* feat: make Salesforce WriteToObjectSettings entries editable with save/cancel functionality
- Add editingRows and editingData state to track which rows are being edited
- Implement startEditing, cancelEditing, and saveEditing functions for row-level edit management
- Replace read-only existing entries with editable fields when in edit mode
- Add save/cancel buttons with appropriate icons (check/x) for each row
- Include field name validation to prevent duplicate entries
- Maintain existing delete functionality alongside new edit capabilities
- Update action column width to accommodate save/cancel buttons
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
* fix: address Code Rabbit review feedback for WriteToObjectSettings
- Fix spread operator usage to use editData instead of prev[key]
- Add validation for empty field names
- Implement single-row editing for better UX
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
* section component
* more section UI
* wip
* core components styled
* all components using sections
* match icons to figma
* small inputs
* fix select small to be the same as small text
* center flex rows
* enforce inputs to be full spanning grid
* tidy up section container for single inputs
* fix select and i18n
* wip
* install available apps
* raw heading
* app install card
* fix app logos width x height
* fix gap
* match design for other button
* fix prop name
* push i18n string
* fix doc snippets
* fix docs
* chore: remove yarn.lock changes
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Co-authored-by: Udit Takkar <udit222001@gmail.com>
* Type app options
* Refactor `writeToPersonRecord` to `writeToRecord`
* Abstract writing to salesforce record options component
* Add option to write to event object on cancellation
* Add on booking cancel write to event object to schema
* Refactor writing to record on booking option to use `<WriteToObjectSettings />`
* Pass event object to crm delete method
* When cancelling booking write to event object
- App data isn't being read
* V1 pass app data to crm service
* Undo .env commit
* Fix passing event to cancel crm cancel event method
* Pass event type metadata to `EventManager` in `handleCancelBooking`
* Handle writing to event record
* Type fix
* Add checkbox field type
* Handle accepting booleans under value field when saving writing to field settings
* UI saving settings to write to checkbox field
* Prepare update body to pass boolean value to checkbox field
* Type fixes
* Type fix
* Add picklist to `SalesforceFieldType` enum
* Add picklist value to Salesforce settings
* Add `getPicklistFieldValue` method
* Find picklist option based on active and value
* Allow user to select custom field type
* Get field value and write to field - ignoring field type
* Only validate field length if present
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Co-authored-by: Peer Richelsen <peeroke@gmail.com>
* Add email domain array
* Create numbered email domain object
* Check email domain
* Rename function
* Add tests
* Frontend enable skip ownership check if free email domain
* Backend ignore adding ownership to return records if free email domain check is enabled
* feat: Only require confirmation for free email domains (#17917)
* Add requiresConfirmationForFreeEmail to db
* Add option to event type settings
* Get requiresConfirmationForFreeEmail for event type page
* Include requiresConfirmationForFreeEmail in fetching event type
* Pass bookerEmail to `getRequiresConfirmationFlags`
* Add free email domain check to `determineRequiresConfirmation`
* Add `requiresConfirmationForFreeEmail` to types
* Add severity to Watchlist table
* Add migration for watchlist severity
* Add `getEmailDomainInWatchlist` method to watchlist repository
* Use watchlist repository to check for free email domain
* Mock watchlist repository in test
* Update test
* Rename method
* Add severity to blocked list
* Move check free email domain to async
* Type checks
* Adjust for promise returned
* Fix tests
* Fix
* Fix tests
* move types to types file
* Create salesforce routing form components
* Save salesforce data to routing form
* Fixes
* Add event type service
* Change commenting
* Pass data from routing form to CRM
* Init Salesforce routing form booking form handler
* Salesforce find user associated with lookup field
* Add looking up the contact owner
* If salesforce is disabled then don't change the Salesforce option
* Small refactor
* Refactor getting event type app metadata
* Refactor eventType service
* Type fix
* Clean up
* Add translations
Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>
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Co-authored-by: Alex van Andel <emrysal@users.noreply.github.com>
* Create data type
* Start FE component
* Rename and add new enums
* Add new schema for write on record options
* Add options on the frontend
* Backend write to custom fields
* refactor: Salesforce - on booking write to fields on person record (#17481)
* Add translations
* fix: type err
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Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Udit Takkar <udit222001@gmail.com>
* Refactor get SF user and create event
* Add new Salesforce options
* Pass app options to CrmService
* Add record enum
* Add creating new lead and contact under an account
* Handle if the contact already exists but not connected to account
* Create a lead if an account doesn't exist
* Merge fix
* Refactor - add generateCreateRecordBody
* Type fix
* Clean up
* Add getAppOptions to other CRM services
* Type fixes
* Fix typo
