Files
calendar/apps/web/modules/ee/workflows/components/WorkflowStepContainer.tsx
T
Benny JooGitHubDevin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
8afe87ff75 refactor: Move trpc-dependent components from features to web [1] (#25859)
* refactor: migrate UnconfirmedBookingBadge from features to apps/web

Move UnconfirmedBookingBadge.tsx from packages/features/bookings/ to
apps/web/modules/bookings/components/ as part of the architectural
refactor to remove trpc client imports from the features layer.

Also removes unused preserveBookingsQueryParams function from Navigation.tsx.

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* refactor: move shell navigation and badges to apps/web

Move shell navigation components and trpc-using badges from
packages/features to apps/web/modules to fix circular dependency:

- Move navigation folder to apps/web/modules/shell/navigation/
- Move TeamInviteBadge.tsx to apps/web/modules/shell/
- Create Shell wrapper in apps/web that provides MobileNavigationContainer
- Update all Shell imports in apps/web to use the new wrapper
- Remove MobileNavigationContainer default from features Shell.tsx
- Fix pre-existing lint warnings in touched files

This establishes the pattern for migrating React components that use
trpc hooks from the features layer to the web app layer, ensuring
proper dependency direction: apps/web imports from packages/features,
never the reverse.

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: move SideBar.tsx to apps/web to fix build error

SideBar.tsx was importing Navigation from the moved navigation folder,
causing a build error. Moving SideBar.tsx to apps/web and updating the
features Shell to not have a default SidebarContainer fixes this.

The web Shell wrapper now provides both the default SidebarContainer
and MobileNavigationContainer, maintaining the injection pattern.

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* revert

* revert

* revert

* wip

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* wip

* not used anywhere

* wip

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* wip

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* fix

* fix

* wip

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* fix

* fix

* fix

* fix

* migrate

* migrate admin-adpi

* wip

* feat: migrate organization settings components from packages/features to apps/web/modules

- Migrate profile.tsx, appearance.tsx, general.tsx, privacy.tsx, guest-notifications.tsx, delegationCredential.tsx, other-team-members-view.tsx, other-team-profile-view.tsx
- Migrate attributes directory (AttributesForm.tsx, DeleteAttributeModal.tsx, ListSkeleton.tsx, attributes-create-view.tsx, attributes-edit-view.tsx, attributes-list-view.tsx)
- Migrate admin directory (AdminOrgEditPage.tsx, AdminOrgPage.tsx, WorkspacePlatformPage.tsx)
- Update all page imports to use new paths from ~/settings/organizations/
- Update relative imports in migrated files to use @calcom/features paths
- Fix lint warnings in migrated files

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: update test import path after migration

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: remove unnecessary test-setup import (already in vitest config)

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* wip

* refactor: delete original files after migration to apps/web/modules

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* wip

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* fix

* fix

* fix

* fix

* wip

* refactor more

* wip

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* mv

* update import paths

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* mv

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* fix

* wip

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* fix

* fix

* fix

* fix: make test mocks resilient to vi.resetAllMocks()

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: fix AttributeForm test failures

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix

* fix

* refactor: move ee files to apps/web/modules/ee/ folder

- Move teams, workflows, and organizations folders to apps/web/modules/ee/
- Add LICENSE file to apps/web/modules/ee/
- Update all import paths from ~/teams/ to ~/ee/teams/
- Update all import paths from ~/settings/organizations/ to ~/ee/organizations/
- Remove duplicate MemberInvitationModal copy.tsx file

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: move useHasPaidPlan and dependent files to apps/web/modules

- Move useHasPaidPlan.ts from packages/features/billing/hooks to apps/web/modules/billing/hooks
- Move intercom files from packages/features/ee/support to apps/web/modules/ee/support
- Move ContactMenuItem.tsx and dependencies (freshchat, helpscout, zendesk) to apps/web/modules/ee/support
- Move ViewRecordingsDialog.tsx and RecordingListSkeleton to apps/web/modules/ee/video
- Move CalVideoSettings.tsx to apps/web/modules/eventtypes/components/locations
- Move CreateOrEditOutOfOfficeModal.tsx to apps/web/modules/settings/outOfOffice
- Refactor UpgradeTeamsBadge to accept props and create wrapper in apps/web/modules/billing
- Update all callers to use new file locations
- Add eslint-disable comments for pre-existing lint warnings

This fixes the tRPC server build failure caused by circular dependency where
the server build was traversing into packages/features and pulling in React
hooks that depend on @calcom/trpc/react types.

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: correct UpgradeTeamsBadge import path to use package export

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* wip

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* fix

* fix

* fix

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* fix

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* fix

* fix: pass plan state through SelectProps to UpgradeTeamsBadge

- Add upgradeTeamsBadgeProps field to ExtendedOption type in Select component
- Update OptionComponent to spread upgradeTeamsBadgeProps to UpgradeTeamsBadge
- Update getOptions.ts to accept PlanState object and include upgradeTeamsBadgeProps
- Update WorkflowStepContainer.tsx to pass planState to getWorkflowTriggerOptions/getWorkflowTemplateOptions
- Update WorkflowDetailsPage.tsx to pass upgradeTeamsBadgeProps in transformed action options
- Update AddActionDialog.tsx interface and mapping to include upgradeTeamsBadgeProps
- Add eslint-disable comments for pre-existing React Hook dependency warnings

This fixes the UpgradeTeamsBadge refactoring issue where the badge was always showing
'upgrade' text instead of the correct text based on plan state (trial_mode, inactive_team_plan, etc.)

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: update import paths to use /ee/ folder for workflows and organizations

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: update workflow component imports to use /ee/ folder

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: add missing types.ts for LocationInput.tsx

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix: extract BookingRedirectForm type to shared location

