Files
calendar/packages/features/ee/workflows/pages/workflow.tsx
T
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>
2025-08-29 05:04:05 +01:00

428 lines
14 KiB
TypeScript

"use client";
import { zodResolver } from "@hookform/resolvers/zod";
import type { WorkflowStep } from "@prisma/client";
import { useSession } from "next-auth/react";
import { useEffect, useState } from "react";
import { useForm } from "react-hook-form";
import Shell, { ShellMain } from "@calcom/features/shell/Shell";
import { SENDER_ID } from "@calcom/lib/constants";
import { useLocale } from "@calcom/lib/hooks/useLocale";
import { HttpError } from "@calcom/lib/http-error";
import type { WorkflowRepository } from "@calcom/lib/server/repository/workflow";
import type { TimeUnit, WorkflowTriggerEvents } from "@calcom/prisma/enums";
import { WorkflowActions } from "@calcom/prisma/enums";
import type { RouterOutputs } from "@calcom/trpc/react";
import { trpc } from "@calcom/trpc/react";
import useMeQuery from "@calcom/trpc/react/hooks/useMeQuery";
import classNames from "@calcom/ui/classNames";
import { Alert } from "@calcom/ui/components/alert";
import { Badge } from "@calcom/ui/components/badge";
import { Button } from "@calcom/ui/components/button";
import type { MultiSelectCheckboxesOptionType as Option } from "@calcom/ui/components/form";
import { Form } from "@calcom/ui/components/form";
import { showToast } from "@calcom/ui/components/toast";
import LicenseRequired from "../../common/components/LicenseRequired";
import SkeletonLoader from "../components/SkeletonLoaderEdit";
import WorkflowDetailsPage from "../components/WorkflowDetailsPage";
import { isSMSAction, isSMSOrWhatsappAction, isCalAIAction } from "../lib/actionHelperFunctions";
import { formSchema } from "../lib/schema";
import { getTranslatedText, translateVariablesToEnglish } from "../lib/variableTranslations";
export type FormValues = {
name: string;
activeOn: Option[];
steps: (WorkflowStep & { senderName: string | null; agentId?: string | null })[];
trigger: WorkflowTriggerEvents;
time?: number;
timeUnit?: TimeUnit;
selectAll: boolean;
};
type PageProps = {
workflow: number;
workflowData?: Awaited<ReturnType<typeof WorkflowRepository.getById>>;
verifiedNumbers?: Awaited<ReturnType<typeof WorkflowRepository.getVerifiedNumbers>>;
verifiedEmails?: Awaited<ReturnType<typeof WorkflowRepository.getVerifiedEmails>>;
};
function WorkflowPage({
workflow: workflowId,
workflowData: workflowDataProp,
verifiedNumbers: verifiedNumbersProp,
verifiedEmails: verifiedEmailsProp,
}: PageProps) {
const { t, i18n } = useLocale();
const session = useSession();
const [selectedOptions, setSelectedOptions] = useState<Option[]>([]);
const [isAllDataLoaded, setIsAllDataLoaded] = useState(false);
const [isMixedEventType, setIsMixedEventType] = useState(false); //for old event types before team workflows existed
const form = useForm<FormValues>({
mode: "onBlur",
resolver: zodResolver(formSchema),
});
const utils = trpc.useUtils();
const userQuery = useMeQuery();
const user = userQuery.data;
const {
data: workflowData,
isError: _isError,
error,
isPending: _isPendingWorkflow,
} = trpc.viewer.workflows.get.useQuery(
{ id: +workflowId },
{
enabled: workflowDataProp ? false : !!workflowId,
}
);
const workflow = workflowDataProp || workflowData;
const isPendingWorkflow = workflowDataProp ? false : _isPendingWorkflow;
const isError = workflowDataProp ? false : _isError;
const { data: verifiedNumbersData } = trpc.viewer.workflows.getVerifiedNumbers.useQuery(
{ teamId: workflow?.team?.id },
{
enabled: verifiedNumbersProp ? false : !!workflow?.id,
}
);
const verifiedNumbers = verifiedNumbersProp || verifiedNumbersData;
const { data: verifiedEmailsData } = trpc.viewer.workflows.getVerifiedEmails.useQuery(
{
teamId: workflow?.team?.id,
},
{ enabled: !verifiedEmailsProp }
);
