Files
calendar/packages/features/ee/workflows/lib/reminders/smsReminderManager.ts
T
Amit SharmaGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>Keith Williams
353f71bdc6 feat: Sink url shortner for sms workflow reminders (#26608)
* feat: Sink url shortner for sms workflow reminders

* fix: remove hardcoded dub values

* update .env.example

* fix: unit tests

* chore: add tests for scheduleSmsReminder and utils

* review refactor

* fix: type check

* review refactor

* fix: update test to account for smsReminderNumber fallback from main

Co-Authored-By: unknown <>

* feat: add feature flag for sink and more tests to verify

* fix: type check

* use proper feature flags for sink

* Apply suggestion from @keithwillcode

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Keith Williams <keithwillcode@gmail.com>
2026-03-16 20:51:28 +00:00

387 lines
12 KiB
TypeScript

import dayjs from "@calcom/dayjs";
import {
getAttendeeToBeUsedInSMS,
getSMSMessageWithVariables,
shouldUseTwilio,
} from "@calcom/ee/workflows/lib/reminders/utils";
import { getTranslationService } from "@calcom/features/di/containers/TranslationService";
import type { CreditCheckFn } from "@calcom/features/ee/billing/credit-service";
import { getSubmitterEmail } from "@calcom/features/tasker/tasks/triggerFormSubmittedNoEvent/formSubmissionValidation";
import { SENDER_ID } from "@calcom/lib/constants";
import logger from "@calcom/lib/logger";
import { safeStringify } from "@calcom/lib/safeStringify";
import { getTranslation } from "@calcom/i18n/server";
import { getTimeFormatStringFromUserTimeFormat } from "@calcom/lib/timeFormat";
import type { PrismaClient } from "@calcom/prisma";
import prisma from "@calcom/prisma";
import {
WorkflowActions,
WorkflowMethods,
WorkflowTemplates,
WorkflowTriggerEvents,
} from "@calcom/prisma/enums";
import { isAttendeeAction } from "../actionHelperFunctions";
import { getSenderId } from "../alphanumericSenderIdSupport";
import { IMMEDIATE_WORKFLOW_TRIGGER_EVENTS } from "../constants";
import { WorkflowOptOutContactRepository } from "../repository/workflowOptOutContact";
import { WorkflowOptOutService } from "../service/workflowOptOutService";
import type { BookingInfo, FormSubmissionData } from "../types";
import type { ScheduleReminderArgs } from "./emailReminderManager";
import { scheduleSmsOrFallbackEmail, sendSmsOrFallbackEmail } from "./messageDispatcher";
import * as twilio from "./providers/twilioProvider";
import customTemplate, { transformRoutingFormResponsesToVariableFormat } from "./templates/customTemplate";
import smsReminderTemplate from "./templates/smsReminderTemplate";
export enum timeUnitLowerCase {
DAY = "day",
MINUTE = "minute",
YEAR = "year",
}
const log = logger.getSubLogger({ prefix: ["[smsReminderManager]"] });
export type ScheduleTextReminderAction = Extract<
WorkflowActions,
"SMS_ATTENDEE" | "SMS_NUMBER" | "WHATSAPP_ATTENDEE" | "WHATSAPP_NUMBER"
>;
export type ScheduleTextReminderArgs = ScheduleReminderArgs & {
reminderPhone: string | null;
message: string;
action: ScheduleTextReminderAction;
userId?: number | null;
teamId?: number | null;
isVerificationPending?: boolean;
prisma?: PrismaClient;
verifiedAt: Date | null;
creditCheckFn: CreditCheckFn;
autoTranslateEnabled?: boolean;
sourceLocale?: string | null;
};
export type ScheduleTextReminderArgsWithRequiredFields = Omit<
ScheduleTextReminderArgs,
"reminderPhone" | "sender"
> & {
reminderPhone: string; // Required, not nullable
sender: string; // Required, not nullable
};
export const scheduleSMSReminder = async (args: ScheduleTextReminderArgs) => {
const { reminderPhone, sender, verifiedAt, workflowStepId, action, userId, teamId, isVerificationPending } =
args;
if (!verifiedAt) {
log.warn(`Workflow step ${workflowStepId} not yet verified`);
return;
}
if (!reminderPhone) {
