mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 10:23:27 +00:00
feat: wizard step indicator, wider dialog, campaigns in admin sidebar, clear leads shortcut
- Import wizard: added step indicator (numbered circles), widened to max-w-5xl - Admin sidebar: added Marketing → Campaigns nav link - Clear campaign leads: Ctrl+Shift+C shortcut with campaign picker modal (test-only) - Test CSV data for all 3 campaigns - Defect fixing plan + CSV import spec docs - Session memory update Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
735
docs/superpowers/plans/2026-03-31-csv-lead-import.md
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735
docs/superpowers/plans/2026-03-31-csv-lead-import.md
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# CSV Lead Import — Implementation Plan
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> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
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**Goal:** Allow supervisors to import leads from CSV into an existing campaign via a modal wizard with column mapping and patient matching.
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**Architecture:** Client-side CSV parsing with a 3-step modal wizard (select campaign → upload/map/preview → import). Leads created via existing GraphQL proxy. No new sidecar endpoints needed.
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**Tech Stack:** React modal (Untitled UI), native FileReader + string split for CSV parsing, existing DataProvider for patient/lead matching, platform GraphQL mutations for lead creation.
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---
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## File Map
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| File | Action | Responsibility |
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|---|---|---|
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| `src/lib/csv-utils.ts` | Create | CSV parsing, phone normalization, fuzzy column matching |
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| `src/components/campaigns/lead-import-wizard.tsx` | Create | Modal wizard: campaign select → upload/preview → import |
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| `src/pages/campaigns.tsx` | Modify | Add "Import Leads" button |
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---
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### Task 1: CSV Parsing & Column Matching Utility
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**Files:**
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- Create: `src/lib/csv-utils.ts`
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- [ ] **Step 1: Create csv-utils.ts with parseCSV function**
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```typescript
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// src/lib/csv-utils.ts
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export type CSVRow = Record<string, string>;
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export type CSVParseResult = {
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headers: string[];
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rows: CSVRow[];
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};
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export const parseCSV = (text: string): CSVParseResult => {
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const lines = text.split(/\r?\n/).filter(line => line.trim());
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if (lines.length === 0) return { headers: [], rows: [] };
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const parseLine = (line: string): string[] => {
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const result: string[] = [];
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let current = '';
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let inQuotes = false;
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for (let i = 0; i < line.length; i++) {
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const char = line[i];
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if (char === '"') {
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if (inQuotes && line[i + 1] === '"') {
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current += '"';
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i++;
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} else {
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inQuotes = !inQuotes;
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}
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} else if (char === ',' && !inQuotes) {
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result.push(current.trim());
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current = '';
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} else {
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current += char;
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}
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}
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result.push(current.trim());
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return result;
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};
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const headers = parseLine(lines[0]);
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const rows = lines.slice(1).map(line => {
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const values = parseLine(line);
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const row: CSVRow = {};
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headers.forEach((header, i) => {
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row[header] = values[i] ?? '';
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});
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return row;
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});