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* fix

* wip

* wip

* fix: update BookingRedirectForm import to use local types file

Co-Authored-By: benny@cal.com <sldisek783@gmail.com>

* wip

* fix

* fix

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2025-12-23 12:22:26 -03:00

1789 lines
74 KiB
TypeScript

import { type TFunction } from "i18next";
import { useParams, useRouter, useSearchParams } from "next/navigation";
import type { Dispatch, SetStateAction } from "react";
import { useEffect, useRef, useState, useCallback } from "react";
import type { UseFormReturn } from "react-hook-form";
import { Controller, useWatch } from "react-hook-form";
import "react-phone-number-input/style.css";
import type { RetellAgentWithDetails } from "@calcom/features/calAIPhone/providers/retellAI";
import { Dialog } from "@calcom/features/components/controlled-dialog";
import PhoneInput from "@calcom/features/components/phone-input";
import {
isSMSAction,
isWhatsappAction,
getTemplateBodyForAction,
shouldScheduleEmailReminder,
isSMSOrWhatsappAction,
isCalAIAction,
isFormTrigger,
hasCalAIAction,
} from "@calcom/features/ee/workflows/lib/actionHelperFunctions";
import { DYNAMIC_TEXT_VARIABLES } from "@calcom/features/ee/workflows/lib/constants";
import {
getWorkflowTemplateOptions,
getWorkflowTriggerOptions,
} from "@calcom/features/ee/workflows/lib/getOptions";
import emailRatingTemplate from "@calcom/features/ee/workflows/lib/reminders/templates/emailRatingTemplate";
import emailReminderTemplate from "@calcom/features/ee/workflows/lib/reminders/templates/emailReminderTemplate";
import type { FormValues } from "@calcom/features/ee/workflows/lib/types";
import "@calcom/features/ee/workflows/style/styles.css";
import { SENDER_ID, SENDER_NAME } from "@calcom/lib/constants";
import { formatPhoneNumber } from "@calcom/lib/formatPhoneNumber";
import { useLocale } from "@calcom/lib/hooks/useLocale";
import useMediaQuery from "@calcom/lib/hooks/useMediaQuery";
import { HttpError } from "@calcom/lib/http-error";
import { getTimeFormatStringFromUserTimeFormat } from "@calcom/lib/timeFormat";
import type { WorkflowStep } from "@calcom/prisma/client";
import {
MembershipRole,
PhoneNumberSubscriptionStatus,
TimeUnit,
WorkflowActions,
WorkflowTemplates,
WorkflowTriggerEvents,
} from "@calcom/prisma/enums";
import type { RouterOutputs } from "@calcom/trpc/react";
import { trpc } from "@calcom/trpc/react";
import classNames from "@calcom/ui/classNames";
import { Badge, InfoBadge } from "@calcom/ui/components/badge";
import { Button } from "@calcom/ui/components/button";
import { DialogContent, DialogFooter, DialogClose } from "@calcom/ui/components/dialog";
import {
Dropdown,
DropdownItem,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from "@calcom/ui/components/dropdown";
import { AddVariablesDropdown } from "@calcom/ui/components/editor";
import { Editor } from "@calcom/ui/components/editor";
import { CheckboxField } from "@calcom/ui/components/form";
import { EmailField } from "@calcom/ui/components/form";
import { TextArea } from "@calcom/ui/components/form";
import { Input } from "@calcom/ui/components/form";
import { Label } from "@calcom/ui/components/form";
import { TextField } from "@calcom/ui/components/form";
import { Select } from "@calcom/ui/components/form";
import { MultiSelectCheckbox } from "@calcom/ui/components/form";
import type { MultiSelectCheckboxesOptionType as Option } from "@calcom/ui/components/form";
import { Icon } from "@calcom/ui/components/icon";
import { SkeletonText } from "@calcom/ui/components/skeleton";
import { showToast } from "@calcom/ui/components/toast";
import { useHasPaidPlan, useHasActiveTeamPlan } from "@calcom/web/modules/billing/hooks/useHasPaidPlan";
import { TestPhoneCallDialog } from "./TestPhoneCallDialog";
import { TimeTimeUnitInput } from "./TimeTimeUnitInput";
import { WebCallDialog } from "./WebCallDialog";
import { AgentConfigurationSheet } from "./agent-configuration/AgentConfigurationSheet";
type User = RouterOutputs["viewer"]["me"]["get"];
type WorkflowStepProps = {
step?: WorkflowStep;
form: UseFormReturn<FormValues>;
user: User;
reload?: boolean;
setReload?: Dispatch<SetStateAction<boolean>>;
teamId?: number;
readOnly: boolean;
// Props for trigger section
selectedOptions?: Option[];
setSelectedOptions?: Dispatch<SetStateAction<Option[]>>;
isOrganization?: boolean;
allOptions?: Option[];
eventTypeOptions?: Option[];
onSaveWorkflow?: () => Promise<void>;
setIsDeleteStepDialogOpen?: Dispatch<SetStateAction<boolean>>;
isDeleteStepDialogOpen?: boolean;
agentData?: RetellAgentWithDetails;
isAgentLoading?: boolean;
actionOptions: {
label: string;
value: WorkflowActions;
needsCredits: boolean;
creditsTeamId?: number;
isOrganization: boolean;
isCalAi: boolean;
needsTeamsUpgrade?: boolean;
}[];
updateTemplate: boolean;
setUpdateTemplate: Dispatch<SetStateAction<boolean>>;
inboundAgentData?: RetellAgentWithDetails;
isInboundAgentLoading?: boolean;
};
const getTimeSectionText = (trigger: WorkflowTriggerEvents, t: TFunction) => {
const triggerMap: Partial<Record<WorkflowTriggerEvents, string>> = {
[WorkflowTriggerEvents.AFTER_EVENT]: "how_long_after",
[WorkflowTriggerEvents.BEFORE_EVENT]: "how_long_before",
[WorkflowTriggerEvents.AFTER_HOSTS_CAL_VIDEO_NO_SHOW]: "how_long_after_hosts_no_show",
[WorkflowTriggerEvents.AFTER_GUESTS_CAL_VIDEO_NO_SHOW]: "how_long_after_guests_no_show",
[WorkflowTriggerEvents.FORM_SUBMITTED_NO_EVENT]: "how_long_after_form_submitted_no_event",
};
return triggerMap[trigger] ? t(triggerMap[trigger]) : null;
};
const CalAIAgentDataSkeleton = () => {
return (
<div className="bg-cal-muted mt-4 rounded-lg p-4">
<div className="flex items-center justify-between">
<div>
<SkeletonText className="h-5 w-28" />
<div className="mt-2 flex items-center gap-2">
<SkeletonText className="h-4 w-4" />
<SkeletonText className="h-4 w-32" />
<SkeletonText className="h-5 w-12" />
</div>
</div>
<div className="flex items-center gap-1">
<SkeletonText className="h-8 w-24" />
<SkeletonText className="h-8 w-8" />
</div>
</div>
</div>
);
};
const getActivePhoneNumbers = (
phoneNumbers?: Array<{ subscriptionStatus?: string; phoneNumber: string }>
) => {
return (
phoneNumbers?.filter(
(phone) =>
phone.subscriptionStatus === PhoneNumberSubscriptionStatus.ACTIVE || !phone.subscriptionStatus
) || []
);
};
export default function WorkflowStepContainer(props: WorkflowStepProps) {
const { t, i18n } = useLocale();
const utils = trpc.useUtils();
const params = useParams();
const router = useRouter();
const searchParams = useSearchParams();
const {
step,
form,
reload,
setReload,
teamId,
selectedOptions,
setSelectedOptions,
isOrganization,
allOptions,
agentData,
isAgentLoading,
inboundAgentData,
isInboundAgentLoading: _isInboundAgentLoading,
isDeleteStepDialogOpen,
setIsDeleteStepDialogOpen,
onSaveWorkflow,
actionOptions,
updateTemplate,
setUpdateTemplate,
} = props;
const { data: _verifiedNumbers } = trpc.viewer.workflows.getVerifiedNumbers.useQuery(
{ teamId },
{ enabled: !!teamId }
);
const isMobile = useMediaQuery("(max-width: 569px)");
