feat: Internal Notes for bookings (#18804)

* migration + migrate booking limit page to team settings * new pages * use settings toggle for displaying content * get current team presets * update mutation * i18n for settings page * remove redudant await * cancelation UI for select * handle other selection * extract into a util * inital cancelation reason flow * fix i18n to be more readable * add cancel reason logic * nits * improve copy * ensure is teamMember and not isAdmin for getting internalNotes * improvie spacing between elements * fix types * more type fixes * correct types * Update packages/features/bookings/lib/handleNewBooking/getEventTypesFromDB.ts * use input component and remove mb-2 to allign with icon button * Update packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.handler.ts Co-authored-by: Eunjae Lee <hey@eunjae.dev> * nits * type fixs * fix type * fix type * fix nullable option lost in merge --------- Co-authored-by: Eunjae Lee <hey@eunjae.dev>
2025-01-24 09:26:52 +00:00
parent 1fd4c3fd4c
commit 656d6dc195
22 changed files with 683 additions and 22 deletions
@@ -1,5 +1,5 @@
 import { withAppDirSsr } from "app/WithAppDirSsr";
-import { PageProps } from "app/_types";
+import type { PageProps } from "app/_types";
 import { _generateMetadata } from "app/_utils";
 import { cookies, headers } from "next/headers";

@@ -1,7 +1,6 @@
 import { withAppDirSsr } from "app/WithAppDirSsr";
-import { PageProps } from "app/_types";
+import type { PageProps } from "app/_types";
 import { _generateMetadata } from "app/_utils";
-import { WithLayout } from "app/layoutHOC";
 import { cookies, headers } from "next/headers";

 import { buildLegacyCtx } from "@lib/buildLegacyCtx";
@@ -1,5 +1,5 @@
 import { withAppDirSsr } from "app/WithAppDirSsr";
-import { PageProps as ServerPageProps } from "app/_types";
+import type { PageProps as ServerPageProps } from "app/_types";
 import { _generateMetadata } from "app/_utils";
 import { cookies, headers } from "next/headers";

@@ -1,23 +1,22 @@
 import { _generateMetadata, getTranslate } from "app/_utils";

-import TeamBookingLimitsView from "@calcom/features/ee/teams/pages/team-booking-limits-view";
+import TeamSettingsView from "@calcom/features/ee/teams/pages/team-settings-view";
 import SettingsHeader from "@calcom/features/settings/appDir/SettingsHeader";

 export const generateMetadata = async () =>
  await _generateMetadata(
-    (t) => t("booking_limits"),
-    (t) => t("booking_limits_team_description")
+    (t) => t("settings"),
+    (t) => t("team_settings_description")
  );

 const Page = async () => {
  const t = await getTranslate();
-
  return (
    <SettingsHeader
-      title={t("booking_limits")}
-      description={t("booking_limits_team_description")}
+      title={t("settings")}
+      description={t("team_settings_description")}
      borderInShellHeader={false}>
-      <TeamBookingLimitsView />
+      <TeamSettingsView />
    </SettingsHeader>
  );
 };
@@ -5,7 +5,63 @@ import { useLocale } from "@calcom/lib/hooks/useLocale";
 import { useRefreshData } from "@calcom/lib/hooks/useRefreshData";
 import { collectPageParameters, telemetryEventTypes, useTelemetry } from "@calcom/lib/telemetry";
 import type { RecurringEvent } from "@calcom/types/Calendar";
-import { Button, Icon, Label, TextArea } from "@calcom/ui";
+import { Button, Icon, Label, TextArea, Select } from "@calcom/ui";
+
+interface InternalNotePresetsSelectProps {
+  internalNotePresets: { id: number; name: string }[];
+  onPresetSelect: (
+    option: {
+      value: number | string;
+      label: string;
+    } | null
+  ) => void;
+}
+
+const InternalNotePresetsSelect = ({
+  internalNotePresets,
+  onPresetSelect,
+}: InternalNotePresetsSelectProps) => {
+  const { t } = useLocale();
+  const [showOtherInput, setShowOtherInput] = useState(false);
+
+  if (!internalNotePresets?.length) {
+    return null;
+  }
+
+  const handleSelectChange = (option: { value: number | string; label: string } | null) => {
+    if (option?.value === "other") {
+      setShowOtherInput(true);
+    } else {
+      setShowOtherInput(false);
+      onPresetSelect && onPresetSelect(option);
+    }
+  };
+
+  return (
+    <div className="mb-4 flex flex-col">
+      <Label>{t("internal_booking_note")}</Label>
+      <Select
+        className="mb-2"
+        options={[
+          ...internalNotePresets?.map((preset) => ({
+            label: preset.name,
+            value: preset.id,
+          })),
+          { label: t("other"), value: "other" },
+        ]}
+        onChange={handleSelectChange}
+        placeholder={t("internal_booking_note")}
+      />
+      {showOtherInput && (
+        <TextArea
+          rows={3}
+          placeholder={t("internal_booking_note_description")}
+          onChange={(e) => onPresetSelect?.({ value: "other", label: e.target.value })}
+        />
+      )}
+    </div>
+  );
+};