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return { headers, rows };
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};
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```
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- [ ] **Step 2: Add normalizePhone function**
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```typescript
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export const normalizePhone = (raw: string): string => {
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const digits = raw.replace(/\D/g, '');
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const stripped = digits.length >= 12 && digits.startsWith('91') ? digits.slice(2) : digits;
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return stripped.slice(-10);
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};
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```
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- [ ] **Step 3: Add fuzzy column matching**
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```typescript
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export type LeadFieldMapping = {
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csvHeader: string;
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leadField: string | null;
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label: string;
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};
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const LEAD_FIELDS = [
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{ field: 'contactName.firstName', label: 'First Name', patterns: ['first name', 'firstname', 'name', 'patient name', 'patient'] },
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{ field: 'contactName.lastName', label: 'Last Name', patterns: ['last name', 'lastname', 'surname'] },
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{ field: 'contactPhone', label: 'Phone', patterns: ['phone', 'mobile', 'contact number', 'cell', 'phone number', 'mobile number'] },
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{ field: 'contactEmail', label: 'Email', patterns: ['email', 'email address', 'mail'] },
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{ field: 'interestedService', label: 'Interested Service', patterns: ['service', 'interested in', 'department', 'specialty', 'interest'] },
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{ field: 'priority', label: 'Priority', patterns: ['priority', 'urgency'] },
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{ field: 'utmSource', label: 'UTM Source', patterns: ['utm_source', 'utmsource', 'source'] },
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{ field: 'utmMedium', label: 'UTM Medium', patterns: ['utm_medium', 'utmmedium', 'medium'] },
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{ field: 'utmCampaign', label: 'UTM Campaign', patterns: ['utm_campaign', 'utmcampaign'] },
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{ field: 'utmTerm', label: 'UTM Term', patterns: ['utm_term', 'utmterm', 'term'] },
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{ field: 'utmContent', label: 'UTM Content', patterns: ['utm_content', 'utmcontent'] },
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];
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export const fuzzyMatchColumns = (csvHeaders: string[]): LeadFieldMapping[] => {
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const used = new Set<string>();
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return csvHeaders.map(header => {
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const normalized = header.toLowerCase().trim().replace(/[^a-z0-9 ]/g, '');
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let bestMatch: string | null = null;
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for (const field of LEAD_FIELDS) {
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if (used.has(field.field)) continue;
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if (field.patterns.some(p => normalized === p || normalized.includes(p))) {
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bestMatch = field.field;
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used.add(field.field);
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break;
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}
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}
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return {
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csvHeader: header,
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leadField: bestMatch,
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label: bestMatch ? LEAD_FIELDS.find(f => f.field === bestMatch)!.label : '',
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};
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});
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};
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export { LEAD_FIELDS };
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```
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- [ ] **Step 4: Add buildLeadPayload helper**
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```typescript
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export const buildLeadPayload = (
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row: CSVRow,
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mapping: LeadFieldMapping[],
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campaignId: string,
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patientId: string | null,
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platform: string | null,
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) => {
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const getValue = (field: string): string => {
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const entry = mapping.find(m => m.leadField === field);