log.warn(`No phone number provided for WhatsApp reminder in workflow step ${workflowStepId}`);
return;
}
if (await WorkflowOptOutContactRepository.isOptedOut(reminderPhone)) {
log.warn(`Phone number opted out of SMS workflows`, safeStringify({ workflowStep: workflowStepId }));
return;
}
const senderID = getSenderId(reminderPhone, sender || SENDER_ID);
const params: ScheduleTextReminderArgs = {
...args,
sender: senderID,
};
//SMS_ATTENDEE action does not need to be verified
//isVerificationPending is from all already existing workflows (once they edit their workflow, they will also have to verify the number)
async function getIsNumberVerified() {
if (action === WorkflowActions.SMS_ATTENDEE) return true;
const verifiedNumber = await prisma.verifiedNumber.findFirst({
where: {
OR: [{ userId }, { teamId }],
phoneNumber: reminderPhone || "",
},
});
if (verifiedNumber) return true;
return isVerificationPending;
}
const isNumberVerified = await getIsNumberVerified();
if (!isNumberVerified) {
log.warn(`Phone number not verified`, safeStringify({ reminderPhone, isNumberVerified }));
return;
}
if (params.evt) {
await scheduleSMSReminderForEvt(
params as ScheduleTextReminderArgsWithRequiredFields & { evt: BookingInfo }
);
} else {
await scheduleSMSReminderForForm(
params as ScheduleTextReminderArgsWithRequiredFields & {
formData: FormSubmissionData;
}
);
}
};
const scheduleSMSReminderForEvt = async (
args: ScheduleTextReminderArgsWithRequiredFields & { evt: BookingInfo }
) => {
const {
evt,
reminderPhone,
triggerEvent,
action,
timeSpan,
message = "",
workflowStepId,
template,
sender,
userId,
teamId,
seatReferenceUid,
creditCheckFn,
} = args;
const { startTime, endTime } = evt;
const uid = evt.uid as string;
const timeUnit: timeUnitLowerCase | undefined = timeSpan.timeUnit?.toLocaleLowerCase() as timeUnitLowerCase;
let scheduledDate = null;
if (triggerEvent === WorkflowTriggerEvents.BEFORE_EVENT) {
scheduledDate = timeSpan.time && timeUnit ? dayjs(startTime).subtract(timeSpan.time, timeUnit) : null;
} else if (triggerEvent === WorkflowTriggerEvents.AFTER_EVENT) {
scheduledDate = timeSpan.time && timeUnit ? dayjs(endTime).add(timeSpan.time, timeUnit) : null;
}
if (
scheduledDate &&
triggerEvent === WorkflowTriggerEvents.BEFORE_EVENT &&
dayjs(scheduledDate).isBefore(dayjs())
) {
log.debug(
`Skipping reminder for workflow step ${workflowStepId} - scheduled date ${scheduledDate} is in the past`
);
return;
}
const useTwilio = shouldUseTwilio(triggerEvent, scheduledDate);
if (useTwilio) {
const attendeeToBeUsedInSMS = getAttendeeToBeUsedInSMS(action, evt, reminderPhone);
const name = action === WorkflowActions.SMS_ATTENDEE ? attendeeToBeUsedInSMS.name : "";
const attendeeName =
action === WorkflowActions.SMS_ATTENDEE ? evt.organizer.name : attendeeToBeUsedInSMS.name;
const timeZone =
action === WorkflowActions.SMS_ATTENDEE ? attendeeToBeUsedInSMS.timeZone : evt.organizer.timeZone;
let smsMessage = message;
if (
smsMessage &&
args.autoTranslateEnabled &&
action === WorkflowActions.SMS_ATTENDEE &&
workflowStepId
) {
const attendeeLocale = attendeeToBeUsedInSMS.language?.locale || "en";
const translationService = await getTranslationService();
const { translatedBody } = await translationService.getWorkflowStepTranslation(
workflowStepId,
attendeeLocale,
{ includeBody: true }
);
if (translatedBody) {
smsMessage = translatedBody;
}
}
if (smsMessage) {
smsMessage = await getSMSMessageWithVariables(smsMessage, evt, attendeeToBeUsedInSMS, action, userId, teamId);
} else if (template === WorkflowTemplates.REMINDER) {
smsMessage =
smsReminderTemplate(
false,
evt.organizer.language.locale,
action,
evt.organizer.timeFormat,
evt.startTime,
evt.title,
timeZone,
attendeeName,
name
) || message;
}
if (smsMessage.trim().length > 0) {
const smsMessageWithoutOptOut = await WorkflowOptOutService.addOptOutMessage(
smsMessage,
evt.organizer.language.locale
);
