spring Boot Java Application
47 |
48 | The application will deploy the process model during startup
49 |
50 | `mvn package exec:java`
51 |
52 |
53 | ## Play
54 |
55 | You can easily use the application by requesting a new customer onboarding posting a PUT REST request to
56 |
57 | `curl -X PUT http://localhost:8080/customer`
58 |
59 | You can now see the process instance in Camunda Operate - linked via the Cloud Console.
60 |
61 | You can work on the user task using Camunda Tasklist, also linked via the Cloud Console.
62 |
63 |
64 |
65 | # Extended Process
66 |
67 | There is also an extended process model that adds some more tasks in the process:
68 |
69 | 
70 |
71 | You can find that in another repository on GitHub: https://github.com/berndruecker/customer-onboarding-camundacloud-springboot-extended
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/pom.xml:
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1 |
2 |