Files
calendar/packages/features/ee
9e1e50e90b feat: cal.ai form triggers #4 (#23587)
* add trigger

* small fixes

* add missing workflow DTOs

* small fixes

* use activeOnWithChildren

* fix active on when switching trigger type

* remove add variable dropdown

* feat: lang support

* fix: type errors

* feat: select voice agent

* refactor: address feedback

* refactor: address feedback

* refactor: missing import

* fix: types

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* feat: add inbound calls

* chore: formatting

* chore

* feat: finish inbound call

* chore: formatting

* fix: update bug

* fix: types

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* refactor: Agent Configuration Sheet (#23930)

* refactor: agent configuration sheet

* chore: use default phone numbre

* refactor: improvements

* refactor: improvements

* fix: types

* fix: feedback

* fix bug with key

* chore:

* fix: feedback

* fix: prompt

* add comments

* fix: review

* fix: review

* refactor: class

* refactor: class

* fix test

* allow cal ai action on form triggers

* move any reusable code to scheduleAIPhoneCall

* add missing await

* use predefined FormSubmissionData type

* add .trim() to sms message

* pass contextData instead

* finish base setup

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

* allow cal.ai action for form triggers in handler

* chore: add support for form workflows on api v2

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

* ai phone call on form submissions (WIP)

* use existing type for Option array

* pass chosen event type id

* refactor: rename

* Update apps/web/public/static/locales/en/common.json

* Update apps/web/public/static/locales/en/common.json

* add missing imports

* chore: update set value

* fix: remove index

* fix: type error

* fix: update tetss

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* fix: use logger

* 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: don't use static

* fix: type

* 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

* fix: schema

* refactor:

* remove action check in update handler

* add event type selection

* event type selector improvements

* adjust update.handler

* set outboundEventTypeId

* add back trpc  import

* fix agent repository functions

* clean up

* fix bugs caused by merge

* pass eventTypeId to updateToolsFromAgentId

* add migration for outboundEventTypeId

* add SMS actions to allowed form action constants

* add cal ai to allowed form actions

* pick correct event type for web call

* pass correct routed event type id

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

* fix failing test

* improve error message

* remove unused imports

* chore: handle sms step action for form worklfow in dtos

* fix typo

* missing missing newStep

* minor fixes

* remove changes

* add routedEventTypeId

* fix type error

* fix type error

* fix typ error in executAPIPhoneCall.tsx

* add back inboundEventTypeId

* remove console.log

* remove outdated code

* small fixes

* don't throw error for missing phone number

* add  back filtered triggerOptions

* fix eventTypeId in testCall handler

* fix type error

* update migration

* fix trigger is not defined

* convert eventTypeId to string

* only use outboundEventTypeId for FORM_SUBMITTED trigger

* show toast when no event type selected

* fix type errors

* add missing translation

* fix type error

* remove callType

* fix tests

* small fixes

* clean up AgentConfigurationSheet

* remove EventTypeSelector file

* code clean up

* clean up

* clean up

* use resusable function for TestPhoneCallDialog and WebCallDialog

* rename result

* fix types for event type id

* use repository runction in workflowReminder.ts

* fix type error

* pass eventTypeIds correctly

* fix typo

* Update apps/web/public/static/locales/en/common.json

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>

* use watch instead of getValues

* change to  z.record(z.unknown()) instead of any()

* fix type of eventTypeId

* check permissinon for outBoundEventTypeId

* add isNaN check

* improve function name

* update tools when outbound agent event type id changes

* pass missing outboundEventTypeId

* update migration

* fix test

* remove cal-ai step from test

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Udit Takkar <udit222001@gmail.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>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
2025-11-11 15:24:31 +02:00
..
2025-11-05 13:31:55 +04:00
2025-09-24 22:20:49 +09:00

Enterprise Edition

Welcome to the Enterprise Edition ("/ee") of Cal.com.

The /ee subfolder is the place for all the Enterprise Edition features from our hosted plan and enterprise-grade features for Enterprise such as SSO, SAML, OIDC, SCIM, SIEM and much more or Platform plan to build a marketplace.

WARNING: This repository is copyrighted (unlike our main repo). You are not allowed to use this code to host your own version of app.cal.com without obtaining a proper license first

Setting up Stripe

  1. Create a stripe account or use an existing one. For testing, you should use all stripe dashboard functions with the Test-Mode toggle in the top right activated.
  2. Open Stripe ApiKeys save the token starting with pk_... to NEXT_PUBLIC_STRIPE_PUBLIC_KEY and sk_... to STRIPE_PRIVATE_KEY in the .env file.
  3. Open Stripe Connect Settings and activate OAuth for Standard Accounts
  4. Add <CALENDSO URL>/api/integrations/stripepayment/callback as redirect URL.
  5. Copy your client*id (ca*...) to STRIPE_CLIENT_ID in the .env file.
  6. Open Stripe Webhooks and add <CALENDSO URL>/api/integrations/stripepayment/webhook as webhook for connected applications.
  7. Select all payment_intent events for the webhook.
  8. Copy the webhook secret (whsec_...) to STRIPE_WEBHOOK_SECRET in the .env file.

Setting up SAML login

  1. Set SAML_DATABASE_URL to a postgres database. Please use a different database than the main Cal instance since the migrations are separate for this database. For example postgresql://postgres:@localhost:5450/cal-saml
  2. Set SAML_ADMINS to a comma separated list of admin emails from where the SAML metadata can be uploaded and configured.
  3. Create a SAML application with your Identity Provider (IdP) using the instructions here - SAML Setup
  4. Remember to configure access to the IdP SAML app for all your users (who need access to Cal).
  5. You will need the XML metadata from your IdP later, so keep it accessible.
  6. Log in to one of the admin accounts configured in SAML_ADMINS and then navigate to Settings -> Security.
  7. You should see a SAML configuration section, copy and paste the XML metadata from step 5 and click on Save.
  8. Your provisioned users can now log into Cal using SAML.