Files
calendar/apps/web/modules/ee/workflows/views/WorkflowPage.tsx
T
Kartik LabhshetwarGitHubcubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
21958dd511 fix: improve mobile responsiveness for workflows page (#24257)
* refactor: update WorkflowPage layout, add tooltip to name, adjust badge styling

* Update packages/features/ee/workflows/pages/workflow.tsx

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>

* chore: removing tooltip

---------

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
2025-12-25 18:58:01 +05:30

575 lines
20 KiB
TypeScript

"use client";
import { zodResolver } from "@hookform/resolvers/zod";
import { useSession } from "next-auth/react";
import { useSearchParams } from "next/navigation";
import { useEffect, useState } from "react";
import { useForm, useWatch } from "react-hook-form";
import { Toaster } from "sonner";
import LicenseRequired from "@calcom/features/ee/common/components/LicenseRequired";
import {
isSMSAction,
isSMSOrWhatsappAction,
isCalAIAction,
isFormTrigger,
} from "@calcom/features/ee/workflows/lib/actionHelperFunctions";
import { formSchema } from "@calcom/features/ee/workflows/lib/schema";
import type { FormValues } from "@calcom/features/ee/workflows/lib/types";
import {
getTranslatedText,
translateVariablesToEnglish,
} from "@calcom/features/ee/workflows/lib/variableTranslations";
import type { WorkflowRepository } from "@calcom/features/ee/workflows/repositories/WorkflowRepository";
import type { WorkflowPermissions } from "@calcom/features/workflows/repositories/WorkflowPermissionsRepository";
import { SENDER_ID } from "@calcom/lib/constants";
import { useLocale } from "@calcom/lib/hooks/useLocale";
import { HttpError } from "@calcom/lib/http-error";
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 { 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, Input } from "@calcom/ui/components/form";
import { Icon } from "@calcom/ui/components/icon";
import { showToast } from "@calcom/ui/components/toast";
import { Tooltip } from "@calcom/ui/components/tooltip";
import { DeleteDialog } from "../components/DeleteDialog";
import SkeletonLoader from "../components/SkeletonLoaderEdit";
import WorkflowDetailsPage from "../components/WorkflowDetailsPage";
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 [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
const [isEditingName, setIsEditingName] = useState(false);
const [nameValue, setNameValue] = useState("");
const searchParams = useSearchParams();
const form = useForm<FormValues>({
mode: "onBlur",
resolver: zodResolver(formSchema),
});
const utils = trpc.useUtils();
const watchedTrigger = useWatch({
control: form.control,
name: "trigger",
});
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.getActiveOnOptions.useQuery(
{ teamId, isOrg },
{ enabled: !isPendingWorkflow }
);
const teamOptions = data?.teamOptions ?? [];
const routingFormOptions = data?.routingFormOptions ?? [];
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 permissions: WorkflowPermissions =
workflow && hasPermissions(workflow)
? workflow?.permissions
: {
canUpdate: !teamId,
canView: !teamId,
canDelete: !teamId,
readOnly: !!teamId,
};
// Watch for form name changes
const watchedName = form.watch("name");
// Handler functions for editable name
const handleNameChange = (e: React.ChangeEvent<HTMLInputElement>) => {
setNameValue(e.target.value);
};
const handleNameSubmit = () => {
form.setValue("name", nameValue);
setIsEditingName(false);
};
const handleNameKeyDown = (e: React.KeyboardEvent<HTMLInputElement>) => {
if (e.key === "Enter") {
form.setValue("name", nameValue);
setIsEditingName(false);
} else if (e.key === "Escape") {
setNameValue(watchedName || "");
setIsEditingName(false);
}
};
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);
}
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [isPending]);
// Update nameValue when workflow changes
useEffect(() => {
if (workflow?.name) {
setNameValue(workflow.name);
}
}, [workflow?.name]);
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
: isFormTrigger(workflowData.trigger)
? routingFormOptions
: allEventTypeOptions;
} else {
if (isOrg) {
activeOn = workflowData.activeOnTeams.flatMap((active) => {
return {
value: String(active.team.id) || "",
label: active.team.slug || "",
};
});
setSelectedOptions(activeOn || []);
} else if (isFormTrigger(workflowData.trigger)) {
activeOn = workflowData.activeOnRoutingForms?.flatMap((active) => {
return {
value: String(active.routingForm.id) || "",
label: active.routingForm.name || "",
};
});
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);
setNameValue(workflowData.name);
setIsAllDataLoaded(true);
}
}
const updateMutation = trpc.viewer.workflows.update.useMutation({
onSuccess: async ({ workflow }) => {
utils.viewer.workflows.get.setData({ id: +workflow.id }, workflow);
setFormData(workflow);
const autoCreateAgent = searchParams?.get("autoCreateAgent");