const { data: userTeams } = trpc.viewer.teams.list.useQuery({}, { enabled: !teamId });
const [agentConfigurationSheet, setAgentConfigurationSheet] = useState<{
open: boolean;
activeTab?: "outgoingCalls" | "phoneNumber" | "incomingCalls";
}>({
open: false,
activeTab: "outgoingCalls",
});
const creditsTeamId = userTeams?.find(
(team) => team.accepted && (team.role === MembershipRole.ADMIN || team.role === MembershipRole.OWNER)
)?.id;
const { hasPaidPlan } = useHasPaidPlan();
const { hasActiveTeamPlan, isTrial } = useHasActiveTeamPlan();
const planState = { hasPaidPlan, hasActiveTeamPlan, isTrial };
const { data: _verifiedEmails } = trpc.viewer.workflows.getVerifiedEmails.useQuery({ teamId });
const timeFormat = getTimeFormatStringFromUserTimeFormat(props.user.timeFormat);
const createAgentMutation = trpc.viewer.aiVoiceAgent.create.useMutation({
onSuccess: async (data) => {
showToast(t("agent_created_successfully"), "success");
const url = new URL(window.location.href);
url.searchParams.delete("autoCreateAgent");
url.searchParams.delete("templateWorkflowId");
router.replace(url.pathname + url.search);
if (step) {
const stepIndex = step.stepNumber - 1;
form.setValue(`steps.${stepIndex}.agentId`, data.id);
await utils.viewer.aiVoiceAgent.get.invalidate({ id: data.id });
}
setAgentConfigurationSheet((prev) => ({ ...prev, open: true }));
},
onError: (error: { message: string }) => {
showToast(error.message, "error");
},
});
const stepAgentId = step?.agentId || form.watch(`steps.${step ? step.stepNumber - 1 : 0}.agentId`) || null;
const stepInboundAgentId =
step?.inboundAgentId || form.watch(`steps.${step ? step.stepNumber - 1 : 0}.inboundAgentId`) || null;
const updateAgentMutation = trpc.viewer.aiVoiceAgent.update.useMutation({
onSuccess: async () => {
showToast(t("agent_updated_successfully"), "success");
const currentAgentId = stepAgentId || stepInboundAgentId;
if (currentAgentId) {
utils.viewer.aiVoiceAgent.get.invalidate({ id: currentAgentId });
}
},
onError: (error: { message: string }) => {
showToast(error.message, "error");
},
});
const unsubscribePhoneNumberMutation = trpc.viewer.phoneNumber.update.useMutation({
onSuccess: async () => {
showToast(t("phone_number_unsubscribed_successfully"), "success");
setIsUnsubscribeDialogOpen(false);
const currentAgentId = stepAgentId || stepInboundAgentId;
if (currentAgentId) {
utils.viewer.aiVoiceAgent.get.invalidate({ id: currentAgentId });
}
},
onError: (error: { message: string }) => {
showToast(error.message, "error");
},
});
const verifiedNumbers = _verifiedNumbers?.map((number) => number.phoneNumber) || [];
const verifiedEmails = _verifiedEmails || [];
const [isAdditionalInputsDialogOpen, setIsAdditionalInputsDialogOpen] = useState(false);
const [isTestAgentDialogOpen, setIsTestAgentDialogOpen] = useState(false);
const [isWebCallDialogOpen, setIsWebCallDialogOpen] = useState(false);
const [isUnsubscribeDialogOpen, setIsUnsubscribeDialogOpen] = useState(false);
const [verificationCode, setVerificationCode] = useState("");
const action = step?.action;
const requirePhoneNumber =
WorkflowActions.SMS_NUMBER === action || WorkflowActions.WHATSAPP_NUMBER === action;
const [isPhoneNumberNeeded, setIsPhoneNumberNeeded] = useState(requirePhoneNumber);
const [firstRender, setFirstRender] = useState(true);
const senderNeeded =
step?.action === WorkflowActions.SMS_NUMBER || step?.action === WorkflowActions.SMS_ATTENDEE;
const [_isSenderIsNeeded, setIsSenderIsNeeded] = useState(senderNeeded);
const [isEmailAddressNeeded, setIsEmailAddressNeeded] = useState(
step?.action === WorkflowActions.EMAIL_ADDRESS ? true : false
);
const [isEmailSubjectNeeded, setIsEmailSubjectNeeded] = useState(
step?.action === WorkflowActions.EMAIL_ATTENDEE ||
step?.action === WorkflowActions.EMAIL_HOST ||
step?.action === WorkflowActions.EMAIL_ADDRESS
? true
: false
);
const trigger = useWatch({
control: form.control,
name: "trigger",
});
const [timeSectionText, setTimeSectionText] = useState(getTimeSectionText(trigger, t));
const isCreatingAgent = useRef(false);
const hasAutoCreated = useRef(false);
const handleCreateAgent = useCallback(
async (templateWorkflowId?: string) => {
if (isCreatingAgent.current || createAgentMutation.isPending) {
return;
}
isCreatingAgent.current = true;
try {
// Save workflow first to ensure we have step ID
if (onSaveWorkflow) {
await onSaveWorkflow();
}
const updatedSteps = form.getValues("steps");
const currentStepIndex = step ? step.stepNumber - 1 : 0;
const updatedStep = updatedSteps[currentStepIndex];
if (updatedStep?.action !== WorkflowActions.CAL_AI_PHONE_CALL) {
form.setValue(`steps.${currentStepIndex}.action`, WorkflowActions.CAL_AI_PHONE_CALL);
}
if (updatedStep?.id) {
createAgentMutation.mutate({
teamId,
workflowStepId: updatedStep.id,
...(templateWorkflowId && { templateWorkflowId }),
});
} else {
showToast(t("failed_to_get_workflow_step_id"), "error");
}
} catch (error) {
console.error("Failed to create agent:", error);
showToast(t("failed_to_create_agent"), "error");
} finally {
isCreatingAgent.current = false;
}
},
[createAgentMutation, onSaveWorkflow, form, step, teamId, t]
);
const autoCreateAgent = searchParams?.get("autoCreateAgent");
const templateWorkflowId = searchParams?.get("templateWorkflowId");
useEffect(() => {
const shouldAutoCreate =
autoCreateAgent === "true" &&
templateWorkflowId &&
step?.id &&
step.action === WorkflowActions.CAL_AI_PHONE_CALL &&
!stepAgentId &&
!hasAutoCreated.current &&
!createAgentMutation.isPending &&
!createAgentMutation.isSuccess;
if (shouldAutoCreate && onSaveWorkflow) {
hasAutoCreated.current = true;
handleCreateAgent(templateWorkflowId);
}
}, [
autoCreateAgent,
templateWorkflowId,
step?.id,
step?.action,
stepAgentId,
createAgentMutation.isPending,
createAgentMutation.isSuccess,
onSaveWorkflow,
handleCreateAgent,
]);
const triggerOptions = getWorkflowTriggerOptions(t, planState);
const templateOptions = getWorkflowTemplateOptions(t, step?.action, planState, trigger);
const steps = useWatch({
control: form.control,
name: "steps",
});
const hasEmailToHostAction = steps.some((s) => s.action === WorkflowActions.EMAIL_HOST);
const hasWhatsappAction = steps.some((s) => isWhatsappAction(s.action));
const disallowFormTriggers = hasEmailToHostAction || hasWhatsappAction;
const filteredTriggerOptions = triggerOptions.filter(
(option) => !(isFormTrigger(option.value) && disallowFormTriggers)
);
const { ref: emailSubjectFormRef, ...restEmailSubjectForm } = step
? form.register(`steps.${step.stepNumber - 1}.emailSubject`)
: { ref: null, name: "" };
const refEmailSubject = useRef<HTMLTextAreaElement | null>(null);
const getNumberVerificationStatus = () =>
!!step &&
!!verifiedNumbers.find(
(number: string) => number === form.getValues(`steps.${step.stepNumber - 1}.sendTo`)
);
const getEmailVerificationStatus = () =>
!!step &&
!!verifiedEmails.find((email: string) => email === form.getValues(`steps.${step.stepNumber - 1}.sendTo`));
const [numberVerified, setNumberVerified] = useState(getNumberVerificationStatus());
const [emailVerified, setEmailVerified] = useState(getEmailVerificationStatus());
