Commit Graph
8 Commits
Author SHA1 Message Date
Joe Au-YeungGitHubClaude Opus 4.5joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Volnei Munhoz
034fbd63f1 feat: Add CrmRoutingTraceService and SalesforceRoutingTraceService (#27318)
* Add DB schema

* Init zod schema

* Init RoutingTrace and PendingRoutingTrace repository interfaces

* Create PrismaPendingRoutingTraceRepository

* Init RoutingTraceService

* Create RoutingTraceService container

* User routing trace service in routing

* Create RoutingTraceRepository and PrismaRoutingTraceRepoistory

* Add findByFormResponseId and findByQueuedFormResponseId to PendingRoutingTraceRepository

* Update DI containers

* RoutingTraceService create process booking method

* Use pending routing trace rather than URL params

* Fix schema

* Fix writing assignment reason for routed booking

* Remove  from  service

* Refactor RoutingTraceService to not rely on async local storage

* Pass RoutingTraceService through routing call

* Add attribute-logic-evaluated to routing trace step

* Add routing trace to trpc endpoint

* Add CRM routing trace step

* Fix extracting routing trace to assignment reason

* Add back CRM params to prevent refetching

* test: Add unit tests for RoutingTraceService and repositories

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

* test: Add missing mock for RoutingTraceService in getRoutedUrl tests

Also fix pre-existing lint issues in the test file:
- Add explicit types to mockForm and mockSerializableForm variables
- Add explicit type to url parameter in mockContext
- Replace 'as any' with 'as unknown as InstanceType<typeof UserRepository>'

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

* Link pending form submission to routing trace

* Clean up

* Add lookup field assignment reasons

* Rename to PendingRoutingTrace

* Add migration file

* fix: Update RoutingTraceService tests to use assignmentReasonRepository mock

- Add getStepsCount() method back to RoutingTraceService
- Add queuedFormResponseId support to processForBooking method
- Update tests to use mockAssignmentReasonRepository instead of prisma mock
- Remove test for missing routingTraceRepository (all deps now required)

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

* fix: Remove PII (organizer email) from log payload in RoutingTraceService

Addresses Cubic AI review feedback with confidence 9/10.
Logging PII violates sensitive information logging rules.

Co-Authored-By: unknown <>

* Write field values at the time of routing

* Write attributes used to route

* feat: add CRM routing trace service

Add CrmRoutingTraceService as a reusable wrapper around RoutingTraceService
for CRM-specific tracing. Also adds CrmRoutingTraceServiceInterface type
to support passing trace services through the CRM call chain.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: add Salesforce routing trace infrastructure

Add SalesforceRoutingTrace static class with 19 trace methods covering:
- Account resolution (SOQL path): searching by website, contact domain
- Lookup field queries
- Owner lookups (contact, lead, account)
- Validation and skip scenarios
- GraphQL three-tier resolution

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: wire CRM trace service through call chain

Pass crmTrace parameter through the CRM call chain:
- routerGetCrmContactOwnerEmail creates CrmRoutingTraceService
- Passes to app booking form handlers and CRM round robin skip
- CrmManager.getContacts accepts and forwards crmTrace
- All handlers accept optional crmTrace parameter

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: add trace instrumentation to Salesforce CRM service

Instrument Salesforce CRM methods with routing trace steps:
- getContacts: trace owner lookups for contact/lead/account
- getAccountIdBasedOnEmailDomainOfContacts: trace website and domain searches
- findUserEmailFromLookupField: trace lookup field queries
- GetAccountRecordsForRRSkip (GraphQL): trace three-tier resolution

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* refactor: rename SalesforceRoutingTrace to SalesforceRoutingTraceService

Consistent naming with CrmRoutingTraceService.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* test: add unit tests for CrmRoutingTraceService and SalesforceRoutingTraceService

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

* refactor: use AsyncLocalStorage for CRM routing trace

Replace explicit crmTrace parameter passing with AsyncLocalStorage:

- Add AsyncLocalStorage to RoutingTraceService with getCurrent() and runAsync()
- Update SalesforceRoutingTraceService to auto-resolve trace from AsyncLocalStorage
- Remove CrmRoutingTraceService wrapper (no longer needed)
- Remove crmTrace parameter from all CRM method signatures
- Wrap CRM operations in routingTraceService.runAsync() context

This is cleaner than threading crmTrace through 5+ function layers.
The trace context is available within the withReporting wrapper.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Use async local storage for `CrmRoutingTraceService`

