Automation — Production Guide

Licensing

• Catalog slug: automation
• Billable marketplace add-on (is_default_included: false, is_billable: true)
• Catalog version: 1.9.0 (if/else branches — 1.9.0 readiness; generate_order Purchase Order 1.8.0 — 1.8.0 readiness; WhatsApp PDF auto-send 1.7.0 — readiness; email auto_send 1.6.0; WhatsApp interactive + generate draft 1.5.0)
• Initial price: $29 / month, $290 / year (same tier as Branded)
• Workspaces must install from Marketplace; migrate does not auto-install

Bootstrap

Data migrations (production-safe):

1. register_automation_module — DefaultModuleRegistrar::ensureModule
2. add_automation_permissions — TenantPermissionSynchronizer::grantMissingDefaultRolePermissions
3. Schema: automation_workflows, automation_triggers, automation_conditions, automation_actions, automation_runs, automation_logs

Keep CatalogSeeder in sync for local/CI fresh DBs only.

Queue & scheduler

Worker / command	Purpose
php artisan queue:work redis --queue=automations,emails,whatsapp-outbound,default --sleep=1 --tries=3 --timeout=90 --max-time=3600	Execute workflow actions (include automations before default; whatsapp-outbound for PDF auto-send)
automation:dispatch-schedules	Every minute, withoutOverlapping(5), onOneServer — due schedule triggers

Shared cache driver required for onOneServer() locks. Schedule matching uses a 90-second window after the configured H:i (workspace timezone) and skips a workflow that already has a schedule run in the last 2 minutes.

Outbound webhooks

• Action type webhook posts JSON with optional HMAC (X-EloSync-Signature) from the action secret or AUTOMATION_WEBHOOK_SECRET / services.automation.webhook_secret.
• SSRF guard: http/https only; loopback, .local / .localhost, and private/reserved IPs are rejected. Connect timeout 5s, request timeout 15s, retry twice.
• Job ExecuteAutomationRunJob::failed() marks the run failed after retries so Runs UI does not stay on running.

Monitoring

• Run status: pending / running / completed / failed / skipped / cancelled
• Step detail in automation_logs
• Platform audit on workflow CRUD (via PlatformAuditService)
• Spatie activity log on AutomationWorkflow

Deploy checklist

1. php artisan migrate --force (Automation schema + catalog + permission grants). Do not db:seed.
2. Deploy Backend + Frontend
3. Start / update queue workers to include automations (Forge daemon or Cloud background process)
4. Confirm scheduler runs automation:dispatch-schedules
5. Optional: set AUTOMATION_WEBHOOK_SECRET for default webhook HMAC when actions omit a secret
6. Smoke: Marketplace install → create from template → activate → manual run → Runs page shows completed/failed with logs

Full go-live checklist: Automation production readiness.
Related-context PATCH (1.1.1): Automation related-context production readiness.
Cross-module triggers MINOR (1.3.0): Automation 1.3.0 production readiness — sole IntegrationEventDispatcher fan-out; installed-module catalog gating; expanded trigger/template coverage.
create_project MINOR (1.4.0): Automation create_project production readiness.
WhatsApp interactive + generate quotation/invoice MINOR (1.5.0): Automation 1.5.0 production readiness — send_whatsapp_interactive, generate_quotation (requires opportunity_id), generate_invoice (draft only, no auto-send).
Document email auto-send MINOR (1.6.0): 1.6.0 readiness.
WhatsApp document auto-send MINOR (1.7.0): 1.7.0 readiness — Horizon whatsapp-outbound + open 24h CS window.
generate_order Purchase Order MINOR (1.8.0): 1.8.0 readiness.
If/else branches MINOR (1.9.0): 1.9.0 readiness.