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return entry ? (row[entry.csvHeader] ?? '').trim() : '';
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};
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const firstName = getValue('contactName.firstName') || 'Unknown';
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const lastName = getValue('contactName.lastName');
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const phone = normalizePhone(getValue('contactPhone'));
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if (!phone || phone.length < 10) return null;
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const sourceMap: Record<string, string> = {
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FACEBOOK: 'FACEBOOK_AD',
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GOOGLE: 'GOOGLE_AD',
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INSTAGRAM: 'INSTAGRAM',
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MANUAL: 'OTHER',
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};
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return {
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name: `${firstName} ${lastName}`.trim(),
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contactName: { firstName, lastName },
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contactPhone: { primaryPhoneNumber: `+91${phone}` },
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...(getValue('contactEmail') ? { contactEmail: { primaryEmail: getValue('contactEmail') } } : {}),
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...(getValue('interestedService') ? { interestedService: getValue('interestedService') } : {}),
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...(getValue('utmSource') ? { utmSource: getValue('utmSource') } : {}),
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...(getValue('utmMedium') ? { utmMedium: getValue('utmMedium') } : {}),
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...(getValue('utmCampaign') ? { utmCampaign: getValue('utmCampaign') } : {}),
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...(getValue('utmTerm') ? { utmTerm: getValue('utmTerm') } : {}),
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...(getValue('utmContent') ? { utmContent: getValue('utmContent') } : {}),
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source: sourceMap[platform ?? ''] ?? 'OTHER',
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status: 'NEW',
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campaignId,
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...(patientId ? { patientId } : {}),
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};
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};
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```
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- [ ] **Step 5: Commit**
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```bash
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git add src/lib/csv-utils.ts
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git commit -m "feat: CSV parsing, phone normalization, and fuzzy column matching utility"
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```
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---
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### Task 2: Lead Import Wizard Component
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**Files:**
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- Create: `src/components/campaigns/lead-import-wizard.tsx`
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- [ ] **Step 1: Create wizard component with campaign selection step**
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```typescript
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// src/components/campaigns/lead-import-wizard.tsx
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import { useState, useMemo, useCallback } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faFileImport, faCheck, faSpinner, faTriangleExclamation, faCloudArrowUp } from '@fortawesome/pro-duotone-svg-icons';
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import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
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import { Button } from '@/components/base/buttons/button';
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import { Badge } from '@/components/base/badges/badges';
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import { Table } from '@/components/application/table/table';
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import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
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import { Select } from '@/components/base/select/select';
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import { useData } from '@/providers/data-provider';
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import { apiClient } from '@/lib/api-client';
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import { parseCSV, fuzzyMatchColumns, buildLeadPayload, normalizePhone, LEAD_FIELDS, type LeadFieldMapping, type CSVRow } from '@/lib/csv-utils';
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import { cx } from '@/utils/cx';
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import type { Campaign } from '@/types/entities';
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import type { FC } from 'react';
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const FileImportIcon: FC<{ className?: string }> = ({ className }) => (
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<FontAwesomeIcon icon={faFileImport} className={className} />
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);
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type ImportStep = 'select-campaign' | 'upload-preview' | 'importing' | 'done';
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type ImportResult = {
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created: number;
