mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
feat: worklist sorting, contextual disposition, context panel redesign, notifications
- Worklist default sort descending (newest first), sortable column headers (PRIORITY, PATIENT, SLA) via React Aria - Contextual disposition: auto-selects based on in-call actions (appointment → APPOINTMENT_BOOKED, enquiry → INFO_PROVIDED, transfer → FOLLOW_UP_SCHEDULED) - Context panel redesign: collapsible AI Insight, Upcoming (appointments + follow-ups + linked patient), Recent (calls + activities) sections; auto-collapse on AI chat start - Appointments added to DataProvider with APPOINTMENTS_QUERY, Appointment type, transform - Notification bell for admin/supervisor: performance alerts (idle time, NPS, conversion thresholds) with toast on load + bell dropdown with dismiss; demo alerts as fallback - Slideout z-index fix: added z-50 to slideout ModalOverlay matching modal component Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -73,20 +73,44 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, onSaved }: Enqu
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setError(null);
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try {
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// Create a lead with source PHONE_INQUIRY
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await apiClient.graphql(
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`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
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{
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data: {
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name: `Enquiry — ${patientName}`,
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contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
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contactPhone: registeredPhone ? { primaryPhoneNumber: registeredPhone } : undefined,
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source: 'PHONE',
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status: disposition === 'CONVERTED' ? 'CONVERTED' : 'NEW',
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interestedService: queryAsked.substring(0, 100),
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// Resolve caller — ensures lead+patient pair exists, returns IDs
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let leadId: string | null = null;
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if (registeredPhone) {
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const resolved = await apiClient.post<{ leadId: string; patientId: string }>('/api/caller/resolve', { phone: registeredPhone }, { silent: true });
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leadId = resolved.leadId;
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}
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if (leadId) {
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// Update existing lead with enquiry details
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await apiClient.graphql(
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`mutation($id: UUID!, $data: LeadUpdateInput!) { updateLead(id: $id, data: $data) { id } }`,
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{
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id: leadId,
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data: {
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name: `Enquiry — ${patientName}`,
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contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
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source: 'PHONE',
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status: disposition === 'CONVERTED' ? 'CONVERTED' : 'NEW',
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interestedService: queryAsked.substring(0, 100),
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},
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},
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},
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);
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);
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} else {
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// No phone provided — create a new lead (rare edge case)
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await apiClient.graphql(
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`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
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{
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data: {
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name: `Enquiry — ${patientName}`,
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contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
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contactPhone: registeredPhone ? { primaryPhoneNumber: registeredPhone } : undefined,
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source: 'PHONE',
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status: disposition === 'CONVERTED' ? 'CONVERTED' : 'NEW',
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interestedService: queryAsked.substring(0, 100),
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},
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},
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);
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}
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// Create follow-up if needed
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if (followUpNeeded && followUpDate) {
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