Commit Graph
11 Commits
Author SHA1 Message Date
d7fc11df5e feat: use form responses as workflow variables (#24716)
* 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

* custom variables from form responses

* remove comment

* 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

* add tests

* fixes for custom variables

* improve test

* update tools when outbound agent event type id changes

* handle undefined eventDate in customTemplate

* add info how to use form responses as variables

* rename responses to routingFormResponses

* remove cal ai from allowed steps api v2

* remove old migration file

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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>
2025-11-13 15:34:44 +00:00
Amit SharmaGitHubamit@cal.com <samit91848@gmail.com>coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Carina Wollendorfer
3bbba9c6cb feat: add 5 new workflow triggers for booking events (#23068)
* feat: add 5 new workflow triggers for booking events

- Add BOOKING_REJECTED, BOOKING_REQUESTED, BOOKING_PAYMENT_INITIATED, BOOKING_PAID, BOOKING_NO_SHOW_UPDATED to WorkflowTriggerEvents enum
- Update workflow constants to include new trigger options
- Implement workflow trigger logic for booking rejected and requested events
- Add translations for new workflow triggers following {enum}_trigger format
- Generate updated Prisma types for new schema changes

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* fix: type check, remove as any

* feat: add workflow trigger for BOOKING_REQUESTED in handleNewBooking.ts

- Add WorkflowTriggerEvents import to handleNewBooking.ts
- Implement workflow trigger logic for BOOKING_REQUESTED in else block
- Filter workflows by BOOKING_REQUESTED trigger and call scheduleWorkflowReminders
- Use proper calendar event object construction without type casting
- Add error handling for workflow reminder scheduling

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* fix: resolve type errors in workflow trigger implementations

- Add proper database includes for user information in handleConfirmation.ts
- Fix ExtendedCalendarEvent type structure with correct hosts mapping
- Add missing properties to calendar event objects in handleMarkNoShow.ts
- Ensure all workflow triggers follow proper type patterns

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* feat: add workflow test configurations for new booking triggers

- Add workflow configurations for BOOKING_REQUESTED and BOOKING_PAYMENT_INITIATED in fresh-booking.test.ts
- Add workflow configuration for BOOKING_REJECTED in confirm.handler.test.ts
- Enable previously skipped confirm.handler.test.ts
- Remove workflow test assertions temporarily until triggers are fully functional
- Maintain webhook test coverage while adding workflow test infrastructure

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* fix: add missing mockSuccessfulVideoMeetingCreation import to confirm.handler.test.ts

- Import mockSuccessfulVideoMeetingCreation from bookingScenario utils
- Add mock call to BOOKING_REJECTED workflow test case
- Resolves ReferenceError that was causing unit test CI failure

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* refactor: improve _scheduleWorkflowReminders readability and add missing booking trigger events

- Extract complex conditional logic into helper functions (isImmediateTrigger, isTimeBased, shouldProcessWorkflow)
- Add missing workflow trigger events with immediate execution logic
- Update test workflows to use different actions (EMAIL_ATTENDEE, SMS_ATTENDEE) for better differentiation
- Fix translation function mock in confirm.handler.test.ts using mockNoTranslations utility
- Maintain existing functionality while improving code maintainability

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* filter outside scheduleWorkflowReminder

* fix type check

* chore: add more tests

* test: add comprehensive unit tests for handleMarkNoShow with webhook and workflow coverage

- Create handleMarkNoShow.test.ts following confirm.handler.test.ts pattern
- Add expectBookingNoShowUpdatedWebhookToHaveBeenFired utility function
- Test both webhook and workflow triggers for BOOKING_NO_SHOW_UPDATED
- Cover attendee/host no-show scenarios, multiple attendees, and error cases
- All 6 unit tests pass with proper mocking of external dependencies

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* Revert "test: add comprehensive unit tests for handleMarkNoShow with webhook and workflow coverage"

This reverts commit 764299220279f0c012392dec24d3150246bfc4ad.

