Files
calendar/packages/features/tasker
+1
Carina WollendorferGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>amit@cal.com <samit91848@gmail.com>CarinaWolliAmit Sharmacoderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>Udit TakkarBenny Joocal.comMorgan
e5f14c9316 feat: form submitted no event booked workflow trigger #2 (#23716)
* refactor: improve _scheduleWorkflowReminders readability and add missing booking trigger events

- Extract complex conditional logic into helper functions (isImmediateTrigger, isTimeBased, shouldProcessWorkflow)
- Add missing workflow trigger events with immediate execution logic
- Update test workflows to use different actions (EMAIL_ATTENDEE, SMS_ATTENDEE) for better differentiation
- Fix translation function mock in confirm.handler.test.ts using mockNoTranslations utility
- Maintain existing functionality while improving code maintainability

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* only show customt emplate for form triggers

* filter outside scheduleWorkflowReminder

* fix type check

* chore: add more tests

* test: add comprehensive unit tests for handleMarkNoShow with webhook and workflow coverage

- Create handleMarkNoShow.test.ts following confirm.handler.test.ts pattern
- Add expectBookingNoShowUpdatedWebhookToHaveBeenFired utility function
- Test both webhook and workflow triggers for BOOKING_NO_SHOW_UPDATED
- Cover attendee/host no-show scenarios, multiple attendees, and error cases
- All 6 unit tests pass with proper mocking of external dependencies

Co-Authored-By: amit@cal.com <samit91848@gmail.com>

* Revert "test: add comprehensive unit tests for handleMarkNoShow with webhook and workflow coverage"

This reverts commit 764299220279f0c012392dec24d3150246bfc4ad.

* fix: add new workflow triggers to api/v2

* update swagger docs

* fix: e2e

* fix type check

* fix tests, add test for before after events

* fix unit tests

* revert confirm.handler.test

* fix: unit tests

* dummy form variables

* add routing forms to active on dropdown

* add migration file

* Ui fixes for variables dropdown

* remove other translation keys

* review fixes

* allow routing forms for activeOn

* use repository function to get routing forms

* remove unnecessary code

* adjust logic in update handler

* add triggers to api v2

* remvoe unused file

* rename to getAcitveOnOptions handler

* remove routingFormOptions handler

* clean up getActiveOnOptions

* refactor WorkflowService

* remove logs

* remove unused

* fix: type check

* fix: missed before after events for recurring

* fix: calendarEvent handleMarkNoShow

* fix error message

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* don't query disabled routing forms

* create tasker function

* add tasker code

* move isFormTrigger function

* small adjustments + todo comments

* remove email to host action for form triggers

* throw trpc error if email to host is added as step

* fix dialog on how to use form responses as variables

* remove add variable dropdown for form triggers

* remove form workfows in event workflows tab

* improvements for workflow logic on form submission

* review fixes

* base setup for seperate schedule functions (evt and form)

* add missing BOOKING_PAID workflow trigger

* fix pathname

* fix: test for BOOKING_REQUESTED

* fix activeOn ids

* pass hideBranding and smsReminderNumber

* adjustments to reminderScheduler

* create empty scheduelForForm functions

* pass locale and timezone with form user

* pass formData instead of responses

* pass timeFormat and locale

* reusable function for email sending and reminder creation

* implement scheduleEmailReminderForForm

* remove added editor field from merge conflict

* don't support cal.ai action with form triggers

* throw bad request if form trigger and cal.ai is combined

* add tests for scheduleFormWorkflows

* add form submission tests

* remove form response varibe info

* clean up workflow actions

* fixes for getting template options

* pass triggerType to getAllWorkflows

* move reusable logic to scheduleSMSReminder

* add formdata to param type

* type fixes for text reminder managers

* implement scheduleSMSReminderForForm

* fix import

* fix isAuthorizedToAddActiveOnIds

* disble whatsapp action

* implement triggerFormSubmittedNoEventWorkflow

* code clean up

* Merge branch 'devin/1755107037-add-workflow-triggers' into feat/routing-form-workflow-triggers

* fix type errors

* remove async from getSubmitterEmail

* fix type errors

* revert cal.ai changes

* fix type error

* add sublogger

* code clean up

* fix type errors

* remove label for attendee whatsapp action

* code clean up

* fixes saving teams on org workflows

* fix type error

* code improvements for activeOn ids

* Revert "code improvements for activeOn ids"

This reverts commit 0a3590a4e2ce541b17d63483ad86ed458795a6a3.

* improve variable name

* fix unit tests

* small fixes

* type fixes

* remove unused translation keys

* fix merge conflict issues

* code clean up

* remove SMS action support

* remove more SMS code

* add missing imports

* set custom template for form action

* type fixes

* fix tasker endpoint

* fix duplicate check

* fix workfows.test.ts

* use repository funciton to getHideBranding

* code clean up

* fix hasDuplicateSubmission

* code clean up

* select only needed properties

* remove repository functions

* Revert "remove repository functions"

This reverts commit 7aa47b1c59c9abd7f964ebf26f746934c53a44f4.

* add scheduleWorkflows function

* Revert "add scheduleWorkflows function"

This reverts commit fe5db4fe3b65e2743c95475d585300cab98beed7.

