Files
calendar/packages/features/ee/workflows/lib/actionHelperFunctions.ts
T
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

192 lines
6.0 KiB
TypeScript

import type { TFunction } from "i18next";
import type { TimeFormat } from "@calcom/lib/timeFormat";
import { WorkflowActions, WorkflowTemplates, WorkflowTriggerEvents } from "@calcom/prisma/enums";
import {
whatsappEventCancelledTemplate,
whatsappEventCompletedTemplate,
whatsappEventRescheduledTemplate,
whatsappReminderTemplate,
} from "../lib/reminders/templates/whatsapp";
import { FORM_TRIGGER_WORKFLOW_EVENTS } from "./constants";
import emailRatingTemplate from "./reminders/templates/emailRatingTemplate";
import emailReminderTemplate from "./reminders/templates/emailReminderTemplate";
import smsReminderTemplate from "./reminders/templates/smsReminderTemplate";
import type { WorkflowStep } from "./types";
export function shouldScheduleEmailReminder(action: WorkflowActions) {
return action === WorkflowActions.EMAIL_ATTENDEE || action === WorkflowActions.EMAIL_HOST;
}
export function shouldScheduleSMSReminder(action: WorkflowActions) {
return action === WorkflowActions.SMS_ATTENDEE || action === WorkflowActions.SMS_NUMBER;
}
export function isSMSAction(action: WorkflowActions) {
return action === WorkflowActions.SMS_ATTENDEE || action === WorkflowActions.SMS_NUMBER;
}
export function isWhatsappAction(action: WorkflowActions) {
return action === WorkflowActions.WHATSAPP_NUMBER || action === WorkflowActions.WHATSAPP_ATTENDEE;
}
export function isSMSOrWhatsappAction(action: WorkflowActions) {
return isSMSAction(action) || isWhatsappAction(action);
}
export function isCalAIAction(action: WorkflowActions) {
return action === WorkflowActions.CAL_AI_PHONE_CALL;
}
export function isEmailAction(action: WorkflowActions) {
return (
action === WorkflowActions.EMAIL_ADDRESS ||
action === WorkflowActions.EMAIL_ATTENDEE ||
action === WorkflowActions.EMAIL_HOST
);
}
export function isAttendeeAction(action: WorkflowActions) {
return (
action === WorkflowActions.SMS_ATTENDEE ||
action === WorkflowActions.EMAIL_ATTENDEE ||
action === WorkflowActions.WHATSAPP_ATTENDEE
);
}
export function isEmailToAttendeeAction(action: WorkflowActions) {
return action === WorkflowActions.EMAIL_ATTENDEE;
}
export function isTextMessageToSpecificNumber(action?: WorkflowActions) {
return action === WorkflowActions.SMS_NUMBER || action === WorkflowActions.WHATSAPP_NUMBER;
}
export function getWhatsappTemplateForTrigger(trigger: WorkflowTriggerEvents): WorkflowTemplates {
switch (trigger) {
case "NEW_EVENT":
case "BEFORE_EVENT":
return WorkflowTemplates.REMINDER;
case "AFTER_EVENT":
return WorkflowTemplates.COMPLETED;
case "EVENT_CANCELLED":
return WorkflowTemplates.CANCELLED;
case "RESCHEDULE_EVENT":
return WorkflowTemplates.RESCHEDULED;
default:
return WorkflowTemplates.REMINDER;
}
}
export function getWhatsappTemplateFunction(template?: WorkflowTemplates): typeof whatsappReminderTemplate {
switch (template) {
case "CANCELLED":
return whatsappEventCancelledTemplate;
case "COMPLETED":
return whatsappEventCompletedTemplate;
case "RESCHEDULED":
return whatsappEventRescheduledTemplate;
case "CUSTOM":
case "REMINDER":
return whatsappReminderTemplate;
default:
return whatsappReminderTemplate;
}
}
function getEmailTemplateFunction(template?: WorkflowTemplates) {
switch (template) {
case WorkflowTemplates.REMINDER:
return emailReminderTemplate;
case WorkflowTemplates.RATING:
return emailRatingTemplate;
default:
return emailReminderTemplate;
}
}
export function getWhatsappTemplateForAction(
action: WorkflowActions,
locale: string,
template: WorkflowTemplates,
timeFormat: TimeFormat
): string | null {
const templateFunction = getWhatsappTemplateFunction(template);
return templateFunction(true, locale, action, timeFormat);
}
export function getTemplateBodyForAction({
action,
locale,
t,
template,
timeFormat,
}: {
action: WorkflowActions;
locale: string;
t: TFunction;
template: WorkflowTemplates;
timeFormat: TimeFormat;
}): string | null {
if (isSMSAction(action)) {
return smsReminderTemplate(true, locale, action, timeFormat);
}
if (isWhatsappAction(action)) {
const templateFunction = getWhatsappTemplateFunction(template);
return templateFunction(true, locale, action, timeFormat);
}
// If not a whatsapp action then it's an email action
const templateFunction = getEmailTemplateFunction(template);
return templateFunction({ isEditingMode: true, locale, t, action, timeFormat }).emailBody;
}
export function isFormTrigger(trigger: WorkflowTriggerEvents) {
return FORM_TRIGGER_WORKFLOW_EVENTS.includes(trigger);
}
export function hasCalAIAction(steps: WorkflowStep[]) {
return steps.some((step) => isCalAIAction(step.action));
}
export function getEventTypeIdForCalAiTest({
trigger,
outboundEventTypeId,
eventTypeIds,
activeOnEventTypeId,
t,
}: {
trigger: WorkflowTriggerEvents;
outboundEventTypeId?: number | null;
eventTypeIds?: number[];
activeOnEventTypeId?: string;
t: TFunction;
}): { eventTypeId: number | null; error: string | null } {
if (isFormTrigger(trigger)) {
if (trigger === WorkflowTriggerEvents.FORM_SUBMITTED) {
if (!outboundEventTypeId) {
return { eventTypeId: null, error: t("choose_event_type_in_agent_setup") };
}
return { eventTypeId: outboundEventTypeId, error: null };
} else {
// FORM_SUBMITTED_NO_EVENT
if (!eventTypeIds || eventTypeIds.length === 0) {
return { eventTypeId: null, error: t("no_event_types_available_for_test_call") };
}
return { eventTypeId: eventTypeIds[0], error: null };
}
} else {
// For regular event type triggers, use the selected event type
if (!activeOnEventTypeId) {
return { eventTypeId: null, error: t("choose_at_least_one_event_type_test_call") };
}
const parsedEventTypeId = parseInt(activeOnEventTypeId, 10);
if (isNaN(parsedEventTypeId)) {
return { eventTypeId: null, error: t("choose_at_least_one_event_type_test_call") };
}
return { eventTypeId: parsedEventTypeId, error: null };
}
}