mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
feat: rules engine — priority config UI + worklist scoring
- Rules engine spec v2 (priority vs automation rules distinction) - Priority Rules settings page with weight sliders, SLA config, campaign/source weights - Collapsible config sections with dynamic headers - Live worklist preview panel with client-side scoring - AI assistant panel (collapsible) with rules-engine-specific system prompt - Worklist panel: score display with SLA status dots, sort by score - Scoring library (scoring.ts) for client-side preview computation - Sidebar: Rules Engine nav item under Configuration Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -85,6 +85,11 @@ type WorklistRow = {
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source: string | null;
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lastDisposition: string | null;
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missedCallId: string | null;
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// Rules engine scoring (from sidecar)
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score?: number;
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scoreBreakdown?: { baseScore: number; slaMultiplier: number; campaignMultiplier: number; rulesApplied: string[] };
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slaStatus?: 'low' | 'medium' | 'high' | 'critical';
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slaElapsedPercent?: number;
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};
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const priorityConfig: Record<string, { color: 'error' | 'warning' | 'brand' | 'gray'; label: string; sort: number }> = {
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@@ -228,7 +233,9 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
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// Remove rows without a phone number — agent can't act on them
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const actionableRows = rows.filter(r => r.phoneRaw);
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// Sort by rules engine score if available, otherwise by priority + createdAt
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actionableRows.sort((a, b) => {
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if (a.score != null && b.score != null) return b.score - a.score;
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const pa = priorityConfig[a.priority]?.sort ?? 2;
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const pb = priorityConfig[b.priority]?.sort ?? 2;
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if (pa !== pb) return pa - pb;
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@@ -280,6 +287,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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rows = [...rows].sort((a, b) => {
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switch (sortDescriptor.column) {
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case 'priority': {
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if (a.score != null && b.score != null) return (a.score - b.score) * dir;
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const pa = priorityConfig[a.priority]?.sort ?? 2;
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const pb = priorityConfig[b.priority]?.sort ?? 2;
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return (pa - pb) * dir;
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@@ -404,7 +412,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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<div className="flex flex-1 flex-col min-h-0 overflow-hidden px-2 pt-3">
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<Table size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
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<Table.Header>
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<Table.Head id="priority" label="PRIORITY" className="w-20" isRowHeader allowsSorting />
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<Table.Head id="priority" label="SCORE" className="w-20" isRowHeader allowsSorting />
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<Table.Head id="name" label="PATIENT" allowsSorting />
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<Table.Head label="PHONE" />
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<Table.Head label={tab === 'missed' ? 'BRANCH' : 'SOURCE'} className="w-28" />
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@@ -433,9 +441,22 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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}}
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>
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<Table.Cell>
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<Badge size="sm" color={priority.color} type="pill-color">
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{priority.label}
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</Badge>
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{row.score != null ? (
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<div className="flex items-center gap-2" title={row.scoreBreakdown ? `${row.scoreBreakdown.rulesApplied.join(', ')}\nSLA: ×${row.scoreBreakdown.slaMultiplier}\nCampaign: ×${row.scoreBreakdown.campaignMultiplier}` : undefined}>
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<span className={cx(
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'size-2.5 rounded-full shrink-0',
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row.slaStatus === 'low' && 'bg-success-solid',
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row.slaStatus === 'medium' && 'bg-warning-solid',
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row.slaStatus === 'high' && 'bg-error-solid',
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row.slaStatus === 'critical' && 'bg-error-solid animate-pulse',
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)} />
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<span className="text-xs font-bold tabular-nums text-primary">{row.score.toFixed(1)}</span>
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</div>
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) : (
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<Badge size="sm" color={priority.color} type="pill-color">
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{priority.label}
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</Badge>
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)}
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</Table.Cell>
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<Table.Cell>
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<div className="flex items-center gap-2">
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@@ -18,6 +18,7 @@ import {
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faChartLine,
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faFileAudio,
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faPhoneMissed,
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faSlidersUp,
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} from "@fortawesome/pro-duotone-svg-icons";
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import { faIcon } from "@/lib/icon-wrapper";
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import { useAtom } from "jotai";
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@@ -51,6 +52,7 @@ const IconTowerBroadcast = faIcon(faTowerBroadcast);
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const IconChartLine = faIcon(faChartLine);
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const IconFileAudio = faIcon(faFileAudio);
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const IconPhoneMissed = faIcon(faPhoneMissed);
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const IconSlidersUp = faIcon(faSlidersUp);
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type NavSection = {
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label: string;
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@@ -76,6 +78,9 @@ const getNavSections = (role: string): NavSection[] => {
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{ label: 'Marketing', items: [
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{ label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
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]},
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{ label: 'Configuration', items: [
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{ label: 'Rules Engine', href: '/rules', icon: IconSlidersUp },
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]},
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{ label: 'Admin', items: [
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{ label: 'Settings', href: '/settings', icon: IconGear },
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]},
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55
src/components/rules/campaign-weights-panel.tsx
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55
src/components/rules/campaign-weights-panel.tsx
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@@ -0,0 +1,55 @@
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import { useMemo } from 'react';
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import { WeightSliderRow } from './weight-slider-row';
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import { CollapsibleSection } from './collapsible-section';
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import { useData } from '@/providers/data-provider';
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import type { PriorityConfig } from '@/lib/scoring';
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interface CampaignWeightsPanelProps {
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config: PriorityConfig;
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onChange: (config: PriorityConfig) => void;
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}
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export const CampaignWeightsPanel = ({ config, onChange }: CampaignWeightsPanelProps) => {
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const { campaigns } = useData();
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const updateCampaign = (campaignId: string, weight: number) => {
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onChange({
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...config,
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campaignWeights: { ...config.campaignWeights, [campaignId]: weight },
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});
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};
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const badge = useMemo(() => {
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if (!campaigns || campaigns.length === 0) return 'No campaigns';
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const configured = campaigns.filter(c => config.campaignWeights[c.id] != null).length;