* move type to /types

* Revert "move type to /types"

This reverts commit 91e0152154594b3772a801a426260068a8ccea54.

* revert changes causing type errors

* remove import

* remove unused import

* Revert "remove unused import"

This reverts commit 1916768c875ea5d0ac5598ccb8f9c796c5622dc9.

* revert changed from attempt to fix type errors

* pass object to gt all workflows

* fix isAuthorized check

* trigger filtering

* remove form submitted no event booked code

* remove form submitted no event from schema

* remove more code

* remove test

* fixes

* add getSubmitterEmail function

* add trigger

* small fixes

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* fix bug with key

* fix test

* add missing trigger in update-workflow.input.ts

* ForEvt and ForForm function for aiPhoneCallManager

* chore: add support for form workflows on api v2

* fixup! chore: add support for form workflows on api v2

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* 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: 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

* add back trpc  import

* fix agent repository functions

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: amit@cal.com <samit91848@gmail.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Amit Sharma <74371312+Amit91848@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.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>
2025-10-13 16:13:56 +00:00
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2024-04-18 11:56:25 -07:00
2024-04-18 11:56:25 -07:00
2024-04-18 11:56:25 -07:00

Tasker

Tasker: "One who performs a task, as a day-laborer."

Task: "A function to be performed; an objective."

What is it?

Introduces a new pattern called Tasker which may be switched out in the future for other third party services.

Also introduces a base InternalTasker which doesn't require third party dependencies and should work out of the box (by configuring a proper cron).

Why is this needed?

The Tasker pattern is needed to streamline the execution of non-critical tasks in an application, providing a structured approach to task scheduling, execution, retrying, and cancellation. Here's why it's necessary:

  1. Offloading non-critical tasks: There are tasks that don't need to be executed immediately on the main thread, such as sending emails, generating reports, or performing periodic maintenance tasks. Offloading these tasks to a separate queue or thread improves the responsiveness and efficiency of the main application.

  2. Retry mechanism: Not all tasks succeed on the first attempt due to errors or external dependencies. This pattern incorporates a retry mechanism, which allows failed tasks to be retried automatically for a specified number of attempts. This improves the robustness of the system by handling temporary failures gracefully.

  3. Scheduled task execution: Some tasks need to be executed at a specific time or after a certain delay. The Tasker pattern facilitates scheduling tasks for future execution, ensuring they are performed at the designated time without manual intervention.

  4. Task cancellation: Occasionally, it's necessary to cancel a scheduled task due to changing requirements or user actions. The Tasker pattern supports task cancellation, enabling previously scheduled tasks to be revoked or removed from the queue before execution.

  5. Flexible implementation: The Tasker pattern allows for flexibility in implementation by providing a base structure (InternalTasker) that can be extended or replaced with third-party services (TriggerDevTasker, AwsSqsTasker, etc.). This modularity ensures that the task execution mechanism can be adapted to suit different application requirements or environments.

Overall, the Tasker pattern enhances the reliability, performance, and maintainability by managing non-critical tasks in a systematic and efficient manner. It abstracts away the complexities of task execution, allowing developers to focus on core application logic while ensuring timely and reliable execution of background tasks.

How does it work?

Since the Tasker is a pattern on itself, it will depend on the actual implementation. For example, a TriggerDevTasker will work very differently from an AwsSqsTasker.

For simplicity sake will explain how the InternalTasker works:

  • Instead of running a non-critical task you schedule using the tasker:

    const examplePayload = { example: "payload" };
    - await sendWebhook(examplePayload);
    + await tasker.create("sendWebhook", JSON.stringify(examplePayload));
    
  • This will create a new task to be run on the next processing of the task queue.

  • Then on the next cron run it will be picked up and executed:

    // /app/api/tasks/cron/route.ts
    import { TaskProcessor } from "@calcom/features/tasker/task-processor";
    
    export async function GET() {
      // authenticate the call...
      const processor = new TaskProcessor();
      await processor.processQueue();
      return Response.json({ success: true });
    }
    
  • By default, the cron will run each minute and will pick the next 100 tasks to be executed.

  • If the tasks succeeds, it will be marked as suceededAt: new Date(). If if fails, the attempts prop will increase by 1 and will be retried on the next cron run.

  • If attempts reaches maxAttemps, it will be considered a failed and won't be retried again.

  • By default, tasks will be attempted up to 3 times. This can be overridden when creating a task.

  • From here we can either keep a record of executed tasks, or we can setup another cron to cleanup all successful and failed tasks:

    // /app/api/tasks/cleanup/route.ts
    import { TaskProcessor } from "@calcom/features/tasker/task-processor";
    
    export async function GET() {
      // authenticate the call...
      const processor = new TaskProcessor();
      await processor.cleanup();
      return Response.json({ success: true });
    }
    
  • This will delete all failed and successful tasks.

  • A task is just a simple function receives a payload:

    type TaskHandler = (payload: string) => Promise<void>;
    

How to contribute?

You can contribute by either expanding the InternalTasker or creating new Taskers. To see how to add new Taskers, see the tasker-factory.ts file.

You can also take some inspiration by looking into previous attempts to add various Message Queue pull requests: