Commit Graph
22 Commits
Author SHA1 Message Date
9e1e50e90b 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>
2025-11-11 15:24:31 +02:00
Carina WollendorferGitHubCarinaWolliAmit Sharmacoderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Udit TakkarBenny Joocal.comMorgan
e639237088 feat: SMS workflow action for form triggers #3 (#23673)
* allow routing forms for activeOn

* use repository function to get routing forms

* remove unnecessary code

* adjust logic in update handler

* add triggers to api v2

* remvoe unused file

* rename to getAcitveOnOptions handler

* remove routingFormOptions handler

* clean up getActiveOnOptions

* 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>

* don't query disabled routing forms

* create tasker function

* add tasker code

* move isFormTrigger function

* small adjustments + todo comments

* remove email to host action for form triggers

* throw trpc error if email to host is added as step

* fix dialog on how to use form responses as variables

* remove add variable dropdown for form triggers

* remove form workfows in event workflows tab

* improvements for workflow logic on form submission

* review fixes

* base setup for seperate schedule functions (evt and form)

* add missing BOOKING_PAID workflow trigger

* fix pathname

* fix: test for BOOKING_REQUESTED

* fix activeOn ids

* pass hideBranding and smsReminderNumber

* adjustments to reminderScheduler

* create empty scheduelForForm functions

* pass locale and timezone with form user

* pass formData instead of responses

* pass timeFormat and locale

* reusable function for email sending and reminder creation

* implement scheduleEmailReminderForForm

* remove added editor field from merge conflict

* don't support cal.ai action with form triggers

* throw bad request if form trigger and cal.ai is combined

* add tests for scheduleFormWorkflows

* add form submission tests

* remove form response varibe info

* clean up workflow actions

* fixes for getting template options

* pass triggerType to getAllWorkflows

* move reusable logic to scheduleSMSReminder

* add formdata to param type

* type fixes for text reminder managers

* implement scheduleSMSReminderForForm

* fix import

* fix isAuthorizedToAddActiveOnIds

* disble whatsapp action

* implement triggerFormSubmittedNoEventWorkflow

* code clean up

* Merge branch 'devin/1755107037-add-workflow-triggers' into feat/routing-form-workflow-triggers

* fix type errors

* remove async from getSubmitterEmail

* fix type errors

* revert cal.ai changes

* fix type error

* add sublogger

* code clean up

* fix type errors

* remove label for attendee whatsapp action

* code clean up

* fixes saving teams on org workflows

* fix type error

* code improvements for activeOn ids

* Revert "code improvements for activeOn ids"

This reverts commit 0a3590a4e2ce541b17d63483ad86ed458795a6a3.

* improve variable name

* fix unit tests

* small fixes

* type fixes

* remove unused translation keys

* fix merge conflict issues

* code clean up

* remove SMS action support

* remove more SMS code

* add missing imports

* set custom template for form action

* type fixes

* fix tasker endpoint

* fix duplicate check

* fix workfows.test.ts

* use repository funciton to getHideBranding

* add  back SMS action

* add back changes to smsReminderManager

* code clean up

* fix hasDuplicateSubmission

* code clean up

* select only needed properties

* remove repository functions

* Revert "remove repository functions"

This reverts commit 7aa47b1c59c9abd7f964ebf26f746934c53a44f4.

* add scheduleWorkflows function

* Revert "add scheduleWorkflows function"

This reverts commit fe5db4fe3b65e2743c95475d585300cab98beed7.

* move type to /types

* Revert "move type to /types"

This reverts commit 91e0152154594b3772a801a426260068a8ccea54.

* revert changes causing type errors

* remove import

* remove unused import

* Revert "remove unused import"

This reverts commit 1916768c875ea5d0ac5598ccb8f9c796c5622dc9.

* revert changed from attempt to fix type errors

* pass object to gt all workflows

* fix isAuthorized check

* trigger filtering

* remove form submitted no event booked code

* remove form submitted no event from schema

* remove more code

* remove test

* fixes

* add getSubmitterEmail function

* add trigger

* small fixes

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* fix bug with key

* add comments

* fix test

* add missing await

* use predefined FormSubmissionData type

* add .trim() to sms message

* pass contextData instead

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

* ForEvt and ForForm function for aiPhoneCallManager

* chore: add support for form workflows on api v2

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

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* 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: 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

* remove action check in update handler

* add back trpc  import

* fix agent repository functions

* add SMS actions to allowed form action constants

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

* fix failing test

* remove unused imports

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

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Amit Sharma <74371312+Amit91848@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.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>
2025-10-21 15:28:10 +00:00
+1
Carina WollendorferGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>amit@cal.com <samit91848@gmail.com>CarinaWolliAmit Sharmacoderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Udit TakkarBenny Joocal.comMorgan
e5f14c9316 feat: form submitted no event booked workflow trigger #2 (#23716)
* 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>

* only show customt emplate for form triggers

* 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

* dummy form variables

* add routing forms to active on dropdown

* add migration file

* Ui fixes for variables dropdown

* remove other translation keys

* review fixes

* allow routing forms for activeOn

* use repository function to get routing forms

* remove unnecessary code

* adjust logic in update handler

* add triggers to api v2

* remvoe unused file

* rename to getAcitveOnOptions handler

* remove routingFormOptions handler

* clean up getActiveOnOptions

* 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>

* don't query disabled routing forms

* create tasker function

* add tasker code

* move isFormTrigger function

* small adjustments + todo comments

* remove email to host action for form triggers

* throw trpc error if email to host is added as step

* fix dialog on how to use form responses as variables

* remove add variable dropdown for form triggers

* remove form workfows in event workflows tab

* improvements for workflow logic on form submission

* review fixes

* base setup for seperate schedule functions (evt and form)

* add missing BOOKING_PAID workflow trigger

* fix pathname

* fix: test for BOOKING_REQUESTED

* fix activeOn ids

* pass hideBranding and smsReminderNumber

* adjustments to reminderScheduler

* create empty scheduelForForm functions

* pass locale and timezone with form user

* pass formData instead of responses

* pass timeFormat and locale

* reusable function for email sending and reminder creation

* implement scheduleEmailReminderForForm

* remove added editor field from merge conflict

* don't support cal.ai action with form triggers

* throw bad request if form trigger and cal.ai is combined

* add tests for scheduleFormWorkflows

* add form submission tests

* remove form response varibe info

* clean up workflow actions

* fixes for getting template options

* pass triggerType to getAllWorkflows

* move reusable logic to scheduleSMSReminder

* add formdata to param type

* type fixes for text reminder managers

* implement scheduleSMSReminderForForm

* fix import

* fix isAuthorizedToAddActiveOnIds

* disble whatsapp action

* implement triggerFormSubmittedNoEventWorkflow

* code clean up

* Merge branch 'devin/1755107037-add-workflow-triggers' into feat/routing-form-workflow-triggers

* fix type errors

* remove async from getSubmitterEmail

* fix type errors

* revert cal.ai changes

* fix type error

* add sublogger

* code clean up

* fix type errors

* remove label for attendee whatsapp action

* code clean up

* fixes saving teams on org workflows

* fix type error

* code improvements for activeOn ids

* Revert "code improvements for activeOn ids"

This reverts commit 0a3590a4e2ce541b17d63483ad86ed458795a6a3.

* improve variable name

* fix unit tests

* small fixes

* type fixes

* remove unused translation keys

* fix merge conflict issues

* code clean up

* remove SMS action support

* remove more SMS code

* add missing imports

* set custom template for form action

* type fixes

* fix tasker endpoint

* fix duplicate check

* fix workfows.test.ts

* use repository funciton to getHideBranding

* code clean up

* fix hasDuplicateSubmission

* code clean up

* select only needed properties

* remove repository functions

* Revert "remove repository functions"

This reverts commit 7aa47b1c59c9abd7f964ebf26f746934c53a44f4.

* add scheduleWorkflows function

* Revert "add scheduleWorkflows function"

This reverts commit fe5db4fe3b65e2743c95475d585300cab98beed7.

* move type to /types

* Revert "move type to /types"

This reverts commit 91e0152154594b3772a801a426260068a8ccea54.

* revert changes causing type errors

* remove import

* remove unused import

* Revert "remove unused import"

This reverts commit 1916768c875ea5d0ac5598ccb8f9c796c5622dc9.

