feat: add cancelledBy and rescheduledBy parameters to workflow links (#22438)

* feat: add cancelledBy and rescheduledBy parameters to workflow links

- Extended workflow reminder selection to include user and team data
- Added getWorkflowAssigneeEmail helper function to resolve assignee email
- Updated email and SMS workflow templates to include assignee in cancel/reschedule links
- For user workflows, uses user email; for team workflows, uses team owner email
- Maintains backward compatibility when assignee data is unavailable

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: use workflow recipient email instead of assignee email for link parameters

- Updated getWorkflowRecipientEmail to determine recipient based on workflow action type
- EMAIL_ADDRESS uses sendTo email, EMAIL_HOST uses organizer, EMAIL_ATTENDEE uses attendee
- SMS_ATTENDEE/WHATSAPP_ATTENDEE use attendee email for cancelledBy/rescheduledBy params
- Maintains backward compatibility when recipient data unavailable

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* fix: use emailReminderManager for email workflows with recipient parameters

- Updated emailReminderManager to include recipient email in cancel/reschedule links
- Added getEmailWorkflowRecipientEmail function for proper recipient determination
- Removed changes from deprecated scheduleEmailReminders.ts
- SMS_ATTENDEE correctly uses attendee email like EMAIL_ATTENDEE

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Get attendee's email when sending SMS

* Remove unused query

* feat: add cancelledBy and rescheduledBy parameters to getSMSMessageWithVariables

Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>

* Clean up Devin

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>

packages/features/ee/workflows/api/scheduleEmailReminders.ts

@@ -21,6 +21,7 @@ import {
   getAllRemindersToCancel,
   getAllRemindersToDelete,
   getAllUnscheduledReminders,
+  getWorkflowRecipientEmail,
 } from "../lib/getWorkflowReminders";
 import { sendOrScheduleWorkflowEmails } from "../lib/reminders/providers/emailProvider";
 import {
@@ -187,6 +188,13 @@ export async function handler(req: NextRequest) {
             reminder.booking.eventType?.team?.parentId ?? organizerOrganizationId ?? null
           );
 
+          const recipientEmail = getWorkflowRecipientEmail({
+            action: reminder.workflowStep.action || WorkflowActions.EMAIL_ADDRESS,
+            attendeeEmail: reminder.booking.attendees[0].email,
+            organizerEmail: reminder.booking.user?.email,
+            sendToEmail: reminder.workflowStep.sendTo,
+          });
+
           const variables: VariablesType = {
             eventName: reminder.booking.eventType?.title || "",
             organizerName: reminder.booking.user?.name || "",
@@ -199,8 +207,12 @@ export async function handler(req: NextRequest) {
             additionalNotes: reminder.booking.description,
             responses: responses,
             meetingUrl: bookingMetadataSchema.parse(reminder.booking.metadata || {})?.videoCallUrl,
-            cancelLink: `${bookerUrl}/booking/${reminder.booking.uid}?cancel=true`,
-            rescheduleLink: `${bookerUrl}/reschedule/${reminder.booking.uid}`,
+            cancelLink: `${bookerUrl}/booking/${reminder.booking.uid}?cancel=true${
+              recipientEmail ? `&cancelledBy=${encodeURIComponent(recipientEmail)}` : ""
+            }`,
+            rescheduleLink: `${bookerUrl}/reschedule/${reminder.booking.uid}${
+              recipientEmail ? `?rescheduledBy=${encodeURIComponent(recipientEmail)}` : ""
+            }`,
             ratingUrl: `${bookerUrl}/booking/${reminder.booking.uid}?rating`,
             noShowUrl: `${bookerUrl}/booking/${reminder.booking.uid}?noShow=true`,
             attendeeTimezone: reminder.booking.attendees[0].timeZone,

packages/features/ee/workflows/api/scheduleSMSReminders.ts

@@ -16,7 +16,7 @@ import { bookingMetadataSchema } from "@calcom/prisma/zod-utils";
 