 type Props = {
  booking: {
@@ -19,6 +75,7 @@ type Props = {
  };
  recurringEvent: RecurringEvent | null;
  team?: string | null;
+  teamId?: number;
  setIsCancellationMode: (value: boolean) => void;
  theme: string | null;
  allRemainingBookings: boolean;
@@ -34,17 +91,25 @@ type Props = {
    eventType: unknown;
  };
  isHost: boolean;
+  internalNotePresets: { id: number; name: string; cancellationReason: string | null }[];
 };

 export default function CancelBooking(props: Props) {
  const [cancellationReason, setCancellationReason] = useState<string>("");
  const { t } = useLocale();
  const refreshData = useRefreshData();
-  const { booking, allRemainingBookings, seatReferenceUid, bookingCancelledEventProps, currentUserEmail } =
-    props;
+  const {
+    booking,
+    allRemainingBookings,
+    seatReferenceUid,
+    bookingCancelledEventProps,
+    currentUserEmail,
+    teamId,
+  } = props;
  const [loading, setLoading] = useState(false);
  const telemetry = useTelemetry();
  const [error, setError] = useState<string | null>(booking ? null : t("booking_already_cancelled"));
+  const [internalNote, setInternalNote] = useState<{ id: number; name: string } | null>(null);

  const cancelBookingRef = useCallback((node: HTMLTextAreaElement) => {
    if (node !== null) {
@@ -71,7 +136,31 @@ export default function CancelBooking(props: Props) {
      )}
      {!error && (
        <div className="mt-5 sm:mt-6">
+          {props.isHost && teamId && (
+            <>
+              <InternalNotePresetsSelect
+                internalNotePresets={props.internalNotePresets}
+                onPresetSelect={(option) => {
+                  if (!option) return;
+
+                  if (option.value === "other") {
+                    setInternalNote({ id: -1, name: option.label });
+                  } else {
+                    const foundInternalNote = props.internalNotePresets.find(
+                      (preset) => preset.id === Number(option.value)
+                    );
+                    if (foundInternalNote) {
+                      setInternalNote(foundInternalNote);
+                      setCancellationReason(foundInternalNote.cancellationReason || "");
+                    }
+                  }
+                }}
+              />
+            </>
+          )}
+
          <Label>{props.isHost ? t("cancellation_reason_host") : t("cancellation_reason")}</Label>
+
          <TextArea
            data-testid="cancel_reason"
            ref={cancelBookingRef}
@@ -113,6 +202,7 @@ export default function CancelBooking(props: Props) {
                      // @NOTE: very important this shouldn't cancel with number ID use uid instead
                      seatReferenceUid,
                      cancelledBy: currentUserEmail,
+                      internalNote: internalNote,
                    }),
                    headers: {
                      "Content-Type": "application/json",
@@ -60,6 +60,7 @@ export const getEventTypesFromDB = async (id: number) => {
      },
      team: {
        select: {
+          id: true,
          slug: true,
          name: true,
          hideBranding: true,
@@ -193,6 +193,20 @@ export async function getServerSideProps(context: GetServerSidePropsContext) {
  }

