import { createDefaultAIPhoneServiceProvider } from "@calcom/features/calAIPhone"; import { isEmailAction } from "@calcom/features/ee/workflows/lib/actionHelperFunctions"; import tasker from "@calcom/features/tasker"; import { IS_SELF_HOSTED, SCANNING_WORKFLOW_STEPS } from "@calcom/lib/constants"; import hasKeyInMetadata from "@calcom/lib/hasKeyInMetadata"; import logger from "@calcom/lib/logger"; import { WorkflowRepository } from "@calcom/lib/server/repository/workflow"; import { addPermissionsToWorkflow } from "@calcom/lib/server/repository/workflow-permissions"; import type { PrismaClient } from "@calcom/prisma"; import { WorkflowActions, WorkflowTemplates } from "@calcom/prisma/enums"; import { PhoneNumberSubscriptionStatus } from "@calcom/prisma/enums"; import type { TrpcSessionUser } from "@calcom/trpc/server/types"; import { TRPCError } from "@trpc/server"; import hasActiveTeamPlanHandler from "../teams/hasActiveTeamPlan.handler"; import type { TUpdateInputSchema } from "./update.schema"; import { getSender, isAuthorized, upsertSmsReminderFieldForEventTypes, deleteRemindersOfActiveOnIds, isAuthorizedToAddActiveOnIds, scheduleWorkflowNotifications, verifyEmailSender, removeSmsReminderFieldForEventTypes, isStepEdited, getEmailTemplateText, upsertAIAgentCallPhoneNumberFieldForEventTypes, removeAIAgentCallPhoneNumberFieldForEventTypes, } from "./util"; type UpdateOptions = { ctx: { user: Pick, "id" | "metadata" | "locale" | "timeFormat" | "timeZone">; prisma: PrismaClient; }; input: TUpdateInputSchema; }; const log = logger.getSubLogger({ prefix: ["[Workflows.update] "] }); export const updateHandler = async ({ ctx, input }: UpdateOptions) => { const { user } = ctx; const { id, name, activeOn, steps, trigger, time, timeUnit, isActiveOnAll } = input; const userWorkflow = await ctx.prisma.workflow.findUnique({ where: { id, }, select: { id: true, userId: true, isActiveOnAll: true, trigger: true, time: true, timeUnit: true, team: { select: { isOrganization: true, }, }, teamId: true, user: { select: { teams: true, }, }, steps: true, activeOn: true, activeOnTeams: true, }, }); const isOrg = !!userWorkflow?.team?.isOrganization; const isUserAuthorized = await isAuthorized(userWorkflow, ctx.user.id, "workflow.update"); if (!isUserAuthorized || !userWorkflow) { throw new TRPCError({ code: "UNAUTHORIZED" }); } if (steps.find((step) => step.workflowId != id)) { throw new TRPCError({ code: "UNAUTHORIZED" }); } const isCurrentUsernamePremium = hasKeyInMetadata(user, "isPremium") ? !!user.metadata.isPremium : false; let teamsPlan = { isActive: false, isTrial: false }; if (!isCurrentUsernamePremium) { teamsPlan = await hasActiveTeamPlanHandler({ ctx, input: { ownerOnly: false } }); } const hasPaidPlan = IS_SELF_HOSTED || isCurrentUsernamePremium || teamsPlan.isActive; let newActiveOn: number[] = []; let removedActiveOnIds: number[] = []; let activeOnWithChildren: number[] = activeOn; let oldActiveOnIds: number[] = []; if (!isOrg) { // activeOn are event types ids const activeOnEventTypes = await ctx.prisma.eventType.findMany({ where: { id: { in: activeOn, }, ...(userWorkflow.teamId && { parentId: null }), //all children managed event types are added after }, select: { id: true, children: { select: { id: true, }, }, }, }); activeOnWithChildren = activeOnEventTypes .map((eventType) => [eventType.id].concat(eventType.children.map((child) => child.id))) .flat(); let oldActiveOnEventTypes: { id: number; children: { id: number }[] }[]; if (userWorkflow.isActiveOnAll) { oldActiveOnEventTypes = await ctx.prisma.eventType.findMany({ where: { ...