Files
calendar/packages/features/ee/workflows/lib/service/WorkflowService.ts
T
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

239 lines
7.7 KiB
TypeScript

import dayjs from "@calcom/dayjs";
import { getAllWorkflows } from "@calcom/ee/workflows/lib/getAllWorkflows";
import type { ScheduleWorkflowRemindersArgs } from "@calcom/ee/workflows/lib/reminders/reminderScheduler";
import { scheduleWorkflowReminders } from "@calcom/ee/workflows/lib/reminders/reminderScheduler";
import type { timeUnitLowerCase } from "@calcom/ee/workflows/lib/reminders/smsReminderManager";
import type { Workflow } from "@calcom/ee/workflows/lib/types";
import { TeamRepository } from "@calcom/features/ee/teams/repositories/TeamRepository";
import { WorkflowRepository } from "@calcom/features/ee/workflows/repositories/WorkflowRepository";
import { getHideBranding } from "@calcom/features/profile/lib/hideBranding";
import { tasker } from "@calcom/features/tasker";
import getOrgIdFromMemberOrTeamId from "@calcom/lib/getOrgIdFromMemberOrTeamId";
import { prisma } from "@calcom/prisma";
import { WorkflowTriggerEvents, WorkflowType } from "@calcom/prisma/enums";
import type { FORM_SUBMITTED_WEBHOOK_RESPONSES } from "@calcom/routing-forms/lib/formSubmissionUtils";
// TODO (Sean): Move most of the logic migrated in 16861 to this service
export class WorkflowService {
static _beforeAfterEventTriggers: WorkflowTriggerEvents[] = [
WorkflowTriggerEvents.AFTER_EVENT,
WorkflowTriggerEvents.BEFORE_EVENT,
];
static async getAllWorkflowsFromRoutingForm(routingForm: {
id: string;
userId: number | null;
teamId: number | null;
}) {
const routingFormWorkflows = await WorkflowRepository.findWorkflowsActiveOnRoutingForm({
routingFormId: routingForm.id,
});
const teamId = routingForm.teamId;
const userId = routingForm.userId;
const orgId = await getOrgIdFromMemberOrTeamId({ memberId: userId, teamId });
const allWorkflows = await getAllWorkflows({
entityWorkflows: routingFormWorkflows,
userId,
teamId,
orgId,
workflowsLockedForUser: false,
type: WorkflowType.ROUTING_FORM,
});
return allWorkflows;
}
static async deleteWorkflowRemindersOfRemovedTeam(teamId: number) {
const teamRepository = new TeamRepository(prisma);
const team = await teamRepository.findById({ id: teamId });
if (team?.parentId) {
const activeWorkflowsOnTeam = await WorkflowRepository.findActiveWorkflowsOnTeam({
parentTeamId: team.parentId,
teamId: team.id,
});
for (const workflow of activeWorkflowsOnTeam) {
const workflowSteps = workflow.steps;
let remainingActiveOnIds = [];
if (workflow.isActiveOnAll) {
const teamRepository = new TeamRepository(prisma);
const allRemainingOrgTeams = await teamRepository.findOrgTeamsExcludingTeam({
parentId: team.parentId,
excludeTeamId: team.id,
});
remainingActiveOnIds = allRemainingOrgTeams.map((team) => team.id);
} else {
remainingActiveOnIds = workflow.activeOnTeams
.filter((activeOn) => activeOn.teamId !== team.id)
.map((activeOn) => activeOn.teamId);
}
const remindersToDelete = await WorkflowRepository.getRemindersFromRemovedTeams(
[team.id],
workflowSteps,
remainingActiveOnIds
);
await WorkflowRepository.deleteAllWorkflowReminders(remindersToDelete);
}
}
}
static async scheduleFormWorkflows({
workflows,
responses,
form,
responseId,
routedEventTypeId,
}: {
responseId: number;
workflows: Workflow[];
responses: FORM_SUBMITTED_WEBHOOK_RESPONSES;
routedEventTypeId: number | null;
form: {
id: string;