* fix: correct template literal syntax in RoutingTraceService

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

* fix: use narrowed eventTypeId variable in nested async function

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

* fix: update SalesforceRoutingTraceService tests to use AsyncLocalStorage API

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

* refactor: rename crmTrace to crmRoutingTraceService for consistency

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

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Volnei Munhoz <volnei@cal.com>
2026-01-28 17:28:35 -03:00
Joe Au-YeungGitHubunknown <>joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Pedro Castro
620445d85f feat: Use RoutingTraceService to write assignment reasons (#27225)
* Add DB schema

* Init zod schema

* Init RoutingTrace and PendingRoutingTrace repository interfaces

* Create PrismaPendingRoutingTraceRepository

* Init RoutingTraceService

* Create RoutingTraceService container

* User routing trace service in routing

* Create RoutingTraceRepository and PrismaRoutingTraceRepoistory

* Add findByFormResponseId and findByQueuedFormResponseId to PendingRoutingTraceRepository

* Update DI containers

* RoutingTraceService create process booking method

* Use pending routing trace rather than URL params

* Fix schema

* Fix writing assignment reason for routed booking

* Remove  from  service

* Refactor RoutingTraceService to not rely on async local storage

* Pass RoutingTraceService through routing call

* Add attribute-logic-evaluated to routing trace step

* Add routing trace to trpc endpoint

* Add CRM routing trace step

* Fix extracting routing trace to assignment reason

* Add back CRM params to prevent refetching

* test: Add unit tests for RoutingTraceService and repositories

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

* test: Add missing mock for RoutingTraceService in getRoutedUrl tests

Also fix pre-existing lint issues in the test file:
- Add explicit types to mockForm and mockSerializableForm variables
- Add explicit type to url parameter in mockContext
- Replace 'as any' with 'as unknown as InstanceType<typeof UserRepository>'

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

* Link pending form submission to routing trace

* Clean up

* Add lookup field assignment reasons

* Rename to PendingRoutingTrace

* Add migration file

* fix: Update RoutingTraceService tests to use assignmentReasonRepository mock

- Add getStepsCount() method back to RoutingTraceService
- Add queuedFormResponseId support to processForBooking method
- Update tests to use mockAssignmentReasonRepository instead of prisma mock
- Remove test for missing routingTraceRepository (all deps now required)

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

* fix: Remove PII (organizer email) from log payload in RoutingTraceService

Addresses Cubic AI review feedback with confidence 9/10.
Logging PII violates sensitive information logging rules.

Co-Authored-By: unknown <>

* Write field values at the time of routing

* Write attributes used to route

* fix: Add CHECK constraint to ensure at least one response ID is set in routing trace tables

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

* fix: Address PR review comments for routing trace feature

- Add checkedFallback to routing trace step data (Comment 11)
- Extract hardcoded domain/step strings to constants (Comment 13)
- Use @default(now()) for createdAt in PendingRoutingTrace and RoutingTrace (Comment 15)
- Add DEFAULT CURRENT_TIMESTAMP to migration for createdAt fields

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

* fix: Use UTC-safe timezone expression for createdAt defaults in routing trace tables

Addresses Cubic AI review feedback (confidence 9/10) to prevent timezone
issues by using dbgenerated("timezone('UTC', now())") instead of bare now()
for the createdAt fields in PendingRoutingTrace and RoutingTrace models.

Co-Authored-By: unknown <>

* fix: Align migration SQL with Prisma's expected timezone syntax

Use 'UTC'::text cast in timezone() function to match Prisma's generated SQL.

Co-Authored-By: unknown <>

* fix: Revert migration SQL to match Prisma schema timezone syntax

Remove ::text cast from timezone() function to match what Prisma generates
from the schema definition.

Co-Authored-By: unknown <>

* fix: Use explicit ::text cast in timezone() for PostgreSQL compatibility

PostgreSQL normalizes timezone('UTC', now()) to timezone('UTC'::text, now())
internally. Update both schema and migration to use the explicit cast to
ensure they match and pass the migration check.