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linkedToPatient: number;
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skippedDuplicate: number;
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skippedNoPhone: number;
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failed: number;
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total: number;
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};
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interface LeadImportWizardProps {
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isOpen: boolean;
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onOpenChange: (open: boolean) => void;
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}
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export const LeadImportWizard = ({ isOpen, onOpenChange }: LeadImportWizardProps) => {
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const { campaigns, leads, patients, refresh } = useData();
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const [step, setStep] = useState<ImportStep>('select-campaign');
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const [selectedCampaign, setSelectedCampaign] = useState<Campaign | null>(null);
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const [csvRows, setCsvRows] = useState<CSVRow[]>([]);
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const [csvHeaders, setCsvHeaders] = useState<string[]>([]);
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const [mapping, setMapping] = useState<LeadFieldMapping[]>([]);
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const [result, setResult] = useState<ImportResult | null>(null);
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const [importProgress, setImportProgress] = useState(0);
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const activeCampaigns = useMemo(() =>
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campaigns.filter(c => c.campaignStatus === 'ACTIVE' || c.campaignStatus === 'PAUSED'),
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[campaigns],
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);
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const handleClose = () => {
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onOpenChange(false);
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// Reset state after close animation
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setTimeout(() => {
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setStep('select-campaign');
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setSelectedCampaign(null);
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setCsvRows([]);
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setCsvHeaders([]);
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setMapping([]);
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setResult(null);
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setImportProgress(0);
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}, 300);
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};
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const handleCampaignSelect = (campaign: Campaign) => {
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setSelectedCampaign(campaign);
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setStep('upload-preview');
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};
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const handleFileUpload = (e: React.ChangeEvent<HTMLInputElement>) => {
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const file = e.target.files?.[0];
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if (!file) return;
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const reader = new FileReader();
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reader.onload = (event) => {
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const text = event.target?.result as string;
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const { headers, rows } = parseCSV(text);
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setCsvHeaders(headers);
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setCsvRows(rows);
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setMapping(fuzzyMatchColumns(headers));
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};
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reader.readAsText(file);
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};
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const handleMappingChange = (csvHeader: string, leadField: string | null) => {
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setMapping(prev => prev.map(m =>
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m.csvHeader === csvHeader ? { ...m, leadField, label: leadField ? LEAD_FIELDS.find(f => f.field === leadField)?.label ?? '' : '' } : m,
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));
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};
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// Patient matching for preview
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const rowsWithMatch = useMemo(() => {
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const phoneMapping = mapping.find(m => m.leadField === 'contactPhone');
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if (!phoneMapping || csvRows.length === 0) return [];
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const existingLeadPhones = new Set(
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leads.map(l => normalizePhone(l.contactPhone?.[0]?.number ?? '')).filter(p => p.length === 10),
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);
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const patientByPhone = new Map(
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patients
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.filter(p => p.phones?.primaryPhoneNumber)