(userWorkflow.teamId ? { teamId: userWorkflow.teamId } : { userId: userWorkflow.userId }), }, select: { id: true, children: { select: { id: true, }, }, }, }); } else { oldActiveOnEventTypes = ( await ctx.prisma.workflowsOnEventTypes.findMany({ where: { workflowId: id, }, select: { eventTypeId: true, eventType: { select: { children: { select: { id: true, }, }, }, }, }, }) ).map((eventTypeRel) => { return { id: eventTypeRel.eventTypeId, children: eventTypeRel.eventType.children }; }); } oldActiveOnIds = oldActiveOnEventTypes.flatMap((eventType) => [ eventType.id, ...eventType.children.map((child) => child.id), ]); newActiveOn = activeOn.filter((eventTypeId) => !oldActiveOnIds.includes(eventTypeId)); const isAuthorizedToAddIds = await isAuthorizedToAddActiveOnIds( newActiveOn, isOrg, userWorkflow?.teamId, userWorkflow?.userId ); if (!isAuthorizedToAddIds) { throw new TRPCError({ code: "UNAUTHORIZED" }); } //remove all scheduled Email and SMS reminders for eventTypes that are not active any more removedActiveOnIds = oldActiveOnIds.filter((eventTypeId) => !activeOnWithChildren.includes(eventTypeId)); await deleteRemindersOfActiveOnIds({ removedActiveOnIds, workflowSteps: userWorkflow.steps, isOrg }); //update active on await ctx.prisma.workflowsOnEventTypes.deleteMany({ where: { workflowId: id, }, }); //create all workflow - eventtypes relationships await ctx.prisma.workflowsOnEventTypes.createMany({ data: activeOnWithChildren.map((eventTypeId) => ({ workflowId: id, eventTypeId, })), }); } else { // activeOn are team ids if (userWorkflow.isActiveOnAll) { oldActiveOnIds = ( await ctx.prisma.team.findMany({ where: { parent: { id: userWorkflow.teamId ?? 0, }, }, select: { id: true, }, }) ).map((team) => team.id); } else { oldActiveOnIds = ( await ctx.prisma.workflowsOnTeams.findMany({ where: { workflowId: id, }, select: { teamId: true, }, }) ).map((teamRel) => teamRel.teamId); } newActiveOn = activeOn.filter((teamId) => !oldActiveOnIds.includes(teamId)); const isAuthorizedToAddIds = await isAuthorizedToAddActiveOnIds( newActiveOn, isOrg, userWorkflow?.teamId, userWorkflow?.userId ); if (!isAuthorizedToAddIds) { throw new TRPCError({ code: "UNAUTHORIZED" }); } removedActiveOnIds = oldActiveOnIds.filter((teamId) => !activeOn.includes(teamId)); await deleteRemindersOfActiveOnIds({ removedActiveOnIds, workflowSteps: userWorkflow.steps, isOrg, activeOnIds: activeOn.filter((activeOn) => !newActiveOn.includes(activeOn)), }); //update active on await ctx.prisma.workflowsOnTeams.deleteMany({ where: { workflowId: id, }, }); await ctx.prisma.workflowsOnTeams.createMany({ data: activeOn.map((teamId) => ({ workflowId: id, teamId, })), }); } if (userWorkflow.trigger !== trigger || userWorkflow.time !== time || userWorkflow.timeUnit !== timeUnit) { //if trigger changed, delete all reminders from steps before change await deleteRemindersOfActiveOnIds({ removedActiveOnIds: oldActiveOnIds, workflowSteps: userWorkflow.steps, isOrg, }); await scheduleWorkflowNotifications({ activeOn, // schedule for activeOn that stayed the same + new active on (old reminders were deleted) isOrg, workflowSteps: userWorkflow.steps, // use old steps here, edited and deleted steps are handled below time, timeUnit, trigger, userId: user.id, teamId: userWorkflow.teamId, }); } else { // if trigger didn't change, only schedule reminders for all new activeOn await scheduleWorkflowNotifications({ activeOn: newActiveOn, isOrg, workflowSteps: userWorkflow.steps, // use old steps here, edited and deleted steps are handled below time, timeUnit, trigger, userId: user.id, teamId: userWorkflow.teamId, alreadyScheduledActiveOnIds: activeOn.filter((activeOn) => !newActiveOn.includes(activeOn)), // alreadyScheduledActiveOnIds }); } // handle deleted and edited workflow steps await Promise.all( userWorkflow.steps.map(async (oldStep) => { const foundStep = steps.find((s) => s.id === oldStep.id); let newStep; if (foundStep) { const { senderName, ...rest } = { ...foundStep, numberVerificationPending: false, sender: getSender({ action: foundStep.action, sender: foundStep.sender || null, senderName: foundStep.senderName, }), }; newStep = rest; } const remindersFromStep = await ctx.prisma.workflowReminder.findMany({ where: { workflowStepId: oldStep.id, }, select: { id: true, referenceId: true, method: true, booking: { select: { eventTypeId: true, }, }, }, }); //step was deleted if (!newStep) { if (oldStep.action === WorkflowActions.CAL_AI_PHONE_CALL && !!oldStep.agentId) { const agent = await ctx.prisma.agent.findUnique({ where: { id: oldStep.agentId ?? undefined }, select: { id: true, outboundPhoneNumbers: { select: { id: true, phoneNumber: true, subscriptionStatus: true, }, }, }, }); if (!agent) { throw new TRPCError({ code: "NOT_FOUND", message: `Agent ${oldStep.agentId} not found for cleanup`, }); } await WorkflowRepository.deleteAllWorkflowReminders(remindersFromStep); await ctx.prisma.workflowStep.delete({ where: { id: oldStep.id, }, }); const aiPhoneService = createDefaultAIPhoneServiceProvider(); const externalErrors: string[] = []; const phoneNumberOperations: Promise[] = []; if (agent.outboundPhoneNumbers) { for (const phoneNumber of agent.outboundPhoneNumbers) { if (phoneNumber.subscriptionStatus === PhoneNumberSubscriptionStatus.ACTIVE) { try { phoneNumberOperations.push( aiPhoneService .cancelPhoneNumberSubscription({ phoneNumberId: phoneNumber.id, userId: user.id, }) .catch((error) => { const message = `Failed to cancel phone number subscription ${ phoneNumber.phoneNumber }: ${error instanceof Error ? error.message : "Unknown error"}`; externalErrors.push(message); log.error(message); }) ); } catch (error) { const message = `Failed to cancel phone number subscription ${phoneNumber.phoneNumber}: ${ error instanceof Error ? error.message : "Unknown error" }`; externalErrors.push(message); log.error(message); phoneNumberOperations.push(Promise.resolve()); } } else if ( phoneNumber.subscriptionStatus === null || phoneNumber.subscriptionStatus === undefined ) { try { phoneNumberOperations.push( aiPhoneService .deletePhoneNumber({ phoneNumber: phoneNumber.phoneNumber, userId: user.id, deleteFromDB: true, }) .catch((error) => { const message = `Failed to delete phone number ${phoneNumber.phoneNumber}: ${ error instanceof Error ? error.message : "Unknown error" }`; externalErrors.push(message); log.error(message); }) ); } catch (error) { const message = `Failed to delete phone number ${phoneNumber.phoneNumber}: ${ error instanceof Error ? error.message : "Unknown error" }`; externalErrors.push(message); log.error(message); phoneNumberOperations.push(Promise.resolve()); } } // Skip cancelled phone numbers - they don't need any action } } await Promise.all(phoneNumberOperations); try { await aiPhoneService.deleteAgent({ id: agent.id, userId: user.id, teamId: userWorkflow.teamId ?? undefined, }); } catch (error) { const message = `Failed to delete agent ${agent.id} from external service: ${ error instanceof Error ? error.message : "Unknown error" }`; externalErrors.push(message); log.error(message); } // If there were external errors, we should log them for manual cleanup // but the operation is considered successful since DB is consistent if (externalErrors.length > 0) { log.error(`External service cleanup errors for workflow step ${oldStep.id}:`, externalErrors); } } else { // For non-AI phone steps, just delete reminders and step await WorkflowRepository.deleteAllWorkflowReminders(remindersFromStep); await ctx.prisma.workflowStep.delete({ where: { id: oldStep.id, }, }); } } else if ( isStepEdited(oldStep, { ...newStep, verifiedAt: oldStep.verifiedAt, agentId: newStep.agentId || null, }) ) { // check if step that require team plan already existed before if (!hasPaidPlan && isEmailAction(newStep.action)) { const isChangingToCustomTemplate = newStep.template === WorkflowTemplates.CUSTOM && oldStep.template !== WorkflowTemplates.CUSTOM; if (isChangingToCustomTemplate) { throw new TRPCError({ code: "UNAUTHORIZED", message: "Not available on free plan" }); } //if email body or subject was changed, change to predefined template if ( newStep.emailSubject !