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return `${campaigns.length} campaigns · ${configured} configured`;
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}, [campaigns, config.campaignWeights]);
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if (!campaigns || campaigns.length === 0) {
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return (
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<CollapsibleSection title="Campaign Weights" badge="No campaigns" defaultOpen={false}>
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<p className="text-xs text-tertiary py-2">Campaign weights will apply once campaigns are created.</p>
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</CollapsibleSection>
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);
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}
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return (
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<CollapsibleSection
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title="Campaign Weights"
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subtitle="Higher-weighted campaigns get their leads called first"
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badge={badge}
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defaultOpen={false}
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>
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<div className="divide-y divide-tertiary">
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{campaigns.map(campaign => (
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<WeightSliderRow
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key={campaign.id}
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label={campaign.campaignName ?? 'Untitled Campaign'}
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weight={config.campaignWeights[campaign.id] ?? 5}
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onWeightChange={(w) => updateCampaign(campaign.id, w)}
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/>
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))}
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</div>
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</CollapsibleSection>
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);
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};
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56
src/components/rules/collapsible-section.tsx
Normal file
56
src/components/rules/collapsible-section.tsx
Normal file
@@ -0,0 +1,56 @@
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import { useState } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faChevronDown, faChevronRight } from '@fortawesome/pro-duotone-svg-icons';
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import { cx } from '@/utils/cx';
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interface CollapsibleSectionProps {
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title: string;
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subtitle?: string;
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badge?: string;
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badgeColor?: string;
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defaultOpen?: boolean;
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children: React.ReactNode;
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}
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export const CollapsibleSection = ({
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title,
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subtitle,
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badge,
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badgeColor = 'text-brand-secondary',
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defaultOpen = true,
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children,
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}: CollapsibleSectionProps) => {
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const [open, setOpen] = useState(defaultOpen);
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return (
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<div className="rounded-xl border border-secondary bg-primary overflow-hidden">
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<button
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onClick={() => setOpen(!open)}
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className="flex w-full items-center justify-between px-5 py-3.5 hover:bg-primary_hover transition duration-100 ease-linear"
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>
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<div className="flex items-center gap-3">
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<FontAwesomeIcon
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icon={open ? faChevronDown : faChevronRight}
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className="size-3 text-fg-quaternary"
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/>
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<div className="text-left">
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<div className="flex items-center gap-2">
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<span className="text-sm font-semibold text-primary">{title}</span>
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{badge && (
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<span className={cx('text-xs font-medium tabular-nums', badgeColor)}>
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{badge}
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</span>
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)}
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</div>
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{subtitle && <p className="text-xs text-tertiary mt-0.5">{subtitle}</p>}
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</div>
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</div>
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</button>
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{open && (
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<div className="border-t border-secondary px-5 pb-4">
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{children}
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</div>
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)}
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</div>
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);
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};
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80
src/components/rules/priority-config-panel.tsx
Normal file
80
src/components/rules/priority-config-panel.tsx
Normal file
@@ -0,0 +1,80 @@
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import { useMemo } from 'react';
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import { WeightSliderRow } from './weight-slider-row';
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import { CollapsibleSection } from './collapsible-section';
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import { TASK_TYPE_LABELS } from '@/lib/scoring';
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import type { PriorityConfig } from '@/lib/scoring';
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interface PriorityConfigPanelProps {
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config: PriorityConfig;
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onChange: (config: PriorityConfig) => void;
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}
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const TASK_TYPE_ORDER = ['missed_call', 'follow_up', 'campaign_lead', 'attempt_2', 'attempt_3'];
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export const PriorityConfigPanel = ({ config, onChange }: PriorityConfigPanelProps) => {
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const updateTaskWeight = (taskType: string, weight: number) => {
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onChange({
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...config,
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taskWeights: {
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...config.taskWeights,
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[taskType]: { ...config.taskWeights[taskType], weight },
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},
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});
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};
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const updateTaskSla = (taskType: string, slaMinutes: number) => {
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onChange({
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...config,
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taskWeights: {
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...config.taskWeights,
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[taskType]: { ...config.taskWeights[taskType], slaMinutes },
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},
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});
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};
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const toggleTask = (taskType: string, enabled: boolean) => {
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onChange({
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...config,
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taskWeights: {
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...config.taskWeights,
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[taskType]: { ...config.taskWeights[taskType], enabled },
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},
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});
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};
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const badge = useMemo(() => {
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const entries = Object.values(config.taskWeights).filter(t => t.enabled);
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if (entries.length === 0) return 'All disabled';
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const avg = entries.reduce((s, t) => s + t.weight, 0) / entries.length;
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return `${entries.length} active · Avg ${avg.toFixed(1)}`;
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}, [config.taskWeights]);
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return (
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<CollapsibleSection
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title="Task Type Weights"
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subtitle="Higher weight = called first"
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badge={badge}
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defaultOpen
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>
