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:
2026-03-31 12:45:05 +05:30
parent d9e2bedc1b
commit 7af1ccb713
9 changed files with 963 additions and 2 deletions

View File

@@ -19,6 +19,53 @@ const FileImportIcon: FC<{ className?: string }> = ({ className }) => (
type ImportStep = 'select-campaign' | 'upload-preview' | 'importing' | 'done';
const WIZARD_STEPS = [
{ key: 'select-campaign', label: 'Select Campaign', number: 1 },
{ key: 'upload-preview', label: 'Upload & Map', number: 2 },
{ key: 'done', label: 'Import', number: 3 },
] as const;
const StepIndicator = ({ currentStep }: { currentStep: ImportStep }) => {
const activeIndex = currentStep === 'importing' ? 2 : WIZARD_STEPS.findIndex(s => s.key === currentStep);
return (
<div className="flex items-center justify-center gap-0 px-6 py-3 border-b border-secondary shrink-0">
{WIZARD_STEPS.map((step, i) => {
const isComplete = i < activeIndex;
const isActive = i === activeIndex;
const isLast = i === WIZARD_STEPS.length - 1;
return (
<div key={step.key} className="flex items-center">
<div className="flex items-center gap-2">
<div className={cx(
'flex size-7 items-center justify-center rounded-full text-xs font-semibold transition duration-100 ease-linear',
isComplete ? 'bg-brand-solid text-white' :
isActive ? 'bg-brand-solid text-white ring-4 ring-brand-100' :
'bg-secondary text-quaternary',
)}>
{isComplete ? <FontAwesomeIcon icon={faCheck} className="size-3" /> : step.number}
</div>
<span className={cx(
'text-xs font-medium whitespace-nowrap',
isActive ? 'text-brand-secondary' : isComplete ? 'text-primary' : 'text-quaternary',
)}>
{step.label}
</span>
</div>
{!isLast && (
<div className={cx(
'mx-3 h-px w-12',
i < activeIndex ? 'bg-brand-solid' : 'bg-secondary',
)} />
)}
</div>
);
})}
</div>
);
};
type ImportResult = {
created: number;
linkedToPatient: number;
@@ -152,7 +199,7 @@ export const LeadImportWizard = ({ isOpen, onOpenChange }: LeadImportWizardProps
return (
<ModalOverlay isOpen={isOpen} isDismissable onOpenChange={(open) => { if (!open) handleClose(); }}>
<Modal className="sm:max-w-3xl">
<Modal className="sm:max-w-5xl">
<Dialog>
{() => (
<div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden max-h-[85vh]">
@@ -173,6 +220,9 @@ export const LeadImportWizard = ({ isOpen, onOpenChange }: LeadImportWizardProps
<button onClick={handleClose} className="text-fg-quaternary hover:text-fg-secondary text-lg">&times;</button>
</div>
{/* Step indicator */}
<StepIndicator currentStep={step} />
{/* Content */}
<div className="flex-1 overflow-y-auto px-6 py-4 min-h-0">
{/* Step 1: Campaign Cards */}

View File

@@ -7,6 +7,7 @@ import { SipProvider } from '@/providers/sip-provider';
import { useSip } from '@/providers/sip-provider';
import { CallWidget } from '@/components/call-desk/call-widget';
import { MaintOtpModal } from '@/components/modals/maint-otp-modal';
import { ClearCampaignLeadsModal } from '@/components/modals/clear-campaign-leads-modal';
import { AgentStatusToggle } from '@/components/call-desk/agent-status-toggle';
import { NotificationBell } from './notification-bell';
import { useAuth } from '@/providers/auth-provider';
@@ -79,7 +80,8 @@ export const AppShell = ({ children }: AppShellProps) => {
</div>
{isCCAgent && pathname !== '/' && pathname !== '/call-desk' && <CallWidget />}
</div>
<MaintOtpModal isOpen={isOpen} onOpenChange={(open) => !open && close()} action={activeAction} />
<MaintOtpModal isOpen={isOpen && activeAction?.endpoint !== '__client__clear-campaign-leads'} onOpenChange={(open) => !open && close()} action={activeAction} />
<ClearCampaignLeadsModal isOpen={isOpen && activeAction?.endpoint === '__client__clear-campaign-leads'} onOpenChange={(open) => !open && close()} />
</SipProvider>
);
};

View File

@@ -73,6 +73,9 @@ const getNavSections = (role: string): NavSection[] => {
{ label: 'Call Recordings', href: '/call-recordings', icon: IconFileAudio },
{ label: 'Missed Calls', href: '/missed-calls', icon: IconPhoneMissed },
]},
{ label: 'Marketing', items: [
{ label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
]},
{ label: 'Admin', items: [
{ label: 'Settings', href: '/settings', icon: IconGear },
]},

