Files
calendar/packages/features/routing-trace/services/RoutingTraceService.ts
T
Joe Au-YeungGitHubClaude Opus 4.5joe@cal.com <j.auyeung419@gmail.com>joe@cal.com <j.auyeung419@gmail.com>Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
7abbc8c22c feat: Routing trace presenter (#27372)
* feat: Add routing trace presenters

Add domain-specific presenters (SalesforceRoutingTracePresenter,
RoutingFormTracePresenter) that format trace steps into human-readable
strings, and a core RoutingTracePresenter that delegates to them based
on step domain. Includes unit tests for all presenters.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: Add findByBookingUid to RoutingTraceRepository

Add method to look up a routing trace by booking UID, needed by the
routing trace presenter tRPC endpoint.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: Add getRoutingTrace tRPC endpoint

Expose routing trace data for a booking via viewer.bookings.getRoutingTrace.
Tries the permanent RoutingTrace first (round robin bookings), then falls
back to PendingRoutingTrace via the booking's form response relation.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* feat: Add routing trace side sheet to booking list item

Add a route icon button on booking list items that came from routing
forms. Clicking it opens a side sheet displaying the full routing trace
as human-readable steps. Adds RoutingTraceSheet component, store state,
and translation key.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* refactor: Move routing trace action to dropdown menu

Move the routing trace button from a standalone icon on the booking list
item into the actions dropdown menu alongside "Report wrong assignment".
The RoutingTraceSheet is now rendered from BookingActionsDropdown.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* fix: Improve routing trace UI and handle unnamed routes

- Redesign RoutingTraceSheet with vertical timeline layout, domain badges,
  skeleton loading state, and millisecond timestamps
- Use Salesforce app-store icon for Salesforce steps
- Fall back to "Unnamed route" when route name is missing or matches route ID
- Fix dropdown menu icon to git-merge (valid icon, unique in menu)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* test: Add tests for getRoutingTrace handler and findByBookingUid repository method