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<div className="divide-y divide-tertiary">
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{TASK_TYPE_ORDER.map(taskType => {
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const taskConfig = config.taskWeights[taskType];
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if (!taskConfig) return null;
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return (
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<WeightSliderRow
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key={taskType}
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label={TASK_TYPE_LABELS[taskType] ?? taskType}
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weight={taskConfig.weight}
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onWeightChange={(w) => updateTaskWeight(taskType, w)}
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enabled={taskConfig.enabled}
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onToggle={(e) => toggleTask(taskType, e)}
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slaMinutes={taskConfig.slaMinutes}
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onSlaChange={(m) => updateTaskSla(taskType, m)}
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showSla
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/>
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);
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})}
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</div>
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</CollapsibleSection>
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);
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};
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142
src/components/rules/rules-ai-assistant.tsx
Normal file
142
src/components/rules/rules-ai-assistant.tsx
Normal file
@@ -0,0 +1,142 @@
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import { useState, useRef, useEffect } from 'react';
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import { useChat } from '@ai-sdk/react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faPaperPlaneTop, faSparkles, faChevronDown, faChevronUp } from '@fortawesome/pro-duotone-svg-icons';
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import type { PriorityConfig } from '@/lib/scoring';
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import { cx } from '@/utils/cx';
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const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
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interface RulesAiAssistantProps {
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config: PriorityConfig;
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}
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const QUICK_ACTIONS = [
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{ label: 'Explain scoring', prompt: 'How does the priority scoring formula work?' },
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{ label: 'Optimize weights', prompt: 'What would you recommend changing to better prioritize urgent cases?' },
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{ label: 'SLA best practices', prompt: 'What SLA thresholds are recommended for a hospital call center?' },
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{ label: 'Campaign strategy', prompt: 'How should I weight campaigns for IVF vs general health checkups?' },
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];
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export const RulesAiAssistant = ({ config }: RulesAiAssistantProps) => {
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const [expanded, setExpanded] = useState(false);
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const messagesEndRef = useRef<HTMLDivElement>(null);
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const token = localStorage.getItem('helix_access_token') ?? '';
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const { messages, input, handleSubmit, handleInputChange, isLoading, append } = useChat({
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api: `${API_URL}/api/ai/stream`,
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streamProtocol: 'text',
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headers: {
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'Authorization': `Bearer ${token}`,
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},
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body: {
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context: {
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type: 'rules-engine',
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currentConfig: config,
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},
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},
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});
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// Auto-expand when messages arrive
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useEffect(() => {
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if (messages.length > 0) setExpanded(true);
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}, [messages.length]);
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useEffect(() => {
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const el = messagesEndRef.current;
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if (el?.parentElement) {
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el.parentElement.scrollTop = el.parentElement.scrollHeight;
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}
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}, [messages]);
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return (
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<div className={cx('flex flex-col border-t border-secondary', expanded ? 'flex-1 min-h-0' : '')}>
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{/* Collapsible header */}
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<button
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onClick={() => setExpanded(!expanded)}
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className="flex items-center justify-between px-4 py-3 hover:bg-primary_hover transition duration-100 ease-linear"
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>
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<div className="flex items-center gap-2">
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<FontAwesomeIcon icon={faSparkles} className="size-3.5 text-fg-brand-primary" />
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<span className="text-sm font-semibold text-primary">AI Assistant</span>
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{messages.length > 0 && (
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<span className="rounded-full bg-brand-primary px-1.5 py-0.5 text-[10px] font-medium text-brand-secondary">
|
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{messages.length}
|
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</span>
|
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)}
|
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</div>
|
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<FontAwesomeIcon
|
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icon={expanded ? faChevronDown : faChevronUp}
|
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className="size-3 text-fg-quaternary"
|
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/>
|
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</button>
|
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|
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{/* Expandable content */}
|
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{expanded && (
|
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<div className="flex flex-1 flex-col min-h-0 px-4 pb-3">
|
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{/* Messages */}
|
||||
<div className="flex-1 overflow-y-auto min-h-0 space-y-2 mb-3">
|
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{messages.length === 0 && (
|
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<div className="text-center py-3">
|
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<p className="text-[11px] text-tertiary mb-2">
|
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Ask about rule configuration, scoring, or best practices.
|
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</p>
|
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<div className="flex flex-wrap justify-center gap-1">
|
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{QUICK_ACTIONS.map((action) => (
|
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<button
|
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key={action.label}
|
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onClick={() => append({ role: 'user', content: action.prompt })}
|
||||
disabled={isLoading}
|
||||
className="rounded-md border border-secondary bg-primary px-2 py-1 text-[10px] font-medium text-secondary transition duration-100 ease-linear hover:bg-secondary hover:text-primary disabled:opacity-50"
|
||||
>
|
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{action.label}
|
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</button>
|
||||
))}
|
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</div>
|
||||
</div>
|
||||
)}
|
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{messages.map((msg) => (
|
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<div
|
||||
key={msg.id}
|
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className={msg.role === 'user'
|
||||
? 'ml-8 rounded-lg bg-brand-solid px-2.5 py-1.5 text-[11px] text-white'
|
||||
: 'mr-4 rounded-lg bg-primary px-2.5 py-1.5 text-[11px] text-primary leading-relaxed'
|
||||
}
|
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>
|
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<div className="whitespace-pre-wrap">{msg.content}</div>
|
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</div>
|
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))}
|
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{isLoading && (
|
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<div className="mr-4 rounded-lg bg-primary px-2.5 py-1.5">
|
||||
<div className="flex gap-1">
|
||||
<span className="size-1.5 rounded-full bg-tertiary animate-bounce" style={{ animationDelay: '0ms' }} />
|
||||
<span className="size-1.5 rounded-full bg-tertiary animate-bounce" style={{ animationDelay: '150ms' }} />
|
||||
<span className="size-1.5 rounded-full bg-tertiary animate-bounce" style={{ animationDelay: '300ms' }} />
|
||||
</div>
|
||||
</div>
|
||||
)}
|
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<div ref={messagesEndRef} />
|
||||
</div>
|
||||
|
||||
{/* Input */}
|
||||
<form onSubmit={handleSubmit} className="flex items-center gap-2 shrink-0">
|
||||
<input
|
||||
value={input}
|
||||
onChange={handleInputChange}
|
||||
placeholder="Ask about rules..."
