Task Templates

Actions

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An action is what runs when a task completes (manually or via auto-resolve). Actions are autodiscovered from the tRPC mutation registry, so every public mutation that has .meta({ description: "..." }) is selectable in the editor.

Common actions

Communication

Action What it does
whatsapp.sendTemplate Send an approved WhatsApp template to the guest's phone
whatsapp.sendFreeText Send a free-text WhatsApp message (only inside the 24h window)
whatsapp.sendInteractiveButtons Send a template with up-to-3 button replies
report.sendReply AI-draft a reply to the most recent inbound guest message and send it
report.sendOperatorNotification Send a WhatsApp notification to the operator (you)

Smart lock

Action What it does
nuki.generateCode Provision a Nuki PIN for the reservation, write to canonical guest row
nuki.revokeCode Revoke a Nuki PIN
nuki.regenerateCode Revoke + provision a new PIN (use only on guests ≥30 days past — see Access Codes Safety)

Guidebook & docs

Action What it does
guidebook.generate Produce the per-stay guidebook PDF and store it
guidebook.send Send the guidebook URL to the guest
invoice.generate Generate an invoice PDF
invoice.email Email an invoice to the guest

Operations

Action What it does
cleaner.assign Assign a cleaner to the cleaning task for a reservation (post-#171, respects May-16 unassignment guard)
task.complete Mark another task done (used when one task gates another)
task.snooze Push the due time forward
reservation.flag Tag a reservation for follow-up (e.g. disputed, vip)

What params an action exposes

The action's tRPC mutation declares a Zod schema for its input. The editor reads the schema and renders a form field per param. After #149, only operator-meaningful params are surfaced — internal telemetry params (aiOriginalBody, aiGuestMessageBody) marked [internal] in .describe() are hidden.

If you find a leak (an internal-looking param showing in the form), file a bug; the ratchet test at server/tests/actionDiscoveryRatchet.test.ts should catch it in CI but won't catch newly-added fields until they're triaged.

Adding a new action

Developer task — see CLAUDE.md section tRPC Procedures. Quick summary: add a tRPC mutation with .meta({ description: "..." }) and operator-meaningful Zod params. It appears in the action picker on next backend restart.

  • #149 — operator-meaningful params surface; internal telemetry hidden.
  • #171 — cleaner.assign honours May-16 unassignment fix.
  • #180 — every action that internally skips now returns skipped: true with a reason instead of silent success.
  • #185 — Add FAQ entry action fired with Property not found after schema regression.
Source: the FlatsBratislava operator manual.