feat: AI coaching panel — summary card, suggestions, structured responses

- ai-summary-card.tsx: Zone 1 — patient profile (name, badges, AI summary,
  source/campaign, appointment pills)
- ai-suggestions.tsx: Zone 2 — collapsible suggestion pills with expand,
  script display, "Tell me more" action
- ai-chat-panel.tsx: rewritten — orchestrates 3 zones, parses structured
  JSON from AI responses, progressive suggestion updates
- context-panel.tsx: removed P360 tab toggle and all legacy sections,
  single coaching surface with callerSummary prop

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-04-17 11:16:00 +05:30
parent 275b2a6292
commit b3ba840dec
4 changed files with 283 additions and 334 deletions

View File

@@ -1,9 +1,11 @@
import type { ReactNode } from 'react';
import { useRef, useEffect } from 'react';
import { useState, useRef, useEffect, useCallback } from 'react';
import { useThemeTokens } from '@/providers/theme-token-provider';
import { useChat } from '@ai-sdk/react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faPaperPlaneTop, faSparkles, faUserHeadset } from '@fortawesome/pro-duotone-svg-icons';
import { AiSummaryCard, type CallerSummary } from './ai-summary-card';
import { AiSuggestions, type Suggestion } from './ai-suggestions';
const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
@@ -16,14 +18,10 @@ type CallerContext = {
interface AiChatPanelProps {
callerContext?: CallerContext;
callerSummary?: CallerSummary | null;
onChatStart?: () => void;
}
// Supervisor has different quick-action prompts than the CC agent — they
// ask about team metrics, not patient / doctor info. Hardcoded here rather
// than in theme tokens because the prompts map 1:1 to the supervisor tool
// set in ai-chat.controller.ts (get_agent_performance, get_call_summary,
// get_campaign_stats) — changing the tools means changing these prompts.
const SUPERVISOR_QUICK_ACTIONS = [
{ label: 'Agent performance', prompt: 'Show me agent performance this week.' },
{ label: 'Call summary', prompt: 'Summarize call activity this week.' },
@@ -33,27 +31,49 @@ const SUPERVISOR_QUICK_ACTIONS = [
const SUPERVISOR_INTRO = 'Ask me about agent performance, call trends, or campaign stats.';
export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) => {
const parseAiResponse = (content: string): { message: string; suggestions: Suggestion[] } => {
const trimmed = content.trim();
try {
const parsed = JSON.parse(trimmed);
if (parsed.message) {
return {
message: parsed.message,
suggestions: Array.isArray(parsed.suggestions) ? parsed.suggestions : [],
};
}
} catch {}
return { message: content, suggestions: [] };
};
export const AiChatPanel = ({ callerContext, callerSummary, onChatStart }: AiChatPanelProps) => {
const { tokens } = useThemeTokens();
const isSupervisor = callerContext?.type === 'supervisor';
const quickActions = isSupervisor ? SUPERVISOR_QUICK_ACTIONS : tokens.ai.quickActions;
const introText = isSupervisor ? SUPERVISOR_INTRO : 'Ask me about doctors, clinics, packages, or patient info.';
const messagesEndRef = useRef<HTMLDivElement>(null);
const chatStartedRef = useRef(false);
const [suggestions, setSuggestions] = useState<Suggestion[]>([]);
const token = localStorage.getItem('helix_access_token') ?? '';
const { messages, input, handleSubmit, handleInputChange, isLoading, append, setMessages } = useChat({
api: `${API_URL}/api/ai/stream`,
streamProtocol: 'text',
headers: {
'Authorization': `Bearer ${token}`,
},
body: {
context: callerContext,
},
headers: { 'Authorization': `Bearer ${token}` },
body: { context: callerContext },
});
useEffect(() => {
if (isLoading) return;
const lastAssistant = [...messages].reverse().find(m => m.role === 'assistant');
if (lastAssistant) {
const parsed = parseAiResponse(lastAssistant.content);
if (parsed.suggestions.length > 0) {
setSuggestions(parsed.suggestions);
}
}
}, [messages, isLoading]);
useEffect(() => {
const el = messagesEndRef.current;
if (el?.parentElement) {
@@ -65,37 +85,27 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
}
}, [messages, onChatStart]);
// Auto-fire a patient-summary request when a caller with a leadId appears
// on the panel. Resets whenever the caller changes (new incoming call) or
// the call ends (leadId clears), so each call starts fresh. The sidecar's
// AI agent inspects the leadId and replies with appointment/disposition/
// notes history when the caller is a returning patient.
const autoFiredForLeadRef = useRef<string | null>(null);
useEffect(() => {
const leadId = callerContext?.leadId ?? null;