|
||||
disabled={isLoading}
|
||||
className="flex-1 rounded-lg border border-secondary bg-primary px-3 py-2 text-xs text-primary placeholder:text-placeholder focus:border-brand focus:outline-none disabled:opacity-50"
|
||||
/>
|
||||
<button
|
||||
type="submit"
|
||||
disabled={isLoading || !input.trim()}
|
||||
className="flex size-8 items-center justify-center rounded-lg bg-brand-solid text-white transition duration-100 ease-linear hover:bg-brand-solid_hover disabled:opacity-50"
|
||||
>
|
||||
<FontAwesomeIcon icon={faPaperPlaneTop} className="size-3.5" />
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
};
|
||||
48
src/components/rules/source-weights-panel.tsx
Normal file
48
src/components/rules/source-weights-panel.tsx
Normal file
@@ -0,0 +1,48 @@
|
||||
import { useMemo } from 'react';
|
||||
import { WeightSliderRow } from './weight-slider-row';
|
||||
import { CollapsibleSection } from './collapsible-section';
|
||||
import { SOURCE_LABELS } from '@/lib/scoring';
|
||||
import type { PriorityConfig } from '@/lib/scoring';
|
||||
|
||||
interface SourceWeightsPanelProps {
|
||||
config: PriorityConfig;
|
||||
onChange: (config: PriorityConfig) => void;
|
||||
}
|
||||
|
||||
const SOURCE_ORDER = ['WHATSAPP', 'PHONE', 'FACEBOOK_AD', 'GOOGLE_AD', 'INSTAGRAM', 'WEBSITE', 'REFERRAL', 'WALK_IN', 'OTHER'];
|
||||
|
||||
export const SourceWeightsPanel = ({ config, onChange }: SourceWeightsPanelProps) => {
|
||||
const updateSource = (source: string, weight: number) => {
|
||||
onChange({
|
||||
...config,
|
||||
sourceWeights: { ...config.sourceWeights, [source]: weight },
|
||||
});
|
||||
};
|
||||
|
||||
const badge = useMemo(() => {
|
||||
const weights = SOURCE_ORDER.map(s => config.sourceWeights[s] ?? 5);
|
||||
const avg = weights.reduce((a, b) => a + b, 0) / weights.length;
|
||||
const highest = SOURCE_ORDER.reduce((best, s) => (config.sourceWeights[s] ?? 5) > (config.sourceWeights[best] ?? 5) ? s : best, SOURCE_ORDER[0]);
|
||||
return `Avg ${avg.toFixed(1)} · Top: ${SOURCE_LABELS[highest]}`;
|
||||
}, [config.sourceWeights]);
|
||||
|
||||
return (
|
||||
<CollapsibleSection
|
||||
title="Source Weights"
|
||||
subtitle="Leads from higher-weighted sources get priority"
|
||||
badge={badge}
|
||||
defaultOpen={false}
|
||||
>
|
||||
<div className="divide-y divide-tertiary">
|
||||
{SOURCE_ORDER.map(source => (
|
||||
<WeightSliderRow
|
||||
key={source}
|
||||
label={SOURCE_LABELS[source] ?? source}
|
||||
weight={config.sourceWeights[source] ?? 5}
|
||||
onWeightChange={(w) => updateSource(source, w)}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
</CollapsibleSection>
|
||||
);
|
||||
};
|
||||
78
src/components/rules/weight-slider-row.tsx
Normal file
78
src/components/rules/weight-slider-row.tsx
Normal file
@@ -0,0 +1,78 @@
|
||||
import { Slider } from '@/components/base/slider/slider';
|
||||
import { Select } from '@/components/base/select/select';
|
||||
import { Toggle } from '@/components/base/toggle/toggle';
|
||||
import { cx } from '@/utils/cx';
|
||||
|
||||
interface WeightSliderRowProps {
|
||||
label: string;
|
||||
weight: number;
|
||||
onWeightChange: (value: number) => void;
|
||||
enabled?: boolean;
|
||||
onToggle?: (enabled: boolean) => void;
|
||||
slaMinutes?: number;
|
||||
onSlaChange?: (minutes: number) => void;
|
||||
showSla?: boolean;
|
||||
className?: string;
|
||||
}
|
||||
|
||||
const SLA_OPTIONS = [
|
||||
{ id: '60', label: '1h' },
|
||||
{ id: '240', label: '4h' },
|
||||
{ id: '720', label: '12h' },
|
||||
{ id: '1440', label: '1d' },
|
||||
{ id: '2880', label: '2d' },
|
||||
{ id: '4320', label: '3d' },
|
||||
];
|
||||
|
||||
export const WeightSliderRow = ({
|
||||
label,
|
||||
weight,
|
||||
onWeightChange,
|
||||
enabled = true,
|
||||
onToggle,
|
||||
slaMinutes,
|
||||
onSlaChange,
|
||||
showSla = false,
|
||||
className,
|
||||
}: WeightSliderRowProps) => {
|
||||
return (
|
||||
<div className={cx('flex items-center gap-4 py-3', !enabled && 'opacity-40', className)}>
|
||||
{onToggle && (
|
||||
<Toggle size="sm" isSelected={enabled} onChange={onToggle} />
|
||||
)}
|
||||
<div className="w-36 shrink-0">
|
||||
<span className="text-sm font-medium text-primary">{label}</span>
|
||||
</div>
|
||||
<div className="flex-1 min-w-[140px]">
|
||||
<Slider
|
||||
minValue={0}
|
||||