  const { currentOrgDomain } = orgDomainConfig(context.req);
+
+  async function getInternalNotePresets(teamId: number) {
+    return await prisma.internalNotePreset.findMany({
+      where: {
+        teamId,
+      },
+      select: {
+        id: true,
+        name: true,
+        cancellationReason: true,
+      },
+    });
+  }
+
  return {
    props: {
      orgSlug: currentOrgDomain,
@@ -210,6 +224,7 @@ export async function getServerSideProps(context: GetServerSidePropsContext) {
      requiresLoginToUpdate,
      rescheduledToUid,
      isLoggedInUserHost,
+      internalNotePresets: eventType?.team?.id ? await getInternalNotePresets(eventType.team.id) : [],
    },
  };
 }
@@ -771,6 +771,7 @@ export default function Success(props: PageProps) {
                            profile={{ name: props.profile.name, slug: props.profile.slug }}
                            recurringEvent={eventType.recurringEvent}
                            team={eventType?.team?.name}
+                            teamId={eventType?.team?.id}
                            setIsCancellationMode={setIsCancellationMode}
                            theme={isSuccessBookingPage ? props.profile.theme : "light"}
                            allRemainingBookings={allRemainingBookings}
@@ -778,6 +779,7 @@ export default function Success(props: PageProps) {
                            bookingCancelledEventProps={bookingCancelledEventProps}
                            currentUserEmail={currentUserEmail}
                            isHost={isHost}
+                            internalNotePresets={props.internalNotePresets}
                          />
                        </>
                      ))}
@@ -54,7 +54,7 @@
  "cancellation_reason": "Reason for cancellation (optional)",
  "cancellation_reason_host": "Reason for cancellation",
  "cancellation_reason_placeholder": "Why are you cancelling?",
-  "notify_attendee_cancellation_reason_warning":"Please note that the cancellation reason will be visible to the attendee.",
+  "notify_attendee_cancellation_reason_warning":"Cancellation reason will be shared with guests",
  "rejection_reason_placeholder": "Why are you rejecting?",
  "rejection_reason": "Reason for rejecting",
  "rejection_reason_title": "Reject the booking request?",
@@ -2666,6 +2666,7 @@
  "x_marked_as_no_show": "{{x}} marked as no-show",
  "x_unmarked_as_no_show": "{{x}} unmarked as no-show",
  "team_select_info": "triggers for all team event types and all team members' personal event types",
+  "team_settings_description":"Manage settings for you team",
  "no_show_updated": "No-show status updated for attendees",
  "email_copied": "Email copied",
  "phone_number_copied": "Phone Number Copied",
@@ -2930,6 +2931,13 @@
  "managed_users_description": "See all the managed users created by your OAuth client",
  "select_oAuth_client": "Select Oauth Client",
  "on_every_instance": "On every instance",
+  "internal_booking_note": "Internal Note",
+  "internal_note_cancellation_reason": "Reason shared with customer (optional)",
+  "internal_booking_note_description": "This note will be visible to only members of your team",
+  "internal_note_presets":"Internal Cancelation Notes Presets",
+  "internal_note_presets_description" : "Create presets for internal notes that can be applied to bookings",
+  "internal_note_presets_updated_successfully" : "Internal note presets updated successfully",
+  "add_preset" : "Add Preset",
  "authorize": "Authorize",
  "next": "Next",
  "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
@@ -35,6 +35,7 @@ import { getAllWorkflowsFromEventType } from "@calcom/trpc/server/routers/viewer
 import type { CalendarEvent } from "@calcom/types/Calendar";

 import { getAllCredentials } from "./getAllCredentialsForUsersOnEvent/getAllCredentials";
+import { handleInternalNote } from "./handleInternalNote";
 import cancelAttendeeSeat from "./handleSeats/cancel/cancelAttendeeSeat";

 const log = logger.getSubLogger({ prefix: ["handleCancelBooking"] });
@@ -137,9 +138,11 @@ async function getBookingToDelete(id: number | undefined, uid: string | undefine
  });
 }

+export type BookingToDelete = Awaited<ReturnType<typeof getBookingToDelete>>;
+
 export type CustomRequest = NextApiRequest & {
  userId?: number;
-  bookingToDelete?: Awaited<ReturnType<typeof getBookingToDelete>>;
+  bookingToDelete?: BookingToDelete;
  platformClientId?: string;
  platformRescheduleUrl?: string;
  platformCancelUrl?: string;
@@ -164,6 +167,7 @@ async function handler(req: CustomRequest) {
    seatReferenceUid,
    cancelledBy,
    cancelSubsequentBookings,
+    internalNote,
  } = bookingCancelInput.parse(req.body);
  req.bookingToDelete = await getBookingToDelete(id, uid);
  const {
@@ -560,6 +564,15 @@ async function handler(req: CustomRequest) {
    log.error("An error occurred when deleting workflow reminders and webhook triggers", error);
  });

