uipath/processmining-devkit-connector

Template to quick start the development of a new connector containing a simple procurement example on how to write transformations.

Devkit connector

The devkit connector describes the standardized format of UiPath Process Mining connectors that are developed with dbt. Use this template to quick start the development of a new connector. Before developing a new connector, please read the dbt introduction.

A UiPath Process Mining connector is part of the Connector & App Framework. For information about the framework, see the UiPath documentation. Here you can also find information about what is expected from a UiPath Process Mining connector and how to work with dbt.

Example

The devkit connector contains a simple procurement example on how to write transformations in a dbt project. The example dbt project can be found in the transformations folder. The input data and the process are artificial and simplified compared to a real procurement process. The structure of the dbt project is the advised structure to have in any connector.

Process description

The entities that are involved in this process are purchase orders and invoices. A purchase order is created in the system after which it needs two approvals before it can be executed. Once the invoice for the order is received, the invoice is entered into the system. The invoice contains the price, the payment due date, and the payment timestamp. Until the payment is done, the payment timestamp on the invoice is empty. Once the payment is done, the payment timestamp is updated.

Data model

The goal of every connector is to transform raw input data into a data model for process mining. The data model describes the tables and fields of the output which can be used by a specific process mining app. This example project transforms the input data to the TemplateOne data model in which the purchase orders function as the cases.

The raw input data is split over six .csv files and can be found in the sample_data folder. Import the files in your database to run the transformations on this sample data. See the comments in the transformations on how the raw input data is transformed to the data model.

Folder structure

The example dbt project contains the following:

• macros\: functions to use in the dbt project that are not included in the pm-utils package.
• models\: the transformations of the example project in the advised structure of a connector.
  • Frequently_used_transforms.sql: example query with frequently used transformations.
  • Multiple_databases_support.sql: example query to illustrate multiple databases support.
• seeds\: .csv files containing a mapping for static data.
• dbt_project.yml: by this file dbt knows the directory is a dbt project. It contains configurations for your project.
• packages.yml: lists the packages used in this dbt project. The example project uses the pm-utils package and can be installed by running the command dbt deps.

The files .sqlfluff and .sqlfluffignore contain configuration on the SQL linter SQLFluff, which checks the SQL on style guidelines.

Tests

The example project includes tests to validate the transformations. The implemented tests can be found in the models\schema folder. Some tests are offered out of the box by dbt and others are from the pm-utils package.

Multiple databases support

For an illustration on how a dbt project can run on multiple databases, see Multiple_databases_support.sql. The Jinja language allows to define which lines of code should end up in the compiled query. Based on the value of target.type either the code for SQL Server or for Snowflake is used. This functionality can best be implemented in macros for readability of the transformations. Some useful functions are implemented in the pm-utils package.