maxValue={10}
|
||||
step={1}
|
||||
value={weight}
|
||||
onChange={(v) => onWeightChange(v as number)}
|
||||
isDisabled={!enabled}
|
||||
formatOptions={{ style: 'decimal', maximumFractionDigits: 0 }}
|
||||
/>
|
||||
</div>
|
||||
<div className="w-8 text-center">
|
||||
<span className={cx('text-sm font-bold tabular-nums', weight >= 8 ? 'text-error-primary' : weight >= 5 ? 'text-warning-primary' : 'text-tertiary')}>
|
||||
{weight}
|
||||
</span>
|
||||
</div>
|
||||
{showSla && slaMinutes != null && onSlaChange && (
|
||||
<div className="w-20 shrink-0">
|
||||
<Select
|
||||
size="sm"
|
||||
placeholder="SLA"
|
||||
items={SLA_OPTIONS}
|
||||
selectedKey={String(slaMinutes)}
|
||||
onSelectionChange={(key) => onSlaChange(Number(key))}
|
||||
isDisabled={!enabled}
|
||||
>
|
||||
{(item) => <Select.Item id={item.id}>{item.label}</Select.Item>}
|
||||
</Select>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
};
|
||||
118
src/components/rules/worklist-preview.tsx
Normal file
118
src/components/rules/worklist-preview.tsx
Normal file
@@ -0,0 +1,118 @@
|
||||
import { useMemo } from 'react';
|
||||
import { useData } from '@/providers/data-provider';
|
||||
import { scoreAndRankItems } from '@/lib/scoring';
|
||||
import type { PriorityConfig, ScoreResult } from '@/lib/scoring';
|
||||
import { cx } from '@/utils/cx';
|
||||
|
||||
interface WorklistPreviewProps {
|
||||
config: PriorityConfig;
|
||||
}
|
||||
|
||||
const slaColors: Record<string, string> = {
|
||||
low: 'bg-success-solid',
|
||||
medium: 'bg-warning-solid',
|
||||
high: 'bg-error-solid',
|
||||
critical: 'bg-error-solid animate-pulse',
|
||||
};
|
||||
|
||||
const slaTextColor: Record<string, string> = {
|
||||
low: 'text-success-primary',
|
||||
medium: 'text-warning-primary',
|
||||
high: 'text-error-primary',
|
||||
critical: 'text-error-primary',
|
||||
};
|
||||
|
||||
const shortType: Record<string, string> = {
|
||||
missed_call: 'Missed',
|
||||
follow_up: 'Follow-up',
|
||||
campaign_lead: 'Campaign',
|
||||
attempt_2: '2nd Att.',
|
||||
attempt_3: '3rd Att.',
|
||||
};
|
||||
|
||||
export const WorklistPreview = ({ config }: WorklistPreviewProps) => {
|
||||
const { calls, leads, followUps } = useData();
|
||||
|
||||
const previewItems = useMemo(() => {
|
||||
const items: any[] = [];
|
||||
|
||||
if (calls) {
|
||||
calls
|
||||
.filter((c: any) => c.callStatus === 'MISSED')
|
||||
.slice(0, 5)
|
||||
.forEach((c: any) => items.push({ ...c, type: 'missed', _label: c.callerNumber?.primaryPhoneNumber ?? c.name ?? 'Unknown' }));
|
||||
}
|
||||
|
||||
if (followUps) {
|
||||
followUps
|
||||
.slice(0, 5)
|
||||
.forEach((f: any) => items.push({ ...f, type: 'follow-up', _label: f.name ?? 'Follow-up' }));
|
||||
}
|
||||
|
||||
if (leads) {
|
||||
leads
|
||||
.filter((l: any) => l.campaignId)
|
||||
.slice(0, 5)
|
||||
.forEach((l: any) => items.push({
|
||||
...l,
|
||||
type: 'lead',
|
||||
_label: l.contactName ? `${l.contactName.firstName ?? ''} ${l.contactName.lastName ?? ''}`.trim() : l.contactPhone?.primaryPhoneNumber ?? 'Unknown',
|
||||
}));
|
||||
}
|
||||
|
||||
return items;
|
||||
}, [calls, leads, followUps]);
|
||||
|
||||
const scored = useMemo(() => scoreAndRankItems(previewItems, config), [previewItems, config]);
|
||||
|
||||
return (
|
||||
<div className="flex flex-col min-h-0">
|
||||
<div className="flex items-center justify-between mb-3">
|
||||
<h3 className="text-sm font-semibold text-primary">Live Preview</h3>
|
||||
<span className="text-xs text-tertiary">{scored.length} items</span>
|
||||
</div>
|
||||
<div className="rounded-xl border border-secondary overflow-hidden bg-primary">
|
||||
{/* Header */}
|
||||
<div className="flex items-center gap-2 px-3 py-2 bg-secondary text-xs font-medium text-tertiary border-b border-secondary">
|
||||
<span className="w-3" />
|
||||
<span className="flex-1 min-w-0">Name</span>
|
||||
<span className="w-16 text-right">Score</span>
|
||||
</div>
|
||||
{/* Rows */}
|
||||
<div className="divide-y divide-tertiary overflow-y-auto max-h-[320px]">
|
||||
{scored.map((item: any & ScoreResult, index: number) => (
|
||||
<div
|
||||
key={item.id ?? index}
|
||||
className="flex items-center gap-2 px-3 py-2 hover:bg-primary_hover transition duration-100 ease-linear"
|
||||
>
|
||||
