Files
cal.diy/packages/features/ee/workflows/lib/reminders/templates/customTemplate.ts
T
d7fc11df5e feat: use form responses as workflow variables (#24716)
* remove add variable dropdown

* feat: lang support

* fix: type errors

* feat: select voice agent

* refactor: address feedback

* refactor: address feedback

* refactor: missing import

* fix: types

* add getAllWorkflowsFromRoutingForm to WorkflowService

* fix error caused by undefined evt

* fix type error

* fix type error

* fix tests

* feat: add inbound calls

* chore: formatting

* chore

* feat: finish inbound call

* chore: formatting

* fix: update bug

* fix: types

* code clean up

* final fixes and clean up

* remove console.log

* remove template text form from triggers

* add routing form repoditory function

* refactor: Agent Configuration Sheet (#23930)

* refactor: agent configuration sheet

* chore: use default phone numbre

* refactor: improvements

* refactor: improvements

* fix: types

* fix: feedback

* fix bug with key

* chore:

* fix: feedback

* fix: prompt

* add comments

* fix: review

* fix: review

* refactor: class

* refactor: class

* fix test

* allow cal ai action on form triggers

* move any reusable code to scheduleAIPhoneCall

* add missing await

* use predefined FormSubmissionData type

* add .trim() to sms message

* pass contextData instead

* finish base setup

* add missing trigger in update-workflow.input.ts

* allow cal.ai action for form triggers in handler

* chore: add support for form workflows on api v2

* fixup! chore: add support for form workflows on api v2

* ai phone call on form submissions (WIP)

* use existing type for Option array

* pass chosen event type id

* refactor: rename

* Update apps/web/public/static/locales/en/common.json

* Update apps/web/public/static/locales/en/common.json

* add missing imports

* chore: update set value

* fix: remove index

* fix: type error

* fix: update tetss

* use only repository functions in update handler

* move all prisma queries from list.handler

* review suggestions

* fix: use logger

* chore: handle workflows api v2

* chore: handle workflows api v2, split in 2 endpoints

* fix workflow step creation

* remove connect agent and fixes types

* add type to workflow

* chore: use workflow type in apiv2 WorkflowsOutputService

* update worklfow type on update

* chore: use workflow type in apiv2 WorkflowsOutputService

* fix template body for torm trigger

* some UI fixes for email subject/body

* resetting email body when changing form triggers

* use type field to query workflows

* clean up all old active on values

* remove responseId from all funciton calls

* remove undefined from updateTemplate

* refactor: don't use static

* fix: type

* refactor: split routing form and event-type workflows code

* refactor: split routing form and event-type workflows code

* fix template  text when adding action

* chore: don't rename WorkflowActivationDto to avoid ci blocking

* refine update schedule to use only allowed actions

* fix type error

* don't allow whatsapp action with form trigger

* fix type error

* return early if activeOn array is empty

* fix: from step type in BaseFormWorkflowStepDto

* fixup! fix: from step type in BaseFormWorkflowStepDto

* api v2 updates

* move all prisma calls to repository (service/workflows.ts)

* use FORM_TRIGGER_WORKFLOW_EVENTS for form queries

* use userRepository

* use FORM_TRIGGER_WORKFLOW_EVENTS in isFormTrigger

* code clean up

* code clean up

* use repository functions in formSubmissionValidation.ts

* fix: schema

* refactor:

* remove action check in update handler

* add event type selection

* event type selector improvements

* adjust update.handler

* set outboundEventTypeId

* add back trpc  import

* fix agent repository functions

* clean up

* fix bugs caused by merge

* pass eventTypeId to updateToolsFromAgentId

* add migration for outboundEventTypeId

* add SMS actions to allowed form action constants

* add cal ai to allowed form actions

* pick correct event type for web call

* pass correct routed event type id

* remove unsued import

* fixes for offset api v2

* add missing responseId

* fix failing test

* fix failing test

* improve error message

* remove unused imports

* chore: handle sms step action for form worklfow in dtos

* fix typo

* missing missing newStep

* minor fixes

* remove changes

* add routedEventTypeId

* fix type error

* fix type error

* fix typ error in executAPIPhoneCall.tsx

* add back inboundEventTypeId

* remove console.log

* remove outdated code

* small fixes

* don't throw error for missing phone number

* add  back filtered triggerOptions

* fix eventTypeId in testCall handler

* fix type error

* update migration

* fix trigger is not defined

* convert eventTypeId to string

* only use outboundEventTypeId for FORM_SUBMITTED trigger

* show toast when no event type selected

* fix type errors

* add missing translation

* fix type error

* remove callType

* fix tests

* small fixes

* clean up AgentConfigurationSheet

* remove EventTypeSelector file

* code clean up

* clean up

* clean up

* use resusable function for TestPhoneCallDialog and WebCallDialog

* rename result

* fix types for event type id

* use repository runction in workflowReminder.ts

* fix type error

* pass eventTypeIds correctly

* fix typo

* custom variables from form responses

* remove comment

* Update apps/web/public/static/locales/en/common.json

Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>

* use watch instead of getValues

* change to  z.record(z.unknown()) instead of any()