* fix: add new workflow triggers to api/v2

* update swagger docs

* fix: e2e

* fix type check

* fix tests, add test for before after events

* fix unit tests

* revert confirm.handler.test

* fix: unit tests

* review fixes

* refactor WorkflowService

* remove logs

* remove unused

* fix: type check

* fix: missed before after events for recurring

* fix: calendarEvent handleMarkNoShow

* fix error message

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* review fixes

* add missing BOOKING_PAID workflow trigger

* fix pathname

* fix: test for BOOKING_REQUESTED

* review fixes

* Update packages/features/bookings/lib/handleSeats/handleSeats.ts

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
2025-09-04 16:55:09 +05:30
Joe Au-YeungGitHubjoe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
6c936472d2 feat: add cancelledBy and rescheduledBy parameters to workflow links (#22438)
* feat: add cancelledBy and rescheduledBy parameters to workflow links

- Extended workflow reminder selection to include user and team data
- Added getWorkflowAssigneeEmail helper function to resolve assignee email
- Updated email and SMS workflow templates to include assignee in cancel/reschedule links
- For user workflows, uses user email; for team workflows, uses team owner email
- Maintains backward compatibility when assignee data is unavailable

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: use workflow recipient email instead of assignee email for link parameters

- Updated getWorkflowRecipientEmail to determine recipient based on workflow action type
- EMAIL_ADDRESS uses sendTo email, EMAIL_HOST uses organizer, EMAIL_ATTENDEE uses attendee
- SMS_ATTENDEE/WHATSAPP_ATTENDEE use attendee email for cancelledBy/rescheduledBy params
- Maintains backward compatibility when recipient data unavailable

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: use emailReminderManager for email workflows with recipient parameters

- Updated emailReminderManager to include recipient email in cancel/reschedule links
- Added getEmailWorkflowRecipientEmail function for proper recipient determination
- Removed changes from deprecated scheduleEmailReminders.ts
- SMS_ATTENDEE correctly uses attendee email like EMAIL_ATTENDEE

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Get attendee's email when sending SMS

* Remove unused query

* feat: add cancelledBy and rescheduledBy parameters to getSMSMessageWithVariables

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Clean up Devin

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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2025-07-28 16:43:23 +00:00
97af0af0ba fix: only generate sms message bodies when needed (#21566)
* only generate template when needed

* rename function to getSMSMessageWithVariables

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Co-authored-by: CarinaWolli <wollencarina@gmail.com>
2025-05-28 16:01:40 +00:00
Joe Au-YeungandGitHub 6bbf263981 feat: Optout of SMS workflows (#20769)
* Do not call dub if API key isn't present

* Add `WorkflowOptOutContact` table

* Add `sendTo` column to `WorkflowReminder`

* Add `workflowOptOutContactRepository`

* Add `WorkflowReminderRepository`

* Write `sendTo` number when scheduling SMS messages

* Add `p-limit` package

* Add `determineOptOutType` to `TwilioProvider`

* Add `deleteMultipleScheduledSMS`

* Create `WorkflowOptOutService`

* Add endpoint handler for Twilio SMS responses

* Add `isOptedOut` method to `workflowOptOutContactRepository`

* Verify phone number is not opted out before scheduling SMS

* Use `smsReminderNumber` instead of `sendTo`

* Type fix

* Add .env variable if opt out is available

* Add opt out message to SMS

* Import `pLimit` directly in method

* Address select comment

* Guard against undefined phone number from form

* Add early return to `deleteWorkflowReminders`

* Add request validation from Twilio

* Add fallback message as i18N string

* Only delete SMS attendee scheduled reminders
2025-04-22 22:00:19 +01:00
be53a20429 feat: Use Folders to organize SMS links on Dub (#19248)
* feat: Use Folders to organize SMS links on Dub

* Update yarn.lock

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Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Co-authored-by: Bailey Pumfleet <bailey@pumfleet.co.uk>
2025-02-15 10:06:28 +00:00
6be69b820c chore: Bump Dub version to fix createMany error (#18591)
Co-authored-by: Alex van Andel <me@alexvanandel.com>
2025-01-17 08:53:44 -07:00
35059d7727 revert: "feat: bulk shorten links with dub.links.createMany (#18539)" (#18587)
This reverts commit 4902c6a0f8.

Co-authored-by: Alex van Andel <me@alexvanandel.com>
2025-01-13 18:07:27 +00:00
e7df1ef493 fix: Create dub links if valid url (#18588)
* Create dub links if valid

* Map through filtered links

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Co-authored-by: Anik Dhabal Babu <81948346+anikdhabal@users.noreply.github.com>
2025-01-10 15:58:16 +00:00
4902c6a0f8 feat: bulk shorten links with dub.links.createMany (#18539)
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
2025-01-09 20:04:55 +00:00
a7727b5ca6 feat: shorten sms links using dub (#17925)
* feat: add getshortenLinks function

* feat: use shortenLinks in SMS Worflows

* chore: use getShortenLink and cleanup getShortenLinks

* fix: Duplicate keys error

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Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
2025-01-06 12:39:54 +00:00