<span className={cx('size-2 rounded-full shrink-0', slaColors[item.slaStatus])} />
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="text-xs font-medium text-primary truncate">
|
||||
{item._label ?? item.name ?? 'Item'}
|
||||
</div>
|
||||
<div className="flex items-center gap-1.5 mt-0.5">
|
||||
<span className="text-[10px] text-tertiary">
|
||||
{shortType[item.taskType] ?? item.taskType}
|
||||
</span>
|
||||
<span className="text-quaternary">·</span>
|
||||
<span className={cx('text-[10px] font-medium', slaTextColor[item.slaStatus])}>
|
||||
{item.slaElapsedPercent}% SLA
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<span className="w-16 text-right text-sm font-bold tabular-nums text-primary shrink-0">
|
||||
{item.score.toFixed(1)}
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
{scored.length === 0 && (
|
||||
<div className="px-3 py-6 text-center text-xs text-tertiary">
|
||||
No worklist items to preview
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
|
||||
128
src/lib/scoring.ts
Normal file
128
src/lib/scoring.ts
Normal file
@@ -0,0 +1,128 @@
|
||||
// Client-side scoring library — mirrors sidecar computation for live preview
|
||||
|
||||
export type TaskWeightConfig = {
|
||||
weight: number;
|
||||
slaMinutes: number;
|
||||
enabled: boolean;
|
||||
};
|
||||
|
||||
export type PriorityConfig = {
|
||||
taskWeights: Record<string, TaskWeightConfig>;
|
||||
campaignWeights: Record<string, number>;
|
||||
sourceWeights: Record<string, number>;
|
||||
};
|
||||
|
||||
export type ScoreResult = {
|
||||
score: number;
|
||||
baseScore: number;
|
||||
slaMultiplier: number;
|
||||
campaignMultiplier: number;
|
||||
slaElapsedPercent: number;
|
||||
slaStatus: 'low' | 'medium' | 'high' | 'critical';
|
||||
taskType: string;
|
||||
};
|
||||
|
||||
export function computeSlaMultiplier(slaElapsedPercent: number): number {
|
||||
const elapsed = slaElapsedPercent / 100;
|
||||
if (elapsed > 1) return 1.0 + (elapsed - 1) * 0.5;
|
||||
return Math.pow(elapsed, 1.6);
|
||||
}
|
||||
|
||||
export function computeSlaStatus(slaElapsedPercent: number): 'low' | 'medium' | 'high' | 'critical' {
|
||||
if (slaElapsedPercent > 100) return 'critical';
|
||||
if (slaElapsedPercent >= 80) return 'high';
|
||||
if (slaElapsedPercent >= 50) return 'medium';
|
||||
return 'low';
|
||||
}
|
||||
|
||||
export function inferTaskType(item: any): string {
|
||||
if (item.callStatus === 'MISSED' || item.type === 'missed') return 'missed_call';
|
||||
if (item.followUpType === 'CALLBACK' || item.type === 'callback' || item.type === 'follow-up') return 'follow_up';
|
||||
if (item.contactAttempts >= 3) return 'attempt_3';
|
||||
if (item.contactAttempts >= 2) return 'attempt_2';
|
||||
return 'campaign_lead';
|
||||
}
|
||||
|
||||
export function scoreItem(item: any, config: PriorityConfig): ScoreResult {
|
||||
const taskType = inferTaskType(item);
|
||||
const taskConfig = config.taskWeights[taskType];
|
||||
|
||||
if (!taskConfig?.enabled) {
|
||||
return { score: 0, baseScore: 0, slaMultiplier: 1, campaignMultiplier: 1, slaElapsedPercent: 0, slaStatus: 'low', taskType };
|
||||
}
|
||||
|
||||
const createdAt = item.createdAt ? new Date(item.createdAt).getTime() : Date.now();
|
||||
const elapsedMinutes = (Date.now() - createdAt) / 60000;
|
||||
const slaElapsedPercent = Math.round((elapsedMinutes / taskConfig.slaMinutes) * 100);
|
||||
|
||||
const baseScore = taskConfig.weight;
|
||||
const slaMultiplier = computeSlaMultiplier(slaElapsedPercent);
|
||||
|
||||
let campaignMultiplier = 1;
|
||||
if (item.campaignId && config.campaignWeights[item.campaignId]) {
|
||||
const cw = (config.campaignWeights[item.campaignId] ?? 5) / 10;
|
||||
const source = item.leadSource ?? item.source ?? 'OTHER';
|
||||
const sw = (config.sourceWeights[source] ?? 5) / 10;
|
||||
campaignMultiplier = cw * sw;
|
||||
}
|
||||
|
||||
const score = Math.round(baseScore * slaMultiplier * campaignMultiplier * 100) / 100;
|
||||
|
||||
return {
|
||||
score,
|
||||
baseScore,
|
||||
slaMultiplier: Math.round(slaMultiplier * 100) / 100,
|
||||
campaignMultiplier: Math.round(campaignMultiplier * 100) / 100,
|
||||
slaElapsedPercent,
|
||||
slaStatus: computeSlaStatus(slaElapsedPercent),
|
||||
taskType,
|
||||
};
|
||||
}
|
||||
|
||||
export function scoreAndRankItems(items: any[], config: PriorityConfig): (any & ScoreResult)[] {