// Allows debugging generated email content without waiting for sendgrid to send emails
log.debug(`Sending sms for trigger ${triggerEvent}`, smsMessage);
if (IMMEDIATE_WORKFLOW_TRIGGER_EVENTS.includes(triggerEvent)) {
try {
await sendSmsOrFallbackEmail({
twilioData: {
phoneNumber: reminderPhone,
body: smsMessage,
sender,
bodyWithoutOptOut: smsMessageWithoutOptOut,
bookingUid: evt.uid,
userId,
teamId,
},
fallbackData: isAttendeeAction(action)
? {
email: evt.attendees[0].email,
t: await getTranslation(evt.attendees[0].language.locale, "common"),
replyTo: evt.organizer.email,
}
: undefined,
creditCheckFn,
});
} catch (error) {
log.error(`Error sending SMS with error ${error}`);
}
}
if (
(triggerEvent === WorkflowTriggerEvents.BEFORE_EVENT ||
triggerEvent === WorkflowTriggerEvents.AFTER_EVENT) &&
scheduledDate
) {
try {
// schedule at least 15 minutes in advance and at most 2 hours in advance
const scheduledNotification = await scheduleSmsOrFallbackEmail({
twilioData: {
phoneNumber: reminderPhone,
body: smsMessage,
scheduledDate: scheduledDate.toDate(),
sender,
bookingUid: evt.uid,
userId,
teamId,
},
fallbackData: isAttendeeAction(action)
? {
email: evt.attendees[0].email,
t: await getTranslation(evt.attendees[0].language.locale, "common"),
replyTo: evt.organizer.email,
workflowStepId,
}
: undefined,
creditCheckFn,
});
if (scheduledNotification?.sid) {
await prisma.workflowReminder.create({
data: {
bookingUid: uid,
workflowStepId: workflowStepId,
method: WorkflowMethods.SMS,
scheduledDate: scheduledDate.toDate(),
scheduled: true,
referenceId: scheduledNotification.sid,
seatReferenceId: seatReferenceUid,
},
});
}
} catch (error) {
log.error(`Error scheduling SMS with error ${error}`);
}
}
}
return;
}
if (!useTwilio && scheduledDate) {
// Write to DB and send to CRON if scheduled reminder date is past 2 hours from now
await prisma.workflowReminder.create({
data: {
bookingUid: uid,
workflowStepId: workflowStepId,
method: WorkflowMethods.SMS,
scheduledDate: scheduledDate.toDate(),
scheduled: false,
seatReferenceId: seatReferenceUid,
},
});
}
};
// sends all immediately, no scheduling needed
const scheduleSMSReminderForForm = async (
args: ScheduleTextReminderArgsWithRequiredFields & {
formData: FormSubmissionData;
}
) => {
const { message, triggerEvent, reminderPhone, sender, userId, teamId, action, formData, creditCheckFn } =
args;
let smsMessage = message;
if (smsMessage && formData.responses) {
const timeFormat = getTimeFormatStringFromUserTimeFormat(formData.user.timeFormat);
const variables = {
responses: transformRoutingFormResponsesToVariableFormat(formData.responses),
};
const processedMessage = customTemplate(smsMessage, variables, formData.user.locale, timeFormat);
smsMessage = processedMessage.text;
}
if (smsMessage.trim().length > 0) {
const smsMessageWithoutOptOut = await WorkflowOptOutService.addOptOutMessage(
smsMessage,
formData.user.locale
);
// Allows debugging generated email content without waiting for sendgrid to send emails
log.debug(`Sending sms for trigger ${triggerEvent}`, smsMessage);
try {
const submitterEmail = getSubmitterEmail(formData.responses);
await sendSmsOrFallbackEmail({
twilioData: {
phoneNumber: reminderPhone,
body: smsMessage,
sender,
bodyWithoutOptOut: smsMessageWithoutOptOut,
userId,
teamId,
},
fallbackData:
isAttendeeAction(action) && submitterEmail
? {
email: submitterEmail,
t: await getTranslation(formData.user.locale, "common"),
replyTo: formData.user.email,
}
: undefined,
creditCheckFn,
});
} catch (error) {
log.error(`Error sending SMS with error ${error}`);
}
}
};
export const deleteScheduledSMSReminder = async (reminderId: number, referenceId: string | null) => {
try {
if (referenceId) {
await twilio.cancelSMS(referenceId);
}
await prisma.workflowReminder.delete({
where: {
id: reminderId,
},
});
} catch (error) {
log.error(`Error canceling reminder with error ${error}`);
}
};