* revert changed from attempt to fix type errors

* pass object to gt all workflows

* fix isAuthorized check

* trigger filtering

* remove form submitted no event booked code

* remove form submitted no event from schema

* remove more code

* remove test

* fixes

* add getSubmitterEmail function

* add trigger

* small fixes

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* fix bug with key

* fix test

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

* ForEvt and ForForm function for aiPhoneCallManager

* chore: add support for form workflows on api v2

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

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* 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: 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

* add back trpc  import

* fix agent repository functions

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: amit@cal.com <samit91848@gmail.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Amit Sharma <74371312+Amit91848@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.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>
2025-10-13 16:13:56 +00:00
+1
Carina WollendorferGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>amit@cal.com <samit91848@gmail.com>Amit SharmaCarinaWollicoderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Udit TakkarBenny Joocal.comMorgan
44a3a9eabb feat: form submitted workflow triggers #1 (#23704)
* 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>

* add new triggers

* 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>

* only show customt emplate for form triggers

* 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

* dummy form variables

* add routing forms to active on dropdown

* add migration file

* Ui fixes for variables dropdown

* remove other translation keys

* review fixes

* allow routing forms for activeOn

* use repository function to get routing forms

* remove unnecessary code

* adjust logic in update handler

* add triggers to api v2

* remvoe unused file

* rename to getAcitveOnOptions handler

* remove routingFormOptions handler

* clean up getActiveOnOptions

* 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>

* don't query disabled routing forms

* create tasker function

* add tasker code

* move isFormTrigger function

* small adjustments + todo comments

* remove email to host action for form triggers

* throw trpc error if email to host is added as step

* fix dialog on how to use form responses as variables

* remove add variable dropdown for form triggers

* remove form workfows in event workflows tab

* improvements for workflow logic on form submission

* review fixes

* base setup for seperate schedule functions (evt and form)

* add missing BOOKING_PAID workflow trigger

* fix pathname

* fix: test for BOOKING_REQUESTED

* fix activeOn ids

* pass hideBranding and smsReminderNumber

* adjustments to reminderScheduler

* create empty scheduelForForm functions

* pass locale and timezone with form user

* pass formData instead of responses

* pass timeFormat and locale

* reusable function for email sending and reminder creation

* implement scheduleEmailReminderForForm

* remove added editor field from merge conflict

* don't support cal.ai action with form triggers

* throw bad request if form trigger and cal.ai is combined

* add tests for scheduleFormWorkflows

* add form submission tests

* remove form response varibe info

* clean up workflow actions

* fixes for getting template options

* pass triggerType to getAllWorkflows

* move reusable logic to scheduleSMSReminder

* add formdata to param type

* type fixes for text reminder managers

* implement scheduleSMSReminderForForm

* fix import

* fix isAuthorizedToAddActiveOnIds

* disble whatsapp action

* implement triggerFormSubmittedNoEventWorkflow

* code clean up

* Merge branch 'devin/1755107037-add-workflow-triggers' into feat/routing-form-workflow-triggers

* fix type errors

* remove async from getSubmitterEmail

* fix type errors

* revert cal.ai changes

* fix type error

* add sublogger

* code clean up

* fix type errors

* remove label for attendee whatsapp action

* code clean up

* fixes saving teams on org workflows

* fix type error

* code improvements for activeOn ids

* Revert "code improvements for activeOn ids"

This reverts commit 0a3590a4e2ce541b17d63483ad86ed458795a6a3.

* improve variable name

* fix unit tests

* small fixes

* type fixes

* remove unused translation keys

* fix merge conflict issues

* code clean up

* remove SMS action support

* remove more SMS code

* add missing imports

* set custom template for form action

* type fixes

* fix tasker endpoint

* fix duplicate check

* fix workfows.test.ts

* use repository funciton to getHideBranding

* code clean up

* fix hasDuplicateSubmission

* code clean up

* select only needed properties

* remove repository functions

* Revert "remove repository functions"

This reverts commit 7aa47b1c59c9abd7f964ebf26f746934c53a44f4.