+  if (internalNote && teamId) {
+    await handleInternalNote({
+      internalNote,
+      booking: bookingToDelete,
+      userId,
+      teamId: teamId,
+    });
+  }
+
  const prismaPromises: Promise<unknown>[] = [bookingReferenceDeletes];

  try {
@@ -0,0 +1,82 @@
+import { HttpError } from "@calcom/lib/http-error";
+import prisma from "@calcom/prisma";
+
+import { type BookingToDelete } from "./handleCancelBooking";
+
+type InternalNote = {
+  id: number;
+  name: string;
+  value?: string;
+};
+
+export async function handleInternalNote({
+  internalNote,
+  booking,
+  userId,
+  teamId,
+}: {
+  internalNote: InternalNote;
+  booking: BookingToDelete;
+  userId: number;
+  teamId: number;
+}) {
+  const userIsHost = booking?.eventType?.hosts.find((host) => {
+    if (host.user.id === userId) return true;
+  });
+
+  const userIsOwnerOfEventType = booking?.eventType?.owner?.id === userId;
+
+  if (!userIsHost && !userIsOwnerOfEventType) {
+    throw new HttpError({
+      statusCode: 403,
+      message: "You do not have permission to add an internal note to this booking.",
+    });
+  }
+
+  // "Other"
+  if (internalNote.id === -1) {
+    return prisma.bookingInternalNote.create({
+      data: {
+        booking: {
+          connect: {
+            id: booking.id,
+          },
+        },
+        text: internalNote.value,
+        createdBy: {
+          connect: {
+            id: userId,
+          },
+        },
+      },
+    });
+  }
+
+  // "Preset"
+  await prisma.internalNotePreset.findFirstOrThrow({
+    where: {
+      teamId: teamId,
+      id: internalNote.id,
+    },
+  });
+
+  return prisma.bookingInternalNote.create({
+    data: {
+      notePreset: {
+        connect: {
+          id: internalNote.id,
+        },
+      },
+      createdBy: {
+        connect: {
+          id: userId,
+        },
+      },
+      booking: {
+        connect: {
+          id: booking.id,
+        },
+      },
+    },
+  });
+}
@@ -0,0 +1,185 @@
+"use client";
+
+import { useAutoAnimate } from "@formkit/auto-animate/react";
+import { useMemo } from "react";
+import { useForm, useFieldArray, Controller } from "react-hook-form";
+
+import SectionBottomActions from "@calcom/features/settings/SectionBottomActions";
+import { classNames } from "@calcom/lib";
+import { useLocale } from "@calcom/lib/hooks/useLocale";
+import { MembershipRole } from "@calcom/prisma/enums";
+import { trpc } from "@calcom/trpc/react";
+import type { RouterOutputs } from "@calcom/trpc/react";
+import { Button, Form, SettingsToggle, showToast, Icon, Input } from "@calcom/ui";
+
+interface ProfileViewProps {
+  team: RouterOutputs["viewer"]["teams"]["get"];
+}
+
+const OTHER_FIELD_ID = -1;
+
+const InternalNotePresetsView = ({ team }: ProfileViewProps) => {
+  const { t } = useLocale();
+  const utils = trpc.useUtils();
+  const { data: _loadedPresets } = trpc.viewer.teams.getInternalNotesPresets.useQuery({
+    teamId: team?.id as number,
+  });
+
+  const loadedPresets = useMemo(() => {
+    return (_loadedPresets ?? []).map((preset) => ({
+      ...preset,
+      cancellationReason: preset.cancellationReason ?? undefined,
+    }));
+  }, [_loadedPresets]);
+
+  const hasExistingPresets = loadedPresets.length > 0;
+
+  type FormValues = {
+    presets: { id: number; name: string; cancellationReason?: string | undefined }[];
+  };
+
+  const form = useForm<FormValues>({
+    values: {
+      presets: loadedPresets,
+    },
+  });
+
+  const { fields, append, remove, replace } = useFieldArray({
+    control: form.control,
+    name: "presets",
+  });
+
+  const addNewPreset = () => {
+    append({ id: OTHER_FIELD_ID, name: "" });
+  };
+
+  const updatePresetsMutation = trpc.viewer.teams.updateInternalNotesPresets.useMutation({
+    onSuccess: () => {
+      showToast(t("internal_note_presets_updated_successfully"), "success");
+      utils.viewer.teams.getInternalNotesPresets.invalidate();
+    },
+    onError: (error) => {
+      showToast(error.message || t("something_went_wrong"), "error");
+    },
+  });
+
+  const onSubmit = async (data: FormValues) => {
+    if (!team?.id) return;
+
+    updatePresetsMutation.mutate({
+      teamId: team.id,
+      presets: data.presets,
+    });
+  };
+
+  const [animateRef] = useAutoAnimate<HTMLDivElement>();
+
+  const isAdmin =
+    team && (team.membership.role === MembershipRole.OWNER || team.membership.role === MembershipRole.ADMIN);