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.map(p => [normalizePhone(p.phones!.primaryPhoneNumber), p]),
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);
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return csvRows.map(row => {
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const rawPhone = row[phoneMapping.csvHeader] ?? '';
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const phone = normalizePhone(rawPhone);
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const matchedPatient = phone.length === 10 ? patientByPhone.get(phone) : null;
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const isDuplicate = phone.length === 10 && existingLeadPhones.has(phone);
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const hasPhone = phone.length === 10;
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return { row, phone, matchedPatient, isDuplicate, hasPhone };
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});
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}, [csvRows, mapping, leads, patients]);
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const phoneIsMapped = mapping.some(m => m.leadField === 'contactPhone');
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const validCount = rowsWithMatch.filter(r => r.hasPhone && !r.isDuplicate).length;
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const duplicateCount = rowsWithMatch.filter(r => r.isDuplicate).length;
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const noPhoneCount = rowsWithMatch.filter(r => !r.hasPhone).length;
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const patientMatchCount = rowsWithMatch.filter(r => r.matchedPatient).length;
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const handleImport = async () => {
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if (!selectedCampaign) return;
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setStep('importing');
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const importResult: ImportResult = { created: 0, linkedToPatient: 0, skippedDuplicate: 0, skippedNoPhone: 0, failed: 0, total: rowsWithMatch.length };
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for (let i = 0; i < rowsWithMatch.length; i++) {
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const { row, isDuplicate, hasPhone, matchedPatient } = rowsWithMatch[i];
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if (!hasPhone) { importResult.skippedNoPhone++; setImportProgress(i + 1); continue; }
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if (isDuplicate) { importResult.skippedDuplicate++; setImportProgress(i + 1); continue; }
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const payload = buildLeadPayload(row, mapping, selectedCampaign.id, matchedPatient?.id ?? null, selectedCampaign.platform);
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if (!payload) { importResult.skippedNoPhone++; setImportProgress(i + 1); continue; }
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try {
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await apiClient.graphql(
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`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
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{ data: payload },
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{ silent: true },
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);
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importResult.created++;
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if (matchedPatient) importResult.linkedToPatient++;
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} catch {
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importResult.failed++;
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}
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setImportProgress(i + 1);
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}
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setResult(importResult);
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setStep('done');
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refresh();
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};
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// Available lead fields for mapping dropdown (exclude already-mapped ones)
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const availableFields = useMemo(() => {
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const usedFields = new Set(mapping.filter(m => m.leadField).map(m => m.leadField));
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return LEAD_FIELDS.map(f => ({
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id: f.field,
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name: f.label,
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isDisabled: usedFields.has(f.field),
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}));
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}, [mapping]);
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return (
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<ModalOverlay isOpen={isOpen} isDismissable onOpenChange={(open) => { if (!open) handleClose(); }}>
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<Modal className="sm:max-w-3xl">
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<Dialog>
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{() => (
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<div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden max-h-[85vh]">
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{/* Header */}
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<div className="flex items-center justify-between px-6 py-4 border-b border-secondary shrink-0">
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<div className="flex items-center gap-3">
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<FeaturedIcon icon={FileImportIcon} color="brand" theme="light" size="sm" />