Co-Authored-By: unknown <>

* fix: Use CURRENT_TIMESTAMP for createdAt defaults (standard Cal.com pattern)

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

* fix: Use @default(now()) for createdAt in routing trace tables to match migration

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

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Pedro Castro <pedro@cal.com>
2026-01-28 12:45:15 -05:00
Benny JooandGitHub ff38d6c7db refactor: Remove circular deps between @calcom/lib and @calcom/features [1] (#24399)
* add eslint config

* migrate autoLock to features

* migrate teamService to features

* migrate userCreationService

* migrate insights services to features

* migrate ProfileRepository

* update imports

* migrate filter segmen tests

* migrate filter segment repository

* migrate getBusyTimes

* migrate getLocaleFromRequest

* refactor csvUtils

* make filename clearer

* migrate getLuckyUser integration test

* migrate autoLock test to features

* wip

* refactors

* migrate useBookerUrl

* migrate more

* wip

* Migrate eventTypeRepository

* membership repository

* update imports

* update imports

* migrate

* move organization repository

* update imports

* update imports

* wip

* wip

* wip

* wip

* wip

* wip

* wip

* wip

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix tests

* fix type checks

* fix

* fix

* migrate

* update imports

* fix tests

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix

* fix
2025-10-13 12:01:02 -03:00
Eunjae LeeGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
42a4a38939 refactor: rename eventType files to eventTypeRepository and eventTypeService (#22670)
- Rename packages/lib/server/repository/eventType.ts to eventTypeRepository.ts
- Rename packages/lib/server/service/eventType.ts to eventTypeService.ts
- Update all import statements across the codebase to use new filenames
- No functional changes, only file path updates

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2025-07-22 12:27:18 +00:00
Joe Au-YeungGitHubjoe@cal.com <j.auyeung419@gmail.com>Devin 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

---------

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
devin-ai-integration[bot]GitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>morgan@cal.com <morgan@cal.com>
758143ef70 refactor: convert EventTypeRepository to use dependency injection pattern (#22397)
- Add constructor with PrismaClient dependency injection
- Convert all 14 static methods to instance methods using this.prismaClient
- Update all usage sites to use two-step instantiation pattern:
  const eventTypeRepo = new EventTypeRepository(prisma); eventTypeRepo.method(...)
- Keep getSelectedCalendarsFromUser as static utility method
- Follow same pattern as UserRepository, TeamRepository, SelectedSlotsRepository, and BookingRepository
- Maintain all existing method signatures and functionality

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: morgan@cal.com <morgan@cal.com>
2025-07-11 10:39:22 +03:00
Hariom BalharaGitHubhariom@cal.com <hariom@cal.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>hariom@cal.com <hariom@cal.com>cal.comMorgan
056b821070 feat: Add routing-forms record response endpoint with available slots (#22239)
* feat: Add routing-forms record response endpoint with available slots

* fix: resolve TypeScript error in handleResponse.test.ts

- Fix type mismatch where mockResponse was passed as identifierKeyedResponse
- identifierKeyedResponse expects Record<string, string | string[]> structure
- Updated test to pass correct data structure for type compatibility

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

* fix: correct POST endpoint parameter handling and request body parsing in routing forms responses controller

- Change @Query() to @Body() decorator for POST request data in controller
- Update service method to accept parsed body data directly
- Remove incorrect URLSearchParams parsing of request.body object
- Fix getRoutingUrl method to use form response data parameter

This resolves API v2 test failures by following proper NestJS patterns for POST request handling.

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

* Pass teamMemberEmail as well

* Devin fixes reverted

* Keep all routing related props together in both endpoints

* Remove newly added slots props from Slots documentation as they are used through internal fn call only

* fix test

* Pass skipContactOwner

* Pass crmAppSlug and crmOwnerRecordGType and add more tests

* handle external redirect case and form not found case

* hide props

* chore: bump platform libs

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: hariom@cal.com <hariom@cal.com>
Co-authored-by: cal.com <morgan@cal.com>
Co-authored-by: Morgan <33722304+ThyMinimalDev@users.noreply.github.com>
2025-07-04 12:33:13 +00:00
48016e0f3e chore: Move CRM owner calls handleResponse (#19316)
* Handle normal ownership routing

* Skip contact owner check if true

* Fix typos

* Call getting contact owner in promise.all in handleResponse

* Pass crm contact owner data to params

* Add crm contact params

* Only get CRM owner calls if params don't exist

* Handle if properties don't exist

* Fix typo

* Pass CRM specific variables to getServerSideProps

* Remove logs

* Type fixes

* Use `wrapGetServerSIdePropsWIthSentry` in router getServerSideProps

* Add sentry monitoring

* Type fixes

* Type fix

* Type fixes

* Update imports for sentryWrapper

---------

Co-authored-by: Hariom Balhara <hariombalhara@gmail.com>
2025-03-28 10:42:28 -04:00