// eslint-disable-next-line react-hooks/exhaustive-deps -- intentionally only run when verifiedNumbers.length changes
useEffect(() => setNumberVerified(getNumberVerificationStatus()), [verifiedNumbers.length]);
// eslint-disable-next-line react-hooks/exhaustive-deps -- intentionally only run when verifiedEmails.length changes
useEffect(() => setEmailVerified(getEmailVerificationStatus()), [verifiedEmails.length]);
const addVariableEmailSubject = (variable: string) => {
if (step) {
const currentEmailSubject = refEmailSubject?.current?.value || "";
const cursorPosition = refEmailSubject?.current?.selectionStart || currentEmailSubject.length;
const subjectWithAddedVariable = `${currentEmailSubject.substring(0, cursorPosition)}{${variable
.toUpperCase()
.replace(/ /g, "_")}}${currentEmailSubject.substring(cursorPosition)}`;
form.setValue(`steps.${step.stepNumber - 1}.emailSubject`, subjectWithAddedVariable);
}
};
const sendVerificationCodeMutation = trpc.viewer.workflows.sendVerificationCode.useMutation({
onSuccess: async () => {
showToast(t("verification_code_sent"), "success");
},
onError: async (error) => {
showToast(error.message, "error");
},
});
const verifyPhoneNumberMutation = trpc.viewer.workflows.verifyPhoneNumber.useMutation({
onSuccess: async (isVerified) => {
showToast(isVerified ? t("verified_successfully") : t("wrong_code"), "success");
setNumberVerified(isVerified);
if (
step &&
form?.formState?.errors?.steps &&
form.formState.errors.steps[step.stepNumber - 1]?.sendTo &&
isVerified
) {
form.clearErrors(`steps.${step.stepNumber - 1}.sendTo`);
}
utils.viewer.workflows.getVerifiedNumbers.invalidate();
},
onError: (err) => {
if (err instanceof HttpError) {
const message = `${err.statusCode}: ${err.message}`;
showToast(message, "error");
setNumberVerified(false);
}
},
});
const sendEmailVerificationCodeMutation = trpc.viewer.auth.sendVerifyEmailCode.useMutation({
onSuccess() {
showToast(t("email_sent"), "success");
},
onError: () => {
showToast(t("email_not_sent"), "error");
},
});
const verifyEmailCodeMutation = trpc.viewer.workflows.verifyEmailCode.useMutation({
onSuccess: (isVerified) => {
showToast(isVerified ? t("verified_successfully") : t("wrong_code"), "success");
setEmailVerified(true);
if (
step &&
form?.formState?.errors?.steps &&
form.formState.errors.steps[step.stepNumber - 1]?.sendTo &&
isVerified
) {
form.clearErrors(`steps.${step.stepNumber - 1}.sendTo`);
}
utils.viewer.workflows.getVerifiedEmails.invalidate();
},
onError: (err) => {
if (err.message === "invalid_code") {
showToast(t("code_provided_invalid"), "error");
setEmailVerified(false);
}
},
});
/* const testActionMutation = trpc.viewer.workflows.testAction.useMutation({
onSuccess: async () => {
showToast(t("notification_sent"), "success");
},
onError: (err) => {
let message = t("unexpected_error_try_again");
if (err instanceof TRPCClientError) {
if (err.message === "rate-limit-exceeded") {
message = t("rate_limit_exceeded");
} else {
message = err.message;
}
}
if (err instanceof HttpError) {
message = `${err.statusCode}: ${err.message}`;
}
showToast(message, "error");
},
}); */
//trigger
if (!step) {
const triggerString = t(`${trigger.toLowerCase()}_trigger`);
const selectedTrigger = {
label: triggerString.charAt(0).toUpperCase() + triggerString.slice(1),
value: trigger,
};
return (
<>
<div className="mb-3">
<Label className="text-default text-sm leading-none">{t("when")}</Label>
<Controller
name="trigger"
control={form.control}
render={() => {
return (
<Select
isSearchable={false}
innerClassNames={{ valueContainer: "font-medium" }}
className="text-sm font-medium"
id="trigger-select"
isDisabled={props.readOnly}
onChange={(val) => {
if (val) {
const triggerValue = val.value as WorkflowTriggerEvents;
const currentTrigger = form.getValues("trigger") as WorkflowTriggerEvents;
const isCurrentFormTrigger = isFormTrigger(currentTrigger);
const isNewFormTrigger = isFormTrigger(triggerValue);
form.setValue("trigger", triggerValue);
// Reset activeOn when switching between form and non-form triggers
if (isCurrentFormTrigger !== isNewFormTrigger) {
form.setValue("activeOn", []);
if (setSelectedOptions) {
setSelectedOptions([]);
}
form.setValue("selectAll", false);
}
const newTimeSectionText = getTimeSectionText(triggerValue, t);
if (newTimeSectionText) {
setTimeSectionText(newTimeSectionText);
if (
triggerValue === WorkflowTriggerEvents.AFTER_HOSTS_CAL_VIDEO_NO_SHOW ||
triggerValue === WorkflowTriggerEvents.AFTER_GUESTS_CAL_VIDEO_NO_SHOW
) {
form.setValue("time", 5);
form.setValue("timeUnit", TimeUnit.MINUTE);
} else {
form.setValue("time", 24);
form.setValue("timeUnit", TimeUnit.HOUR);
}
} else {
setTimeSectionText(null);
form.unregister("time");
form.unregister("timeUnit");
}
if (isFormTrigger(triggerValue)) {
const steps = form.getValues("steps");
if (steps?.length) {
const updatedSteps = steps.map((step) =>
step.template === WorkflowTemplates.CUSTOM
? step
: {
...step,
reminderBody: " ",
emailSubject: " ",
template: WorkflowTemplates.CUSTOM,
}
);
form.setValue("steps", updatedSteps);
setUpdateTemplate(!updateTemplate);
}
}
}
}}
defaultValue={selectedTrigger}
options={filteredTriggerOptions.map((option) => ({
label: option.label,
value: option.value,
needsTeamsUpgrade: option.needsTeamsUpgrade,
upgradeTeamsBadgeProps: option.upgradeTeamsBadgeProps,
}))}
isOptionDisabled={(option: { label: string; value: string; needsTeamsUpgrade?: boolean }) =>
!!option.needsTeamsUpgrade
}
/>
);
}}
/>
</div>
<div>
{!!timeSectionText && (
<div className="mb-3 mt-3">
<Label className="text-default mb-0">{timeSectionText}</Label>
<TimeTimeUnitInput disabled={props.readOnly} />
</div>
)}
{/* Event Type/Team Selection */}
{selectedOptions && setSelectedOptions && allOptions && (
<div className={classNames(!!timeSectionText && "mb-3")}>
{isOrganization ? (
<div className="text-default flex items-center gap-2">
<Label>{t("which_team_apply")}</Label>
<div className="mb-2">
<InfoBadge content={t("team_select_info")} />
</div>
</div>
) : (
<Label>
{isFormTrigger(trigger) ? t("which_routing_form_apply") : t("which_event_type_apply")}
</Label>
)}
<Controller
name="activeOn"
control={form.control}
render={() => {
return (
<MultiSelectCheckbox
options={allOptions}
isDisabled={props.readOnly || form.getValues("selectAll")}
className="w-full"
setSelected={setSelectedOptions}
selected={form.getValues("selectAll") ? allOptions : selectedOptions}
setValue={(s: Option[]) => {
form.setValue("activeOn", s);
}}
countText={
isOrganization
? "count_team"
: isFormTrigger(form.getValues("trigger"))
? "nr_routing_form"
: "nr_event_type"
}
/>
);
}}
/>
{!hasCalAIAction(steps) && (
<div className="mt-1">
<Controller
name="selectAll"
render={({ field: { value, onChange } }) => (
<CheckboxField
description={
isOrganization
? t("apply_to_all_teams")
: isFormTrigger(form.getValues("trigger"))
? t("apply_to_all_routing_forms")
: t("apply_to_all_event_types")
}
disabled={props.readOnly}
descriptionClassName="ml-0"
onChange={(e) => {
onChange(e);
if (e.target.value) {
setSelectedOptions(allOptions);
form.setValue("activeOn", allOptions);
}
}}
checked={value}
