* feat: include record IDs in Salesforce assignment reason strings
- Add recordId parameter to assignmentReasonHandler function
- Include Contact ID, Lead ID, and Account ID in assignment reason strings
- Update entire call chain to pass record IDs from CRM service
- Maintain backward compatibility with optional recordId parameter
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
* fix: resolve lint warnings in assignment reason handler implementation
- Change Record<string, any> to Record<string, unknown> in BookingHandlerInput type
- Remove unused eventTypeId variable in getAttributeRoutingConfig function
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
* fix: revert to Record<string, any> with ESLint disable for BookingHandlerInput
- Revert from Record<string, unknown> to Record<string, any> to maintain type compatibility
- Add ESLint disable comment to suppress no-explicit-any warning
- Maintains consistency with handleNewRecurringBooking.ts pattern
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
* feat: pass CRM record ID from booker state to handleNewBooking
- Add crmRecordId field to booker store interface and initialization
- Update mapBookingToMutationInput to include record ID from booker state
- Modify handleNewBooking to extract record ID from bookingData parameter
- Add crmRecordId to BookingCreateBody schema in Prisma layer
- Follow existing pattern for CRM fields (teamMemberEmail, crmOwnerRecordType, crmAppSlug)
- Ensures record ID flows: booker store → booking form → mapBookingToMutationInput → handleNewBooking
This replaces the previous backend CRM service extraction approach with
frontend booker state approach as requested by the user.
Co-Authored-By: joe@cal.com <j.auyeung419@gmail.com>
* Pass crmRecordId as prop
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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Alex van Andel <me@alexvanandel.com>
* wip
* Add preview mode in router
* only fetch bookings of this month for weighted rr
* test set up
* only get bookings of current month
* reverts test setup
* first changes for weight adjustments
* reset booking count + adjust calibration
* depreciate weightAdjustment
* get only bookings created this month
* fix typo
* make sure createdAt for hosts is correct
* use earliest possibel date as fallback
* add missing createdAt date to tests
* fix typo
* clean up changes in tests
* fix typo
* change end date to current date
* fix: Fall back to empty host array when no hosts are found
* fix: Restructure code a little
* fixed test, incorrectly used now outdated var
* perf: remove Dayjs from getLuckyUser
* Refactor getHostsWithCalibration for optimised performance, intentionally break test as findMany is always an array
* Better mock for host.findMany
* Remove team-event-types.test.ts, move to appropriate package
* TypeScript cannot auto-infer that an array is non-empty when assigning to a var
* fix: Type Fixes and DistributionMethod enum add
* Optimise tests
* Added test to show that bookings made before a newHost was added affect the lucky user result
* Throw error when the usersWithHighestPriority is empty, which should never happen
* WIP
* remove comment
* update migrations
* get attributes weights and virtual queue data
* use attribute weights and use bookings of virtual queue only
* clean up migrations
* Add shortfall column and add tests
* code clean up from feedback
* wrapper function for getLuckyUser
* code clean up
* fetch routingFormResponse in handleNewBooking
* fix type errors
* fix type errors in tests
* fix getAttributesQueryValue import for tests
* fix totalWeight
* add test for attributes weights and virtual queues
* clean up code
* add test for prepareQueuesAndAttributesData
* remove console.log
* use lazy import
* Add more tests and more columns to matching members queue
* fix issue from merge
* always send usersAndTheirBookingShortfalls
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Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Alex van Andel <me@alexvanandel.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>
Keith Williams
