feat: cal.ai form triggers #4 (#23587)

* add trigger

* small fixes

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* feat: lang support

* fix: type errors

* feat: select voice agent

* refactor: address feedback

* refactor: address feedback

* refactor: missing import

* fix: types

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* feat: add inbound calls

* chore: formatting

* chore

* feat: finish inbound call

* chore: formatting

* fix: update bug

* fix: types

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* refactor: Agent Configuration Sheet (#23930)

* refactor: agent configuration sheet

* chore: use default phone numbre

* refactor: improvements

* refactor: improvements

* fix: types

* fix: feedback

* fix bug with key

* chore:

* fix: feedback

* fix: prompt

* add comments

* fix: review

* fix: review

* refactor: class

* refactor: class

* fix test

* allow cal ai action on form triggers

* move any reusable code to scheduleAIPhoneCall

* add missing await

* use predefined FormSubmissionData type

* add .trim() to sms message

* pass contextData instead

* finish base setup

* add missing trigger in update-workflow.input.ts

* allow cal.ai action for form triggers in handler

* chore: add support for form workflows on api v2

* fixup! chore: add support for form workflows on api v2

* ai phone call on form submissions (WIP)

* use existing type for Option array

* pass chosen event type id

* refactor: rename

* Update apps/web/public/static/locales/en/common.json

* Update apps/web/public/static/locales/en/common.json

* add missing imports

* chore: update set value

* fix: remove index

* fix: type error

* fix: update tetss

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* fix: use logger

* chore: handle workflows api v2

* chore: handle workflows api v2, split in 2 endpoints

* fix workflow step creation

* remove connect agent and fixes types

* add type to workflow

* chore: use workflow type in apiv2 WorkflowsOutputService

* update worklfow type on update

* chore: use workflow type in apiv2 WorkflowsOutputService

* fix template body for torm trigger

* some UI fixes for email subject/body

* resetting email body when changing form triggers

* use type field to query workflows

* clean up all old active on values

* remove responseId from all funciton calls

* remove undefined from updateTemplate

* refactor: don't use static

* fix: type

* refactor: split routing form and event-type workflows code

* refactor: split routing form and event-type workflows code

* fix template  text when adding action

* chore: don't rename WorkflowActivationDto to avoid ci blocking

* refine update schedule to use only allowed actions

* fix type error

* don't allow whatsapp action with form trigger

* fix type error

* return early if activeOn array is empty

* fix: from step type in BaseFormWorkflowStepDto

* fixup! fix: from step type in BaseFormWorkflowStepDto

* api v2 updates

* move all prisma calls to repository (service/workflows.ts)

* use FORM_TRIGGER_WORKFLOW_EVENTS for form queries

* use userRepository

* use FORM_TRIGGER_WORKFLOW_EVENTS in isFormTrigger

* code clean up

* code clean up

* use repository functions in formSubmissionValidation.ts

* fix: schema

* refactor:

* remove action check in update handler

* add event type selection

* event type selector improvements

* adjust update.handler

* set outboundEventTypeId

* add back trpc  import

* fix agent repository functions

* clean up

* fix bugs caused by merge

* pass eventTypeId to updateToolsFromAgentId

* add migration for outboundEventTypeId

* add SMS actions to allowed form action constants

* add cal ai to allowed form actions

* pick correct event type for web call

* pass correct routed event type id

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

* fix failing test

* improve error message

* remove unused imports

* chore: handle sms step action for form worklfow in dtos

* fix typo

* missing missing newStep

* minor fixes

* remove changes

* add routedEventTypeId

* fix type error

* fix type error

* fix typ error in executAPIPhoneCall.tsx

* add back inboundEventTypeId

* remove console.log

* remove outdated code

* small fixes

* don't throw error for missing phone number

* add  back filtered triggerOptions

* fix eventTypeId in testCall handler

* fix type error

* update migration

* fix trigger is not defined

* convert eventTypeId to string

* only use outboundEventTypeId for FORM_SUBMITTED trigger

* show toast when no event type selected

* fix type errors

* add missing translation

* fix type error

* remove callType

* fix tests

* small fixes

* clean up AgentConfigurationSheet

* remove EventTypeSelector file

* code clean up

* clean up

* clean up

* use resusable function for TestPhoneCallDialog and WebCallDialog

* rename result

* fix types for event type id

* use repository runction in workflowReminder.ts

* fix type error

* pass eventTypeIds correctly

* fix typo

* Update apps/web/public/static/locales/en/common.json

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>

* use watch instead of getValues

* change to  z.record(z.unknown()) instead of any()

* fix type of eventTypeId

* check permissinon for outBoundEventTypeId

* add isNaN check

* improve function name

* update tools when outbound agent event type id changes

* pass missing outboundEventTypeId

* update migration

* fix test

* remove cal-ai step from test

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Udit Takkar <udit222001@gmail.com>
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Benny Joo <sldisek783@gmail.com>
Co-authored-by: cal.com <morgan@cal.com>
Co-authored-by: Morgan <33722304+ThyMinimalDev@users.noreply.github.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
This commit is contained in:
Carina Wollendorfer
2025-11-11 15:24:31 +02:00
committed by GitHub
co-authored by Udit Takkar CarinaWolli Udit Takkar Benny Joo cal.com Morgan Peer Richelsen
parent a73b804d48
commit 9e1e50e90b
41 changed files with 936 additions and 327 deletions
@@ -1,5 +1,6 @@
import { z } from "zod";
import type { FORM_SUBMITTED_WEBHOOK_RESPONSES } from "@calcom/app-store/routing-forms/lib/formSubmissionUtils";
import { scheduleWorkflowReminders } from "@calcom/ee/workflows/lib/reminders/reminderScheduler";
import type { Workflow } from "@calcom/ee/workflows/lib/types";
import logger from "@calcom/lib/logger";
@@ -11,7 +12,8 @@ const log = logger.getSubLogger({ prefix: ["[tasker] triggerFormSubmittedNoEvent
export const ZTriggerFormSubmittedNoEventWorkflowPayloadSchema = z.object({
responseId: z.number(),
responses: z.any(),
responses: z.record(z.unknown()),
routedEventTypeId: z.number().nullable().optional(),
form: z.object({
id: z.string(),
userId: z.number(),
@@ -30,13 +32,21 @@ export const ZTriggerFormSubmittedNoEventWorkflowPayloadSchema = z.object({
});
export async function triggerFormSubmittedNoEventWorkflow(payload: string): Promise<void> {
const { responseId, form, responses, smsReminderNumber, hideBranding, workflow, submittedAt } =
ZTriggerFormSubmittedNoEventWorkflowPayloadSchema.parse(JSON.parse(payload));
const {
responseId,
form,
responses,
smsReminderNumber,
hideBranding,
workflow,
submittedAt,
routedEventTypeId,
} = ZTriggerFormSubmittedNoEventWorkflowPayloadSchema.parse(JSON.parse(payload));
const shouldTrigger = await shouldTriggerFormSubmittedNoEvent({
formId: form.id,
responseId,
responses,
responses: responses as FORM_SUBMITTED_WEBHOOK_RESPONSES,
submittedAt,
});
@@ -46,8 +56,9 @@ export async function triggerFormSubmittedNoEventWorkflow(payload: string): Prom
await scheduleWorkflowReminders({
smsReminderNumber,
formData: {
responses,
responses: responses as FORM_SUBMITTED_WEBHOOK_RESPONSES,
user: { email: form.user.email, timeFormat: form.user.timeFormat, locale: form.user.locale ?? "en" },
routedEventTypeId: routedEventTypeId ?? null,
},
hideBranding,
workflows: [workflow as Workflow],