/>
)}
/>
</div>
)}
</div>
)}
{!!timeSectionText && (
<div className="mt-1 flex text-gray-500">
<Icon name="info" className="mr-1 mt-0.5 h-4 w-4" />
<p className="text-sm">{t("testing_sms_workflow_info_message")}</p>
</div>
)}
</div>
</>
);
}
if (step && step.action) {
const actionString = t(`${step.action.toLowerCase()}_action`);
const selectedAction = {
label: actionString.charAt(0).toUpperCase() + actionString.slice(1),
value: step.action,
needsCredits: isSMSOrWhatsappAction(step.action),
isCalAi: isCalAIAction(step.action),
creditsTeamId: teamId ?? creditsTeamId,
isOrganization: props.isOrganization,
};
const selectedTemplate = {
label: t(`${step.template.toLowerCase()}`),
value: step.template,
needsTeamsUpgrade: false,
};
const canRequirePhoneNumber = (workflowStep: string) => {
return (
WorkflowActions.SMS_ATTENDEE === workflowStep || WorkflowActions.WHATSAPP_ATTENDEE === workflowStep
);
};
const arePhoneNumbersActive = getActivePhoneNumbers(
agentData?.outboundPhoneNumbers?.map((phone) => ({
...phone,
subscriptionStatus: phone.subscriptionStatus ?? undefined,
}))
);
return (
<>
<div>
<div>
<Label>{t("do_this")}</Label>
<Controller
name={`steps.${step.stepNumber - 1}.action`}
control={form.control}
render={() => {
return (
<Select
isSearchable={false}
className="text-sm"
isDisabled={props.readOnly}
onChange={(val) => {
if (val) {
const oldValue = form.getValues(`steps.${step.stepNumber - 1}.action`);
const template = getTemplateBodyForAction({
action: val.value,
locale: i18n.language,
t,
template: WorkflowTemplates.REMINDER,
timeFormat,
});
form.setValue(`steps.${step.stepNumber - 1}.reminderBody`, template);
const setNumberRequiredConfigs = (
phoneNumberIsNeeded: boolean,
senderNeeded = true
) => {
setIsSenderIsNeeded(senderNeeded);
setIsEmailAddressNeeded(false);
setIsPhoneNumberNeeded(phoneNumberIsNeeded);
setNumberVerified(getNumberVerificationStatus());
};
if (isSMSAction(val.value)) {
setNumberRequiredConfigs(val.value === WorkflowActions.SMS_NUMBER);
// email action changes to sms action
if (!isSMSAction(oldValue)) {
form.setValue(`steps.${step.stepNumber - 1}.sender`, SENDER_ID);
}
setIsEmailSubjectNeeded(false);
form.setValue(`steps.${step.stepNumber - 1}.agentId`, null);
} else if (isWhatsappAction(val.value)) {
setNumberRequiredConfigs(val.value === WorkflowActions.WHATSAPP_NUMBER, false);
if (!isWhatsappAction(oldValue)) {
form.setValue(`steps.${step.stepNumber - 1}.sender`, "");
}
setIsEmailSubjectNeeded(false);
form.setValue(`steps.${step.stepNumber - 1}.agentId`, null);
} else if (isCalAIAction(val.value)) {
setIsPhoneNumberNeeded(false);
setIsSenderIsNeeded(false);
setIsEmailAddressNeeded(false);
setIsEmailSubjectNeeded(false);
form.setValue(`steps.${step.stepNumber - 1}.emailSubject`, null);
form.setValue(`steps.${step.stepNumber - 1}.reminderBody`, null);
form.setValue(`steps.${step.stepNumber - 1}.sender`, null);
} else {
setIsPhoneNumberNeeded(false);
setIsSenderIsNeeded(false);
setIsEmailAddressNeeded(val.value === WorkflowActions.EMAIL_ADDRESS);
setIsEmailSubjectNeeded(true);
form.setValue(`steps.${step.stepNumber - 1}.agentId`, null);
}
form.setValue(`steps.${step.stepNumber - 1}.sendTo`, null);
form.clearErrors(`steps.${step.stepNumber - 1}.sendTo`);
form.setValue(`steps.${step.stepNumber - 1}.action`, val.value);
setUpdateTemplate(!updateTemplate);
}
}}
defaultValue={selectedAction}
options={actionOptions.map((option) => ({
...option,
creditsTeamId: teamId ?? creditsTeamId,
}))}
/>
);
}}
/>
</div>
{!isWhatsappAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) &&
!isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && (
<div>
{_isSenderIsNeeded ? (
<>
<div className="pt-4">
<div className="flex items-center">
<Label>{t("sender_id")}</Label>
</div>
<Input
type="text"
placeholder={SENDER_ID}
disabled={props.readOnly}
maxLength={11}
{...form.register(`steps.${step.stepNumber - 1}.sender`)}
/>
<div className="mt-1.5 flex items-center gap-1">
<Icon name="info" size="10" className="text-gray-500" />
<div className="text-subtle text-xs">{t("sender_id_info")}</div>
</div>
</div>
{form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.sender && (
<p className="text-error mt-1 text-xs">{t("sender_id_error_message")}</p>
)}
</>
) : (
<>
<div className="pt-4">
<Label>{t("sender_name")}</Label>
<Input
type="text"
disabled={props.readOnly}
placeholder={SENDER_NAME}
{...form.register(`steps.${step.stepNumber - 1}.senderName`)}
/>
</div>
</>
)}
</div>
)}
{isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && !stepAgentId && (
<div className="bg-cal-muted border-muted mt-2 rounded-2xl border p-3">
<div className="flex flex-col justify-between gap-4 sm:flex-row sm:items-center sm:gap-0">
<div>
<h2 className="text-emphasis text-sm font-medium leading-none">
{t("cal_ai_agent")}
<Badge startIcon="info" className="ms-2 rounded-md" variant="warning">
{t("set_up_required")}
</Badge>
</h2>
<p className="text-muted mt-1 text-sm font-medium leading-none">
{t("no_phone_number_connected")}.
</p>
</div>
<Button
color="primary"
disabled={props.readOnly || isCreatingAgent.current || hasAutoCreated.current}
className="flex items-center justify-center"
onClick={() => handleCreateAgent()}
loading={createAgentMutation.isPending || isCreatingAgent.current}>
{t("set_up_agent")}
</Button>
</div>
</div>
)}
{stepAgentId && isAgentLoading && <CalAIAgentDataSkeleton />}
{stepAgentId && agentData && (
<div className="bg-cal-muted mt-4 rounded-lg p-4">
<div
className="flex cursor-pointer items-center justify-between"
onClick={(e) => {
const target = e.target as HTMLElement;
if (
target.closest("button") ||
target.closest('[role="menu"]') ||
target.closest('[role="menuitem"]')
) {
return;
}
if (!props.readOnly) {
setAgentConfigurationSheet({ open: true, activeTab: "outgoingCalls" });
}
}}>
<div>
<h3 className="text-emphasis text-base font-medium">{t("cal_ai_agent")}</h3>
{arePhoneNumbersActive.length > 0 ? (
<div className="flex items-center gap-2">
<Icon name="phone" className="text-emphasis h-4 w-4" />
<span className="text-emphasis text-sm">
{formatPhoneNumber(arePhoneNumbersActive[0].phoneNumber)}
</span>
<Badge variant="green" size="sm" withDot>
{t("active")}
</Badge>
</div>
) : (
<div className="flex items-center gap-1">
<span className="text-subtle text-sm">{t("no_phone_number_connected")}</span>
</div>
)}
</div>
<div className="flex items-center gap-1" onClick={(e) => e.stopPropagation()}>
{arePhoneNumbersActive.length > 0 ? (
<Dropdown>
<DropdownMenuTrigger asChild>
<Button
color="secondary"
className="rounded-[10px]"
disabled={props.readOnly}
EndIcon="chevron-down">
{t("test_agent")}
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent>
<DropdownMenuItem>
<DropdownItem
type="button"
StartIcon="phone"
onClick={() => setIsTestAgentDialogOpen(true)}>
{t("phone_call")}
</DropdownItem>
</DropdownMenuItem>
<DropdownMenuItem>
<DropdownItem
type="button"
StartIcon="monitor"
onClick={() => setIsWebCallDialogOpen(true)}>
{t("web_call")}
</DropdownItem>
</DropdownMenuItem>
</DropdownMenuContent>
</Dropdown>
) : !isMobile ? (
<>
<Button
color="secondary"
onClick={() => {