// Call ended or no caller — wipe the panel so the next caller's
// context doesn't bleed over and the agent isn't staring at a stale
// summary in the worklist view between calls.
if (!leadId) {
if (autoFiredForLeadRef.current !== null) {
autoFiredForLeadRef.current = null;
setMessages([]);
setSuggestions([]);
chatStartedRef.current = false;
}
return;
}
if (autoFiredForLeadRef.current === leadId) return;
// New caller — clear any prior chat state and fire the summary prompt.
autoFiredForLeadRef.current = leadId;
setMessages([]);
setSuggestions([]);
chatStartedRef.current = false;
const name = callerContext?.leadName ?? 'this caller';
append({
role: 'user',
content: `Give me a quick summary of ${name} — prior appointments, last disposition, any outstanding notes. If net-new, say so.`,
content: `Give me a quick summary of ${name} and suggest relevant actions for this call.`,
});
}, [callerContext?.leadId, callerContext?.leadName, append, setMessages]);
@@ -103,15 +113,34 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
append({ role: 'user', content: prompt });
};
const handleTellMeMore = useCallback((suggestion: Suggestion) => {
append({
role: 'user',
content: `Tell me more about "${suggestion.title}" — give me a detailed script and any relevant details.`,
});
}, [append]);
const displayMessages = messages.map(msg => {
if (msg.role === 'assistant') {
const parsed = parseAiResponse(msg.content);
return { ...msg, content: parsed.message };
}
return msg;
});
return (
<div className="flex h-full flex-col p-3">
<div className="flex h-full flex-col gap-2 p-3">
{!isSupervisor && <AiSummaryCard caller={callerSummary ?? null} />}
{!isSupervisor && suggestions.length > 0 && (
<AiSuggestions suggestions={suggestions} onTellMeMore={handleTellMeMore} />
)}
<div className="flex-1 space-y-3 overflow-y-auto min-h-0">
{messages.length === 0 && (
{displayMessages.length === 0 && (
<div className="flex flex-col items-center justify-center py-6 text-center">
<FontAwesomeIcon icon={faSparkles} className="mb-2 size-6 text-fg-brand-primary" />
<p className="text-xs text-tertiary">
{introText}
</p>
<p className="text-xs text-tertiary">{introText}</p>
<div className="mt-3 flex flex-wrap justify-center gap-1.5">
{quickActions.map((action) => (
<button
@@ -127,18 +156,11 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
</div>
)}
{messages.map((msg) => (
<div
key={msg.id}
className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}
>
<div
className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
msg.role === 'user'
? 'bg-brand-solid text-white'
: 'bg-secondary text-primary'
}`}
>
{displayMessages.map((msg) => (
<div key={msg.id} className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}>
<div className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
msg.role === 'user' ? 'bg-brand-solid text-white' : 'bg-secondary text-primary'
}`}>
{msg.role === 'assistant' && (
<div className="mb-1 flex items-center gap-1">
<FontAwesomeIcon icon={faSparkles} className="size-2.5 text-fg-brand-primary" />
@@ -165,7 +187,7 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
<div ref={messagesEndRef} />
</div>
<form onSubmit={handleSubmit} className="mt-2 flex items-center gap-2 shrink-0">
<form onSubmit={handleSubmit} className="flex items-center gap-2 shrink-0">
<div className="flex flex-1 items-center rounded-lg border border-secondary bg-primary shadow-xs transition duration-100 ease-linear focus-within:border-brand focus-within:ring-4 focus-within:ring-brand-100">
<FontAwesomeIcon icon={faUserHeadset} className="ml-2.5 size-3.5 text-fg-quaternary" />
<input
@@ -188,20 +210,17 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
</div>
);
};
// Tool result cards will be added in Phase 2 when SDK versions are aligned for data stream protocol
const parseLine = (text: string): ReactNode[] => {
const parts: ReactNode[] = [];
const boldPattern = /\*\*(.+?)\*\*/g;
let lastIndex = 0;
let match: RegExpExecArray | null;
while ((match = boldPattern.exec(text)) !== null) {
if (match.index > lastIndex) parts.push(text.slice(lastIndex, match.index));
parts.push(<strong key={match.index} className="font-semibold">{match[1]}</strong>);
lastIndex = boldPattern.lastIndex;
}
if (lastIndex < text.length) parts.push(text.slice(lastIndex));
return parts.length > 0 ? parts : [text];
};
@@ -209,7 +228,6 @@ const parseLine = (text: string): ReactNode[] => {
const MessageContent = ({ content }: { content: string }) => {
if (!content) return null;
const lines = content.split('\n');
return (
<div className="space-y-1">
{lines.map((line, i) => {