 import { getSenderId } from "../lib/alphanumericSenderIdSupport";
 import type { PartialWorkflowReminder } from "../lib/getWorkflowReminders";
-import { select } from "../lib/getWorkflowReminders";
+import { select, getWorkflowRecipientEmail } from "../lib/getWorkflowReminders";
 import type { VariablesType } from "../lib/reminders/templates/customTemplate";
 import customTemplate from "../lib/reminders/templates/customTemplate";
 import smsReminderTemplate from "../lib/reminders/templates/smsReminderTemplate";
@@ -108,10 +108,20 @@ export async function handler(req: NextRequest) {
           reminder.booking.eventType?.team?.parentId ?? organizerOrganizationId ?? null
         );
 
+        const recipientEmail = getWorkflowRecipientEmail({
+          action: reminder.workflowStep.action || WorkflowActions.SMS_NUMBER,
+          attendeeEmail: reminder.booking.attendees[0].email,
+          organizerEmail: reminder.booking.user?.email,
+        });
+
         const urls = {
           meetingUrl: bookingMetadataSchema.parse(reminder.booking?.metadata || {})?.videoCallUrl || "",
-          cancelLink: `${bookerUrl}/booking/${reminder.booking.uid}?cancel=true` || "",
-          rescheduleLink: `${bookerUrl}/reschedule/${reminder.booking.uid}` || "",
+          cancelLink: `${bookerUrl}/booking/${reminder.booking.uid}?cancel=true${
+            recipientEmail ? `&cancelledBy=${recipientEmail}` : ""
+          }`,
+          rescheduleLink: `${bookerUrl}/reschedule/${reminder.booking.uid}${
+            recipientEmail ? `?rescheduledBy=${recipientEmail}` : ""
+          }`,
         };
 
         const [{ shortLink: meetingUrl }, { shortLink: cancelLink }, { shortLink: rescheduleLink }] =

packages/features/ee/workflows/lib/getWorkflowReminders.ts

@@ -4,7 +4,12 @@ import type { EventType, User, WorkflowReminder, WorkflowStep, Prisma } from "@c
 import { WorkflowMethods } from "@calcom/prisma/enums";
 
 type PartialWorkflowStep =
-  | (Partial<WorkflowStep> & { workflow: { userId?: number; teamId?: number } })
+  | (Partial<WorkflowStep> & {
+      workflow: {
+        userId?: number;
+        teamId?: number;
+      };
+    })
   | null;
 
 type Booking = Prisma.BookingGetPayload<{
@@ -219,3 +224,35 @@ export async function getAllUnscheduledReminders(): Promise<PartialWorkflowRemin
 
   return unscheduledReminders;
 }
+
+export function getWorkflowRecipientEmail({
+  action,
+  organizerEmail,
+  attendeeEmail,
+  sendToEmail,
+}: {
+  action: string;
+  organizerEmail?: string;
+  attendeeEmail?: string;
+  sendToEmail?: string | null;
+}): string | null {
+  // const action = reminder.workflowStep.action;
+
+  switch (action) {
+    case "EMAIL_ADDRESS":
+      return sendToEmail || null;
+    case "EMAIL_HOST":
+      return organizerEmail || null;
+    case "EMAIL_ATTENDEE":
+      return attendeeEmail || null;
+    case "SMS_ATTENDEE":
+      return attendeeEmail || null;
+    case "WHATSAPP_ATTENDEE":
+      return attendeeEmail || null;
+    case "SMS_NUMBER":
+    case "WHATSAPP_NUMBER":
+      return null;
+    default:
+      return null;
+  }
+}

packages/features/ee/workflows/lib/reminders/emailReminderManager.ts

@@ -19,6 +19,7 @@ import {
 } from "@calcom/prisma/enums";
 import { bookingMetadataSchema } from "@calcom/prisma/zod-utils";
 