+
+  if (!isAdmin) {
+    return (
+      <div className="border-subtle rounded-md border p-5">
+        <span className="text-default text-sm">{t("only_owner_change")}</span>
+      </div>
+    );
+  }
+
+  return (
+    <Form form={form} handleSubmit={(e) => onSubmit(e)}>
+      <Controller
+        name="presets"
+        render={({ field: { value } }) => {
+          const isChecked = hasExistingPresets || (value && value.length > 0);
+          return (
+            <SettingsToggle
+              toggleSwitchAtTheEnd={true}
+              labelClassName="text-sm"
+              title={t("internal_note_presets")}
+              description={t("internal_note_presets_description")}
+              checked={isChecked}
+              childrenClassName="lg:ml-0"
+              onCheckedChange={async (active) => {
+                if (active && !value?.length) {
+                  append({ id: OTHER_FIELD_ID, name: "" });
+                } else {
+                  replace([]);
+                  if (!active && team?.id && hasExistingPresets) {
+                    updatePresetsMutation.mutate({
+                      teamId: team.id,
+                      presets: [],
+                    });
+                  }
+                }
+              }}
+              switchContainerClassName={classNames(
+                "border-subtle mt-6 rounded-lg border py-6 px-4 sm:px-6",
+                isChecked && "rounded-b-none"
+              )}>
+              <div className="border-subtle border border-y-0 p-6">
+                <div className="flex flex-col space-y-4" ref={animateRef}>
+                  {fields.map((field, index) => (
+                    <div key={field.id} className="space-y-2">
+                      <div className="flex items-center space-x-2">
+                        <Controller
+                          name={`presets.${index}.name`}
+                          control={form.control}
+                          render={({ field }) => (
+                            <Input
+                              type="text"
+                              {...field}
+                              placeholder={t("internal_booking_note")}
+                              className="!mb-0"
+                            />
+                          )}
+                        />
+                        <Button
+                          type="button"
+                          color="destructive"
+                          variant="icon"
+                          onClick={() => remove(index)}
+                          disabled={fields.length === 1}>
+                          <Icon name="trash" className="h-4 w-5" />
+                        </Button>
+                      </div>
+                      <div className="flex items-center gap-2">
+                        <Icon name="corner-down-right" className="h-4 w-4" />
+                        <Controller
+                          name={`presets.${index}.cancellationReason`}
+                          control={form.control}
+                          render={({ field }) => (
+                            <Input
+                              type="text"
+                              {...field}
+                              placeholder={t("internal_note_cancellation_reason")}
+                              className="!mb-0"
+                            />
+                          )}
+                        />
+                      </div>
+                    </div>
+                  ))}
+                </div>
+                <Button
+                  type="button"
+                  color="minimal"
+                  StartIcon="plus"
+                  onClick={addNewPreset}
+                  className="mt-4">
+                  {t("add_preset")}
+                </Button>
+              </div>
+              <SectionBottomActions align="end">
+                <Button type="submit" color="primary" loading={updatePresetsMutation.isPending}>
+                  {t("update")}
+                </Button>
+              </SectionBottomActions>
+            </SettingsToggle>
+          );
+        }}
+      />
+    </Form>
+  );
+};
+
+export default InternalNotePresetsView;
@@ -16,6 +16,8 @@ import type { RouterOutputs } from "@calcom/trpc/react";
 import type { IntervalLimit } from "@calcom/types/Calendar";
 import { Button, CheckboxField, Form, SettingsToggle, showToast } from "@calcom/ui";