setAgentConfigurationSheet((prev) => ({
...prev,
open: true,
activeTab: "phoneNumber",
}));
}}
disabled={props.readOnly}>
{t("connect_phone_number")}
</Button>
<Button
color="secondary"
onClick={() => setIsWebCallDialogOpen(true)}
disabled={props.readOnly}
StartIcon="monitor">
{t("test_web_call")}
</Button>
</>
) : null}
<Dropdown>
<DropdownMenuTrigger asChild>
<Button
type="button"
color="secondary"
variant="icon"
StartIcon="ellipsis"
className="rounded-[10px]"
/>
</DropdownMenuTrigger>
<DropdownMenuContent>
{isMobile && arePhoneNumbersActive.length <= 0 && (
<>
<DropdownMenuItem>
<DropdownItem
type="button"
StartIcon="plus"
disabled={props.readOnly}
onClick={() => {
setAgentConfigurationSheet((prev) => ({
...prev,
open: true,
activeTab: "phoneNumber",
}));
}}>
{t("connect_phone_number")}
</DropdownItem>
</DropdownMenuItem>
<DropdownMenuItem>
<DropdownItem
type="button"
onClick={() => setIsWebCallDialogOpen(true)}
disabled={props.readOnly}
StartIcon="monitor">
{t("test_web_call")}
</DropdownItem>
</DropdownMenuItem>
</>
)}
<DropdownMenuItem>
<DropdownItem
type="button"
StartIcon="pencil"
onClick={() =>
setAgentConfigurationSheet({ open: true, activeTab: "outgoingCalls" })
}>
{t("edit")}
</DropdownItem>
</DropdownMenuItem>
</DropdownMenuContent>
</Dropdown>
</div>
</div>
</div>
)}
{isPhoneNumberNeeded && (
<div className="bg-cal-muted mt-2 rounded-md p-4 pt-0">
<Label className="pt-4">{t("custom_phone_number")}</Label>
<div className="block sm:flex">
<Controller
name={`steps.${step.stepNumber - 1}.sendTo`}
render={({ field: { value, onChange } }) => (
<PhoneInput
placeholder={t("phone_number")}
id={`steps.${step.stepNumber - 1}.sendTo`}
className="min-w-fit sm:rounded-r-none sm:rounded-bl-md sm:rounded-tl-md"
required
disabled={props.readOnly}
value={value}
onChange={(val) => {
const isAlreadyVerified = !!verifiedNumbers
?.concat([])
.find((number) => number.replace(/\s/g, "") === val?.replace(/\s/g, ""));
setNumberVerified(isAlreadyVerified);
onChange(val);
}}
/>
)}
/>
<Button
color="secondary"
disabled={numberVerified || props.readOnly || false}
className={classNames(
"-ml-[3px] h-[40px] min-w-fit sm:block sm:rounded-bl-none sm:rounded-tl-none",
numberVerified ? "hidden" : "mt-3 sm:mt-0"
)}
onClick={() =>
sendVerificationCodeMutation.mutate({
phoneNumber: form.getValues(`steps.${step.stepNumber - 1}.sendTo`) || "",
})
}>
{t("send_code")}
</Button>
</div>
{form.formState.errors.steps && form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo && (
<p className="text-error mt-1 text-xs">
{form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo?.message || ""}
</p>
)}
{numberVerified ? (
<div className="mt-1">
<Badge variant="green">{t("number_verified")}</Badge>
</div>
) : (
!props.readOnly && (
<>
<div className="mt-6 flex w-full flex-col">
<Label className="">{t("verification_code")}</Label>
<div className="flex w-full items-center">
<TextField
containerClassName="w-full"
className="h-8 rounded-xl"
placeholder={t("code")}
disabled={props.readOnly}
value={verificationCode}
onChange={(e) => {
setVerificationCode(e.target.value);
}}
required
/>
<Button
color="secondary"
size="sm"
className="ml-2 min-w-fit rounded-[10px]"
disabled={verifyPhoneNumberMutation.isPending || props.readOnly}
onClick={() => {
verifyPhoneNumberMutation.mutate({
phoneNumber: form.getValues(`steps.${step.stepNumber - 1}.sendTo`) || "",
code: verificationCode,
teamId,
});
}}>
{t("verify")}
</Button>
</div>
</div>
{form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo && (
<p className="text-error mt-1 text-xs">
{form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo?.message || ""}
</p>
)}
</>
)
)}
</div>
)}
{canRequirePhoneNumber(form.getValues(`steps.${step.stepNumber - 1}.action`)) &&
!isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && (
<div className="mt-2">
<Controller
name={`steps.${step.stepNumber - 1}.numberRequired`}
control={form.control}
render={() => (
<CheckboxField
disabled={props.readOnly}
defaultChecked={form.getValues(`steps.${step.stepNumber - 1}.numberRequired`) || false}
description={t("make_phone_number_required")}
descriptionClassName="ml-0"
onChange={(e) =>
form.setValue(`steps.${step.stepNumber - 1}.numberRequired`, e.target.checked)
}
/>
)}
/>
</div>
)}
{isEmailAddressNeeded && !isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && (
<div className="bg-cal-muted border-muted mt-5 rounded-2xl border p-4">
<Label>{t("email_address")}</Label>
<div className="block items-center gap-2 sm:flex">
<Controller
name={`steps.${step.stepNumber - 1}.sendTo`}
render={({ field: { value, onChange } }) => (
<EmailField
required
containerClassName="w-full"
className="h-8 min-w-fit"
placeholder={t("email_address")}
value={value}
disabled={props.readOnly}
onChange={(val) => {
const isAlreadyVerified = !!verifiedEmails
?.concat([])
.find((email) => email === val.target.value);
setEmailVerified(isAlreadyVerified);
onChange(val);
}}
/>
)}
/>
<Button
color="secondary"
size="sm"
disabled={emailVerified || props.readOnly || false}
className={classNames(
"min-w-fit text-sm font-medium",
emailVerified ? "hidden" : "mt-3 sm:mt-0"
)}
onClick={() => {
const email = form.getValues(`steps.${step.stepNumber - 1}.sendTo`) || "";
sendEmailVerificationCodeMutation.mutate({
email,
isVerifyingEmail: true,
language: i18n.language || "en",
});
}}>
{t("send_code")}
</Button>
</div>
{form.formState.errors.steps && form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo && (
<p className="text-error mt-1 text-xs">
{form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo?.message || ""}
</p>
)}
{emailVerified ? (
<div className="mt-1">
<Badge variant="green">{t("email_verified")}</Badge>
</div>
) : (
!props.readOnly && (
<>
<div className="mt-3 flex w-full flex-col">
<Label className="">{t("verification_code")}</Label>
<div className="flex w-full items-center">
<TextField
containerClassName="w-full"
className="h-8 rounded-xl"
placeholder={t("code")}
disabled={props.readOnly}
value={verificationCode}
onChange={(e) => {
setVerificationCode(e.target.value);
}}
required
/>
<Button
color="secondary"
size="sm"
className="ml-2 min-w-fit rounded-[10px]"
disabled={verifyEmailCodeMutation.isPending || props.readOnly}
onClick={() => {
verifyEmailCodeMutation.mutate({
code: verificationCode,
email: form.getValues(`steps.${step.stepNumber - 1}.sendTo`) || "",
teamId,
});
}}>
{t("verify")}
</Button>
</div>
</div>
{form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo && (
<p className="text-error mt-1 text-xs">
{form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo?.message || ""}
</p>
)}
</>
)
)}
</div>
)}
{!isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && (
<div className="mt-3">
<Label>{t("message_template")}</Label>
<Controller
name={`steps.${step.stepNumber - 1}.template`}
control={form.control}
render={({ field }) => {
return (
<Select
isSearchable={false}
className="text-sm"
isDisabled={props.readOnly}
onChange={(val) => {
if (val) {
const action = form.getValues(`steps.${step.stepNumber - 1}.action`);
const value = val.value as WorkflowTemplates;
const template = getTemplateBodyForAction({