* add scheduleWorkflows function

* Revert "add scheduleWorkflows function"

This reverts commit fe5db4fe3b65e2743c95475d585300cab98beed7.

* move type to /types

* Revert "move type to /types"

This reverts commit 91e0152154594b3772a801a426260068a8ccea54.

* revert changes causing type errors

* remove import

* remove unused import

* Revert "remove unused import"

This reverts commit 1916768c875ea5d0ac5598ccb8f9c796c5622dc9.

* revert changed from attempt to fix type errors

* pass object to gt all workflows

* fix isAuthorized check

* trigger filtering

* remove form submitted no event booked code

* remove form submitted no event from schema

* remove more code

* remove test

* fixes

* add getSubmitterEmail function

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* code clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* fix bug with key

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

* ForEvt and ForForm function for aiPhoneCallManager

* chore: add support for form workflows on api v2

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

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* 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: 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

* 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

* add back trpc  import

* fix agent repository functions

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: amit@cal.com <samit91848@gmail.com>
Co-authored-by: Amit Sharma <74371312+Amit91848@users.noreply.github.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.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>
2025-10-13 12:20:47 +02:00
Amit SharmaGitHubDevin 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>

---------

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
02c86d0268 feat: cal ai self serve architecture #1 (#22919)
* feat: cal ai self serve architecture

* chore: add package

* chore: update evnet controller

* refactor: improvements

* chore: rename

* chore: type error and naming

* chore: just set it to nul

* chore: just set it to nul

* chore: some more improvements

* chore: packate version

* fix: API v2

* chore: change name of files

* chore: add select

* chore: add missing teamId

* chore: save progress

* refactor: split into multiple services

* refactor: make schema provider agonistic

* chore: improvements

* chore:

* chore: remove duplicate files

* chore: semicolon

* chore: formatting

* refactor: logging and error handling

* chore: rename variable

* refactor: use trpc error

* chore: replace with HttpError

* chore: remove from option

* We need the enum and not just the type

---------

Co-authored-by: Hariom Balhara <hariombalhara@gmail.com>
2025-08-08 15:57:13 +00:00
487cc0751d feat: add cancel and reschedule reason variables in workflows (#18305)
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
2025-01-06 11:56:06 +00:00
Syed Ali ShahbazandGitHub 097c14ca64 feat: add workflow vars and search for event types (#17343)
* Udit:goat - thank you for this

* improve searchbar

* remove unused code

* add workflow vars

* change requested

* requested changes

* changes

* type-fix??

* type-fix??

* ----
2024-10-25 22:38:48 +00:00
395381ddcc feat: automatic no show (#16727)
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: zomars <zomars@me.com>
2024-10-10 10:57:04 -07:00
9bd3a362a2 feat: added Rating Template to Workflows (#14215)
Co-authored-by: alishaz-polymath <alishahbaz7@gmail.com>
Co-authored-by: Syed Ali Shahbaz <52925846+alishaz-polymath@users.noreply.github.com>
2024-04-04 09:58:52 -07:00
MontoandGitHub 669065cebd feat: add attendee first name and last name tokens to workflows (#10509) 2023-08-03 11:10:59 -04:00
zomars 6b5c8935c5 fix: formatting 2023-07-18 13:27:54 -07:00
d58924ecad feat: New workflow action to send Whatsapp message (#8818)
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
2023-07-11 15:48:44 +00:00
53748eb380 add an enum generator, stop importing from @prisma/client (#8548)
* add an enum generator and start importing from it

* keep moving imports

* fix remaining

* Header simplified

* Removed generated file from repo

* Updated .gitignore to exclude enums directory

* Add eslint rule to check for @prisma/client Prisma enum import

* Added another enum import + exclude PrismaClient

---------

Co-authored-by: Alex van Andel <me@alexvanandel.com>
2023-05-02 13:44:05 +02:00
0aca769d06 Allow editing workflow templates (#8028)
* add event end time as variable

* add timezone as new variable

* add first version of template prefill

* set template body when template is updated

* set reminder template body and subject when creating workflow

* set email subject when changes templates

* save emailBody and emailsubject for all templates + fix duplicate template text

