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