+import { default as InternalNotePresetsView } from "../components/InternalNotePresetsView";
+
 type ProfileViewProps = { team: RouterOutputs["viewer"]["teams"]["get"] };

 const BookingLimitsView = ({ team }: ProfileViewProps) => {
@@ -136,7 +138,7 @@ const BookingLimitsView = ({ team }: ProfileViewProps) => {
  );
 };

-const BookingLimitsViewWrapper = () => {
+const TeamSettingsViewWrapper = () => {
  const router = useRouter();
  const params = useParamsWithFallback();

@@ -164,7 +166,12 @@ const BookingLimitsViewWrapper = () => {

  if (!team) return null;

-  return <BookingLimitsView team={team} />;
+  return (
+    <>
+      <BookingLimitsView team={team} />
+      <InternalNotePresetsView team={team} />
+    </>
+  );
 };

-export default BookingLimitsViewWrapper;
+export default TeamSettingsViewWrapper;
@@ -394,8 +394,8 @@ const TeamListCollapsible = () => {
                        </>
                      ) : null}
                      <VerticalTabItem
-                        name={t("booking_limits")}
-                        href={`/settings/teams/${team.id}/bookingLimits`}
+                        name={t("settings")}
+                        href={`/settings/teams/${team.id}/settings`}
                        textClassNames="px-3 text-emphasis font-medium text-sm"
                        disableChevron
                      />
@@ -0,0 +1,52 @@
+-- CreateTable
+CREATE TABLE "InternalNotePreset" (
+    "id" SERIAL NOT NULL,
+    "name" TEXT NOT NULL,
+    "cancellationReason" TEXT,
+    "teamId" INTEGER NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "InternalNotePreset_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "BookingInternalNote" (
+    "id" SERIAL NOT NULL,
+    "notePresetId" INTEGER,
+    "text" TEXT,
+    "bookingId" INTEGER NOT NULL,
+    "createdById" INTEGER NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "BookingInternalNote_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "InternalNotePreset_teamId_idx" ON "InternalNotePreset"("teamId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "InternalNotePreset_teamId_name_key" ON "InternalNotePreset"("teamId", "name");
+
+-- CreateIndex
+CREATE INDEX "BookingInternalNote_bookingId_idx" ON "BookingInternalNote"("bookingId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "BookingInternalNote_bookingId_notePresetId_key" ON "BookingInternalNote"("bookingId", "notePresetId");
+
+-- CreateIndex
+CREATE INDEX "Impersonations_impersonatedUserId_idx" ON "Impersonations"("impersonatedUserId");
+
+-- CreateIndex
+CREATE INDEX "Impersonations_impersonatedById_idx" ON "Impersonations"("impersonatedById");
+
+-- AddForeignKey
+ALTER TABLE "InternalNotePreset" ADD CONSTRAINT "InternalNotePreset_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "BookingInternalNote" ADD CONSTRAINT "BookingInternalNote_notePresetId_fkey" FOREIGN KEY ("notePresetId") REFERENCES "InternalNotePreset"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "BookingInternalNote" ADD CONSTRAINT "BookingInternalNote_bookingId_fkey" FOREIGN KEY ("bookingId") REFERENCES "Booking"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "BookingInternalNote" ADD CONSTRAINT "BookingInternalNote_createdById_fkey" FOREIGN KEY ("createdById") REFERENCES "users"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
@@ -366,6 +366,7 @@ model User {
  updatedTranslations        EventTypeTranslation[]       @relation("UpdatedEventTypeTranslations")
  createdWatchlists          Watchlist[]                  @relation("CreatedWatchlists")
  updatedWatchlists          Watchlist[]                  @relation("UpdatedWatchlists")
+  BookingInternalNote        BookingInternalNote[]

  @@unique([email])
  @@unique([email, username])
@@ -473,7 +474,8 @@ model Team {

  /// @zod.custom(imports.intervalLimitsType)
  bookingLimits                Json?
-  includeManagedEventsInLimits Boolean @default(false)
+  includeManagedEventsInLimits Boolean              @default(false)
+  internalNotePresets          InternalNotePreset[]

  @@unique([slug, parentId])
  @@index([parentId])
@@ -668,6 +670,7 @@ model Booking {
  // Ah, made a typo here. Should have been routedFromRoutingFormRe"s"ponse. Live with it :(
  routedFromRoutingFormReponse App_RoutingForms_FormResponse?
  assignmentReason             AssignmentReason[]
+  internalNote                 BookingInternalNote[]