* add more flexibility for templates

* remove console.log

* fix {ORAGANIZER} and {ATTENDEE} variable

* make sure to always send reminder body and not default template

* fix import

* remove email body text and match variables in templates

* handle translations of formatted variables

* fix email reminder template

* add cancel and reschedule link as variable

* add cancel and reschedule link for scheduled emails/sms

* make sure empty empty body and subject are set for reminder template

* add info message for testing workflow

* fix typo

* add sms template

* add migration to remove reminderBody and emailSubject

* add branding

* code clean up

* add hide branding everywhere

* fix sms reminder template

* set sms reminder template if sms body is empty

* fix custom inputs variables everywhere

* fix variable translations + other small fixes

* fix some type errors

* fix more type errors

* fix everything missing around cron job scheduling

* make sure to always use custom template for sms messages

* fix type error

* code clean up

* rename link to url

* Add debug logs

* Update handleNewBooking.ts

* Add debug logs

* removed unneded responses

* fix booking questions + UI improvements

* remove html email body when changing to sms action

* code clean up + comments

* code clean up

* code clean up

* remove comment

* more clear info message for timezone variable

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Hariom Balhara <hariombalhara@gmail.com>
Co-authored-by: zomars <zomars@me.com>
Co-authored-by: alannnc <alannnc@gmail.com>
2023-04-18 11:08:09 +01:00
Carina WollendorferGitHubCarinaWollikodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>Peer Richelsenalannnc
430430e0cd Feedback of reusable wysiwyg editor (#6357)
* make text editor reusable

* use dropdown component for block type

* remove ring when clicking on block type

* allow excluding items in toolbar

* refactor code

* make AddVariableDropdown reusable

* fixed missed translations

* fixes variable translation issue

* change missed translation variables

* make AddVariablesDropdown reusable

* reorder block types in dropdown

* remove not needed prop

* code clean up

* center add variable dropwdown icon

* remove rounded borders in dropwdown on hover and active

* center icons

* fix tool bar items dropdown

* add constant for dynamic text variables

* remove not needed variables (added from merge)

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: alannnc <alannnc@gmail.com>
2023-01-09 19:22:17 -07:00
Alex van AndelandGitHub 2ab24e530b Nope on test (#6085)
* Nope on test

* Use // instead of /**/

* Investigating why types are failing
2022-12-17 22:51:00 +00:00
Leo GiovanettiandGitHub d57738f325 Disabling direct emails from workflow (#6074) 2022-12-17 12:26:54 +01:00
2a0a293f8c Add new workflow action: Send email to specific email address (#4929)
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
2022-10-10 13:40:20 +00:00
7d77132102 Add 'after event ends' trigger to workflows (#4882)
* add after event ends workflow trigger to enum

* add after meetings ends trigger

* fix label for time span

* add deleted label for message template

* add lost changes from merge conflict

* set reminder for already existing bookings

* fix label 'How long before event starts/ends'

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
2022-10-07 12:18:28 -06:00
Udit TakkarandGitHub 84cff3613a feat: reschedule workflow added (#3996) 2022-08-31 23:09:34 +00:00
Omar LópezGitHubkodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
464343f5ab Refactors EE code (#3490)
* WIP

* WIP

* Type and migration fixes

* Adds missing default import

* Fixes import

* Fixes tRPC imports in App Store

* Migrate stripe helpers

* WIP

* Type fixes

* Type fix?

* WIP

* WIP

* Update index.ts

* Fixes

* Update workflow.tsx

* Moved queries to lib

* Moves QueryCell

* Migrates MultiSelectCheckboxes

* WIP

* CryptoSection type fixes

* WIP

* Import fixes

* Build fixes

* Update app-providers.tsx

* Build fixes

* Upgrades hookform zod resolvers

* Build fixes

* Cleanup

* Build fixes

* Relocates QueryCell to ui

* Moved List and SkeletonLoader

* Revert QueryCell migration

* Can't use QueryCell here

* oops

* CryptoSection cleanup

* Update app-providers.tsx

* Moved ee to features

* ee to features/ee

* Removes @calcom/ee

* Adds possible feature locations

* Build fixes

* Migrates stripe to app-store lib

* Colocates stripe imports

* Update subscription.ts

* Submodule sync

Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
2022-07-28 13:58:26 -06:00