Commit Graph
9 Commits
Author SHA1 Message Date
Joe Au-YeungGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Alex van Andel
3784421f02 feat: include record IDs in Salesforce assignment reason strings (#22561)
* feat: include record IDs in Salesforce assignment reason strings

- Add recordId parameter to assignmentReasonHandler function
- Include Contact ID, Lead ID, and Account ID in assignment reason strings
- Update entire call chain to pass record IDs from CRM service
- Maintain backward compatibility with optional recordId parameter

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

* fix: resolve lint warnings in assignment reason handler implementation

- Change Record<string, any> to Record<string, unknown> in BookingHandlerInput type
- Remove unused eventTypeId variable in getAttributeRoutingConfig function

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

* fix: revert to Record<string, any> with ESLint disable for BookingHandlerInput

- Revert from Record<string, unknown> to Record<string, any> to maintain type compatibility
- Add ESLint disable comment to suppress no-explicit-any warning
- Maintains consistency with handleNewRecurringBooking.ts pattern

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

* feat: pass CRM record ID from booker state to handleNewBooking

- Add crmRecordId field to booker store interface and initialization
- Update mapBookingToMutationInput to include record ID from booker state
- Modify handleNewBooking to extract record ID from bookingData parameter
- Add crmRecordId to BookingCreateBody schema in Prisma layer
- Follow existing pattern for CRM fields (teamMemberEmail, crmOwnerRecordType, crmAppSlug)
- Ensures record ID flows: booker store → booking form → mapBookingToMutationInput → handleNewBooking

This replaces the previous backend CRM service extraction approach with
frontend booker state approach as requested by the user.

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

* Pass crmRecordId as prop

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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
2025-07-21 14:31:31 +00:00
02ef4db0eb feat: Add rerouting to AssignmentReasonRecorder (#19252)
* Add `rerouting` to `AssignmentReasonRecorder`

* Pass session email as `rescheduledBy`

* Write reassign reason

* Edit message

* Use `routingFormRoute` when rerouting

* Pass isRerouting & reroutedByEmail to `routingFormRoute` method

* Type fix

* Fix test

* Fix test

* Fix test

* Type fix

* Refactor to use UserRepository

* Show rerouted by email

* Replace isReroutingCase

* Fix rescheduledBy for new tab reschduling

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Co-authored-by: Alex van Andel <me@alexvanandel.com>
Co-authored-by: Hariom <hariombalhara@gmail.com>
2025-06-27 10:06:39 +01:00
devin-ai-integration[bot]GitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>benny@cal.com <benny@cal.com>Anik Dhabal Babu
4920abdaf7 feat: optimize Prisma queries by replacing findFirst with findUnique where applicable (#21826)
* feat: optimize Prisma queries by replacing findFirst with findUnique where applicable

- Replace findFirst/findFirstOrThrow with findUnique/findUniqueOrThrow for queries using unique constraints
- Maintain existing functionality and error handling behavior
- Focus on queries using primary keys and unique index fields from schema
- Revert problematic changes that caused test failures to maintain stability

Co-Authored-By: benny@cal.com <benny@cal.com>

* revert: exclude API files from Prisma query optimizations per user request

- Reverted all 55 API-related files to their original state
- Kept all non-API Prisma query optimizations intact
- API files include apps/api/v1, apps/api/v2, apps/web/app/api, and packages/app-store/*/api
- Non-API optimizations remain for packages/lib, packages/features, apps/web (non-api), etc.

Co-Authored-By: benny@cal.com <benny@cal.com>

* feat: optimize membership query in attributeUtils to use findUnique with userId_teamId constraint

Co-Authored-By: benny@cal.com <benny@cal.com>

* revert: exclude test files from Prisma query optimizations per user request

Co-Authored-By: benny@cal.com <benny@cal.com>

* revert: revert attributeUtils.ts to use findFirst for test compatibility

Co-Authored-By: benny@cal.com <benny@cal.com>

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: benny@cal.com <benny@cal.com>
Co-authored-by: Anik Dhabal Babu <81948346+anikdhabal@users.noreply.github.com>
2025-06-17 09:52:02 +03:00
Joe Au-YeungandGitHub 8d675fd8b6 feat: Add AssignmentReason to BOOKING_CREATED webhook (#21315)
* AssignmentREasonRecorder methods return the reason generated

* Add assignmentReason to `EventPayloadType`

* Pass `assignmentReason` to webhook payload data

* Undo constants commit
2025-05-14 23:33:25 +00:00
Omar LópezandGitHub b3d3cb1dee refactor: Uses withReporting to force named functions for tracing (#21219) 2025-05-12 13:22:52 -04:00
Joe Au-YeungandGitHub 122af4538d fix: Add assignment reason for round robin reassignments (#19199)
* Add `RR_REASSIGNED` to schema

* Handle recording reassigned manual vs rr

* Pass manual assignment prop to `AssignmentReasonRecorder`

* Add log to determine who is doing the reassignment

* RR reassign - add initializing log

* Record assignment reason when reassigning via rr

* Add `reassignedById` in trpc endpoint

* Add `reassignedById` param in api v2 endpoint

* Migration to add `RR_REASSIGNED`
2025-03-26 10:39:16 -03:00
Hariom BalharaandGitHub 7e76770ba6 feat: Okta(SCIM2.0) -> Attributes Sync and Group Option support (#17805) 2024-12-06 15:17:50 +05:30
Joe Au-YeungandGitHub 1490642260 feat: Record Salesforce ownership assignment (#17775) 2024-11-21 14:22:39 -07:00
Joe Au-YeungandGitHub ff79e5c70e feat: Record assignment reasons for routing form and reassignment (#17767)
* Add assignment reason table

* Increment id

* Update migration

* Record assignment when manual reassignment is used

* Add comment to `getAttributesQueryValue`

* Add `getUsersAttributes`

* Record routing form routing reason

* Type fixes

* Remove unique property from bookingId

* Handle nested values
2024-11-21 16:27:19 +00:00