userId: number;
teamId?: number | null;
fields?: { type: string; identifier?: string }[];
user: {
email: string;
timeFormat: number | null;
locale: string | null;
};
};
}) {
if (workflows.length <= 0) return;
const workflowsToTrigger: Workflow[] = [];
workflowsToTrigger.push(
...workflows.filter((workflow) => workflow.trigger === WorkflowTriggerEvents.FORM_SUBMITTED)
);
let smsReminderNumber: string | null = null;
if (form.fields) {
const phoneField = form.fields.find((field) => field.type === "phone");
if (phoneField && phoneField.identifier) {
const phoneResponse = responses[phoneField.identifier];
if (phoneResponse?.response && typeof phoneResponse.response === "string") {
smsReminderNumber = phoneResponse.response as string;
}
}
}
const hideBranding = await getHideBranding({
userId: form.userId,
teamId: form.teamId ?? undefined,
});
await scheduleWorkflowReminders({
smsReminderNumber,
formData: {
responses,
user: { email: form.user.email, timeFormat: form.user.timeFormat, locale: form.user.locale ?? "en" },
routedEventTypeId,
},
hideBranding,
workflows: workflowsToTrigger,
});
const workflowsToSchedule: Workflow[] = [];
workflowsToSchedule.push(
...workflows.filter((workflow) => workflow.trigger === WorkflowTriggerEvents.FORM_SUBMITTED_NO_EVENT)
);
const promisesFormSubmittedNoEvent = workflowsToSchedule.map((workflow) => {
const timeUnit: timeUnitLowerCase = (workflow.timeUnit?.toLowerCase() as timeUnitLowerCase) ?? "minute";
const scheduledAt = dayjs()
.add(workflow.time ?? 15, timeUnit)
.toDate();
return tasker.create(
"triggerFormSubmittedNoEventWorkflow",
{
responseId,
responses,
smsReminderNumber,
hideBranding,
routedEventTypeId,
form: {
id: form.id,
userId: form.userId,
teamId: form.teamId ?? undefined,
user: {
email: form.user.email,
timeFormat: form.user.timeFormat,
locale: form.user.locale ?? "en",
},
},
workflow,
submittedAt: new Date(),
},
{ scheduledAt }
);
});
await Promise.all(promisesFormSubmittedNoEvent);
}
static async scheduleWorkflowsForNewBooking({
isNormalBookingOrFirstRecurringSlot,
isConfirmedByDefault,
isRescheduleEvent,
workflows,
...args
}: ScheduleWorkflowRemindersArgs & {
isConfirmedByDefault: boolean;
isRescheduleEvent: boolean;
isNormalBookingOrFirstRecurringSlot: boolean;
}) {
if (workflows.length <= 0) return;
const workflowsToTrigger: Workflow[] = [];
if (isRescheduleEvent) {
workflowsToTrigger.push(
...workflows.filter(
(workflow) =>
workflow.trigger === WorkflowTriggerEvents.RESCHEDULE_EVENT ||
this._beforeAfterEventTriggers.includes(workflow.trigger)
)
);
} else if (!isConfirmedByDefault) {
workflowsToTrigger.push(
...workflows.filter((workflow) => workflow.trigger === WorkflowTriggerEvents.BOOKING_REQUESTED)
);
} else if (isConfirmedByDefault) {
workflowsToTrigger.push(
...workflows.filter(
(workflow) =>
this._beforeAfterEventTriggers.includes(workflow.trigger) ||
(isNormalBookingOrFirstRecurringSlot && workflow.trigger === WorkflowTriggerEvents.NEW_EVENT)
)
);
}
if (workflowsToTrigger.length === 0) return;
await scheduleWorkflowReminders({
...args,
workflows: workflowsToTrigger,
});
}
static async scheduleWorkflowsFilteredByTriggerEvent({
workflows,
triggers,
...args
}: ScheduleWorkflowRemindersArgs & { triggers: WorkflowTriggerEvents[] }) {
if (workflows.length <= 0) return;
await scheduleWorkflowReminders({
...args,
workflows: workflows.filter((workflow) => triggers.includes(workflow.trigger)),
});
}
}