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<div>
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<h2 className="text-lg font-semibold text-primary">Import Leads</h2>
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<p className="text-xs text-tertiary">
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{step === 'select-campaign' && 'Select a campaign to import leads into'}
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{step === 'upload-preview' && `Importing into: ${selectedCampaign?.campaignName}`}
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{step === 'importing' && 'Importing leads...'}
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{step === 'done' && 'Import complete'}
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</p>
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</div>
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</div>
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||||
<button onClick={handleClose} className="text-fg-quaternary hover:text-fg-secondary text-lg">×</button>
|
||||
</div>
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||||
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||||
{/* Content */}
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||||
<div className="flex-1 overflow-y-auto px-6 py-4 min-h-0">
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||||
|
||||
{/* Step 1: Campaign Cards */}
|
||||
{step === 'select-campaign' && (
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<div className="grid grid-cols-2 gap-3">
|
||||
{activeCampaigns.length === 0 ? (
|
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<p className="col-span-2 py-12 text-center text-sm text-tertiary">No active campaigns. Create a campaign first.</p>
|
||||
) : (
|
||||
activeCampaigns.map(campaign => (
|
||||
<button
|
||||
key={campaign.id}
|
||||
onClick={() => handleCampaignSelect(campaign)}
|
||||
className={cx(
|
||||
'flex flex-col items-start rounded-xl border-2 p-4 text-left transition duration-100 ease-linear hover:border-brand',
|
||||
selectedCampaign?.id === campaign.id ? 'border-brand bg-brand-primary' : 'border-secondary',
|
||||
)}
|
||||
>
|
||||
<span className="text-sm font-semibold text-primary">{campaign.campaignName ?? 'Untitled'}</span>
|
||||
<div className="mt-1 flex items-center gap-2">
|
||||
{campaign.platform && <Badge size="sm" color="brand" type="pill-color">{campaign.platform}</Badge>}
|
||||
<Badge size="sm" color={campaign.campaignStatus === 'ACTIVE' ? 'success' : 'gray'} type="pill-color">
|
||||
{campaign.campaignStatus}
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||||
</Badge>
|
||||
</div>
|
||||
<span className="mt-2 text-xs text-tertiary">{campaign.leadCount ?? 0} leads</span>
|
||||
</button>
|
||||
))
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Step 2: Upload + Preview */}
|
||||
{step === 'upload-preview' && (
|
||||
<div className="space-y-4">
|
||||
{/* File upload */}
|
||||
{csvRows.length === 0 ? (
|
||||
<label className="flex flex-col items-center justify-center rounded-xl border-2 border-dashed border-secondary py-12 cursor-pointer hover:border-brand hover:bg-brand-primary transition duration-100 ease-linear">
|
||||
<FontAwesomeIcon icon={faCloudArrowUp} className="size-8 text-fg-quaternary mb-3" />
|
||||
<span className="text-sm font-medium text-secondary">Drop CSV file here or click to browse</span>
|
||||
<span className="text-xs text-tertiary mt-1">CSV files only, max 5000 rows</span>
|
||||
<input type="file" accept=".csv" onChange={handleFileUpload} className="hidden" />
|
||||
</label>
|
||||
) : (
|
||||
<>
|
||||
{/* Validation banner */}
|
||||
{!phoneIsMapped && (
|
||||
<div className="flex items-center gap-2 rounded-lg bg-error-primary px-4 py-3">
|
||||
<FontAwesomeIcon icon={faTriangleExclamation} className="size-4 text-fg-error-primary" />
|
||||
<span className="text-sm font-medium text-error-primary">Phone column must be mapped to proceed</span>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Summary */}
|
||||
<div className="flex items-center gap-4 text-xs text-tertiary">
|
||||
<span>{csvRows.length} rows</span>
|
||||
<span className="text-success-primary">{validCount} ready</span>
|
||||
{patientMatchCount > 0 && <span className="text-brand-secondary">{patientMatchCount} existing patients</span>}
|
||||
{duplicateCount > 0 && <span className="text-warning-primary">{duplicateCount} duplicates</span>}
|
||||
{noPhoneCount > 0 && <span className="text-error-primary">{noPhoneCount} no phone</span>}
|
||||
</div>
|
||||
|
||||
{/* Column mapping + preview table */}
|
||||
<div className="overflow-x-auto rounded-lg border border-secondary">
|
||||
<table className="w-full text-xs">
|
||||
{/* Mapping row */}
|
||||
<thead>
|
||||
<tr className="bg-secondary">
|
||||
{mapping.map(m => (
|
||||
<th key={m.csvHeader} className="px-3 py-2 text-left font-normal">
|
||||
<div className="space-y-1">
|
||||
<span className="text-[10px] text-quaternary uppercase">{m.csvHeader}</span>
|
||||
<select
|
||||
value={m.leadField ?? ''}
|
||||
onChange={e => handleMappingChange(m.csvHeader, e.target.value || null)}
|
||||
className="w-full rounded border border-secondary bg-primary px-2 py-1 text-xs text-primary"
|
||||
>
|
||||
<option value="">Skip</option>
|
||||
{LEAD_FIELDS.map(f => (
|
||||
<option key={f.field} value={f.field}>{f.label}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
</th>
|
||||
))}
|
||||
<th className="px-3 py-2 text-left font-normal">
|
||||
<span className="text-[10px] text-quaternary uppercase">Patient Match</span>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{rowsWithMatch.slice(0, 20).map((item, i) => (
|
||||
<tr key={i} className={cx(
|
||||
'border-t border-secondary',
|
||||
item.isDuplicate && 'bg-warning-primary opacity-60',
|
||||
!item.hasPhone && 'bg-error-primary opacity-40',
|
||||
)}>
|
||||
{mapping.map(m => (
|
||||