== oldStep.emailSubject || newStep.reminderBody !== oldStep.reminderBody ) { // already existing custom templates can't be updated if (newStep.template === WorkflowTemplates.CUSTOM) { throw new TRPCError({ code: "UNAUTHORIZED", message: "Not available on free plan" }); } // on free plans always use predefined templates const { emailBody, emailSubject } = await getEmailTemplateText(newStep.template, { locale: ctx.user.locale, action: newStep.action, timeFormat: ctx.user.timeFormat, }); newStep = { ...newStep, reminderBody: emailBody, emailSubject }; } } // update step const requiresSender = newStep.action === WorkflowActions.SMS_NUMBER || newStep.action === WorkflowActions.WHATSAPP_NUMBER || newStep.action === WorkflowActions.EMAIL_ADDRESS; if (newStep.action === WorkflowActions.EMAIL_ADDRESS) { await verifyEmailSender(newStep.sendTo || "", user.id, userWorkflow.teamId); } const didBodyChange = newStep.reminderBody !== oldStep.reminderBody; await ctx.prisma.workflowStep.update({ where: { id: oldStep.id, }, data: { action: newStep.action, sendTo: requiresSender ? newStep.sendTo : null, stepNumber: newStep.stepNumber, workflowId: newStep.workflowId, reminderBody: newStep.reminderBody, emailSubject: newStep.emailSubject, template: newStep.template, numberRequired: newStep.numberRequired, sender: newStep.sender, numberVerificationPending: false, includeCalendarEvent: newStep.includeCalendarEvent, agentId: newStep.agentId || null, verifiedAt: !SCANNING_WORKFLOW_STEPS ? new Date() : didBodyChange ? null : oldStep.verifiedAt, }, }); if (SCANNING_WORKFLOW_STEPS && didBodyChange) { await tasker.create("scanWorkflowBody", { workflowStepId: oldStep.id, userId: ctx.user.id, createdAt: new Date().toISOString(), }); } else { // schedule notifications for edited steps await scheduleWorkflowNotifications({ activeOn, isOrg, workflowSteps: [newStep], time, timeUnit, trigger, userId: user.id, teamId: userWorkflow.teamId, }); } // cancel all notifications of edited step await WorkflowRepository.deleteAllWorkflowReminders(remindersFromStep); } }) ); // handle added workflow steps const addedSteps = await Promise.all( steps .filter((step) => step.id <= 0) .map(async (newStep) => { if (!hasPaidPlan && isEmailAction(newStep.action)) { if (newStep.template === WorkflowTemplates.CUSTOM) { throw new TRPCError({ code: "UNAUTHORIZED", message: "Not available on free plan" }); } // on free plans always use predefined templates const { emailBody, emailSubject } = await getEmailTemplateText(newStep.template, { locale: ctx.user.locale, action: newStep.action, timeFormat: ctx.user.timeFormat, }); newStep = { ...newStep, reminderBody: emailBody, emailSubject }; } if (newStep.action === WorkflowActions.EMAIL_ADDRESS) { await verifyEmailSender(newStep.sendTo || "", user.id, userWorkflow.teamId); } const { id: _stepId, senderName, ...stepToAdd } = { ...newStep, sender: getSender({ action: newStep.action, sender: newStep.sender || null, senderName: newStep.senderName, }), }; return stepToAdd; }) ); if (addedSteps.length) { //create new steps const createdSteps = await Promise.all( addedSteps.map((step) => ctx.prisma.workflowStep.create({ data: { ...step, numberVerificationPending: false, ...(!SCANNING_WORKFLOW_STEPS ? { verifiedAt: new Date() } : {}), }, }) ) ); if (SCANNING_WORKFLOW_STEPS) { await Promise.all( createdSteps.map((step) => tasker.create("scanWorkflowBody", { workflowStepId: step.id, userId: ctx.user.id, createdAt: new Date().toISOString(), }) ) ); } else { // schedule notification for new step await scheduleWorkflowNotifications({ activeOn, isOrg, workflowSteps: createdSteps, time, timeUnit, trigger, userId: user.id, teamId: userWorkflow.teamId, }); } } //update trigger, name, time, timeUnit await ctx.prisma.workflow.update({ where: { id, }, data: { name, trigger, time, timeUnit, isActiveOnAll, }, }); const workflow = await ctx.prisma.workflow.findUnique({ where: { id, }, include: { activeOn: { select: { eventType: true, }, }, activeOnTeams: { select: { team: true, }, }, team: { select: { id: true, slug: true, members: true, name: true, isOrganization: true, }, }, steps: { orderBy: { stepNumber: "asc", }, }, }, }); if (!workflow) { throw new TRPCError({ code: "NOT_FOUND", message: "Workflow not found after update", }); } // Remove or add booking field for sms reminder number const smsReminderNumberNeeded = activeOn.length && steps.some( (step) => step.action === WorkflowActions.SMS_ATTENDEE || step.action === WorkflowActions.WHATSAPP_ATTENDEE ); await removeSmsReminderFieldForEventTypes({ activeOnToRemove: removedActiveOnIds, workflowId: id, isOrg, activeOn, }); if (!smsReminderNumberNeeded) { await removeSmsReminderFieldForEventTypes({ activeOnToRemove: activeOnWithChildren, workflowId: id, isOrg, }); } else { await upsertSmsReminderFieldForEventTypes({ activeOn: activeOnWithChildren, workflowId: id, isSmsReminderNumberRequired: steps.some( (s) => (s.action === WorkflowActions.SMS_ATTENDEE || s.action === WorkflowActions.WHATSAPP_ATTENDEE) && s.numberRequired ), isOrg, }); } // Remove or add attendeePhoneNumber field for AI phone call actions const aiPhoneCallStepsNeeded = activeOn.length && steps.some((s) => s.action === WorkflowActions.CAL_AI_PHONE_CALL); await removeAIAgentCallPhoneNumberFieldForEventTypes({ activeOnToRemove: removedActiveOnIds, workflowId: id, isOrg, activeOn, }); if (!aiPhoneCallStepsNeeded) { await removeAIAgentCallPhoneNumberFieldForEventTypes({ activeOnToRemove: activeOnWithChildren, workflowId: id, isOrg, }); } else { await upsertAIAgentCallPhoneNumberFieldForEventTypes({ activeOn: activeOnWithChildren, workflowId: id, isAIAgentCallPhoneNumberRequired: steps.some((s) => s.action === WorkflowActions.CAL_AI_PHONE_CALL), isOrg, }); } const aiPhoneCallSteps = steps.filter((s) => s.action === WorkflowActions.CAL_AI_PHONE_CALL && s.agentId); if (aiPhoneCallSteps.length > 0) { const aiService = createDefaultAIPhoneServiceProvider(); const externalToolErrors: string[] = []; await Promise.all( aiPhoneCallSteps.map(async (step) => { if (!step.agentId) return; try { const agent = await ctx.prisma.agent.findUnique({ where: { id: step.agentId }, select: { providerAgentId: true }, }); if (!agent?.providerAgentId) { log.error(`Agent not found for step ${step.id} agentId ${step.agentId}`); return; } if (removedActiveOnIds.length > 0) { try { await aiService.removeToolsForEventTypes(agent.providerAgentId, removedActiveOnIds); } catch (error) { const message = `Failed to remove tools for removed event types from agent ${ agent.providerAgentId }: ${error instanceof Error ? error.message : "Unknown error"}`; externalToolErrors.push(message); log.error(message); } } if (newActiveOn.length > 0) { await Promise.all( newActiveOn.map(async (eventTypeId) => { try { await aiService.updateToolsFromAgentId(agent.providerAgentId, { eventTypeId, timeZone: user?.timeZone ?? "Europe/London", userId: user.id, teamId: userWorkflow.teamId || undefined, }); } catch (error) { const message = `${error instanceof Error ? error.message : "Unknown error"}`; externalToolErrors.push(message); log.error(message); } }) ); } } catch (error) { const message = `Failed to update agent tools for step ${step.id}: ${ error instanceof Error ? error.message : "Unknown error" }`; externalToolErrors.push(message); log.error(message); } }) ); if (externalToolErrors.length > 0) { log.error(`Agent tool update errors for workflow ${id}:`, externalToolErrors); throw new TRPCError({ code: "INTERNAL_SERVER_ERROR", message: externalToolErrors.join("; "), }); } } const workflowWithPermissions = await addPermissionsToWorkflow(workflow, ctx.user.id); return { workflow: workflowWithPermissions, }; };