Commit Graph
4 Commits
Author SHA1 Message Date
98b6d63164 refactor: apply biome formatting to packages/features (#27844)
* refactor: apply biome formatting to packages/features (batch 1 - small subdirs)

Format small subdirectories in packages/features: di, flags, holidays, oauth,
settings, users, assignment-reason, selectedCalendar, hashedLink, host, form,
form-builder, availability, data-table, pbac, schedules, troubleshooter,
eventtypes, calendar-subscription, and root-level files.

Also includes straggler apps/web BookEventForm.tsx.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: apply biome formatting to packages/features (batch 2 - medium subdirs)

Format medium subdirectories in packages/features: auth, credentials,
calendars, routing-forms, routing-trace, attributes, watchlist, calAIPhone,
tasker, and webhooks.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: apply biome formatting to packages/features (batch 3 - bookings + insights)

Format bookings and insights subdirectories in packages/features.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: apply biome formatting to packages/features (batch 4 - ee)

Format packages/features/ee subdirectory covering billing, workflows,
organizations, teams, managed-event-types, round-robin, dsync,
integration-attribute-sync, and payments.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: apply biome formatting to packages/features (batch 5 - booking-audit part 1)

Format booking-audit di, actions, common, dto, repository, and types
subdirectories in packages/features/booking-audit.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* refactor: apply biome formatting to packages/features (batch 6 - booking-audit part 2)

Format booking-audit service subdirectory in packages/features/booking-audit.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 15:47:14 +01:00
Joe Au-YeungGitHubClaude Opus 4.5joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
7abbc8c22c feat: Routing trace presenter (#27372)
* feat: Add routing trace presenters

Add domain-specific presenters (SalesforceRoutingTracePresenter,
RoutingFormTracePresenter) that format trace steps into human-readable
strings, and a core RoutingTracePresenter that delegates to them based
on step domain. Includes unit tests for all presenters.

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

* feat: Add findByBookingUid to RoutingTraceRepository

Add method to look up a routing trace by booking UID, needed by the
routing trace presenter tRPC endpoint.

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

* feat: Add getRoutingTrace tRPC endpoint

Expose routing trace data for a booking via viewer.bookings.getRoutingTrace.
Tries the permanent RoutingTrace first (round robin bookings), then falls
back to PendingRoutingTrace via the booking's form response relation.

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

* feat: Add routing trace side sheet to booking list item

Add a route icon button on booking list items that came from routing
forms. Clicking it opens a side sheet displaying the full routing trace
as human-readable steps. Adds RoutingTraceSheet component, store state,
and translation key.

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

* refactor: Move routing trace action to dropdown menu

Move the routing trace button from a standalone icon on the booking list
item into the actions dropdown menu alongside "Report wrong assignment".
The RoutingTraceSheet is now rendered from BookingActionsDropdown.

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

* fix: Improve routing trace UI and handle unnamed routes

- Redesign RoutingTraceSheet with vertical timeline layout, domain badges,
  skeleton loading state, and millisecond timestamps
- Use Salesforce app-store icon for Salesforce steps
- Fall back to "Unnamed route" when route name is missing or matches route ID
- Fix dropdown menu icon to git-merge (valid icon, unique in menu)

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

* test: Add tests for getRoutingTrace handler and findByBookingUid repository method

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

* Abstract functions

* Fix build error

* Add permission check

* fix: Update getRoutingTrace tests to include ctx and mock BookingAccessService

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

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-01-29 15:26:44 -03:00
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