<td key={m.csvHeader} className="px-3 py-2 text-tertiary truncate max-w-[150px]">
|
||||
{item.row[m.csvHeader] ?? ''}
|
||||
</td>
|
||||
))}
|
||||
<td className="px-3 py-2">
|
||||
{item.matchedPatient ? (
|
||||
<Badge size="sm" color="success" type="pill-color">
|
||||
{item.matchedPatient.fullName?.firstName ?? 'Patient'}
|
||||
</Badge>
|
||||
) : item.isDuplicate ? (
|
||||
<Badge size="sm" color="warning" type="pill-color">Duplicate</Badge>
|
||||
) : !item.hasPhone ? (
|
||||
<Badge size="sm" color="error" type="pill-color">No phone</Badge>
|
||||
) : (
|
||||
<Badge size="sm" color="gray" type="pill-color">New</Badge>
|
||||
)}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
{csvRows.length > 20 && (
|
||||
<div className="bg-secondary px-3 py-2 text-center text-xs text-tertiary">
|
||||
Showing 20 of {csvRows.length} rows
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Step 3: Importing */}
|
||||
{step === 'importing' && (
|
||||
<div className="flex flex-col items-center justify-center py-12">
|
||||
<FontAwesomeIcon icon={faSpinner} className="size-8 animate-spin text-brand-secondary mb-4" />
|
||||
<p className="text-sm font-semibold text-primary">Importing leads...</p>
|
||||
<p className="text-xs text-tertiary mt-1">{importProgress} of {rowsWithMatch.length}</p>
|
||||
<div className="mt-4 w-64 h-2 rounded-full bg-secondary overflow-hidden">
|
||||
<div
|
||||
className="h-full rounded-full bg-brand-solid transition-all duration-200"
|
||||
style={{ width: `${(importProgress / rowsWithMatch.length) * 100}%` }}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Step 4: Done */}
|
||||
{step === 'done' && result && (
|
||||
<div className="flex flex-col items-center justify-center py-12">
|
||||
<FeaturedIcon icon={({ className }) => <FontAwesomeIcon icon={faCheck} className={className} />} color="success" theme="light" size="lg" />
|
||||
<p className="text-lg font-semibold text-primary mt-4">Import Complete</p>
|
||||
<div className="mt-4 grid grid-cols-2 gap-3 w-64 text-center">
|
||||
<div className="rounded-lg bg-success-primary p-3">
|
||||
<p className="text-xl font-bold text-success-primary">{result.created}</p>
|
||||
<p className="text-xs text-tertiary">Created</p>
|
||||
</div>
|
||||
<div className="rounded-lg bg-brand-primary p-3">
|
||||
<p className="text-xl font-bold text-brand-secondary">{result.linkedToPatient}</p>
|
||||
<p className="text-xs text-tertiary">Linked to Patients</p>
|
||||
</div>
|
||||
{result.skippedDuplicate > 0 && (
|
||||
<div className="rounded-lg bg-warning-primary p-3">
|
||||
<p className="text-xl font-bold text-warning-primary">{result.skippedDuplicate}</p>
|
||||
<p className="text-xs text-tertiary">Duplicates</p>
|
||||
</div>
|
||||
)}
|
||||
{result.failed > 0 && (
|
||||
<div className="rounded-lg bg-error-primary p-3">
|
||||
<p className="text-xl font-bold text-error-primary">{result.failed}</p>
|
||||
<p className="text-xs text-tertiary">Failed</p>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Footer */}
|
||||
<div className="flex items-center justify-between px-6 py-4 border-t border-secondary shrink-0">
|
||||
{step === 'select-campaign' && (
|
||||
<Button size="sm" color="secondary" onClick={handleClose}>Cancel</Button>
|
||||
)}
|
||||
{step === 'upload-preview' && (
|
||||
<>
|
||||
<Button size="sm" color="secondary" onClick={() => { setStep('select-campaign'); setCsvRows([]); setMapping([]); }}>Back</Button>
|
||||
<Button size="sm" color="primary" onClick={handleImport} isDisabled={!phoneIsMapped || validCount === 0}>
|
||||
Import {validCount} Lead{validCount !== 1 ? 's' : ''}
|
||||
</Button>
|
||||
</>
|
||||
)}
|
||||
{step === 'done' && (
|
||||
<Button size="sm" color="primary" onClick={handleClose} className="ml-auto">Done</Button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</Dialog>
|
||||
</Modal>
|
||||
</ModalOverlay>
|
||||
);
|
||||
};
|
||||
```
|
||||
|
||||
- [ ] **Step 2: Commit**
|
||||
|
||||
```bash
|
||||
git add src/components/campaigns/lead-import-wizard.tsx
|
||||
git commit -m "feat: lead import wizard with campaign selection, CSV preview, and patient matching"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 3: Add Import Button to Campaigns Page
|
||||
|
||||
**Files:**
|
||||
- Modify: `src/pages/campaigns.tsx`
|
||||
|
||||
- [ ] **Step 1: Import LeadImportWizard and add state + button**
|
||||
|
||||
Add import at top of `campaigns.tsx`:
|
||||
|
||||
```typescript
|
||||
import { LeadImportWizard } from '@/components/campaigns/lead-import-wizard';
|
||||
```
|
||||
|
||||
Add state inside `CampaignsPage` component:
|
||||
|
||||
```typescript
|
||||
const [importOpen, setImportOpen] = useState(false);
|
||||
```
|
||||
|
||||
Add button next to the TopBar or in the header area. Replace the existing `TopBar` line:
|
||||
|
||||
```typescript
|
||||
<TopBar title="Campaigns" subtitle={subtitle} />
|
||||
```
|
||||
|
||||
with:
|
||||
|
||||
```typescript
|
||||
<TopBar title="Campaigns" subtitle={subtitle}>
|
||||
<Button
|
||||
size="sm"
|
||||
color="primary"
|
||||
iconLeading={({ className }: { className?: string }) => (
|
||||
<FontAwesomeIcon icon={faFileImport} className={className} />
|
||||
)}
|
||||
onClick={() => setImportOpen(true)}
|
||||
>
|
||||
Import Leads
|
||||
</Button>
|
||||
</TopBar>
|
||||
```
|
||||
|
||||
Add the import for `faFileImport`:
|
||||
|
||||
```typescript
|
||||
import { faPenToSquare, faFileImport } from '@fortawesome/pro-duotone-svg-icons';
|
||||
```
|
||||
|
||||
Add the wizard component before the closing `</div>` of the return, after the CampaignEditSlideout:
|
||||
|
||||
```typescript
|
||||
<LeadImportWizard isOpen={importOpen} onOpenChange={setImportOpen} />
|
||||
```
|
||||
|
||||
- [ ] **Step 2: Check if TopBar accepts children**
|
||||
|
||||
Read `src/components/layout/top-bar.tsx` to verify it renders `children`. If not, place the button differently — inside the existing header div in campaigns.tsx.