+import { getWorkflowRecipientEmail } from "../getWorkflowReminders";
 import { sendOrScheduleWorkflowEmails } from "./providers/emailProvider";
 import { getBatchId, sendSendgridMail } from "./providers/sendgridProvider";
 import type { AttendeeInBookingInfo, BookingInfo, timeUnitLowerCase } from "./smsReminderManager";
@@ -139,6 +140,12 @@ export const scheduleEmailReminder = async (args: scheduleEmailReminderArgs) =>
   const bookerUrl = evt.bookerUrl ?? WEBSITE_URL;
 
   if (emailBody) {
+    const recipientEmail = getWorkflowRecipientEmail({
+      action,
+      attendeeEmail: attendeeToBeUsedInMail.email,
+      organizerEmail: evt.organizer.email,
+      sendToEmail: sendTo[0],
+    });
     const variables: VariablesType = {
       eventName: evt.title || "",
       organizerName: evt.organizer.name,
@@ -153,9 +160,13 @@ export const scheduleEmailReminder = async (args: scheduleEmailReminderArgs) =>
       additionalNotes: evt.additionalNotes,
       responses: evt.responses,
       meetingUrl: bookingMetadataSchema.parse(evt.metadata || {})?.videoCallUrl,
-      cancelLink: `${bookerUrl}/booking/${evt.uid}?cancel=true`,
+      cancelLink: `${bookerUrl}/booking/${evt.uid}?cancel=true${
+        recipientEmail ? `&cancelledBy=${encodeURIComponent(recipientEmail)}` : ""
+      }`,
       cancelReason: evt.cancellationReason,
-      rescheduleLink: `${bookerUrl}/reschedule/${evt.uid}`,
+      rescheduleLink: `${bookerUrl}/reschedule/${evt.uid}${
+        recipientEmail ? `?rescheduledBy=${encodeURIComponent(recipientEmail)}` : ""
+      }`,
       rescheduleReason: evt.rescheduleReason,
       ratingUrl: `${bookerUrl}/booking/${evt.uid}?rating`,
       noShowUrl: `${bookerUrl}/booking/${evt.uid}?noShow=true`,

packages/features/ee/workflows/lib/reminders/utils.ts

@@ -4,6 +4,7 @@ import { WEBSITE_URL } from "@calcom/lib/constants";
 import { WorkflowActions, WorkflowTriggerEvents } from "@calcom/prisma/enums";
 import { bookingMetadataSchema } from "@calcom/prisma/zod-utils";
 
+import { getWorkflowRecipientEmail } from "../getWorkflowReminders";
 import type { AttendeeInBookingInfo, BookingInfo } from "./smsReminderManager";
 import type { VariablesType } from "./templates/customTemplate";
 import customTemplate from "./templates/customTemplate";
@@ -40,10 +41,18 @@ export const getSMSMessageWithVariables = async (
   attendeeToBeUsedInSMS: AttendeeInBookingInfo,
   action: WorkflowActions
 ) => {
+  const recipientEmail = getWorkflowRecipientEmail({
+    action,
+    attendeeEmail: attendeeToBeUsedInSMS.email,
+  });
   const urls = {
     meetingUrl: bookingMetadataSchema.parse(evt.metadata || {})?.videoCallUrl || "",
-    cancelLink: `${evt.bookerUrl ?? WEBSITE_URL}/booking/${evt.uid}?cancel=true`,
-    rescheduleLink: `${evt.bookerUrl ?? WEBSITE_URL}/reschedule/${evt.uid}`,
+    cancelLink: `${evt.bookerUrl ?? WEBSITE_URL}/booking/${evt.uid}?cancel=true${
+      recipientEmail ? `&cancelledBy=${recipientEmail}` : ""
+    }`,
+    rescheduleLink: `${evt.bookerUrl ?? WEBSITE_URL}/reschedule/${evt.uid}${
+      recipientEmail ? `?rescheduledBy=${recipientEmail}` : ""
+    }`,
   };
 
   const [{ shortLink: meetingUrl }, { shortLink: cancelLink }, { shortLink: rescheduleLink }] =