action,
locale: i18n.language,
t,
template: value ?? WorkflowTemplates.REMINDER,
timeFormat,
});
form.setValue(`steps.${step.stepNumber - 1}.reminderBody`, template);
if (shouldScheduleEmailReminder(action)) {
if (value === WorkflowTemplates.REMINDER) {
form.setValue(
`steps.${step.stepNumber - 1}.emailSubject`,
emailReminderTemplate({
isEditingMode: true,
locale: i18n.language,
t,
action,
timeFormat,
}).emailSubject
);
} else if (value === WorkflowTemplates.RATING) {
form.setValue(
`steps.${step.stepNumber - 1}.emailSubject`,
emailRatingTemplate({
isEditingMode: true,
locale: i18n.language,
action,
t,
timeFormat,
}).emailSubject
);
}
}
field.onChange(value);
form.setValue(`steps.${step.stepNumber - 1}.template`, value);
setUpdateTemplate(!updateTemplate);
}
}}
defaultValue={selectedTemplate}
value={selectedTemplate}
options={templateOptions.map((option) => {
const needsTeamsUpgrade =
option.needsTeamsUpgrade &&
!isSMSAction(form.getValues(`steps.${step.stepNumber - 1}.action`));
return {
label: option.label,
value: option.value,
needsTeamsUpgrade,
upgradeTeamsBadgeProps: needsTeamsUpgrade
? option.upgradeTeamsBadgeProps
: undefined,
};
})}
isOptionDisabled={(option: {
label: string;
value: string;
needsTeamsUpgrade: boolean;
}) => option.needsTeamsUpgrade}
/>
);
}}
/>
</div>
)}
{!isCalAIAction(form.getValues(`steps.${step.stepNumber - 1}.action`)) && (
<div className="bg-cal-muted border-muted mt-3 rounded-2xl border p-3">
{isEmailSubjectNeeded && (
<div className="mb-6">
<div className="flex items-center">
<Label
className={classNames(
"flex-none",
props.readOnly || isFormTrigger(trigger) ? "mb-2" : "mb-0"
)}>
{t("email_subject")}
</Label>
{!props.readOnly && !isFormTrigger(trigger) && (
<div className="grow text-right">
<AddVariablesDropdown
addVariable={addVariableEmailSubject}
variables={DYNAMIC_TEXT_VARIABLES}
/>
</div>
)}
</div>
<TextArea
ref={(e) => {
emailSubjectFormRef?.(e);
refEmailSubject.current = e;
}}
rows={2}
disabled={props.readOnly || !hasActiveTeamPlan}
className="my-0 focus:ring-transparent"
required
{...restEmailSubjectForm}
/>
{form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.emailSubject && (
<p className="text-error mt-1 text-xs">
{form.formState?.errors?.steps[step.stepNumber - 1]?.emailSubject?.message || ""}
</p>
)}
</div>
)}
<div className="mb-2 flex items-center pb-1">
<Label className="mb-0 flex-none">
{isEmailSubjectNeeded ? t("email_body") : t("text_message")}
</Label>
</div>
<Editor
getText={() => props.form.getValues(`steps.${step.stepNumber - 1}.reminderBody`) || ""}
setText={(text: string) => {
props.form.setValue(`steps.${step.stepNumber - 1}.reminderBody`, text);
props.form.clearErrors();
}}
variables={!isFormTrigger(trigger) ? DYNAMIC_TEXT_VARIABLES : undefined}
addVariableButtonTop={isSMSAction(step.action)}
height="200px"
updateTemplate={updateTemplate}
firstRender={firstRender}
setFirstRender={setFirstRender}
editable={
!props.readOnly &&
!isWhatsappAction(step.action) &&
(hasActiveTeamPlan || isSMSAction(step.action))
}
excludedToolbarItems={
!isSMSAction(step.action) ? [] : ["blockType", "bold", "italic", "link"]
}
plainText={isSMSAction(step.action)}
/>
{form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.reminderBody && (
<p className="text-error mt-1 text-sm">
{form.formState?.errors?.steps[step.stepNumber - 1]?.reminderBody?.message || ""}
</p>
)}
{isEmailSubjectNeeded && (
<div className="mt-2">
<Controller
name={`steps.${step.stepNumber - 1}.includeCalendarEvent`}
control={form.control}
render={() => (
<CheckboxField
disabled={props.readOnly}
defaultChecked={
form.getValues(`steps.${step.stepNumber - 1}.includeCalendarEvent`) || false
}
description={t("include_calendar_event")}
descriptionClassName="ml-0"
onChange={(e) =>
form.setValue(`steps.${step.stepNumber - 1}.includeCalendarEvent`, e.target.checked)
}
/>
)}
/>
</div>
)}
{!props.readOnly && (
<div className="ml-1 mt-2">
<button type="button" onClick={() => setIsAdditionalInputsDialogOpen(true)}>
<div className="text-subtle ml-1 flex items-center gap-2">
<Icon name="circle-help" className="h-3 w-3" />
<p className="text-left text-xs">
{isFormTrigger(trigger)
? t("using_form_responses_as_variables")
: t("using_booking_questions_as_variables")}
</p>
</div>
</button>
</div>
)}
</div>
)}
{/* {form.getValues(`steps.${step.stepNumber - 1}.action`) !== WorkflowActions.SMS_ATTENDEE && (
<Button
type="button"
className="mt-7 w-full"
onClick={() => {
let isEmpty = false;
if (!form.getValues(`steps.${step.stepNumber - 1}.sendTo`) && isPhoneNumberNeeded) {
form.setError(`steps.${step.stepNumber - 1}.sendTo`, {
type: "custom",
message: t("no_input"),
});
isEmpty = true;
}
if (!numberVerified && isPhoneNumberNeeded) {
form.setError(`steps.${step.stepNumber - 1}.sendTo`, {
type: "custom",
message: t("not_verified"),
});
}
if (
form.getValues(`steps.${step.stepNumber - 1}.template`) === WorkflowTemplates.CUSTOM
) {
if (!form.getValues(`steps.${step.stepNumber - 1}.reminderBody`)) {
form.setError(`steps.${step.stepNumber - 1}.reminderBody`, {
type: "custom",
message: t("no_input"),
});
isEmpty = true;
} else if (
isEmailSubjectNeeded &&
!form.getValues(`steps.${step.stepNumber - 1}.emailSubject`)
) {
form.setError(`steps.${step.stepNumber - 1}.emailSubject`, {
type: "custom",
message: t("no_input"),
});
isEmpty = true;
}
}
if (!isPhoneNumberNeeded && !isEmpty) {
//translate body and reminder to english
const emailSubject = translateVariablesToEnglish(
form.getValues(`steps.${step.stepNumber - 1}.emailSubject`) || "",
{ locale: i18n.language, t }
);
const reminderBody = translateVariablesToEnglish(
form.getValues(`steps.${step.stepNumber - 1}.reminderBody`) || "",
{ locale: i18n.language, t }
);
testActionMutation.mutate({
step,
emailSubject,
reminderBody,
});
} else {
const isNumberValid =
form.formState.errors.steps &&
form.formState?.errors?.steps[step.stepNumber - 1]?.sendTo
? false
: true;
if (isPhoneNumberNeeded && isNumberValid && !isEmpty && numberVerified) {
setConfirmationDialogOpen(true);
}
}
}}
color="secondary">
<div className="w-full">{t("test_action")}</div>
</Button>
)} */}
</div>
{/* <Dialog open={confirmationDialogOpen} onOpenChange={setConfirmationDialogOpen}>
<ConfirmationDialogContent
variety="warning"
title={t("test_workflow_action")}
confirmBtnText={t("send_sms")}
onConfirm={(e) => {
e.preventDefault();
const reminderBody = translateVariablesToEnglish(
form.getValues(`steps.${step.stepNumber - 1}.reminderBody`) || "",
{ locale: i18n.language, t }
);
testActionMutation.mutate({
step,
emailSubject: "",
reminderBody: reminderBody || "",
});
setConfirmationDialogOpen(false);
}}>
{t("send_sms_to_number", { number: form.getValues(`steps.${step.stepNumber - 1}.sendTo`) })}
</ConfirmationDialogContent>
</Dialog> */}
<Dialog open={isAdditionalInputsDialogOpen} onOpenChange={setIsAdditionalInputsDialogOpen}>
<DialogContent enableOverflow type="creation" className="sm:max-w-[610px]">
<div>
<h1 className="w-full text-xl font-semibold">
{isFormTrigger(trigger)
? t("how_form_responses_as_variables")
: t("how_booking_questions_as_variables")}
</h1>