* fix type of eventTypeId

* check permissinon for outBoundEventTypeId

* add isNaN check

* improve function name

* add tests

* fixes for custom variables

* improve test

* update tools when outbound agent event type id changes

* handle undefined eventDate in customTemplate

* add info how to use form responses as variables

* rename responses to routingFormResponses

* remove cal ai from allowed steps api v2

* remove old migration file

---------

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: Udit Takkar <udit222001@gmail.com>
Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Co-authored-by: Benny Joo <sldisek783@gmail.com>
Co-authored-by: cal.com <morgan@cal.com>
Co-authored-by: Morgan <33722304+ThyMinimalDev@users.noreply.github.com>
Co-authored-by: Peer Richelsen <peeroke@gmail.com>
2025-11-13 15:34:44 +00:00

223 lines
7.6 KiB
TypeScript

import { guessEventLocationType } from "@calcom/app-store/locations";
import type { FORM_SUBMITTED_WEBHOOK_RESPONSES } from "@calcom/app-store/routing-forms/lib/formSubmissionUtils";
import type { Dayjs } from "@calcom/dayjs";
import dayjs from "@calcom/dayjs";
import { APP_NAME } from "@calcom/lib/constants";
import { TimeFormat } from "@calcom/lib/timeFormat";
import type { CalEventResponses } from "@calcom/types/Calendar";
export type WorkflowVariableResponses = Record<
string,
{
value:
| string
| number
| boolean
| string[]
| Record<string, string>
| { value: string; optionValue: string };
}
>;
export function transformBookingResponsesToVariableFormat(
responses: CalEventResponses | null | undefined
): WorkflowVariableResponses | null {
if (!responses) return null;
const transformed: WorkflowVariableResponses = {};
for (const [key, response] of Object.entries(responses)) {
if (response?.value !== undefined) {
transformed[key] = {
value: response.value,
};
}
}
return Object.keys(transformed).length > 0 ? transformed : null;
}
export function transformRoutingFormResponsesToVariableFormat(
responses: FORM_SUBMITTED_WEBHOOK_RESPONSES | null | undefined
): WorkflowVariableResponses | null {
if (!responses) return null;
const transformed: WorkflowVariableResponses = {};
for (const [key, response] of Object.entries(responses)) {
if (response?.value !== undefined) {
transformed[key] = {
value: response.value,
};
}
}
return Object.keys(transformed).length > 0 ? transformed : null;
}
export function formatIdentifierToVariable(key: string): string {
return key
.replace(/[^a-zA-Z0-9 ]/g, "")
.trim()
.replaceAll(" ", "_")
.toUpperCase();
}
export type VariablesType = {
eventName?: string;
organizerName?: string;
attendeeName?: string;
attendeeFirstName?: string;
attendeeLastName?: string;
attendeeEmail?: string;
eventDate?: Dayjs;
eventEndTime?: Dayjs;
timeZone?: string;
location?: string | null;
additionalNotes?: string | null;
responses?: WorkflowVariableResponses | null;
meetingUrl?: string;
cancelLink?: string;
cancelReason?: string | null;
rescheduleLink?: string;
rescheduleReason?: string | null;
ratingUrl?: string;
noShowUrl?: string;
attendeeTimezone?: string;
eventTimeInAttendeeTimezone?: Dayjs;
eventEndTimeInAttendeeTimezone?: Dayjs;
};
// Replaces placeholders like {EVENT_NAME_VARIABLE} with {EVENT_NAME}
function replaceVariablePlaceholders(text: string) {
return text.replace(/\{([A-Z0-9_]+)_VARIABLE}/g, (_, base) => `{${base}}`);
}
const customTemplate = (
text: string,
variables: VariablesType,
locale: string,
timeFormat?: TimeFormat,
isBrandingDisabled?: boolean
) => {
const eventDate = variables.eventDate;
const translatedDate = eventDate
? new Intl.DateTimeFormat(locale, {
weekday: "long",
month: "long",
day: "numeric",
year: "numeric",
}).format(eventDate.add(dayjs().tz(variables.timeZone).utcOffset(), "minute").toDate())
: "";
let locationString = variables.location || "";
text = replaceVariablePlaceholders(text);
if (text.includes("{LOCATION}")) {
locationString = guessEventLocationType(locationString)?.label || locationString;
