People ask for a purchase, an expense or leave. An approver says yes or no, and the team hears of it on Slack.
For a team of 5 to 50 with purchase, expense or leave requests.
Slack messages
ResendStart the requests and approvals blueprint on Typestate
Asked you for the Slack channel of your approvers and the address your emails come from.
Started Requests and approvals: 2 record types, 6 web endpoints.
7 actions are compiling.
Deployed to Sandbox. Try it at your Sandbox address.
Each step has 3 parts: who starts it, how it reaches your backend, and the action that answers.
The rule you will want to change first
Nobody decides their own request, so a second person looks at every one.
It lives in the action Approve a Request. Tell your agent how you want it instead: one sentence changes, and you read the change before it goes Live.
The map shows the records it keeps, the actions it runs and the services it calls.
What it keeps
What it does
What it reaches
One request, with who asked, what for, and where it stands.
A team member sees only their own requests. An approver sees and changes all of them.
Each decision on a request: who made it, and why.
Decisions are kept and never changed.
Open an action to read its steps: each sentence, with the calls that do it under it.
From the webPOST /requests
Kindone of purchase, expense, leave, needed
Titletext, needed
AmountMoney, optional
Detailstext, optional
First daya date, optional
Last daya date, optional
When the kind is leave and no first day was given, refuse with "Name the first day of the leave".
When input.kind is "leave"
and input.first_day is not given
Refuse "Name the first day of the leave"
When the kind is purchase or expense and no amount was given, refuse with "Name the amount".
When input.kind is one of "purchase" or "expense"
and input.amount is not given
Refuse "Name the amount"
Create a Request with person_id set to the signed-in person, email set to the address they signed in with, the given kind, title, amount, details, first day and last day, and state set to waiting.
Add a Request
set amount to input.amount
set details to input.details
set email to caller.email
set first_day to input.first_day
set kind to input.kind
set last_day to input.last_day
set person_id to caller.id
set state to "waiting"
set title to input.title
Post the request in the approvers' Slack channel, with its kind, its title and the address of the person who asked.
Ask Slack to Post Message
channel is the setting SLACK_CHANNEL
text is "New input.kind request from caller.email: input.title"
Answer with that Request's id and state.
Answer
id is request.id
state is request.state
From the webPOST /requests/approve
Request IDtext, needed
Notetext, optional
When the signed-in person is not an approver, refuse with "Only an approver decides".
When not (caller.role is "approver")
Refuse "Only an approver decides"
Find the Request whose id is the given request id.When none matches, refuse with "No such request".
request is
Find the first Request where
id is input.request_id
when none refuse "No such request"
When that Request's state is not waiting, refuse with "This request is already decided".
When request.state is not "waiting"
Refuse "This request is already decided"
When that Request is the signed-in person's own, refuse with "Nobody decides their own request".
A second person looks at every request, so nobody approves their own spending.
When request.person_id is caller.id
Refuse "Nobody decides their own request"
Change that Request's state to approved.
Change the Request where
id is request.id
set state to "approved"
Create a Decision with request_id set to that Request's id, decision set to approved, decided_by set to the signed-in person's address, and note set to the given note.
Add a Decision
set decided_by to caller.email
set decision to "approved"
set note to input.note
set request_id to request.id
Email that Request's address with the subject "Your request was approved", naming its title and the note.
Send an email
to request.email
template "Approve a Request Email"
note the given note, or else ""
title request.title
Answer with that Request's id and the state approved.
Answer
id is request.id
state is "approved"
From the webPOST /requests/reject
Request IDtext, needed
Notetext, needed
When the signed-in person is not an approver, refuse with "Only an approver decides".
When not (caller.role is "approver")
Refuse "Only an approver decides"
Find the Request whose id is the given request id.When none matches, refuse with "No such request".
request is
Find the first Request where
id is input.request_id
when none refuse "No such request"
When that Request's state is not waiting, refuse with "This request is already decided".
When request.state is not "waiting"
Refuse "This request is already decided"
When that Request is the signed-in person's own, refuse with "Nobody decides their own request".
A second person looks at every request, so nobody approves their own spending.
When request.person_id is caller.id
Refuse "Nobody decides their own request"
Change that Request's state to rejected.