<div className="mb-6 rounded-md sm:p-4">
<p className="test-sm font-medium">{t("format")}</p>
<ul className="text-emphasis ml-5 mt-2 list-disc">
<li>{t("uppercase_for_letters")}</li>
<li>{t("replace_whitespaces_underscores")}</li>
<li>
{isFormTrigger(trigger)
? t("ignore_special_characters_form_responses")
: t("ignore_special_characters_booking_questions")}
</li>
</ul>
<div className="mt-4">
<p className="test-sm w-full font-medium">{t("example_1")}</p>
<div className="mt-2 grid grid-cols-12">
<div className="test-sm text-default col-span-5 ltr:mr-2 rtl:ml-2">
{isFormTrigger(trigger) ? t("form_field_identifier") : t("booking_question_identifier")}
</div>
<div className="test-sm text-emphasis col-span-7">{t("company_size")}</div>
<div className="test-sm text-default col-span-5 w-full">{t("variable")}</div>
<div className="test-sm text-emphasis wrap-break-word col-span-7">
{" "}
{`{${t("company_size")
.replace(/[^a-zA-Z0-9 ]/g, "")
.trim()
.replace(/ /g, "_")
.toUpperCase()}}`}
</div>
</div>
</div>
<div className="mt-4">
<p className="test-sm w-full font-medium">{t("example_2")}</p>
<div className="mt-2 grid grid-cols-12">
<div className="test-sm text-default col-span-5 ltr:mr-2 rtl:ml-2">
{isFormTrigger(trigger) ? t("form_field_identifier") : t("booking_question_identifier")}
</div>
<div className="test-sm text-emphasis col-span-7">{t("what_help_needed")}</div>
<div className="test-sm text-default col-span-5">{t("variable")}</div>
<div className="test-sm text-emphasis wrap-break-word col-span-7">
{" "}
{`{${t("what_help_needed")
.replace(/[^a-zA-Z0-9 ]/g, "")
.trim()
.replace(/ /g, "_")
.toUpperCase()}}`}
</div>
</div>
</div>
</div>
</div>
<DialogFooter showDivider>
<DialogClose color="primary" />
</DialogFooter>
</DialogContent>
</Dialog>
{agentConfigurationSheet.open && (
<AgentConfigurationSheet
open={agentConfigurationSheet.open}
activeTab={agentConfigurationSheet.activeTab}
onOpenChange={(val) => setAgentConfigurationSheet((prev) => ({ ...prev, open: val }))}
agentId={stepAgentId}
inboundAgentId={stepInboundAgentId}
agentData={agentData}
inboundAgentData={inboundAgentData}
onUpdate={(data) => {
updateAgentMutation.mutate({
id: data.id,
teamId: teamId,
generalPrompt: data.generalPrompt,
beginMessage: data.beginMessage,
generalTools: data.generalTools,
});
}}
readOnly={props.readOnly}
teamId={teamId}
isOrganization={props.isOrganization}
workflowId={params?.workflow as string}
workflowStepId={step?.id}
form={form}
eventTypeOptions={props.eventTypeOptions}
/>
)}
{stepAgentId && (
<TestPhoneCallDialog
open={isTestAgentDialogOpen}
onOpenChange={setIsTestAgentDialogOpen}
agentId={stepAgentId || ""}
teamId={teamId}
form={form}
eventTypeIds={props.eventTypeOptions?.map((opt) => parseInt(opt.value, 10))}
outboundEventTypeId={agentData?.outboundEventTypeId}
/>
)}
{stepAgentId && (
<WebCallDialog
open={isWebCallDialogOpen}
onOpenChange={setIsWebCallDialogOpen}
agentId={stepAgentId || ""}
teamId={teamId}
isOrganization={props.isOrganization}
form={form}
eventTypeIds={props.eventTypeOptions?.map((opt) => parseInt(opt.value, 10)) || []}
outboundEventTypeId={agentData?.outboundEventTypeId}
/>
)}
{/* Unsubscribe Confirmation Dialog */}
<Dialog open={isUnsubscribeDialogOpen} onOpenChange={setIsUnsubscribeDialogOpen}>
<DialogContent type="creation" title={t("unsubscribe_phone_number")}>
<div className="stack-y-4">
<p className="text-default text-sm">{t("do_you_still_want_to_unsubscribe")}</p>
{getActivePhoneNumbers(
agentData?.outboundPhoneNumbers?.map((phone) => ({
...phone,
subscriptionStatus: phone.subscriptionStatus ?? undefined,
}))
).length > 0 && (
<div className="bg-cal-muted rounded-lg p-3">
<div className="flex items-center gap-2">
<Icon name="phone" className="text-emphasis h-4 w-4" />
<span className="text-emphasis text-sm font-medium">
{formatPhoneNumber(
getActivePhoneNumbers(
agentData?.outboundPhoneNumbers?.map((phone) => ({
...phone,
subscriptionStatus: phone.subscriptionStatus ?? undefined,
}))
)?.[0]?.phoneNumber
)}
</span>
</div>
</div>
)}
<p className="text-subtle text-sm">{t("the_action_will_disconnect_phone_number")}</p>
</div>
<DialogFooter showDivider>
<Button type="button" color="secondary" onClick={() => setIsUnsubscribeDialogOpen(false)}>
{t("cancel")}
</Button>
<Button
type="button"
StartIcon="trash"
color="destructive"
onClick={() => {
const activePhoneNumbers = getActivePhoneNumbers(
agentData?.outboundPhoneNumbers?.map((phone) => ({
...phone,
subscriptionStatus: phone.subscriptionStatus ?? undefined,
}))
);
if (activePhoneNumbers?.[0]) {
unsubscribePhoneNumberMutation.mutate({
phoneNumber: activePhoneNumbers[0].phoneNumber,
outboundAgentId: null,
});
}
}}
loading={unsubscribePhoneNumberMutation.isPending}>
{t("unsubscribe")}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Delete Step Confirmation Dialog */}
<Dialog open={isDeleteStepDialogOpen} onOpenChange={setIsDeleteStepDialogOpen}>
<DialogContent type="confirmation" title={t("delete_workflow_step")}>
<div className="stack-y-4">
<p className="text-default text-sm">{t("are_you_sure_you_want_to_delete_workflow_step")}</p>
{(() => {
const relevantPhoneNumbers =
agentData?.outboundPhoneNumbers?.filter(
(phone) => phone.subscriptionStatus !== PhoneNumberSubscriptionStatus.CANCELLED
) || [];
return (
relevantPhoneNumbers.length > 0 && (
<>
<div className="bg-attention rounded-lg p-3">
<div className="flex items-start gap-2">
<Icon name="info" className="text-attention mt-0.5 h-4 w-4" />
<div className="stack-y-2">
<p className="text-attention text-sm font-medium">{t("this_action_will_also")}</p>
<ul className="text-attention stack-y-1 list-inside list-disc text-sm">
{relevantPhoneNumbers.some(
(phone) => phone.subscriptionStatus === PhoneNumberSubscriptionStatus.ACTIVE
) && <li>{t("cancel_your_phone_number_subscription")}</li>}
<li>{t("delete_associated_phone_number")}</li>
</ul>
</div>
</div>
</div>
{relevantPhoneNumbers.map((phone) => (
<div key={phone.phoneNumber} className="bg-cal-muted rounded-lg p-3">
<div className="flex items-center gap-2">
<Icon name="phone" className="text-emphasis h-4 w-4" />
<span className="text-emphasis text-sm font-medium">
{formatPhoneNumber(phone.phoneNumber)}
</span>
{phone.subscriptionStatus === PhoneNumberSubscriptionStatus.ACTIVE && (
<Badge variant="green" size="sm" withDot>
{t("active_subscription")}
</Badge>
)}
</div>
</div>
))}
</>
)
);
})()}
</div>
<DialogFooter showDivider>
<Button type="button" color="secondary" onClick={() => setIsDeleteStepDialogOpen?.(false)}>
{t("cancel")}
</Button>
<Button
type="button"
StartIcon="trash"
color="destructive"
onClick={() => {
// Proceed with deletion
const steps = form.getValues("steps");
const updatedSteps = steps
?.filter((currStep) => currStep.id !== step.id)
.map((s) => {
const updatedStep = s;
if (step.stepNumber < updatedStep.stepNumber) {
updatedStep.stepNumber = updatedStep.stepNumber - 1;
}
return updatedStep;
});
form.setValue("steps", updatedSteps);
if (setReload) {
setReload(!reload);
}
setIsDeleteStepDialogOpen?.(false);
}}>
{t("delete")}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</>
);
}
return <></>;
}