* feat: Salesforce round robin skip - choose which entity to search on (#17038)
* Add option to search which entity for the owner
* Add logic to search entity for skipping RR assignment
* Type fixes
* Disable license
* Skip license check in component
* Revert license changes
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Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
* fix timezone display on booking page to reflect event availability timezone
* migrate fetching event owner's schedule to server side
* migrate fetching event owner's schedule to server side
* fix e2e test errors
* Add WEBAPP_URL_FOR_OAUTH to salesforce auth
* In event manager constructor include "_crm" credentials as calendar creds
* Change crm apps to type to end with `_crm`
* Move sendgrid out of CRM
* Add zoho bigin to CRM apps
* When getting apps, use slug
* Add `crm` variants
* Hubspot Oauth use `WEBAPP_URL_FOR_OAUTH`
* Refactor creating credentials
* Fix empty CRM page
* Use credentials with `_crm`
* Abstract getAppCategoryTitle
* Add integration.handler changes
* Init crmManager
* Change salesforce to CrmService
* Create crmManager
* Create contact on new event
* Create event
* Create new CRM reference
* - Fix create new contact for salesforce
- Add reschedule to crmManager
* Create deleteAllCRMEvents
* When searching for credential, look for current credentials in class
* On cancel, delete 3rd party events
* Add delete method
* Type fix
* Type fix
* Convert Close.com to CrmService
* Convert Close.com to CrmService
* Move hubspot to CrmService
* Convert Pipedrive to CrmService
* Rename classes to CrmService
* Move ZohoCrm to CrmService
* Move Bigin to CrmService
* Type return for CrmServices
* Fix type errors
* Close.com create leads and contacts
* Fix tests
* Type fix
* Zoho bug fixes
* Clean up
* Type fixes
* Remove apiDeletes
* Type fixes
* Specific typing
* Type fix
* Type fix
* Type fix
* Type fix
* Type fix
* feat: Enable CRM apps on a per event type basis (#14450)
* Add Salesforce to be an event type app
* Handle new booking, only get enabled CRM credentials
* Abstract generating search params
* Add close.com to event type
* Clean up
* Move hubspot to event type
* Add pipedrive to event type
* Add zoho bigin to event type
* Add zoho crm to event type
* Remove console.log
* Add deleting CRM apps from event type
* Delete event type apps
* Fix deleting credentials
* Add CRM app data to event type metadata
* Backwards compatibility: add CRM credential if doesn't exist on event type
* Don't include user CRM credentials for backwards comp
* Backwards compatibility show CRM app is enabled and dirty field
* Clean up
* Type fixes
* Type fixes
* Type fix
* Type fix
* Remove console.log
* Test fix
* Upgrade embed-react vite version - dev
* Change build can't find error message
* Add back omni install prop
* Clean up
* Refactor `writeAppDataToEventType`
* Use eventType repository in writeAppDataToEventType
* Clean up old comments
* Add error logging
* createCRMEvents pass event uid as created event uid
* Use `getUid`
* Clean up props in create crm event
* Small changes to `crmManager`
* Fix zoho CRM
* refactor crmManager
* Undo vite config change
* Fix teamId query
* Fix bigin error
* Remove need for `writeAppDataToEventType`
* Add `getAllCredentials` test
* Add crmManager tests
* Type fixes
* Fix type errors
* Fix getAllCredentials test
* Fix tests
* Skip CRM manager tests for now
* feat: Skip RR Assignment if Contact Exists In Salesforce (#14556)
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
* Update yarn.lock
* @zomars feedback - use new URL for state params
* fix: update hook to not produce enabled === undefined
* fix: update app card interfaces to use the new enabled from useIsAppEnabled
* fix: feedback for crm RR skip (#15160)
* code clean up
* fix type any
* test setup for RR lead skip
* code clean up
* simplify code
* type error
* finshed first test for RR lead skip
* add seconds test
* add test for handleNewBooking
* test if teamMember is set
* fix missing enabled key
* fix tests
* fix type error
* use setSystemTime instead of getDate
* remove nested if
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Co-authored-by: CarinaWolli <wollencarina@gmail.com>
* fix type error
* fix: remove app metadata from all eventTypes on deleting the app
* fix: update hook to not produce enabled === undefined (default to false)
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Co-authored-by: Shaik-Sirajuddin <sirajuddinshaik30gmail.com>
Co-authored-by: Shaik-Sirajuddin <sirajudddinshaik30@gmail.com>
Co-authored-by: Shaik-Sirajuddin <89742297+Shaik-Sirajuddin@users.noreply.github.com>
Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
Co-authored-by: Omar López <zomars@me.com>
Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: sean-brydon <sean@cal.com>
Co-authored-by: Carina Wollendorfer <30310907+CarinaWolli@users.noreply.github.com>
Co-authored-by: Somay Chauhan <somaychauhan98@gmail.com>
* WIP
* warnings and errors, and working app
* Refresh token now usable
* Correcting env.appStore.example
* Reverting changes that will come from Sendgrid App PR
* Resetting with main
* Renaming all othercalendars
* Fixing types
* Renaming leftovers
* More renaming stuff
* Format readme
* Adds prettier override for website wordlist
* Omit salesforce app in this PR
* Revert "Omit salesforce app in this PR"
This reverts commit 22c09fe53578fc37293027ef3667e1bdf2d6c6e7.
* Update yarn.lock
Co-authored-by: Leo Giovanetti <hello@leog.me>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
sean-brydonandUdit Takkar
Benny JooandKeith Williams
Cao HoangandAnik Dhabal Babu