if (!autoCreateAgent) {
showToast(
t("workflow_updated_successfully", {
workflowName: workflow.name,
}),
"success"
);
}
},
onError: (err) => {
if (err instanceof HttpError) {
const message = `${err.statusCode}: ${err.message}`;
showToast(message, "error");
}
},
});
const validateAndSubmitWorkflow = async (values: FormValues): Promise<void> => {
let isEmpty = false;
let isVerified = true;
values.steps.forEach((step) => {
const strippedHtml = step.reminderBody?.replace(/<[^>]+>/g, "") || "";
const isBodyEmpty =
!isSMSOrWhatsappAction(step.action) && !isCalAIAction(step.action) && strippedHtml.length <= 1;
if (isBodyEmpty) {
form.setError(`steps.${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) {
let activeOnEventTypeOrTeamIds: number[] = [];
let activeOnRoutingFormIds: string[] = [];
if (isOrg || !isFormTrigger(values.trigger)) {
activeOnEventTypeOrTeamIds = values.activeOn
.filter((option) => option.value !== "all")
.map((option) => {
return parseInt(option.value, 10);
});
} else {
// Form triggers, activeOn contains routing form IDs (strings)
activeOnRoutingFormIds = values.activeOn
.filter((option) => option.value !== "all")
.map((option) => option.value);
}
await updateMutation.mutateAsync({
id: workflowId,
name: values.name,
activeOnEventTypeIds: activeOnEventTypeOrTeamIds,
activeOnRoutingFormIds,
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 ? (
<LicenseRequired>
<Form
form={form}
handleSubmit={async (values) => {
await validateAndSubmitWorkflow(values);
}}>
<div className="flex h-full min-h-screen w-full flex-col">
<div className="bg-default border-muted flex w-full items-center justify-between border-b px-2 py-2 sm:px-4">
<div className="border-muted flex min-w-0 items-center gap-2">
<Button
color="secondary"
size="sm"
variant="icon"
StartIcon="arrow-left"
href="/workflows"
data-testid="go-back-button"
/>
<div className="flex min-w-0 items-center leading-none">
<span className="text-subtle min-w-content text-sm font-semibold leading-none">
{t("workflows")}
</span>
<span className="text-subtle mx-1 text-sm font-semibold leading-none">/</span>
{isEditingName ? (
<Input
{...form.register("name")}
data-testid="workflow-name"
onChange={handleNameChange}
onKeyDown={handleNameKeyDown}
onBlur={handleNameSubmit}
className="text-default focus:shadow-outline-gray-focused h-auto w-full whitespace-nowrap border-none p-1 text-sm font-semibold leading-none focus:ring-0"
autoFocus
/>
) : (
<div className="group flex min-w-0 items-center gap-1">
<span
className="text-default hover:bg-cal-muted min-w-0 cursor-pointer truncate whitespace-nowrap rounded p-1 text-sm font-semibold leading-none sm:min-w-[100px]"
onClick={() => setIsEditingName(true)}>
{watchedName ? watchedName : isPending ? t("loading") : t("untitled")}
</span>
<Button
variant="icon"
color="minimal"
data-testid="edit-workflow-name-button"
disabled={isPending}
onClick={() => setIsEditingName(true)}
CustomStartIcon={
<Icon name="pencil" className="text-subtle group-hover:text-default h-3 w-3" />
}>
<span className="sr-only">{t("edit")}</span>
</Button>
</div>
)}
</div>
{workflow && workflow.team && (
<Badge className="ml-2 text-xs" variant="gray">
{workflow.team.name}
</Badge>
)}
{permissions.readOnly && (
<Badge className="ml-2 text-xs" variant="gray">
{t("readonly")}
</Badge>
)}
</div>
<div className="flex justify-end gap-2">
<Tooltip sideOffset={4} content={t("delete")} side="bottom">
<Button
color="destructive"
type="button"
size="sm"
StartIcon="trash-2"
data-testid="delete-button"
className="ml-3"
onClick={() => {
setDeleteDialogOpen(true);
}}
disabled={!permissions.canDelete}
/>
</Tooltip>
<Button
loading={updateMutation.isPending}
disabled={permissions.readOnly || updateMutation.isPending}
data-testid="save-workflow"
type="submit"
size="sm"
color="primary">
{t("save")}
</Button>
</div>
</div>
<div className="bg-default min-h-screen w-full px-2 sm:p-0">
<div className="mx-auto my-8 max-w-4xl">
{!isError ? (
<>
{isAllDataLoaded && user ? (
<>
<WorkflowDetailsPage
form={form}
workflowId={+workflowId}
user={user}
selectedOptions={selectedOptions}
setSelectedOptions={setSelectedOptions}
teamId={workflow ? workflow.teamId || undefined : undefined}
isOrg={isOrg}
allOptions={
isOrg
? teamOptions
: isFormTrigger(watchedTrigger)
? routingFormOptions
: allEventTypeOptions
}
eventTypeOptions={allEventTypeOptions}
onSaveWorkflow={handleSaveWorkflow}
permissions={permissions}
/>
</>
) : (
<SkeletonLoader />
)}
</>
) : (
<Alert severity="error" title={t("something_went_wrong")} message={error?.message ?? ""} />
)}
</div>
</div>
</div>
</Form>
<DeleteDialog
isOpenDialog={deleteDialogOpen}
setIsOpenDialog={setDeleteDialogOpen}
workflowId={workflowId}
additionalFunction={async () => {
// Navigate back to workflows list after deletion
window.location.href = "/workflows";
}}
/>
<Toaster position="bottom-right" />
</LicenseRequired>
) : (
<></>
);
}
export default WorkflowPage;