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Carina Wollendorfer 39199e515e
Workflows (#3236) 
* build basic database structure and basic design

* create simple workflow list

* add editing dots to list

* add mutation to create workflows

* add createMutation on submit + redirect to editing page

* redirect to edit page when clicking on row

* add functionality to delete workflow

* add timeUnit + input validation

* add empty screen view

* add time before it triggers to description

* add multi select with checkboxes

* remove getServerSideProps

* set default time period to 24

* fetch eventypes and display in dropdown

* add functionality to update workflows + many-to-many relationship

* fix all checked event types

* add SMS reminders

* fix bug with trigger + relocate sms template

* clean code

* add model for unscheduled reminders

* fix selected eventTypes

* fixing value to show how many event types selected

* fix plural of event types in select

* add onDelete cascade for all relations

* fix errors

* add functionality to send SMS to specific number

* fix type error for timeUnit

* set default value for time unit + fix type issues

* remove console.logs

* fix error in checking if scheduled date is more than 1h in advance

* fix build errors

* add migration for workflows

* add basic UI for editing workflow steps

* add formSchema

* improve functionality to update a step

* remove console logs

* fix issue with active event types

* allow null value for time and timeUnit

* sort steps asc step number

* add action to workflow (frontend)

* add  phone number input for SMS to specific number

* use PhoneInput for number input + input validation

* improve invalid input for phone number

* improve UI of phoneInput

* Improve design and validation

* fix undefined error

* set default action when adding action

* include all team event types

* fix phone number input for editing steps

* fix update muation to add steps

* remove console logs

* fix order of steps

* functionality to delete steps

* add trigger when event is cancelled

* add custom email body

* sms and email reminder updates

* add custom emails

* add custom email subject

* send reminder email to all attendees

* update migration

* fix default value for time and timeUnit

* save email reminders to database

* clean code

* add custom template to SMS actions

* schedule emails with sendgrid

* clean code

* add workflow templates

* keep custom template saved when changing templates

* create reminder template for email

* add dot at the end of sentace for email template

* fix merge error

* fix issue that template was not saved

* include sending emails for when event is cancelled

* fix bug that email was always sent

* add templates to sms reminders

* add info that sending sms to attendees won't trigger for already exisitng bookings

* only schedule sms for attendees when smsReminderNumber exists

* only schedule sms for attendees when smsReminderNumber exists

* set scheduled of workflow reminder to false when longer than 72 hours

* add cron for email scheduling + fixes for for sms an email scheduling

* adjust step number when deleting a step

* cast to boolean with !!

