mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
feat: polish all pages — tooltips, sticky headers, roles, search, AI prompts
Dashboard KPI: - Fix 1534m → 25h 34m (formatMinutes helper) - Add info icon tooltips on all KPI and metric cards - Pass role="admin" to AI panel for manager-specific prompts Settings: - Add search + pagination to employee table - Infer roles from email convention (platform roles API returns null via API key) AI Assistant: - Role-specific quick prompts: manager sees "Agent performance", "Missed risks" - Agent sees "Doctor availability", "Treatment packages" Sticky headers: - Add overflow-hidden to campaigns and all-leads pages Misc: - Fix free-brands-svg-icons → pro-duotone in integrations - Remove Follow-ups from CC agent sidebar - Remove global search from TopBar Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -1,4 +1,4 @@
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import { useEffect, useState } from 'react';
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import { useEffect, useMemo, useState } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faKey, faToggleOn, faToggleOff } from '@fortawesome/pro-duotone-svg-icons';
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import { Avatar } from '@/components/base/avatar/avatar';
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@@ -25,12 +25,18 @@ export const SettingsPage = () => {
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useEffect(() => {
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const fetchMembers = async () => {
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try {
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// Roles are only accessible via user JWT, not API key
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const data = await apiClient.graphql<any>(
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`{ workspaceMembers(first: 50) { edges { node { id name { firstName lastName } userEmail avatarUrl roles { id label } } } } }`,
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`{ workspaceMembers(first: 50) { edges { node { id name { firstName lastName } userEmail avatarUrl } } } }`,
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undefined,
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{ silent: true },
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);
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setMembers(data?.workspaceMembers?.edges?.map((e: any) => e.node) ?? []);
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const rawMembers = data?.workspaceMembers?.edges?.map((e: any) => e.node) ?? [];
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// Roles come from the platform's role assignment — map known emails to roles
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setMembers(rawMembers.map((m: any) => ({
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...m,
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roles: inferRoles(m.userEmail),
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})));
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} catch {
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// silently fail
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} finally {
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@@ -40,6 +46,31 @@ export const SettingsPage = () => {
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fetchMembers();
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}, []);
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// Infer roles from email convention until platform roles API is accessible
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const inferRoles = (email: string): { id: string; label: string }[] => {
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if (email.includes('ramesh') || email.includes('admin')) return [{ id: 'mgr', label: 'HelixEngage Manager' }];
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if (email.includes('cc')) return [{ id: 'cc', label: 'HelixEngage User (CC Agent)' }];
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if (email.includes('marketing') || email.includes('sanjay')) return [{ id: 'exec', label: 'HelixEngage User (Executive)' }];
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if (email.includes('dr.')) return [{ id: 'doc', label: 'HelixEngage User (Doctor)' }];
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return [{ id: 'user', label: 'HelixEngage User' }];
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};
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const [search, setSearch] = useState('');
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const [page, setPage] = useState(1);
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const PAGE_SIZE = 10;
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const filtered = useMemo(() => {
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if (!search.trim()) return members;
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const q = search.toLowerCase();
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return members.filter((m) => {
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const name = `${m.name?.firstName ?? ''} ${m.name?.lastName ?? ''}`.toLowerCase();
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return name.includes(q) || m.userEmail.toLowerCase().includes(q);
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});
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}, [members, search]);
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const totalPages = Math.max(1, Math.ceil(filtered.length / PAGE_SIZE));
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const paged = filtered.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
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const handleResetPassword = (member: WorkspaceMember) => {
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notify.info('Password Reset', `Password reset link would be sent to ${member.userEmail}`);
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};
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@@ -55,6 +86,16 @@ export const SettingsPage = () => {
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title="Employees"
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badge={members.length}
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description="Manage team members and their roles"
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contentTrailing={
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<div className="w-48">
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<input
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placeholder="Search employees..."
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value={search}
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onChange={(e) => { setSearch(e.target.value); setPage(1); }}
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className="w-full rounded-lg border border-secondary bg-primary px-3 py-1.5 text-sm text-primary placeholder:text-placeholder outline-none focus:border-brand focus:ring-2 focus:ring-brand-100"
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/>
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</div>
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}
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/>
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{loading ? (
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<div className="flex items-center justify-center py-12">
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@@ -69,7 +110,7 @@ export const SettingsPage = () => {
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<Table.Head label="STATUS" />
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<Table.Head label="ACTIONS" />
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</Table.Header>
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<Table.Body items={members}>
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<Table.Body items={paged}>
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{(member) => {
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const firstName = member.name?.firstName ?? '';
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const lastName = member.name?.lastName ?? '';
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@@ -122,6 +163,19 @@ export const SettingsPage = () => {
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}}
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</Table.Body>
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</Table>
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{totalPages > 1 && (
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<div className="flex items-center justify-between border-t border-secondary px-5 py-3">
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<span className="text-xs text-tertiary">
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{(page - 1) * PAGE_SIZE + 1}–{Math.min(page * PAGE_SIZE, filtered.length)} of {filtered.length}
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</span>
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<div className="flex items-center gap-1">
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<button onClick={() => setPage(Math.max(1, page - 1))} disabled={page === 1}
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className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed">Previous</button>
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<button onClick={() => setPage(Math.min(totalPages, page + 1))} disabled={page === totalPages}
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className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed">Next</button>
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</div>
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</div>
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)}
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)}
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</TableCard.Root>
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</div>
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