mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-12 02:38:15 +00:00
feat: dashboard restructure, integrations, settings, UI fixes
Dashboard:
- Split into components (kpi-cards, agent-table, missed-queue)
- Add collapsible AI panel on right (same pattern as Call Desk)
- Add tabs: Agent Performance | Missed Queue | Campaigns
- Date range filter in header
Integrations page:
- Ozonetel (connected), WhatsApp, Facebook, Google, Instagram, Website, Email
- Status badges, config details, webhook URL with copy button
Settings page:
- Employee table from workspaceMembers GraphQL query
- Name, email, roles, status, reset password action
Fixes:
- Fix CALLS_QUERY: callerNumber needs { primaryPhoneNumber }, recordingUrl → recording { primaryLinkUrl }
- Remove duplicate AI Assistant header
- Remove Follow-ups from CC agent sidebar (already in worklist tabs)
- Remove global search from TopBar (decorative, unused)
- Slim down TopBar height
- Fix search/table gap in worklist
- Add brand border to active nav item
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -6,7 +6,7 @@ import { cx, sortCx } from "@/utils/cx";
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const styles = sortCx({
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root: "group relative flex w-full cursor-pointer items-center rounded-md bg-primary outline-focus-ring transition duration-100 ease-linear select-none hover:bg-primary_hover focus-visible:z-10 focus-visible:outline-2 focus-visible:outline-offset-2",
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rootSelected: "bg-active hover:bg-secondary_hover",
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rootSelected: "bg-active hover:bg-secondary_hover border-l-2 border-l-brand-600 text-brand-secondary",
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});
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interface NavItemBaseProps {
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@@ -99,12 +99,6 @@ export const AiChatPanel = ({ callerContext }: AiChatPanelProps) => {
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return (
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<div className="flex h-full flex-col">
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{/* Header */}
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<div className="flex items-center gap-2 pb-3">
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<FontAwesomeIcon icon={faSparkles} className="size-4 text-fg-brand-primary" />
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<h3 className="text-sm font-bold text-primary">AI Assistant</h3>
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</div>
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{/* Caller context banner */}
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{callerContext?.leadName && (
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<div className="mb-3 rounded-lg bg-brand-primary px-3 py-2">
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@@ -1,4 +1,4 @@
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import { useMemo, useState } from 'react';
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import { useCallback, useMemo, useState } from 'react';
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import type { FC, HTMLAttributes } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import {
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@@ -224,6 +224,16 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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const callbackCount = allRows.filter((r) => r.type === 'callback').length;
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const followUpCount = allRows.filter((r) => r.type === 'follow-up').length;
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const PAGE_SIZE = 15;
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const [page, setPage] = useState(1);
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// Reset page when filters change
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const handleTabChange = useCallback((key: TabKey) => { setTab(key); setPage(1); }, []);
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const handleSearch = useCallback((value: string) => { setSearch(value); setPage(1); }, []);
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const totalPages = Math.max(1, Math.ceil(filteredRows.length / PAGE_SIZE));
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const pagedRows = filteredRows.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
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const tabItems = [
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{ id: 'all' as const, label: 'All Tasks', badge: allRows.length > 0 ? String(allRows.length) : undefined },
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{ id: 'missed' as const, label: 'Missed Calls', badge: missedCount > 0 ? String(missedCount) : undefined },
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@@ -251,43 +261,35 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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}
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return (
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<TableCard.Root size="sm">
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<TableCard.Header
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title="Worklist"
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badge={String(allRows.length)}
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contentTrailing={
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<div className="flex items-center gap-2">
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<div className="w-48">
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<Input
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placeholder="Search..."
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icon={SearchLg}
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size="sm"
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value={search}
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onChange={(value) => setSearch(value)}
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aria-label="Search worklist"
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/>
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</div>
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</div>
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}
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/>
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{/* Filter tabs */}
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<div className="border-b border-secondary px-4">
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<Tabs selectedKey={tab} onSelectionChange={(key) => setTab(key as TabKey)}>
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<div className="flex flex-1 flex-col">
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{/* Filter tabs + search — single row */}
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<div className="flex items-end justify-between border-b border-secondary px-5 pt-3 pb-0.5">
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<Tabs selectedKey={tab} onSelectionChange={(key) => handleTabChange(key as TabKey)}>
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<TabList items={tabItems} type="underline" size="sm">
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{(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
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</TabList>
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</Tabs>
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<div className="w-44 shrink-0">
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<Input
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placeholder="Search..."
