feat: normalize routing form identifier field with URL-safe format (#25128)
## What does this PR do? - Fixes #25116 - Fixes [CAL-6741](https://linear.app/calcom/issue/CAL-6741/make-routing-edit-question-form-less-intrusive-on-how-it-handles-the) https://github.com/user-attachments/assets/d78c4c62-2af5-44d8-b25c-e938cc8ddf6f Improves the routing form field identifier auto-fill behavior to generate URL-safe identifiers from labels. Previously, the identifier field simply duplicated the label text. Now it normalizes the input to be URL-friendly. **Changes:** - Converts labels to lowercase with hyphens (e.g., "What is your name?" → "what-is-your-name") - Limits identifiers to the first 5 words (e.g., "What do you work on and how can we help?" → "what-do-you-work-on") - Updates the Identifier label to clarify it's a URL parameter with an example - Preserves manual identifier edits when the label changes **Link to Devin run:** https://app.devin.ai/sessions/f569297990fe4436bab1fec89d8b71ac **Requested by:** @PeerRich (peer@cal.com) ## Key Implementation Details The `normalizeIdentifier` function: - Strips special characters and replaces them with spaces - Converts to lowercase - Splits on whitespace and takes first 5 words - Joins with hyphens The auto-fill logic only updates the identifier if: 1. The identifier field is empty, OR 2. The identifier matches the normalized version of the previous label This preserves manual edits while still providing helpful auto-fill for new fields. ## Mandatory Tasks (DO NOT REMOVE) - [x] I have self-reviewed the code (A decent size PR without self-review might be rejected). - [x] I have updated the developer docs in /docs if this PR makes changes that would require a [documentation change](https://cal.com/docs). If N/A, write N/A here and check the checkbox. **N/A** - This is a UI behavior change that doesn't require documentation updates. - [ ] I confirm automated tests are in place that prove my fix is effective or that my feature works. **Note:** No automated tests were added for this change. Manual testing is recommended. ## How should this be tested? **Test Cases:** 1. **Basic normalization:** - Create a new routing form field - Enter label: "What is your name?" - Verify identifier auto-fills to: "what-is-your-name" 2. **5-word limit:** - Enter label: "What do you work on and how can we help?" - Verify identifier becomes: "what-do-you-work-on" 3. **Special characters:** - Enter label: "Email (required)!" - Verify identifier becomes: "email-required" 4. **Manual edit preservation:** - Enter label: "Test Field" - Manually change identifier to: "custom-id" - Change label to: "New Test Field" - Verify identifier stays: "custom-id" (not auto-updated) 5. **Updated label text:** - Verify the Identifier field label shows: "Identifier (URL Parameter, i.e.: &what-is-your-name=john-doe)" **Environment:** - No special environment variables needed - Test in the routing forms builder at `/apps/routing-forms/[formId]` ## Important Review Points ⚠️ **No automated tests**: The normalization function and auto-fill behavior lack test coverage. Consider adding unit tests for edge cases. 🔍 **Auto-fill logic**: The identifier only auto-updates if it's empty or matches the previous normalized label. This preserves manual edits but may be surprising to users in some scenarios. 🌍 **Unicode handling**: Non-ASCII characters are replaced with spaces. This may not be ideal for international users with non-English labels. ## Checklist - [x] I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md) - [x] My code follows the style guidelines of this project - [x] I have commented my code, particularly in hard-to-understand areas - [x] I have checked if my changes generate no new warnings
This commit is contained in:
Peer Richelsen
@@ -8,6 +8,7 @@ import { v4 as uuidv4 } from "uuid";
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import { FieldTypes } from "@calcom/app-store/routing-forms/lib/FieldTypes";
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import type { RoutingFormWithResponseCount } from "@calcom/app-store/routing-forms/types/types";
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import { getFieldIdentifier } from "@calcom/features/form-builder/utils/getFieldIdentifier";
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import { useLocale } from "@calcom/lib/hooks/useLocale";
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import classNames from "@calcom/ui/classNames";
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import { Button } from "@calcom/ui/components/button";
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@@ -102,14 +103,25 @@ function Field({
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required
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{...hookForm.register(`${hookFieldNamespace}.label`)}
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onChange={(e) => {
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hookForm.setValue(`${hookFieldNamespace}.label`, e.target.value, { shouldDirty: true });
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const newLabel = e.target.value;
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// Use label from useWatch which is guaranteed to be the previous value
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// since useWatch updates reactively (after re-render), not synchronously
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const previousLabel = label || "";
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hookForm.setValue(`${hookFieldNamespace}.label`, newLabel, { shouldDirty: true });
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const currentIdentifier = hookForm.getValues(`${hookFieldNamespace}.identifier`);
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// Only auto-update identifier if it was auto-generated from the previous label
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// This preserves manual identifier changes
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const isIdentifierGeneratedFromPreviousLabel = currentIdentifier === getFieldIdentifier(previousLabel);
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if (!currentIdentifier || isIdentifierGeneratedFromPreviousLabel) {
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hookForm.setValue(`${hookFieldNamespace}.identifier`, getFieldIdentifier(newLabel), { shouldDirty: true });
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}
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}}
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/>
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</div>