  @@index([eventTypeId])
  @@index([userId])
@@ -870,6 +873,9 @@ model Impersonations {
  impersonatedBy     User     @relation("impersonated_by_user", fields: [impersonatedById], references: [id], onDelete: Cascade)
  impersonatedUserId Int
  impersonatedById   Int
+
+  @@index([impersonatedUserId])
+  @@index([impersonatedById])
 }

 model ApiKey {
@@ -1824,3 +1830,36 @@ model App_RoutingForms_IncompleteBookingActions {
  enabled      Boolean                     @default(true)
  credentialId Int?
 }
+
+model InternalNotePreset {
+  id                 Int     @id @default(autoincrement())
+  name               String
+  cancellationReason String?
+  team               Team    @relation(fields: [teamId], references: [id])
+  teamId             Int
+
+  createdAt           DateTime              @default(now())
+  BookingInternalNote BookingInternalNote[]
+
+  @@unique([teamId, name])
+  @@index([teamId])
+}
+
+model BookingInternalNote {
+  id Int @id @default(autoincrement())
+
+  notePreset   InternalNotePreset? @relation(fields: [notePresetId], references: [id], onDelete: Cascade)
+  notePresetId Int?
+  text         String?
+
+  booking   Booking @relation(fields: [bookingId], references: [id], onDelete: Cascade)
+  bookingId Int
+
+  createdBy   User @relation(fields: [createdById], references: [id])
+  createdById Int
+
+  createdAt DateTime @default(now())
+
+  @@unique([bookingId, notePresetId])
+  @@index([bookingId])
+}
@@ -370,6 +370,14 @@ export const bookingCancelSchema = z.object({
  cancellationReason: z.string().optional(),
  seatReferenceUid: z.string().optional(),
  cancelledBy: z.string().email({ message: "Invalid email" }).optional(),
+  internalNote: z
+    .object({
+      id: z.number(),
+      name: z.string(),
+      cancellationReason: z.string().optional(),
+    })
+    .optional()
+    .nullable(),
 });

 export const bookingCancelAttendeeSeatSchema = z.object({
@@ -9,6 +9,7 @@ import { ZCreateInviteInputSchema } from "./createInvite.schema";
 import { ZDeleteInputSchema } from "./delete.schema";
 import { ZDeleteInviteInputSchema } from "./deleteInvite.schema";
 import { ZGetSchema } from "./get.schema";
+import { ZGetInternalNotesPresetsInputSchema } from "./getInternalNotesPresets.schema";
 import { ZGetMemberAvailabilityInputSchema } from "./getMemberAvailability.schema";
 import { ZGetMembershipbyUserInputSchema } from "./getMembershipbyUser.schema";
 import { ZGetUserConnectedAppsInputSchema } from "./getUserConnectedApps.schema";
@@ -28,6 +29,7 @@ import { ZRoundRobinManualReassignInputSchema } from "./roundRobin/roundRobinMan
 import { ZRoundRobinReassignInputSchema } from "./roundRobin/roundRobinReassign.schema";
 import { ZSetInviteExpirationInputSchema } from "./setInviteExpiration.schema";
 import { ZUpdateInputSchema } from "./update.schema";
+import { ZUpdateInternalNotesPresetsInputSchema } from "./updateInternalNotesPresets.schema";
 import { ZUpdateMembershipInputSchema } from "./updateMembership.schema";