View File

@@ -0,0 +1,122 @@
import { useState } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faTrash } from '@fortawesome/pro-duotone-svg-icons';
import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
import { Button } from '@/components/base/buttons/button';
import { Badge } from '@/components/base/badges/badges';
import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
import { useData } from '@/providers/data-provider';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
import { cx } from '@/utils/cx';
import type { FC } from 'react';
const TrashIcon: FC<{ className?: string }> = ({ className }) => (
<FontAwesomeIcon icon={faTrash} className={className} />
);
interface ClearCampaignLeadsModalProps {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
}
export const ClearCampaignLeadsModal = ({ isOpen, onOpenChange }: ClearCampaignLeadsModalProps) => {
const { campaigns, leads, refresh } = useData();
const [selectedId, setSelectedId] = useState<string | null>(null);
const [clearing, setClearing] = useState(false);
const leadsPerCampaign = (campaignId: string) =>
leads.filter(l => l.campaignId === campaignId).length;
const handleClear = async () => {
if (!selectedId) return;
const campaignLeads = leads.filter(l => l.campaignId === selectedId);
if (campaignLeads.length === 0) {
notify.info('No Leads', 'No leads to clear for this campaign');
return;
}
setClearing(true);
let deleted = 0;
for (const lead of campaignLeads) {
try {
await apiClient.graphql(
`mutation($id: UUID!) { deleteLead(id: $id) { id } }`,
{ id: lead.id },
{ silent: true },
);
deleted++;
} catch {
// continue
}
}
notify.success('Leads Cleared', `${deleted} leads deleted from campaign`);
setClearing(false);
setSelectedId(null);
onOpenChange(false);
refresh();
};
const handleClose = () => {
if (clearing) return;
onOpenChange(false);
setSelectedId(null);
};
const selectedLeadCount = selectedId ? leadsPerCampaign(selectedId) : 0;
return (
<ModalOverlay isOpen={isOpen} onOpenChange={handleClose} isDismissable>
<Modal className="sm:max-w-md">
<Dialog>
{() => (
<div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden">
<div className="flex flex-col items-center gap-3 px-6 pt-6 pb-4">
<FeaturedIcon icon={TrashIcon} color="error" theme="light" size="md" />
<h2 className="text-lg font-semibold text-primary">Clear Campaign Leads</h2>
<p className="text-xs text-tertiary text-center">Select a campaign to delete all its imported leads. This cannot be undone.</p>
</div>
<div className="px-6 pb-4 space-y-2 max-h-60 overflow-y-auto">
{campaigns.map(c => {
const count = leadsPerCampaign(c.id);
return (
<button
key={c.id}
onClick={() => setSelectedId(c.id)}
className={cx(
'flex w-full items-center justify-between rounded-lg border-2 px-3 py-2.5 text-left transition duration-100 ease-linear',
selectedId === c.id ? 'border-error bg-error-primary' : 'border-secondary hover:border-error',
)}
>
<span className="text-sm font-medium text-primary">{c.campaignName ?? 'Untitled'}</span>
<Badge size="sm" color={count > 0 ? 'error' : 'gray'} type="pill-color">{count} leads</Badge>
</button>
);
})}
</div>
<div className="flex items-center gap-3 border-t border-secondary px-6 py-4">
<Button size="md" color="secondary" onClick={handleClose} className="flex-1" isDisabled={clearing}>
Cancel
</Button>
<Button
size="md"
color="primary-destructive"
onClick={handleClear}
isDisabled={!selectedId || selectedLeadCount === 0 || clearing}
isLoading={clearing}
className="flex-1"
>
{clearing ? 'Clearing...' : `Delete ${selectedLeadCount} Leads`}
</Button>
</div>
</div>
)}
</Dialog>
</Modal>
</ModalOverlay>
);
};

View File

@@ -27,6 +27,11 @@ const MAINT_ACTIONS: Record<string, MaintAction> = {
label: 'Fix Timestamps',
description: 'Correct call timestamps that were stored with IST double-offset.',
},
clearCampaignLeads: {
endpoint: '__client__clear-campaign-leads',
label: 'Clear Campaign Leads',
description: 'Delete all imported leads from a selected campaign. For testing only.',
},
};
export const useMaintShortcuts = () => {
@@ -61,6 +66,10 @@ export const useMaintShortcuts = () => {
e.preventDefault();
openAction(MAINT_ACTIONS.fixTimestamps);
}
if (e.ctrlKey && e.shiftKey && e.key === 'C') {
e.preventDefault();
openAction(MAINT_ACTIONS.clearCampaignLeads);
}
};
window.addEventListener('keydown', handler);