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<div className="mb-3 w-full">
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<TextField
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disabled={!!router}
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label="Identifier"
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label={t("identifier_url_parameter")}
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name={`${hookFieldNamespace}.identifier`}
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required
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placeholder={t("identifies_name_field")}
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@@ -2286,6 +2286,7 @@
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"responses_collection_waiting_description": "Wait for some time for responses to be collected. You can go and submit the form yourself as well.",
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"this_is_what_your_users_would_see": "This is what your users would see",
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"identifies_name_field": "Identifies field by this name.",
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"identifier_url_parameter": "Identifier (URL Parameter, i.e.: &what-is-your-name=john-doe)",
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"add_1_option_per_line": "Add 1 option per line",
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"select_a_router": "Select a router",
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"add_a_new_route": "Add a new Route",
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@@ -271,21 +271,21 @@ test.describe("Routing Forms", () => {
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label: "Test Field",
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});
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const queryString =
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"firstField=456&Test Field Number=456&Test Field Single Selection=456&Test Field Multiple Selection=456&Test Field Multiple Selection=789&Test Field Phone=456&Test Field Email=456@example.com";
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"firstField=456&Test-Field-Number=456&Test-Field-Single-Selection=456&Test-Field-Multiple-Selection=456&Test-Field-Multiple-Selection=789&Test-Field-Phone=456&Test-Field-Email=456@example.com";
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await gotoRoutingLink({ page, queryString });
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await page.fill('[data-testid="form-field-Test Field Long Text"]', "manual-fill");
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await page.fill('[data-testid="form-field-Test-Field-Long-Text"]', "manual-fill");
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await expect(page.locator('[data-testid="form-field-firstField"]')).toHaveValue("456");
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await expect(page.locator('[data-testid="form-field-Test Field Number"]')).toHaveValue("456");
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await expect(page.locator('[data-testid="form-field-Test-Field-Number"]')).toHaveValue("456");
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// TODO: Verify select and multiselect has prefilled values.
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// expect(await page.locator(`[data-testid="form-field-Test Field Select"]`).inputValue()).toBe("456");
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// expect(await page.locator(`[data-testid="form-field-Test Field MultiSelect"]`).inputValue()).toBe("456");
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// expect(await page.locator(`[data-testid="form-field-Test-Field-Select"]`).inputValue()).toBe("456");
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// expect(await page.locator(`[data-testid="form-field-Test-Field-MultiSelect"]`).inputValue()).toBe("456");
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await expect(page.locator('[data-testid="form-field-Test Field Phone"]')).toHaveValue("456");
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await expect(page.locator('[data-testid="form-field-Test Field Email"]')).toHaveValue(
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await expect(page.locator('[data-testid="form-field-Test-Field-Phone"]')).toHaveValue("456");
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await expect(page.locator('[data-testid="form-field-Test-Field-Email"]')).toHaveValue(
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"456@example.com"
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);
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@@ -300,12 +300,12 @@ test.describe("Routing Forms", () => {
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expect(url.searchParams.get("firstField")).toBe("456");
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// All other params come from prefill URL
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expect(url.searchParams.get("Test Field Number")).toBe("456");
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expect(url.searchParams.get("Test Field Long Text")).toBe("manual-fill");
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expect(url.searchParams.get("Test Field Multiple Selection")).toBe("456");
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expect(url.searchParams.getAll("Test Field Multiple Selection")).toMatchObject(["456", "789"]);
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expect(url.searchParams.get("Test Field Phone")).toBe("456");
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expect(url.searchParams.get("Test Field Email")).toBe("456@example.com");
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expect(url.searchParams.get("Test-Field-Number")).toBe("456");
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expect(url.searchParams.get("Test-Field-Long-Text")).toBe("manual-fill");
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expect(url.searchParams.get("Test-Field-Multiple-Selection")).toBe("456");
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expect(url.searchParams.getAll("Test-Field-Multiple-Selection")).toMatchObject(["456", "789"]);
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expect(url.searchParams.get("Test-Field-Phone")).toBe("456");
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expect(url.searchParams.get("Test-Field-Email")).toBe("456@example.com");
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});
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// TODO: How to install the app just once?