|
||||
return items
|
||||
.map(item => ({ ...item, ...scoreItem(item, config) }))
|
||||
.sort((a, b) => b.score - a.score);
|
||||
}
|
||||
|
||||
export const TASK_TYPE_LABELS: Record<string, string> = {
|
||||
missed_call: 'Missed Calls',
|
||||
follow_up: 'Follow-ups',
|
||||
campaign_lead: 'Campaign Leads',
|
||||
attempt_2: '2nd Attempt',
|
||||
attempt_3: '3rd Attempt',
|
||||
};
|
||||
|
||||
export const SOURCE_LABELS: Record<string, string> = {
|
||||
WHATSAPP: 'WhatsApp',
|
||||
PHONE: 'Phone',
|
||||
FACEBOOK_AD: 'Facebook Ad',
|
||||
GOOGLE_AD: 'Google Ad',
|
||||
INSTAGRAM: 'Instagram',
|
||||
WEBSITE: 'Website',
|
||||
REFERRAL: 'Referral',
|
||||
WALK_IN: 'Walk-in',
|
||||
OTHER: 'Other',
|
||||
};
|
||||
|
||||
export const DEFAULT_PRIORITY_CONFIG: PriorityConfig = {
|
||||
taskWeights: {
|
||||
missed_call: { weight: 9, slaMinutes: 720, enabled: true },
|
||||
follow_up: { weight: 8, slaMinutes: 1440, enabled: true },
|
||||
campaign_lead: { weight: 7, slaMinutes: 2880, enabled: true },
|
||||
attempt_2: { weight: 6, slaMinutes: 1440, enabled: true },
|
||||
attempt_3: { weight: 4, slaMinutes: 2880, enabled: true },
|
||||
},
|
||||
campaignWeights: {},
|
||||
sourceWeights: {
|
||||
WHATSAPP: 9,
|
||||
PHONE: 8,
|
||||
FACEBOOK_AD: 7,
|
||||
GOOGLE_AD: 7,
|
||||
INSTAGRAM: 5,
|
||||
WEBSITE: 7,
|
||||
REFERRAL: 6,
|
||||
WALK_IN: 5,
|
||||
OTHER: 5,
|
||||
},
|
||||
};
|
||||
@@ -28,6 +28,7 @@ import { CallRecordingsPage } from "@/pages/call-recordings";
|
||||
import { MissedCallsPage } from "@/pages/missed-calls";
|
||||
import { ProfilePage } from "@/pages/profile";
|
||||
import { AccountSettingsPage } from "@/pages/account-settings";
|
||||
import { RulesSettingsPage } from "@/pages/rules-settings";
|
||||
import { AuthProvider } from "@/providers/auth-provider";
|
||||
import { DataProvider } from "@/providers/data-provider";
|
||||
import { RouteProvider } from "@/providers/router-provider";
|
||||
@@ -75,6 +76,7 @@ createRoot(document.getElementById("root")!).render(
|
||||
<Route path="/patient/:id" element={<Patient360Page />} />
|
||||
<Route path="/profile" element={<ProfilePage />} />
|
||||
<Route path="/account-settings" element={<AccountSettingsPage />} />
|
||||
<Route path="/rules" element={<RulesSettingsPage />} />
|
||||
<Route path="*" element={<NotFound />} />
|
||||
</Route>
|
||||
</Route>
|
||||
|
||||
160
src/pages/rules-settings.tsx
Normal file
160
src/pages/rules-settings.tsx
Normal file
@@ -0,0 +1,160 @@
|
||||
import { useState, useEffect, useCallback, useRef } from 'react';
|
||||
import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
|
||||
import { Button } from '@/components/base/buttons/button';
|
||||
import { PriorityConfigPanel } from '@/components/rules/priority-config-panel';
|
||||
import { CampaignWeightsPanel } from '@/components/rules/campaign-weights-panel';
|
||||
import { SourceWeightsPanel } from '@/components/rules/source-weights-panel';
|
||||
import { WorklistPreview } from '@/components/rules/worklist-preview';
|
||||
import { RulesAiAssistant } from '@/components/rules/rules-ai-assistant';
|
||||
import { DEFAULT_PRIORITY_CONFIG } from '@/lib/scoring';
|
||||
import type { PriorityConfig } from '@/lib/scoring';
|
||||
const API_BASE = import.meta.env.VITE_SIDECAR_URL ?? 'http://localhost:4100';
|
||||
const getToken = () => localStorage.getItem('helix_access_token');
|
||||
|
||||
export const RulesSettingsPage = () => {
|
||||
const token = getToken();
|
||||
const [config, setConfig] = useState<PriorityConfig>(DEFAULT_PRIORITY_CONFIG);
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [dirty, setDirty] = useState(false);
|
||||
const saveTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
|
||||
|
||||
useEffect(() => {
|
||||
const load = async () => {
|
||||
try {
|
||||
const res = await fetch(`${API_BASE}/api/rules/priority-config`, {
|
||||
headers: token ? { Authorization: `Bearer ${token}` } : {},
|
||||
});
|
||||
if (res.ok) {
|
||||
const data = await res.json();
|
||||
setConfig(data);
|
||||
}
|
||||
} catch {
|
||||
// Fallback to defaults
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
};
|
||||
load();
|
||||
}, [token]);
|
||||
|
||||
const saveConfig = useCallback(async (newConfig: PriorityConfig) => {
|
||||
try {
|
||||
