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Introduction to Zuora Workflow Manager

Zuora Workflow Manager is a web application built with Laravel 12 and Filament 4.2 that simplifies Zuora workflow management through a modern and intuitive administrative interface. Dashboard Overview

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Why Zuora Workflow Manager?

Managing Zuora workflows can be complex, especially when working with:
  • Multiple customer organizations
  • Manual data synchronization
  • Limited workflow visualization
  • Lack of automation
Zuora Workflow Manager solves these problems by providing:

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1. Automatic synchronization

  • Scheduled sync every hour (configurable)
  • Manual on-demand sync via UI
  • Background processing with queues
  • Automatic retry on errors

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2. Multi-tenant

  • Management of multiple customer organizations
  • Separate Zuora credentials for each customer
  • Complete data isolation
  • Security with credential encryption

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3. Advanced visualization

  • Rich and responsive Filament dashboard
  • Graphical workflow visualization
  • Complete task details
  • JSON workflow export

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4. Task management

  • Automatic task extraction from JSON
  • Advanced filters by type, priority, and status
  • Detailed visualization with slide-over
  • Relationships between tasks and workflows

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Architecture

The application is built following SOLID principles and uses:

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Service layer

  • ZuoraService: OAuth 2.0 authentication and API call management
  • WorkflowSyncService: Workflow synchronization orchestration
  • OAuthService: Google OAuth integration for login

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Models

  • Customer: Organizations with Zuora credentials
  • Workflow: Workflows synchronized from Zuora
  • Task: Tasks extracted from workflows
  • User: Application users with RBAC

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Background jobs

  • SyncCustomersJob: Job for customer workflow synchronization
  • Retry logic with exponential backoff
  • Progress tracking with Moox Jobs

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Filament resources

  • CustomerResource: Customer management
  • WorkflowResource: Workflow visualization
  • TaskResource: Task management
  • UserResource: User management
  • RoleResource: Role and permission management

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Typical workflow

  1. Initial setup
    • Installation with Lando
    • Environment configuration
    • Admin account creation
  2. Customer configuration
    • Add customer in UI
    • Enter Zuora credentials (Client ID, Secret, Base URL)
    • Credential validation
  3. Workflow synchronization
    • Click “Sync Workflows” in UI
    • Job queued for background processing
    • Download workflows from Zuora API
    • Save to local database
    • Automatic task extraction
  4. Visualization and management
    • Navigate workflows in dashboard
    • Advanced filters and search
    • Graphical visualization
    • JSON export
    • Task details
  5. Monitoring
    • Moox Jobs dashboard for job status
    • Application logs for troubleshooting
    • System health check

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Technologies used

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Backend

  • Laravel 12: Modern PHP framework
  • PHP 8.4: Latest PHP version
  • MariaDB 11.4: Relational database
  • Redis 7.0: Cache and queues

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Frontend

  • Filament 4.2: Admin panel framework
  • Tailwind CSS 4: Utility-first CSS
  • Alpine.js: Lightweight JavaScript framework
  • @joint/layout-directed-graph: Graph visualization

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DevOps

  • Lando: Containerized development environment
  • Docker: Containerization
  • GitHub Actions: CI/CD
  • Vite 7: Modern build tool

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Key packages

  • Filament Shield: RBAC for Filament
  • Spatie Laravel Settings: Settings management
  • Moox Jobs: Job monitoring
  • Filament Socialite: OAuth login

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Next steps

Requirements

Check system requirements

Installation

Install the application

Configuration

Configure the environment

First use

Start using the application