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Abstract functions

* Fix build error

* Add permission check

* fix: Update getRoutingTrace tests to include ctx and mock BookingAccessService

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-01-29 15:26:44 -03:00

283 lines
8.7 KiB
TypeScript

import { AsyncLocalStorage } from "node:async_hooks";
import type { AssignmentReasonRepository } from "@calcom/features/assignment-reason/repositories/AssignmentReasonRepository";
import logger from "@calcom/lib/logger";
import { AssignmentReasonEnum } from "@calcom/prisma/enums";
import { ROUTING_TRACE_DOMAINS, ROUTING_TRACE_STEPS } from "../constants";
import type { IPendingRoutingTraceRepository } from "../repositories/PendingRoutingTraceRepository.interface";
import type {
IRoutingTraceRepository,
RoutingStep,
RoutingTrace,
} from "../repositories/RoutingTraceRepository.interface";
interface IRoutingTraceServiceDeps {
pendingRoutingTraceRepository: IPendingRoutingTraceRepository;
routingTraceRepository: IRoutingTraceRepository;
assignmentReasonRepository: AssignmentReasonRepository;
}
export interface ProcessRoutingTraceResult {
assignmentReason?: {
reasonEnum: AssignmentReasonEnum;
reasonString: string;
};
}
export class RoutingTraceService {
private static als = new AsyncLocalStorage<RoutingTraceService>();
/**
* Get the current RoutingTraceService from AsyncLocalStorage.
* Returns undefined if not within a trace context.
*/
static getCurrent(): RoutingTraceService | undefined {
return this.als.getStore();
}
/**
* Run a function within this trace service's context.
* Any code within the callback can access this trace service via getCurrent().
*/
run<T>(fn: () => T): T {
return RoutingTraceService.als.run(this, fn);
}
/**
* Run an async function within this trace service's context.
* Any code within the callback can access this trace service via getCurrent().
*/
runAsync<T>(fn: () => Promise<T>): Promise<T> {
return RoutingTraceService.als.run(this, fn);
}
private routingTraceSteps: RoutingStep[] = [];
constructor(private readonly deps: IRoutingTraceServiceDeps) {}
/** For debugging - get the number of steps recorded */
getStepsCount(): number {
return this.routingTraceSteps.length;
}
/** To be called by the domain specific routing trace services */
addStep({
domain,
step,
data = {},
}: {
domain: string;
step: string;
data?: Record<string, unknown>;
}) {
this.routingTraceSteps.push({ domain, step, timestamp: Date.now(), data });
}
/** Save pending trace when routing form is submitted (before booking is created) */
async savePendingRoutingTrace(
args: { formResponseId: number } | { queuedFormResponseId: string }
) {
await this.deps.pendingRoutingTraceRepository.create({
trace: this.routingTraceSteps,
...args,
});
}
/**
* Process pending routing trace for a booking.
* Looks up the pending trace, extracts assignment reason, creates permanent trace.
*/
async processForBooking(args: {
formResponseId?: number;
queuedFormResponseId?: string;
bookingId: number;
bookingUid: string;
organizerEmail: string;
isRerouting: boolean;
reroutedByEmail?: string | null;
}): Promise<ProcessRoutingTraceResult | null> {
const { formResponseId, queuedFormResponseId, bookingId, bookingUid, organizerEmail, isRerouting, reroutedByEmail } = args;
let pendingTrace = null;
if (formResponseId) {
pendingTrace = await this.deps.pendingRoutingTraceRepository.findByFormResponseId(formResponseId);
} else if (queuedFormResponseId) {
pendingTrace = await this.deps.pendingRoutingTraceRepository.findByQueuedFormResponseId(queuedFormResponseId);
}
if (!pendingTrace) {
logger.warn("Could not find pending routing trace for form response", { formResponseId, queuedFormResponseId, bookingId });
return null;
}
const assignmentReasonData = this.extractAssignmentReasonFromTrace(
pendingTrace.trace,
{
organizerEmail,
isRerouting,
reroutedByEmail,
}
);
let assignmentReasonId: number | undefined;
if (assignmentReasonData) {
const createdReason = await this.deps.assignmentReasonRepository.createAssignmentReason({
bookingId,
reasonEnum: assignmentReasonData.reasonEnum,
reasonString: assignmentReasonData.reasonString,
});
assignmentReasonId = createdReason.id;
}
await this.deps.routingTraceRepository.create({
trace: pendingTrace.trace,
formResponseId: pendingTrace.formResponseId ?? undefined,
queuedFormResponseId: pendingTrace.queuedFormResponseId ?? undefined,
bookingUid,
assignmentReasonId,
});
return {
assignmentReason: assignmentReasonData
? {
reasonEnum: assignmentReasonData.reasonEnum,
reasonString: assignmentReasonData.reasonString,
}
: undefined,
};
}
/**
* Extract assignment reason from trace steps.
* Priority: CRM (Salesforce) > Routing Form
* CRM assignment is only used if the booking organizer matches the CRM contact owner.
*/
private extractAssignmentReasonFromTrace(
trace: RoutingTrace,
context: {
organizerEmail: string;
isRerouting: boolean;
reroutedByEmail?: string | null;
}
): { reasonEnum: AssignmentReasonEnum; reasonString: string } | null {
const crmAssignmentStep = trace.find(
(step) =>
step.domain === ROUTING_TRACE_DOMAINS.SALESFORCE &&
step.step === ROUTING_TRACE_STEPS.SALESFORCE_ASSIGNMENT
);
if (crmAssignmentStep && crmAssignmentStep.data) {
const {
email,
recordType,
recordId,
rrSkipToAccountLookupField,
rrSKipToAccountLookupFieldName,
} = crmAssignmentStep.data as {
email?: string;
recordType?: string | null;
recordId?: string;
rrSkipToAccountLookupField?: boolean;
rrSKipToAccountLookupFieldName?: string | null;
};
if (
email &&
email.toLowerCase() === context.organizerEmail.toLowerCase()
) {
return {
reasonEnum: AssignmentReasonEnum.SALESFORCE_ASSIGNMENT,
reasonString: this.buildSalesforceReasonString({
email,
recordType: recordType ?? "Contact",
recordId,
rrSkipToAccountLookupField,
rrSKipToAccountLookupFieldName,
}),
};
}
}
const routingFormStep = trace.find(
(step) =>
step.domain === ROUTING_TRACE_DOMAINS.ROUTING_FORM &&
step.step === ROUTING_TRACE_STEPS.ATTRIBUTE_LOGIC_EVALUATED
);
if (routingFormStep && routingFormStep.data) {
const { routeIsFallback, attributeRoutingDetails } = routingFormStep.data as {
routeIsFallback?: boolean;
attributeRoutingDetails?: Array<{ attributeName: string; attributeValue: string }>;
};
const reasonEnum = context.isRerouting
? AssignmentReasonEnum.REROUTED
: routeIsFallback
? AssignmentReasonEnum.ROUTING_FORM_ROUTING_FALLBACK
: AssignmentReasonEnum.ROUTING_FORM_ROUTING;
return {
reasonEnum,
reasonString: this.buildRoutingFormReasonString({
isRerouting: context.isRerouting,
reroutedByEmail: context.reroutedByEmail,
attributeRoutingDetails,
}),
};
}
logger.warn("Could not extract assignment reason from routing trace - no matching steps found", {
traceSteps: trace.map((s) => `${s.domain}:${s.step}`),
});
return null;
}
private buildRoutingFormReasonString(data: {
isRerouting: boolean;
reroutedByEmail?: string | null;
attributeRoutingDetails?: Array<{ attributeName: string; attributeValue: string }>;
}): string {
const { isRerouting, reroutedByEmail, attributeRoutingDetails } = data;
const reroutingPart = isRerouting && reroutedByEmail ? `Rerouted by ${reroutedByEmail}` : "";
const attributesPart =
attributeRoutingDetails && attributeRoutingDetails.length > 0
? attributeRoutingDetails
.map(({ attributeName, attributeValue }) => `${attributeName}: ${attributeValue}`)
.join(", ")
: "";
return `${reroutingPart} ${attributesPart}`.trim();
}
private buildSalesforceReasonString(data: {
email: string;
recordType: string;
recordId?: string;
rrSkipToAccountLookupField?: boolean;
rrSKipToAccountLookupFieldName?: string | null;
}): string {
const {
email,
recordType,
recordId,
rrSkipToAccountLookupField,
rrSKipToAccountLookupFieldName,
} = data;
if (rrSkipToAccountLookupField && rrSKipToAccountLookupFieldName) {
return `Salesforce account lookup field: ${rrSKipToAccountLookupFieldName} - ${email}${
recordId ? ` (Account ID: ${recordId})` : ""
}`;
}
const recordLabel = recordType.toLowerCase();
return `Salesforce ${recordLabel} owner: ${email}${
recordId ? ` (${recordType} ID: ${recordId})` : ""
}`;
}
}