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https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
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feat: quick wins — global search, P360 actions, context panel, route guards
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ci/woodpecker/push/woodpecker Pipeline was successful
- Wire GlobalSearch component into app shell top bar (US-10) - P360: Book Appointment button opens AppointmentForm (US-8) - P360: Add Note button creates leadActivity via GraphQL (US-8) - P360: Appointment rows clickable for edit (active statuses only) (US-8) - P360: Display lead status badge (was fetched but not rendered) (US-8) - Context panel: "View 360" link on linked patient → /patient/:id (US-6) - Context panel: Display campaign info from lead.utmCampaign (US-6) - Route guards: Admin-only routes wrapped in RequireAdmin (US-1, US-3) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -15,8 +15,10 @@ import { Avatar } from '@/components/base/avatar/avatar';
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import { Badge } from '@/components/base/badges/badges';
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import { Button } from '@/components/base/buttons/button';
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import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
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import { AppointmentForm } from '@/components/call-desk/appointment-form';
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import { apiClient } from '@/lib/api-client';
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import { formatShortDate, getInitials } from '@/lib/format';
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import { notify } from '@/lib/toast';
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import { cx } from '@/utils/cx';
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import type { LeadActivity, LeadActivityType, Call, CallDisposition } from '@/types/entities';
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@@ -96,15 +98,16 @@ type PatientData = {
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};
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// Appointment row component
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const AppointmentRow = ({ appt }: { appt: any }) => {
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const AppointmentRow = ({ appt, onEdit }: { appt: any; onEdit?: (appt: any) => void }) => {
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const scheduledAt = appt.scheduledAt ? formatShortDate(appt.scheduledAt) : '--';
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const statusColors: Record<string, 'success' | 'brand' | 'warning' | 'error' | 'gray'> = {
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COMPLETED: 'success', SCHEDULED: 'brand', CONFIRMED: 'brand',
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CANCELLED: 'error', NO_SHOW: 'warning', RESCHEDULED: 'warning',
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};
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const canEdit = appt.status !== 'COMPLETED' && appt.status !== 'CANCELLED' && appt.status !== 'NO_SHOW';
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return (
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<div className="flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0">
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<div className={cx('flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0', canEdit && onEdit && 'cursor-pointer hover:bg-primary_hover transition duration-100 ease-linear')} onClick={() => canEdit && onEdit?.(appt)}>
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<div className="flex size-9 shrink-0 items-center justify-center rounded-full bg-brand-secondary">
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<CalendarCheck className="size-4 text-fg-white" />
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</div>
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@@ -266,6 +269,9 @@ export const Patient360Page = () => {
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const { id } = useParams<{ id: string }>();
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const [activeTab, setActiveTab] = useState<string>('appointments');
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const [noteText, setNoteText] = useState('');
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const [noteSaving, setNoteSaving] = useState(false);
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const [apptFormOpen, setApptFormOpen] = useState(false);
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const [editingAppt, setEditingAppt] = useState<any>(null);
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const [patient, setPatient] = useState<PatientData | null>(null);
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const [loading, setLoading] = useState(true);
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const [activities, setActivities] = useState<LeadActivity[]>([]);
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@@ -383,6 +389,11 @@ export const Patient360Page = () => {
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{leadInfo.source.replace(/_/g, ' ')}
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</Badge>
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)}
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{leadInfo?.status && (
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<Badge size="sm" type="pill-color" color={leadInfo.status === 'CONVERTED' ? 'success' : leadInfo.status === 'NEW' ? 'brand' : 'gray'}>
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{leadInfo.status.replace(/_/g, ' ')}
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</Badge>
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)}
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</div>
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</div>
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</div>
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@@ -423,7 +434,7 @@ export const Patient360Page = () => {
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{phoneRaw && (
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<ClickToCallButton phoneNumber={phoneRaw} label="Call" size="sm" />
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)}
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<Button size="sm" color="secondary" iconLeading={Calendar}>
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<Button size="sm" color="secondary" iconLeading={Calendar} onClick={() => { setEditingAppt(null); setApptFormOpen(true); }}>
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Book Appointment
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</Button>
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<Button size="sm" color="secondary" iconLeading={MessageTextSquare01}>
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@@ -472,7 +483,7 @@ export const Patient360Page = () => {
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) : (
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<div className="rounded-xl border border-secondary bg-primary">
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{appointments.map((appt: any) => (
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<AppointmentRow key={appt.id} appt={appt} />
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<AppointmentRow key={appt.id} appt={appt} onEdit={(a) => { setEditingAppt(a); setApptFormOpen(true); }} />
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))}
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</div>
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)}
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@@ -538,7 +549,25 @@ export const Patient360Page = () => {
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size="sm"
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color="primary"
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iconLeading={Plus}
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isDisabled={noteText.trim() === ''}
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isDisabled={noteText.trim() === '' || noteSaving}
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isLoading={noteSaving}
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onClick={async () => {
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if (!noteText.trim() || !leadInfo?.id) return;
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setNoteSaving(true);
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try {
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await apiClient.graphql(
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`mutation($data: LeadActivityCreateInput!) { createLeadActivity(data: $data) { id } }`,
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{ data: { name: `Note — ${fullName}`, activityType: 'NOTE_ADDED', summary: noteText.trim(), occurredAt: new Date().toISOString(), leadId: leadInfo.id } },
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);
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setActivities(prev => [{ id: crypto.randomUUID(), activityType: 'NOTE_ADDED' as LeadActivityType, summary: noteText.trim(), occurredAt: new Date().toISOString(), performedBy: null, previousValue: null, newValue: noteText.trim(), leadId: leadInfo.id }, ...prev]);
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setNoteText('');
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notify.success('Note Added');
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} catch {
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notify.error('Failed', 'Could not save note');
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} finally {
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setNoteSaving(false);
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}
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}}
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>
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Add Note
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</Button>
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@@ -563,6 +592,33 @@ export const Patient360Page = () => {
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</Tabs>
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</div>
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</div>
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<AppointmentForm
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isOpen={apptFormOpen}
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onOpenChange={setApptFormOpen}
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callerNumber={phoneRaw || null}
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leadName={fullName !== 'Unknown Patient' ? fullName : null}
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leadId={leadInfo?.id ?? null}
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patientId={id ?? null}
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existingAppointment={editingAppt ? {
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id: editingAppt.id,
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scheduledAt: editingAppt.scheduledAt,
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doctorName: editingAppt.doctorName ?? '',
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department: editingAppt.department ?? '',
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reasonForVisit: editingAppt.reasonForVisit,
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status: editingAppt.status,
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} : null}
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onSaved={() => {
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setApptFormOpen(false);
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setEditingAppt(null);
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// Refresh patient data
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if (id) {
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apiClient.graphql<{ patients: { edges: Array<{ node: PatientData }> } }>(
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PATIENT_QUERY, { id }, { silent: true },
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).then(data => setPatient(data.patients.edges[0]?.node ?? null)).catch(() => {});
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}
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}}
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/>
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</>
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);
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};
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