* update cron job for email reminders

* update sms template

* send reminder email not to guests

* remove sendTo from workflow reminder

* fixes sending sms without name + removing sendTo everywhere

* fix undefined name in sms template

* set user name to undefined for sending sms to a specific number

* fix singular and plural for time unit

* set to edit mode when changing action and custom template is selected

* delete reminders when booking cancelled or not active anymore

* fix type errors

* fix error that deleted reminders twice

* create booking reminders for existing bookings when eventType is set active

* improve email and sms templates

* use BookingInfo type instead of calendarEvent for reminder emails

* schedule emails for already existing bookings

* add and remove reminders for new active event types and cancelled events

* connect add action button with last step

* fix step container width for mobile view

* helper functions that return options for select

* fix typo and remove comment

* clean code

* add/improve error messages for forms

* fix typo

* clean code

* improve email template

* clean code

* fix missing prop

* save reference id when scheduling reminder

* fix step not added because of changed id for new steps

* small fixes + code cleanup

* code cleanup

* show error message when number is invalid

* fix typo

* fix phone number input when location is already phone

* set multi select checkbox to read only

* change email scheduling in cron job from 7 days to 72 hours

* show active event types in workflow list

* fix trigger information for workflow list

* improve layout for small screens in workflow list

* remove optional from zod type for workflow name

* order workflows by id

* use link icon to show active event types

* fix plural and add translation for showing nr of active eventtypes

* fix text for sms reminder template

* add reminders for added steps

* remove optional for activeOn

* improve reminder templates

* improve design of custom input fields

* set edit mode to false when phone number isn't needed anymore

* set sendTo in workflow step only for SMS_NUMBER action

* set email body and subject only when custom template

* only delete reminders that belong to workflow steps

* improve text for new event book trigger

* move reminders folder to workflows

* fix issue that save button was sometimes enabled in edit mode

* fix form issues for send to

* delete all scheduled reminders when workflow is deleted

* use enum for method

* fix imports for workflow methods

* add missing import

* fix edit mode

* create reminders when event is confirmed

* add reminderScheduler to reduce duplicate code

* make workflow enterprise and pro only feature

* move all files to /ee/ folder

* move package.json change to /ee/ folder

* add pro badge to shell

* set to edit mode to true if email subject is missing when action changes

* fix loading bug

* add migration

* fix old imports

* don't schedule reminders for opt-ins

* fix style of email body

* code clean up

* Update yarn.lock

* fix isLoading for active on dropdown

* update import for prisma

Co-authored-by: Omar López <zomars@me.com>

* update imports

* remove console

* use session to check if user has valid license

* use defaultHandler

* clean up code

* Create db-staging-snapshot.yml

* move LisenceRequired inside shell

* update import for FormValues

* fix phone input design

* fix disabled save button for edit mode

* squah all migration into a single one

* use isAfter and isBefore instead of isBetween

* import dayjs from @calcom

* validate phone number for sms reminders when booking event

* Allows auto approvals for crowdin

Co-authored-by: CarinaWolli <wollencarina@gmail.com>
Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>
Co-authored-by: zomars <zomars@me.com>
 		2022-07-14 00:10:45 +00:00
..
lib Formatting 2022-07-12 11:52:13 -06:00
server Adds cors to checkLicense 2022-06-02 13:20:48 -06:00
LICENSE Stripe to monorepo (#2063) 2022-03-09 15:56:05 -07:00
README.md update SAML setup links for readme files (#2159) 2022-03-16 11:40:58 +00:00
index.ts Adds missing required main file for EE (#2146) 2022-03-14 20:39:37 +01:00
package.json Workflows (#3236) 2022-07-14 00:10:45 +00:00
tsconfig.json Stripe to monorepo (#2063) 2022-03-09 15:56:05 -07:00

README.md

Enterprise Edition

Welcome to the Enterprise Edition ("/ee") of Cal.com.

The /ee subfolder is the place for all the Pro features from our hosted plan and enterprise-grade features such as SSO, SAML, ADFS, OIDC, SCIM, SIEM, HRIS and much more.

❗ WARNING: This repository is copyrighted (unlike our main repo). You are not allowed to use this code to host your own version of app.cal.com without obtaining a proper license first❗

Setting up Stripe

  1. Create a stripe account or use an existing one. For testing, you should use all stripe dashboard functions with the Test-Mode toggle in the top right activated.
  2. Open Stripe ApiKeys save the token starting with pk_... to NEXT_PUBLIC_STRIPE_PUBLIC_KEY and sk_... to STRIPE_PRIVATE_KEY in the .env file.
  3. Open Stripe Connect Settings and activate OAuth for Standard Accounts
  4. Add <CALENDSO URL>/api/integrations/stripepayment/callback as redirect URL.
  5. Copy your client*id (ca*...) to STRIPE_CLIENT_ID in the .env file.
  6. Open Stripe Webhooks and add <CALENDSO URL>/api/integrations/stripepayment/webhook as webhook for connected applications.
  7. Select all payment_intent events for the webhook.
  8. Copy the webhook secret (whsec_...) to STRIPE_WEBHOOK_SECRET in the .env file.

Setting up SAML login

  1. Set SAML_DATABASE_URL to a postgres database. Please use a different database than the main Cal instance since the migrations are separate for this database. For example postgresql://postgres:@localhost:5450/cal-saml
  2. Set SAML_ADMINS to a comma separated list of admin emails from where the SAML metadata can be uploaded and configured.
  3. Create a SAML application with your Identity Provider (IdP) using the instructions here - SAML Setup
  4. Remember to configure access to the IdP SAML app for all your users (who need access to Cal).
  5. You will need the XML metadata from your IdP later, so keep it accessible.
  6. Log in to one of the admin accounts configured in SAML_ADMINS and then navigate to Settings -> Security.
  7. You should see a SAML configuration section, copy and paste the XML metadata from step 5 and click on Save.
  8. Your provisioned users can now log into Cal using SAML.