}
const cancelLink = variables.cancelLink ?? "";
const rescheduleLink = variables.rescheduleLink ?? "";
const currentTimeFormat = timeFormat || TimeFormat.TWELVE_HOUR;
const attendeeNameWords = variables.attendeeName?.trim().split(" ");
const attendeeNameWordCount = attendeeNameWords?.length ?? 0;
const attendeeFirstName = variables.attendeeFirstName
? variables.attendeeFirstName
: attendeeNameWords?.[0] ?? "";
const attendeeLastName = variables.attendeeLastName
? variables.attendeeLastName
: attendeeNameWordCount > 1
? attendeeNameWords![attendeeNameWordCount - 1]
: "";
let dynamicText = text
.replaceAll("{EVENT_NAME}", variables.eventName || "")
.replaceAll("{ORGANIZER}", variables.organizerName || "")
.replaceAll("{ATTENDEE}", variables.attendeeName || "")
.replaceAll("{ORGANIZER_NAME}", variables.organizerName || "") //old variable names
.replaceAll("{ATTENDEE_NAME}", variables.attendeeName || "") //old variable names
.replaceAll("{ATTENDEE_FIRST_NAME}", attendeeFirstName)
.replaceAll("{ATTENDEE_LAST_NAME}", attendeeLastName)
.replaceAll("{EVENT_DATE}", translatedDate)
.replaceAll("{EVENT_TIME}", variables.eventDate?.format(currentTimeFormat) || "")
.replaceAll("{START_TIME}", variables.eventDate?.format(currentTimeFormat) || "")
.replaceAll("{EVENT_END_TIME}", variables.eventEndTime?.format(currentTimeFormat) || "")
.replaceAll("{LOCATION}", locationString)
.replaceAll("{ADDITIONAL_NOTES}", variables.additionalNotes || "")
.replaceAll("{ATTENDEE_EMAIL}", variables.attendeeEmail || "")
.replaceAll("{TIMEZONE}", variables.timeZone || "")
.replaceAll("{CANCEL_URL}", cancelLink)
.replaceAll("{CANCELLATION_REASON}", variables.cancelReason || "")
.replaceAll("{RESCHEDULE_URL}", rescheduleLink)
.replaceAll("{RESCHEDULE_REASON}", variables.rescheduleReason || "")
.replaceAll("{MEETING_URL}", variables.meetingUrl || "")
.replaceAll("{RATING_URL}", variables.ratingUrl || "")
.replaceAll("{NO_SHOW_URL}", variables.noShowUrl || "")
.replaceAll("{ATTENDEE_TIMEZONE}", variables.attendeeTimezone || "")
.replaceAll(
"{EVENT_START_TIME_IN_ATTENDEE_TIMEZONE}",
variables.eventTimeInAttendeeTimezone?.format(currentTimeFormat) || ""
)
.replaceAll(
"{EVENT_END_TIME_IN_ATTENDEE_TIMEZONE}",
variables.eventEndTimeInAttendeeTimezone?.format(currentTimeFormat) || ""
);
const customInputvariables = dynamicText.match(/\{(.+?)}/g)?.map((variable) => {
return variable.replace("{", "").replace("}", "");
});
// event date/time with formatting
customInputvariables?.forEach((variable) => {
if (
variable.startsWith("EVENT_DATE_") ||
variable.startsWith("EVENT_TIME_") ||
variable.startsWith("START_TIME_")
) {
const dateFormat = variable.substring(11, text.length);
const formattedDate = variables.eventDate?.locale(locale).format(dateFormat);
dynamicText = dynamicText.replace(`{${variable}}`, formattedDate || "");
return;
}
if (variable.startsWith("EVENT_END_TIME_")) {
const dateFormat = variable.substring(15, text.length);
const formattedDate = variables.eventEndTime?.locale(locale).format(dateFormat);
dynamicText = dynamicText.replace(`{${variable}}`, formattedDate || "");
return;
}
// handle custom variables from form/booking responses
if (variables.responses) {
Object.keys(variables.responses).forEach((customInput) => {
const formatedToVariable = formatIdentifierToVariable(customInput);
if (variable === formatedToVariable && variables.responses) {
const response = variables.responses[customInput];
if (response?.value !== undefined) {
const responseValue = response.value;
const valueString = Array.isArray(responseValue)
? responseValue.join(", ")
: String(responseValue);
dynamicText = dynamicText.replace(`{${variable}}`, valueString);
}
}
});
}
});
const branding = !isBrandingDisabled ? `<br><br>_<br><br>Scheduling by ${APP_NAME}` : "";
const textHtml = `<body style="white-space: pre-wrap;">${dynamicText}${branding}</body>`;
return { text: dynamicText, html: textHtml };
};
export default customTemplate;