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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Hariom BalharaandGitHub
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50c5423ba7 |
fix: support underscores in workflow template variables with backward compatibility (#27571)
## What does this PR do?
Fixes an issue where underscores in form field identifiers were being stripped when converting to workflow template variables. According to the documentation, users should be able to use variables like `{COMPANY_NAME}` or `{MONTHLY_INFRASTRUCTURE_SPEND}`, but the regex in `formatIdentifierToVariable` was removing underscores, causing these variables to not match.
**The problem:**
- Form field identifier: `Company_Name` or `Monthly_Infrastructure_Spend`
- Expected variable: `{COMPANY_NAME}` or `{MONTHLY_INFRASTRUCTURE_SPEND}`
- Actual variable (before fix): `{COMPANYNAME}` or `{MONTHLYINFRASTRUCTURESPEND}`
**The fix:**
- Updated the regex from `[^a-zA-Z0-9 ]` to `[^a-zA-Z0-9_ ]` to preserve underscores in `formatIdentifierToVariable`
- Added a private `formatIdentifierToVariableLegacy` function that maintains the old behavior (strips underscores)
- Added `getVariableFormats` helper that returns both current and legacy formats for backward compatibility
- Added `convertResponsesToVariableFormats` helper in `executeAIPhoneCall.ts` to convert form responses to both variable formats
- Updated `customTemplate.ts` matching logic to support both variable formats
- Updated `executeAIPhoneCall.ts` to include both variable formats when building dynamic variables
This ensures existing templates using `{COMPANYNAME}` continue to work while new templates can use the documented `{COMPANY_NAME}` format.
## Mandatory Tasks (DO NOT REMOVE)
- [x] I have self-reviewed the code (A decent size PR without self-review might be rejected).
- [x] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. N/A - no docs changes needed.
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.
## How should this be tested?
1. Create a routing form with a field identifier containing underscores (e.g., `Company_Name`)
2. Create a workflow with a template using `{COMPANY_NAME}` (with underscore)
3. Submit the form and verify the variable is replaced correctly
4. Also test with `{COMPANYNAME}` (without underscore) to verify backward compatibility
**Automated tests added:**
- `customTemplate.test.ts` - 15 tests covering `formatIdentifierToVariable`, `getVariableFormats`, and template variable replacement
- `executeAIPhoneCall.test.ts` - 6 tests covering `convertResponsesToVariableFormats` function for form responses
## Human Review Checklist
- [ ] Verify the regex change `[^a-zA-Z0-9_ ]` correctly preserves underscores
- [ ] Verify backward compatibility: both `{COMPANY_NAME}` and `{COMPANYNAME}` should work for the same form field
- [ ] Verify `convertResponsesToVariableFormats` correctly generates both variable formats
- [ ] Review test coverage for edge cases (empty responses, undefined values)
---
Link to Devin run: https://app.devin.ai/sessions/9d5d90178714493086d94691865c3e07
Requested by: @hariombalhara
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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> |
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Alex van AndelGitHubJoe Au-YeungDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com> |
d9ebf26e21 |
chore: standarize rate limit structure (#25736)
* feat: add toggle to opt out of booking title translation in instant meetings (#25547) * feat: add toggle to opt out of booking title translation in instant meetings Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: add autoTranslateTitleEnabled to test builder Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: respect autoTranslateTitleEnabled toggle in InstantBookingCreateService Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: fetch autoTranslateTitleEnabled directly in InstantBookingCreateService Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * refactor: rename autoTranslateTitleEnabled to autoTranslateInstantMeetingTitleEnabled - Renamed field to clarify it only applies to instant meeting title translation - Moved Prisma query to EventTypeRepository.findInstantMeetingConfigById() - Removed title translation logic from update.handler.ts (flag only controls instant meeting title) - Updated all references across the codebase - Added new i18n translation keys for the renamed field Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: add autoTranslateInstantMeetingTitleEnabled to test destructuring patterns Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: use Prisma.TeamCreateInput type for metadata in test helper Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: add autoTranslateInstantMeetingTitleEnabled to mockUpdatedEventType in test Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * refactor: use generic findByIdMinimal instead of business-specific method - Add autoTranslateInstantMeetingTitleEnabled to eventTypeSelect constant - Remove findInstantMeetingConfigById from EventTypeRepository - Update InstantBookingCreateService to use findByIdMinimal Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * refactor: remove