Change the Request where
id is request.id
set state to "rejected"
Create a Decision with request_id set to that Request's id, decision set to rejected, decided_by set to the signed-in person's address, and note set to the given note.
Add a Decision
set decided_by to caller.email
set decision to "rejected"
set note to input.note
set request_id to request.id
Email that Request's address with the subject "Your request was not approved", naming its title and the note.
Send an email
to request.email
template "Reject a Request Email"
note the given note, or else ""
title request.title
Answer with that Request's id and the state rejected.
Answer
id is request.id
state is "rejected"
From the webPOST /requests/paid
Request IDtext, needed
When the signed-in person is not an approver, refuse with "Only an approver decides".
When not (caller.role is "approver")
Refuse "Only an approver decides"
Find the Request whose id is the given request id.When none matches, refuse with "No such request".
request is
Find the first Request where
id is input.request_id
when none refuse "No such request"
When that Request is leave, or its state is not approved, refuse with "Only an approved purchase or expense is paid".
When request.kind is "leave"
or request.state is not "approved"
Refuse "Only an approved purchase or expense is paid"
Change that Request's state to paid.
Change the Request where
id is request.id
set state to "paid"
Create a Decision with request_id set to that Request's id, decision set to paid, and decided_by set to the signed-in person's address.
Add a Decision
set decided_by to caller.email
set decision to "paid"
set request_id to request.id
Email that Request's address with the subject "Your request was paid", naming its title and its amount, or no amount when the Request has none.
Send an email
to request.email
template "Mark a Request Paid Email"
amount the request's amount as the text of money when the request's amount holds a value, otherwise "no amount"
title request.title
Answer with that Request's id and the state paid.
Answer
id is request.id
state is "paid"
From the webGET /requests/mine
Nothing. It needs no input.
Find up to 100 Requests whose person_id is the signed-in person, newest first.
own is
Find Requests where
person_id is caller.id
sorted by created_at, highest first
Answer with each Request's id, kind, title, amount, first and last day, state, email and the time it was asked.
Answer
requests is
each request of own as
amount is request.amount
asked_at is request.created_at
email is request.email
first_day is request.first_day
id is request.id
kind is request.kind
last_day is request.last_day
state is request.state
title is request.title
From the webGET /requests/waiting
Nothing. It needs no input.
When the signed-in person is not an approver, refuse with "Only an approver decides".
When not (caller.role is "approver")
Refuse "Only an approver decides"
Find up to 100 Requests whose state is waiting, oldest first.
waiting is
Find Requests where
state is "waiting"
sorted by created_at, lowest first
Answer with each Request's id, kind, title, amount, first and last day, state, email and the time it was asked.
Answer
requests is
each request of waiting as
amount is request.amount
asked_at is request.created_at
email is request.email
first_day is request.first_day
id is request.id
kind is request.kind
last_day is request.last_day
state is request.state
title is request.title
A timer, every weekday at 09:00, Berlin time
Nothing. It needs no input.
Count the Requests whose state is waiting and that were asked more than 48 hours ago.When there is none, stop.
late is
Count Requests where
created_at is before now - 48 hours
state is "waiting"
When late is 0
Answer
Post in the approvers' Slack channel that this many requests from the signed-in person wait more than 2 days for a decision.
Ask Slack to Post Message
channel is the setting SLACK_CHANNEL
text is "late as a number requests from caller.email wait more than 2 days for a decision."
People sign up and sign in with an email address and a password, or with a provider you add, such as Google. The roles are approver, and the first person to sign in is the approver.
| What it does | Who may call | Address |
|---|---|---|
| A signed-in team member asks. | a signed-in person | POST /requests |
| A team member reads their own requests. | a signed-in person | GET /requests/mine |
| An approver reads what waits. | a signed-in person | GET /requests/waiting |
| An approver says yes. | a signed-in person | POST /requests/approve |
| An approver says no. | a signed-in person | POST /requests/reject |
| An approver marks a request paid. | a signed-in person | POST /requests/paid |
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7 actionsEach sale and delivery moves the stock, and the owner gets one email when a product runs low.
5 actionsPeople join a waiting list from your page, and each friend they bring moves them up.
4 actions