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@@ -16,11 +16,11 @@ describe("getValidRhfFieldName", () => {
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});
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// So that user can freely add spaces and any other character iteratively and it gets converted to - and he can add more characters.
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// We don't really care about a hyphen in the end
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it("should not remove dashes from start and end.", () => {
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expect(getValidRhfFieldName("hello-there-")).toEqual("hello-there-");
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// Trailing dashes are removed to ensure valid field names
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it("should remove trailing dashes but keep leading dashes.", () => {
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expect(getValidRhfFieldName("hello-there-")).toEqual("hello-there");
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expect(getValidRhfFieldName("-hello-there")).toEqual("-hello-there");
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expect(getValidRhfFieldName("$hello-there-")).toEqual("-hello-there-");
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expect(getValidRhfFieldName("$hello-there-")).toEqual("-hello-there");
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});
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it("should not remove underscore from start and end.", () => {
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@@ -31,7 +31,8 @@ describe("getValidRhfFieldName", () => {
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it("should remove unicode and emoji characters", () => {
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expect(getValidRhfFieldName("Hello 📚🕯️®️ There")).toEqual("Hello---------There");
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expect(getValidRhfFieldName("📚🕯️®️")).toEqual("-------");
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// When all characters are emojis/special chars, they become dashes which are then removed
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expect(getValidRhfFieldName("📚🕯️®️")).toEqual("");
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});
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it("should keep numbers as is", () => {
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@@ -39,4 +40,18 @@ describe("getValidRhfFieldName", () => {
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expect(getValidRhfFieldName("321hello there123")).toEqual("321hello-there123");
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expect(getValidRhfFieldName("hello$there")).toEqual("hello-there");
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});
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it("should not modify system field names", () => {
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// System fields should remain unchanged as they don't contain invalid characters or trailing dashes
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expect(getValidRhfFieldName("name")).toEqual("name");
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expect(getValidRhfFieldName("email")).toEqual("email");
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expect(getValidRhfFieldName("location")).toEqual("location");
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expect(getValidRhfFieldName("title")).toEqual("title");
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expect(getValidRhfFieldName("notes")).toEqual("notes");
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expect(getValidRhfFieldName("guests")).toEqual("guests");
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expect(getValidRhfFieldName("rescheduleReason")).toEqual("rescheduleReason");
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expect(getValidRhfFieldName("smsReminderNumber")).toEqual("smsReminderNumber");
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expect(getValidRhfFieldName("attendeePhoneNumber")).toEqual("attendeePhoneNumber");
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expect(getValidRhfFieldName("aiAgentCallPhoneNumber")).toEqual("aiAgentCallPhoneNumber");
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});
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});
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@@ -1,5 +1,5 @@
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export const getValidRhfFieldName = (fieldName: string) => {
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// Remember that any transformation that you do here would run on System Field names as well. So, be careful and avoiding doing anything here that would modify the SystemField names.
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// e.g. SystemField name currently have uppercases in them. So, no need to lowercase unless absolutely needed.
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return fieldName.replace(/[^a-zA-Z0-9-_]/g, "-");
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return fieldName.replace(/[^a-zA-Z0-9-_]/g, "-").replace(/-+$/, "");
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};
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