 const NAMESPACE = "teams";
@@ -222,6 +224,24 @@ export const viewerTeamsRouter = router({
    );
    return handler(opts);
  }),
+  getInternalNotesPresets: authedProcedure
+    .input(ZGetInternalNotesPresetsInputSchema)
+    .query(async ({ ctx, input }) => {
+      const handler = await importHandler(
+        namespaced("getInternalNotesPresets"),
+        () => import("./getInternalNotesPresets.handler")
+      );
+      return handler({ ctx, input });
+    }),
+  updateInternalNotesPresets: authedProcedure
+    .input(ZUpdateInternalNotesPresetsInputSchema)
+    .mutation(async ({ ctx, input }) => {
+      const handler = await importHandler(
+        namespaced("updateInternalNotesPresets"),
+        () => import("./updateInternalNotesPresets.handler")
+      );
+      return handler({ ctx, input });
+    }),
  hasActiveTeamPlan: authedProcedure.query(async (opts) => {
    const handler = await importHandler(
      namespaced("hasActiveTeamPlan"),
@@ -0,0 +1,33 @@
+import { isTeamMember } from "@calcom/lib/server/queries/teams";
+import { prisma } from "@calcom/prisma";
+import type { TrpcSessionUser } from "@calcom/trpc/server/trpc";
+
+import { TRPCError } from "@trpc/server";
+
+import type { TGetInternalNotesPresetsInputSchema } from "./getInternalNotesPresets.schema";
+
+type UpdateMembershipOptions = {
+  ctx: {
+    user: NonNullable<TrpcSessionUser>;
+  };
+  input: TGetInternalNotesPresetsInputSchema;
+};
+
+export const getInternalNotesPresetsHandler = async ({ ctx, input }: UpdateMembershipOptions) => {
+  if (!(await isTeamMember(ctx.user?.id, input.teamId))) {
+    throw new TRPCError({ code: "UNAUTHORIZED" });
+  }
+
+  return await prisma.internalNotePreset.findMany({
+    where: {
+      teamId: input.teamId,
+    },
+    select: {
+      id: true,
+      name: true,
+      cancellationReason: true,
+    },
+  });
+};
+
+export default getInternalNotesPresetsHandler;
@@ -0,0 +1,7 @@
+import { z } from "zod";
+
+export const ZGetInternalNotesPresetsInputSchema = z.object({
+  teamId: z.number(),
+});
+
+export type TGetInternalNotesPresetsInputSchema = z.infer<typeof ZGetInternalNotesPresetsInputSchema>;
@@ -0,0 +1,87 @@
+import { isTeamAdmin } from "@calcom/lib/server/queries/teams";
+import { prisma } from "@calcom/prisma";
+import type { TrpcSessionUser } from "@calcom/trpc/server/trpc";
+
+import { TRPCError } from "@trpc/server";
+
+import type { TUpdateInternalNotesPresetsInputSchema } from "./updateInternalNotesPresets.schema";
+
+type UpdateInternalNotesPresetsOptions = {
+  ctx: {
+    user: NonNullable<TrpcSessionUser>;
+  };
+  input: TUpdateInternalNotesPresetsInputSchema;
+};
+
+export const updateInternalNotesPresetsHandler = async ({
+  ctx,
+  input,
+}: UpdateInternalNotesPresetsOptions) => {
+  const isOrgAdmin = ctx.user?.organization?.isOrgAdmin;
+
+  if (!isOrgAdmin) {
+    if (!(await isTeamAdmin(ctx.user?.id, input.teamId))) {
+      throw new TRPCError({ code: "UNAUTHORIZED" });
+    }
+  }
+
+  // Get existing presets to handle deletions
+  const existingPresets = await prisma.internalNotePreset.findMany({
+    where: {
+      teamId: input.teamId,
+    },
+    select: {
+      id: true,
+    },
+  });
+
+  const existingIds = existingPresets.map((preset) => preset.id);
+  const updatedIds = input.presets.map((preset) => preset.id).filter((id): id is number => id !== undefined);
+
+  // Find IDs to delete (existing IDs that aren't in the update)
+  const idsToDelete = existingIds.filter((id) => !updatedIds.includes(id));
+
+  // Delete removed presets
+  if (idsToDelete.length > 0) {
+    await prisma.internalNotePreset.deleteMany({
+      where: {
+        id: {
+          in: idsToDelete,
+        },
+        teamId: input.teamId,
+      },
+    });
+  }
+
+  // Update or create presets
+  const updatedPresets = await Promise.all(
+    input.presets.map((preset) => {
+      if (preset.id && preset.id !== -1) {
+        // Update existing preset
+        return prisma.internalNotePreset.update({
+          where: {
+            id: preset.id,
+            teamId: input.teamId,
+          },
+          data: {
+            name: preset.name,
+            cancellationReason: preset.cancellationReason,
+          },
+        });
+      } else {
+        // Create new preset
+        return prisma.internalNotePreset.create({
+          data: {
+            name: preset.name,
+            cancellationReason: preset.cancellationReason,
+            teamId: input.teamId,
+          },
+        });
+      }
+    })
+  );
+
+  return updatedPresets;
+};
+
+export default updateInternalNotesPresetsHandler;
@@ -0,0 +1,14 @@
+import { z } from "zod";
+
+export const ZUpdateInternalNotesPresetsInputSchema = z.object({
+  teamId: z.number(),
+  presets: z.array(
+    z.object({
+      id: z.number(),
+      name: z.string(),
+      cancellationReason: z.string().optional(),
+    })
+  ),
+});
+
+export type TUpdateInternalNotesPresetsInputSchema = z.infer<typeof ZUpdateInternalNotesPresetsInputSchema>;