autoTranslateInstantMeetingTitleEnabled from eventTypeSelect (not needed for findByIdMinimal) Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * feat: add autoTranslateInstantMeetingTitleEnabled to event type form defaults - Rename shouldTranslateTitle to shouldAutoTranslateInstantMeetingTitle for clarity - Add autoTranslateInstantMeetingTitleEnabled to findById and findByIdForOrgAdmin selects - Add autoTranslateInstantMeetingTitleEnabled to useEventTypeForm defaultValues Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> * fix: only update autoTranslateInstantMeetingTitleEnabled when explicitly provided Fixes issue where omitting the field in update requests would overwrite the saved opt-out setting with the default value (true). Now the field is only included in the update payload when explicitly provided. Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com> --------- Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com> * chore: Create standard for rate limits --------- Co-authored-by: Joe Au-Yeung <65426560+joeauyeung@users.noreply.github.com> Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com> |
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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 --------- 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> |
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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> |
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2df2868b20 |
fix: cal ai webhook (#24368)
* fix: cal ai email * fix: remove * fix: org * replace Cal AI with Cal.ai * fix: use * fix: feedback * fix: types * fix: types * fix: types * fix: tests * Merge branch 'main' into fix/cal-ai-credits * refactor: feedback * refactor: imporvement * fix: type * refactor: feedback * fix: tests * fix: use pbac --------- Co-authored-by: CarinaWolli <wollencarina@gmail.com> |
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ba50268634 |
feat: support auto create agent (#23493)
* feat: support auto create agent * feat: add prompts * chore: add number to call * fix typo --------- Co-authored-by: Amit Sharma <74371312+Amit91848@users.noreply.github.com> Co-authored-by: CarinaWolli <wollencarina@gmail.com> |
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d4bff9d6b1 |
feat: Cal.ai Self Serve #2 (#22995)
* feat: Cal.ai Self Serve #2 * chore: fix import and remove logs * fix: update checkout session * fix: type errors and test * fix: imports * fix: type err * fix: type error * fix: tests * chore: save progress * fix: workflow flow * fix: workflow update bug * tests: add unit tests for retell ai webhoo * fix: status code * fix: test and delete bug * fix: add dynamic variables * fix: type err * chore: update unit test * fix: type error * chore: update default prompt * fix: type errors * fix: workflow permissions * fix: workflow page * fix: translations * feat: add call duration * chore: add booking uid * fix: button positioning * chore: update tests * chore: improvements * chore: some more improvements * refactor: improvements * refactor: code feedback * refactor: improvements * feat: enable credits for orgs (#23077) * Show credits UI for orgs * fix stripe callback url when buying credits * give orgs 20% credits * add test for calulating credits --------- Co-authored-by: CarinaWolli <wollencarina@gmail.com> Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com> * fix: types * fix: types * chore: error * fix: type error * fix: type error * chore: mock env * feat: add idempotency key to prevent double charging * chore: add userId and teamId * fix: skip inbound calls * chore: update tests * feat: add feature flag for voice agent * feat: finish test call and other improvements * chore: add alert * chore: update .env.example * chore: improvements * fix: update tests * refactor: remove un necessary * feat: add setup badge * chore: improvements * fix: use referene id * chore: improvements * fix: type error * fix: type * refactor: change pricing logic * refactor: update tests * fix: conflicts * fix: billing link for orgs * fix: types * refactor: move feature flag up * fix: alert and test call credit check * fix: update unit tests * fix: feedback * refactor: improvements * refactor: move handlers to separate files * fix: types * fix: missing import * fix: type * refactor: change general tools functions handling * refactor: use repository * refactor: improvements * fix: types * fix: type errorr * fix: auth check * feat: add creditFor * fix: update defualt prompt * fix: throw error on frontend * fix: update unit tests * fix: use deleteAllWorkflowReminders * refactor: add connect phone number * refactor: improvements * chore: translation * chore: update message * chore: translation * design improvements buy number dialog * add translation for error message * use translation key in error message * refactor: improve connect phone number tab * feat: support un saved workflow to tests * chore: remove un used * fix: remove un used * fix: remove un used * refactor: similify billing --------- Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com> Co-authored-by: CarinaWolli <wollencarina@gmail.com> Co-authored-by: Peer Richelsen <peeroke@gmail.com> Co-authored-by: Keith Williams <keithwillcode@gmail.com> |