const verifiedEmails = verifiedEmailsProp || verifiedEmailsData;
const isOrg = workflow?.team?.isOrganization ?? false;
const teamId = workflow?.teamId ?? undefined;
const { data, isPending: isPendingEventTypes } = trpc.viewer.eventTypes.getTeamAndEventTypeOptions.useQuery(
{ teamId, isOrg },
{ enabled: !isPendingWorkflow }
);
const teamOptions = data?.teamOptions ?? [];
let allEventTypeOptions = data?.eventTypeOptions ?? [];
const distinctEventTypes = new Set();
if (!teamId && isMixedEventType) {
allEventTypeOptions = [...allEventTypeOptions, ...selectedOptions];
allEventTypeOptions = allEventTypeOptions.filter((option) => {
const duplicate = distinctEventTypes.has(option.value);
distinctEventTypes.add(option.value);
return !duplicate;
});
}
const hasPermissions = (w: typeof workflow): w is RouterOutputs["viewer"]["workflows"]["get"] => {
return w !== null && w !== undefined && "permissions" in w;
};
const readOnly = workflow && hasPermissions(workflow) ? !workflow.permissions?.canUpdate : true;
const isPending = isPendingWorkflow || isPendingEventTypes;
useEffect(() => {
requestAnimationFrame(() => {
window.scrollTo({
top: 0,
behavior: "smooth",
});
});
}, [isPending]);
useEffect(() => {
if (!isPending) {
if (hasPermissions(workflow)) {
setFormData(workflow);
} else if (workflow) {
const workflowWithDefaults = {
...workflow,
permissions: {
canUpdate: false,
canView: false,
canDelete: false,
canManage: false,
readOnly: true,
},
readOnly: true,
} as RouterOutputs["viewer"]["workflows"]["get"];
setFormData(workflowWithDefaults);
}
}
}, [isPending]);
function setFormData(workflowData: RouterOutputs["viewer"]["workflows"]["get"] | undefined) {
if (workflowData) {
if (workflowData.userId && workflowData.activeOn.find((active) => !!active.eventType.teamId)) {
setIsMixedEventType(true);
}
let activeOn;
if (workflowData.isActiveOnAll) {
activeOn = isOrg ? teamOptions : allEventTypeOptions;
} else {
if (isOrg) {
activeOn = workflowData.activeOnTeams.flatMap((active) => {
return {
value: String(active.team.id) || "",
label: active.team.slug || "",
};
});
setSelectedOptions(activeOn || []);
} else {
setSelectedOptions(
workflowData.activeOn?.flatMap((active) => {
if (workflowData.teamId && active.eventType.parentId) return [];
return {
value: String(active.eventType.id),
label: active.eventType.title,
};
}) || []
);
activeOn = workflowData.activeOn
? workflowData.activeOn.map((active) => ({
value: active.eventType.id.toString(),
label: active.eventType.slug,
}))
: undefined;
}
}
//translate dynamic variables into local language
const steps = workflowData.steps?.map((step) => {
const updatedStep = {
...step,
senderName: step.sender,
sender: isSMSAction(step.action) ? step.sender : SENDER_ID,
};
if (step.reminderBody) {
updatedStep.reminderBody = getTranslatedText(step.reminderBody || "", {
locale: i18n.language,
t,
});
}
if (step.emailSubject) {
updatedStep.emailSubject = getTranslatedText(step.emailSubject || "", {
locale: i18n.language,
t,
});
}
return updatedStep;
});
form.setValue("name", workflowData.name);
form.setValue("steps", steps);
form.setValue("trigger", workflowData.trigger);
form.setValue("time", workflowData.time || undefined);
form.setValue("timeUnit", workflowData.timeUnit || undefined);
form.setValue("activeOn", activeOn || []);
form.setValue("selectAll", workflowData.isActiveOnAll ?? false);
setIsAllDataLoaded(true);
}
}
const updateMutation = trpc.viewer.workflows.update.useMutation({
onSuccess: async ({ workflow }) => {
utils.viewer.workflows.get.setData({ id: +workflow.id }, workflow);
setFormData(workflow);
showToast(
t("workflow_updated_successfully", {
workflowName: workflow.name,
}),
"success"
);
},
onError: (err) => {
if (err instanceof HttpError) {
const message = `${err.statusCode}: ${err.message}`;
showToast(message, "error");
}
},
});