|
||||
|
||||
- [ ] **Step 3: Type check**
|
||||
|
||||
Run: `npx tsc --noEmit --pretty`
|
||||
Expected: Clean (no errors)
|
||||
|
||||
- [ ] **Step 4: Build**
|
||||
|
||||
Run: `npm run build`
|
||||
Expected: Build succeeds
|
||||
|
||||
- [ ] **Step 5: Commit**
|
||||
|
||||
```bash
|
||||
git add src/pages/campaigns.tsx
|
||||
git commit -m "feat: add Import Leads button to campaigns page"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Task 4: Integration Verification
|
||||
|
||||
- [ ] **Step 1: Verify full build**
|
||||
|
||||
```bash
|
||||
npm run build
|
||||
```
|
||||
|
||||
Expected: Build succeeds with no type errors.
|
||||
|
||||
- [ ] **Step 2: Manual test checklist**
|
||||
|
||||
1. Navigate to Campaigns page as admin
|
||||
2. "Import Leads" button visible
|
||||
3. Click → modal opens with campaign cards
|
||||
4. Select a campaign → proceeds to upload step
|
||||
5. Upload a test CSV → column mapping appears with fuzzy matches
|
||||
6. Phone column auto-detected
|
||||
7. Patient match column shows "Existing" or "New" badges
|
||||
8. Duplicate leads highlighted
|
||||
9. Click Import → progress bar → summary
|
||||
10. Close modal → campaign lead count updated
|
||||
|
||||
- [ ] **Step 3: Create a test CSV file for verification**
|
||||
|
||||
```csv
|
||||
First Name,Last Name,Phone,Email,Service,Priority
|
||||
Ganesh,Bandi,8885540404,ganesh@email.com,Back Pain,HIGH
|
||||
Meghana,,7702055204,meghana@email.com,Hair Loss,NORMAL
|
||||
Priya,Sharma,9949879837,,Prenatal Care,NORMAL
|
||||
New,Patient,9876500001,,General Checkup,LOW
|
||||
```
|
||||
|
||||
- [ ] **Step 4: Final commit with test data**
|
||||
|
||||
```bash
|
||||
git add -A
|
||||
git commit -m "feat: CSV lead import — complete wizard with campaign selection, mapping, and patient matching"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Execution Notes
|
||||
|
||||
- The wizard uses the existing `ModalOverlay`/`Modal`/`Dialog` pattern from Untitled UI (same as disposition modal)
|
||||
- CSV parsing is native (no npm dependency) — handles quoted fields and commas
|
||||
- Patient matching uses DataProvider data already in memory — no additional API calls for matching
|
||||
- Lead creation uses existing GraphQL proxy — no new sidecar endpoint
|
||||
- The `useData().refresh()` call after import updates all DataProvider consumers (campaign lead counts, lead master, etc.)
|
||||
Reference in New Issue
Block a user