setSaving(true);
|
||||
await fetch(`${API_BASE}/api/rules/priority-config`, {
|
||||
method: 'PUT',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
...(token ? { Authorization: `Bearer ${token}` } : {}),
|
||||
},
|
||||
body: JSON.stringify(newConfig),
|
||||
});
|
||||
setDirty(false);
|
||||
} catch {
|
||||
// Silent fail
|
||||
} finally {
|
||||
setSaving(false);
|
||||
}
|
||||
}, [token]);
|
||||
|
||||
const handleConfigChange = (newConfig: PriorityConfig) => {
|
||||
setConfig(newConfig);
|
||||
setDirty(true);
|
||||
if (saveTimerRef.current) clearTimeout(saveTimerRef.current);
|
||||
saveTimerRef.current = setTimeout(() => saveConfig(newConfig), 1000);
|
||||
};
|
||||
|
||||
const applyTemplate = async () => {
|
||||
try {
|
||||
const res = await fetch(`${API_BASE}/api/rules/templates/hospital-starter/apply`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
...(token ? { Authorization: `Bearer ${token}` } : {}),
|
||||
},
|
||||
});
|
||||
if (res.ok) {
|
||||
const configRes = await fetch(`${API_BASE}/api/rules/priority-config`, {
|
||||
headers: token ? { Authorization: `Bearer ${token}` } : {},
|
||||
});
|
||||
if (configRes.ok) {
|
||||
setConfig(await configRes.json());
|
||||
setDirty(false);
|
||||
}
|
||||
}
|
||||
} catch {
|
||||
// Silent fail
|
||||
}
|
||||
};
|
||||
|
||||
if (loading) {
|
||||
return (
|
||||
<div className="flex h-full items-center justify-center">
|
||||
<div className="text-sm text-tertiary">Loading rules configuration...</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="flex h-full flex-col overflow-hidden">
|
||||
{/* Header */}
|
||||
<div className="shrink-0 flex items-center justify-between border-b border-secondary px-6 py-4">
|
||||
<div>
|
||||
<h1 className="text-lg font-bold text-primary">Rules Engine</h1>
|
||||
<p className="text-sm text-tertiary">Configure how leads are prioritized and routed in the worklist</p>
|
||||
</div>
|
||||
<div className="flex items-center gap-3">
|
||||
{dirty && <span className="text-xs text-warning-primary">{saving ? 'Saving...' : 'Unsaved changes'}</span>}
|
||||
<Button size="sm" color="secondary" onClick={applyTemplate}>
|
||||
Apply Starter Template
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Tabs + Content — fills remaining height */}
|
||||
<div className="flex flex-1 flex-col min-h-0">
|
||||
<Tabs aria-label="Rules configuration" className="flex flex-1 flex-col min-h-0">
|
||||
<div className="shrink-0 border-b border-secondary px-6 pt-2">
|
||||
<TabList items={[{ id: 'priority', label: 'Priority Rules' }, { id: 'automations', label: 'Automations' }]} type="underline" size="sm">
|
||||
{(item) => <Tab key={item.id} id={item.id} label={item.label} />}
|
||||
</TabList>
|
||||
</div>
|
||||
|
||||
<Tabs.Panel id="priority" className="flex flex-1 min-h-0">
|
||||
<div className="flex flex-1 min-h-0">
|
||||
{/* Left — config panels, scrollable */}
|
||||
<div className="flex-1 overflow-y-auto p-6 space-y-8">
|
||||
<PriorityConfigPanel config={config} onChange={handleConfigChange} />
|
||||
<CampaignWeightsPanel config={config} onChange={handleConfigChange} />
|
||||
<SourceWeightsPanel config={config} onChange={handleConfigChange} />
|
||||
</div>
|
||||
|
||||
{/* Right — preview + collapsible AI */}
|
||||
<div className="w-[400px] shrink-0 border-l border-secondary flex flex-col min-h-0 bg-secondary">
|
||||
{/* Preview — takes available space */}
|
||||
<div className="flex-1 overflow-y-auto p-4 min-h-0">
|
||||
<WorklistPreview config={config} />
|
||||
</div>
|
||||
|
||||
{/* AI Assistant — collapsible at bottom */}
|
||||
<RulesAiAssistant config={config} />
|
||||
</div>
|
||||
</div>
|
||||
</Tabs.Panel>
|
||||
|
||||
<Tabs.Panel id="automations" className="flex flex-1 min-h-0">
|
||||
<div className="flex items-center justify-center flex-1 p-12">
|
||||
<div className="text-center">
|
||||
<h3 className="text-md font-semibold text-primary mb-2">Automation Rules</h3>
|
||||
<p className="text-sm text-tertiary max-w-md">
|
||||
Configure rules that automatically assign leads, escalate SLA breaches, and manage lead lifecycle.
|
||||
This feature is coming soon.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</Tabs.Panel>
|
||||
</Tabs>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
Reference in New Issue
Block a user