const validateAndSubmitWorkflow = async (values: FormValues): Promise<void> => {
let activeOnIds: number[] = [];
let isEmpty = false;
let isVerified = true;
values.steps.forEach((step) => {
const strippedHtml = step.reminderBody?.replace(/<[^>]+>/g, "") || "";
const isBodyEmpty =
!isSMSOrWhatsappAction(step.action) && !isCalAIAction(step.action) && strippedHtml.length <= 1;
if (isBodyEmpty) {
form.setError(`steps.${step.stepNumber - 1}.reminderBody`, {
type: "custom",
message: t("fill_this_field"),
});
}
if (step.reminderBody) {
step.reminderBody = translateVariablesToEnglish(step.reminderBody, {
locale: i18n.language,
t,
});
}
if (step.emailSubject) {
step.emailSubject = translateVariablesToEnglish(step.emailSubject, {
locale: i18n.language,
t,
});
}
isEmpty = !isEmpty ? isBodyEmpty : isEmpty;
//check if phone number is verified
if (
(step.action === WorkflowActions.SMS_NUMBER || step.action === WorkflowActions.WHATSAPP_NUMBER) &&
!verifiedNumbers?.find((verifiedNumber) => verifiedNumber.phoneNumber === step.sendTo)
) {
isVerified = false;
form.setError(`steps.${step.stepNumber - 1}.sendTo`, {
type: "custom",
message: t("not_verified"),
});
}
if (
step.action === WorkflowActions.EMAIL_ADDRESS &&
!verifiedEmails?.find((verifiedEmail) => verifiedEmail === step.sendTo)
) {
isVerified = false;
form.setError(`steps.${step.stepNumber - 1}.sendTo`, {
type: "custom",
message: t("not_verified"),
});
}
});
if (!isEmpty && isVerified) {
if (values.activeOn) {
activeOnIds = values.activeOn
.filter((option) => option.value !== "all")
.map((option) => {
return parseInt(option.value, 10);
});
}
await updateMutation.mutateAsync({
id: workflowId,
name: values.name,
activeOn: activeOnIds,
steps: values.steps,
trigger: values.trigger,
time: values.time || null,
timeUnit: values.timeUnit || null,
isActiveOnAll: values.selectAll || false,
});
utils.viewer.workflows.getVerifiedNumbers.invalidate();
} else {
const validationErrors: string[] = [];
if (isEmpty) {
validationErrors.push(t("workflow_validation_empty_fields"));
}
if (!isVerified) {
validationErrors.push(t("workflow_validation_unverified_contacts"));
}
throw new Error(`${t("workflow_validation_failed")}: ${validationErrors.join("; ")}`);
}
};
const handleSaveWorkflow = async (): Promise<void> => {
const values = form.getValues();
await validateAndSubmitWorkflow(values);
};
return session.data ? (
<Shell withoutMain backPath="/workflows">
<LicenseRequired>
<Form
form={form}
handleSubmit={async (values) => {
await validateAndSubmitWorkflow(values);
}}>
<ShellMain
backPath="/workflows"
title={workflow && workflow.name ? workflow.name : "Untitled"}
CTA={
!readOnly && (
<div>
<Button data-testid="save-workflow" type="submit" loading={updateMutation.isPending}>
{t("save")}
</Button>
</div>
)
}
heading={
isAllDataLoaded && (
<div className="flex">
<div className={classNames(workflow && !workflow.name ? "text-muted" : "")}>
{workflow && workflow.name ? workflow.name : "untitled"}
</div>
{workflow && workflow.team && (
<Badge className="ml-4 mt-1" variant="gray">
{workflow.team.name}
</Badge>
)}
{readOnly && (
<Badge className="ml-4 mt-1" variant="gray">
{t("readonly")}
</Badge>
)}
</div>
)
}>
{!isError ? (
<>
{isAllDataLoaded && user ? (
<>
<WorkflowDetailsPage
permissions={workflow && hasPermissions(workflow) ? workflow.permissions : undefined}
form={form}
workflowId={+workflowId}
user={user}
selectedOptions={selectedOptions}
setSelectedOptions={setSelectedOptions}
teamId={workflow ? workflow.teamId || undefined : undefined}
readOnly={readOnly}
isOrg={isOrg}
allOptions={isOrg ? teamOptions : allEventTypeOptions}
onSaveWorkflow={handleSaveWorkflow}
/>
</>
) : (
<SkeletonLoader />
)}
</>
) : (
<Alert severity="error" title="Something went wrong" message={error?.message ?? ""} />
)}
</ShellMain>
</Form>
</LicenseRequired>
</Shell>
) : (
<></>
);
}
export default WorkflowPage;