From 656d6dc1951e02c2905967db708005aad2093b56 Mon Sep 17 00:00:00 2001
From: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Date: Fri, 24 Jan 2025 09:26:52 +0000
Subject: [PATCH] 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>
---
 apps/web/app/(use-page-wrapper)/apps/page.tsx |   2 +-
 .../app/(use-page-wrapper)/signup/page.tsx    |   3 +-
 .../video/meeting-ended/[uid]/page.tsx        |   2 +-
 .../[id]/{bookingLimits => settings}/page.tsx |  13 +-
 apps/web/components/booking/CancelBooking.tsx |  96 ++++++++-
 apps/web/lib/booking.ts                       |   1 +
 ...ookings-single-view.getServerSideProps.tsx |  15 ++
 .../bookings/views/bookings-single-view.tsx   |   2 +
 apps/web/public/static/locales/en/common.json |  10 +-
 .../bookings/lib/handleCancelBooking.ts       |  15 +-
 .../bookings/lib/handleInternalNote.ts        |  82 ++++++++
 .../components/InternalNotePresetsView.tsx    | 185 ++++++++++++++++++
 ...limits-view.tsx => team-settings-view.tsx} |  13 +-
 .../appDir/SettingsLayoutAppDirClient.tsx     |   4 +-
 .../migration.sql                             |  52 +++++
 packages/prisma/schema.prisma                 |  41 +++-
 packages/prisma/zod-utils.ts                  |   8 +
 .../server/routers/viewer/teams/_router.tsx   |  20 ++
 .../teams/getInternalNotesPresets.handler.ts  |  33 ++++
 .../teams/getInternalNotesPresets.schema.ts   |   7 +
 .../updateInternalNotesPresets.handler.ts     |  87 ++++++++
 .../updateInternalNotesPresets.schema.ts      |  14 ++
 22 files changed, 683 insertions(+), 22 deletions(-)
 rename apps/web/app/settings/(settings-layout)/teams/[id]/{bookingLimits => settings}/page.tsx (57%)
 create mode 100644 packages/features/bookings/lib/handleInternalNote.ts
 create mode 100644 packages/features/ee/teams/components/InternalNotePresetsView.tsx
 rename packages/features/ee/teams/pages/{team-booking-limits-view.tsx => team-settings-view.tsx} (95%)
 create mode 100644 packages/prisma/migrations/20250122083420_create_internal_notes_tables/migration.sql
 create mode 100644 packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.handler.ts
 create mode 100644 packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.schema.ts
 create mode 100644 packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.handler.ts
 create mode 100644 packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.schema.ts

diff --git a/apps/web/app/(use-page-wrapper)/apps/page.tsx b/apps/web/app/(use-page-wrapper)/apps/page.tsx
index 5a5a74cdee..0117c797c9 100644
--- a/apps/web/app/(use-page-wrapper)/apps/page.tsx
+++ b/apps/web/app/(use-page-wrapper)/apps/page.tsx
@@ -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";
 
diff --git a/apps/web/app/(use-page-wrapper)/signup/page.tsx b/apps/web/app/(use-page-wrapper)/signup/page.tsx
index 64005a84f8..afbb38cc80 100644
--- a/apps/web/app/(use-page-wrapper)/signup/page.tsx
+++ b/apps/web/app/(use-page-wrapper)/signup/page.tsx
@@ -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";
diff --git a/apps/web/app/(use-page-wrapper)/video/meeting-ended/[uid]/page.tsx b/apps/web/app/(use-page-wrapper)/video/meeting-ended/[uid]/page.tsx
index 106a64803d..89d44c95ff 100644
--- a/apps/web/app/(use-page-wrapper)/video/meeting-ended/[uid]/page.tsx
+++ b/apps/web/app/(use-page-wrapper)/video/meeting-ended/[uid]/page.tsx
@@ -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";
 
diff --git a/apps/web/app/settings/(settings-layout)/teams/[id]/bookingLimits/page.tsx b/apps/web/app/settings/(settings-layout)/teams/[id]/settings/page.tsx
similarity index 57%
rename from apps/web/app/settings/(settings-layout)/teams/[id]/bookingLimits/page.tsx
rename to apps/web/app/settings/(settings-layout)/teams/[id]/settings/page.tsx
index a79b3db1d0..1582b116b7 100644
--- a/apps/web/app/settings/(settings-layout)/teams/[id]/bookingLimits/page.tsx
+++ b/apps/web/app/settings/(settings-layout)/teams/[id]/settings/page.tsx
@@ -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>
   );
 };
diff --git a/apps/web/components/booking/CancelBooking.tsx b/apps/web/components/booking/CancelBooking.tsx
index 7c3021a3a9..63e57532d0 100644
--- a/apps/web/components/booking/CancelBooking.tsx
+++ b/apps/web/components/booking/CancelBooking.tsx
@@ -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",
diff --git a/apps/web/lib/booking.ts b/apps/web/lib/booking.ts
index 2a5e535efc..a596d293bc 100644
--- a/apps/web/lib/booking.ts
+++ b/apps/web/lib/booking.ts
@@ -60,6 +60,7 @@ export const getEventTypesFromDB = async (id: number) => {
       },
       team: {
         select: {
+          id: true,
           slug: true,
           name: true,
           hideBranding: true,
diff --git a/apps/web/modules/bookings/views/bookings-single-view.getServerSideProps.tsx b/apps/web/modules/bookings/views/bookings-single-view.getServerSideProps.tsx
index d0b8eb5a33..196a00f02a 100644
--- a/apps/web/modules/bookings/views/bookings-single-view.getServerSideProps.tsx
+++ b/apps/web/modules/bookings/views/bookings-single-view.getServerSideProps.tsx
@@ -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) : [],
     },
   };
 }
diff --git a/apps/web/modules/bookings/views/bookings-single-view.tsx b/apps/web/modules/bookings/views/bookings-single-view.tsx
index d6df67d9be..e228303366 100644
--- a/apps/web/modules/bookings/views/bookings-single-view.tsx
+++ b/apps/web/modules/bookings/views/bookings-single-view.tsx
@@ -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}
                           />
                         </>
                       ))}
diff --git a/apps/web/public/static/locales/en/common.json b/apps/web/public/static/locales/en/common.json
index 619e86dab4..e23a605b6e 100644
--- a/apps/web/public/static/locales/en/common.json
+++ b/apps/web/public/static/locales/en/common.json
@@ -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 ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
diff --git a/packages/features/bookings/lib/handleCancelBooking.ts b/packages/features/bookings/lib/handleCancelBooking.ts
index d2c699c552..e64495aa7a 100644
--- a/packages/features/bookings/lib/handleCancelBooking.ts
+++ b/packages/features/bookings/lib/handleCancelBooking.ts
@@ -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 {
diff --git a/packages/features/bookings/lib/handleInternalNote.ts b/packages/features/bookings/lib/handleInternalNote.ts
new file mode 100644
index 0000000000..0471ec1648
--- /dev/null
+++ b/packages/features/bookings/lib/handleInternalNote.ts
@@ -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,
+        },
+      },
+    },
+  });
+}
diff --git a/packages/features/ee/teams/components/InternalNotePresetsView.tsx b/packages/features/ee/teams/components/InternalNotePresetsView.tsx
new file mode 100644
index 0000000000..8ddc7a6dc7
--- /dev/null
+++ b/packages/features/ee/teams/components/InternalNotePresetsView.tsx
@@ -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;
diff --git a/packages/features/ee/teams/pages/team-booking-limits-view.tsx b/packages/features/ee/teams/pages/team-settings-view.tsx
similarity index 95%
rename from packages/features/ee/teams/pages/team-booking-limits-view.tsx
rename to packages/features/ee/teams/pages/team-settings-view.tsx
index c826bb0d25..0a23d06ce6 100644
--- a/packages/features/ee/teams/pages/team-booking-limits-view.tsx
+++ b/packages/features/ee/teams/pages/team-settings-view.tsx
@@ -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;
diff --git a/packages/features/settings/appDir/SettingsLayoutAppDirClient.tsx b/packages/features/settings/appDir/SettingsLayoutAppDirClient.tsx
index e4be7cf03b..6f7ab24f6e 100644
--- a/packages/features/settings/appDir/SettingsLayoutAppDirClient.tsx
+++ b/packages/features/settings/appDir/SettingsLayoutAppDirClient.tsx
@@ -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
                       />
diff --git a/packages/prisma/migrations/20250122083420_create_internal_notes_tables/migration.sql b/packages/prisma/migrations/20250122083420_create_internal_notes_tables/migration.sql
new file mode 100644
index 0000000000..98aee159fd
--- /dev/null
+++ b/packages/prisma/migrations/20250122083420_create_internal_notes_tables/migration.sql
@@ -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;
diff --git a/packages/prisma/schema.prisma b/packages/prisma/schema.prisma
index f3b3a7a9a4..4380dcd7a3 100644
--- a/packages/prisma/schema.prisma
+++ b/packages/prisma/schema.prisma
@@ -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])
+}
diff --git a/packages/prisma/zod-utils.ts b/packages/prisma/zod-utils.ts
index 30284792bf..3f298a8282 100644
--- a/packages/prisma/zod-utils.ts
+++ b/packages/prisma/zod-utils.ts
@@ -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({
diff --git a/packages/trpc/server/routers/viewer/teams/_router.tsx b/packages/trpc/server/routers/viewer/teams/_router.tsx
index 4db308e7b4..8301510019 100644
--- a/packages/trpc/server/routers/viewer/teams/_router.tsx
+++ b/packages/trpc/server/routers/viewer/teams/_router.tsx
@@ -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"),
diff --git a/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.handler.ts b/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.handler.ts
new file mode 100644
index 0000000000..0960428f75
--- /dev/null
+++ b/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.handler.ts
@@ -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;
diff --git a/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.schema.ts b/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.schema.ts
new file mode 100644
index 0000000000..5847e7b777
--- /dev/null
+++ b/packages/trpc/server/routers/viewer/teams/getInternalNotesPresets.schema.ts
@@ -0,0 +1,7 @@
+import { z } from "zod";
+
+export const ZGetInternalNotesPresetsInputSchema = z.object({
+  teamId: z.number(),
+});
+
+export type TGetInternalNotesPresetsInputSchema = z.infer<typeof ZGetInternalNotesPresetsInputSchema>;
diff --git a/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.handler.ts b/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.handler.ts
new file mode 100644
index 0000000000..37fb8d6596
--- /dev/null
+++ b/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.handler.ts
@@ -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;
diff --git a/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.schema.ts b/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.schema.ts
new file mode 100644
index 0000000000..9a24db8d05
--- /dev/null
+++ b/packages/trpc/server/routers/viewer/teams/updateInternalNotesPresets.schema.ts
@@ -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>;