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icon={SearchLg}
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size="sm"
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value={search}
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onChange={handleSearch}
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aria-label="Search worklist"
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/>
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</div>
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</div>
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{filteredRows.length === 0 ? (
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<div className="flex items-center justify-center py-8">
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<div className="flex items-center justify-center py-12">
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<p className="text-sm text-quaternary">
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{search ? 'No matching items' : 'No items in this category'}
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</p>
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</div>
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) : (
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<Table>
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<div className="px-2 pt-3">
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<Table size="sm">
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<Table.Header>
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<Table.Head label="PRIORITY" className="w-20" />
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<Table.Head label="PATIENT" />
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@@ -296,7 +298,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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<Table.Head label="SLA" className="w-20" />
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<Table.Head label="ACTIONS" className="w-24" />
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</Table.Header>
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<Table.Body items={filteredRows}>
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<Table.Body items={pagedRows}>
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{(row) => {
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const priority = priorityConfig[row.priority] ?? priorityConfig.NORMAL;
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const sla = computeSla(row.createdAt);
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@@ -367,8 +369,44 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
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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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Showing {(page - 1) * PAGE_SIZE + 1}–{Math.min(page * PAGE_SIZE, filteredRows.length)} of {filteredRows.length}
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</span>
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<div className="flex items-center gap-1">
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<button
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onClick={() => setPage(Math.max(1, page - 1))}
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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 transition duration-100 ease-linear"
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>
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Previous
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</button>
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{Array.from({ length: totalPages }, (_, i) => i + 1).map((p) => (
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<button
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key={p}
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onClick={() => setPage(p)}
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className={cx(
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"size-8 text-xs font-medium rounded-lg transition duration-100 ease-linear",
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p === page ? "bg-active text-brand-secondary" : "text-tertiary hover:bg-primary_hover",
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)}
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>
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{p}
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</button>
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))}
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<button
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onClick={() => setPage(Math.min(totalPages, page + 1))}
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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 transition duration-100 ease-linear"
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>
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Next
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</button>
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</div>
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</div>
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)}
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</div>
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)}
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</TableCard.Root>
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</div>
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);
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};
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106
src/components/dashboard/agent-table.tsx
Normal file
106
src/components/dashboard/agent-table.tsx
Normal file
@@ -0,0 +1,106 @@
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import { useMemo } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faUserHeadset } from '@fortawesome/pro-duotone-svg-icons';
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import { Avatar } from '@/components/base/avatar/avatar';
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import { Badge } from '@/components/base/badges/badges';
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import { Table, TableCard } from '@/components/application/table/table';
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import { getInitials } from '@/lib/format';
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import type { Call } from '@/types/entities';
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const formatDuration = (seconds: number): string => {
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if (seconds < 60) return `${seconds}s`;
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const mins = Math.floor(seconds / 60);
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const secs = seconds % 60;
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return secs > 0 ? `${mins}m ${secs}s` : `${mins}m`;
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};
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const formatPercent = (value: number): string => {
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if (isNaN(value) || !isFinite(value)) return '0%';
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return `${Math.round(value)}%`;
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};
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interface AgentTableProps {
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calls: Call[];
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}
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export const AgentTable = ({ calls }: AgentTableProps) => {
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const agents = useMemo(() => {
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const agentMap = new Map<string, Call[]>();
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for (const call of calls) {
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const agent = call.agentName ?? 'Unknown';
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if (!agentMap.has(agent)) agentMap.set(agent, []);
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agentMap.get(agent)!.push(call);
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}
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return Array.from(agentMap.entries()).map(([name, agentCalls]) => {
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const inbound = agentCalls.filter((c) => c.callDirection === 'INBOUND').length;
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const outbound = agentCalls.filter((c) => c.callDirection === 'OUTBOUND').length;
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const missed = agentCalls.filter((c) => c.callStatus === 'MISSED').length;
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const total = agentCalls.length;
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const completedCalls = agentCalls.filter((c) => (c.durationSeconds ?? 0) > 0);
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const totalDuration = completedCalls.reduce((sum, c) => sum + (c.durationSeconds ?? 0), 0);
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const avgHandle = completedCalls.length > 0 ? Math.round(totalDuration / completedCalls.length) : 0;
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const booked = agentCalls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length;
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const conversion = total > 0 ? (booked / total) * 100 : 0;
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const nameParts = name.split(' ');
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return {
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id: name,
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name,
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initials: getInitials(nameParts[0] ?? '', nameParts[1] ?? ''),
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inbound, outbound, missed, total, avgHandle, conversion,
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};
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}).sort((a, b) => b.total - a.total);
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}, [calls]);
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if (agents.length === 0) {
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return (
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<TableCard.Root size="sm">
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<TableCard.Header title="Agent Performance" description="Call metrics by agent" />
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<div className="flex flex-col items-center justify-center py-12 gap-2">
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<FontAwesomeIcon icon={faUserHeadset} className="size-8 text-fg-quaternary" />
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<p className="text-sm text-tertiary">No agent data available</p>
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</div>
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</TableCard.Root>
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);
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}
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return (
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<TableCard.Root size="sm">
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<TableCard.Header title="Agent Performance" badge={agents.length} description="Call metrics by agent" />
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<Table>
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<Table.Header>
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<Table.Head label="AGENT" />
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<Table.Head label="IN" />
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<Table.Head label="OUT" />
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<Table.Head label="MISSED" />
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<Table.Head label="AVG HANDLE" />
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<Table.Head label="CONVERSION" />
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</Table.Header>
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<Table.Body items={agents}>
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{(agent) => (
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<Table.Row id={agent.id}>
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<Table.Cell>
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<div className="flex items-center gap-2">
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<Avatar size="xs" initials={agent.initials} />
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<span className="text-sm font-medium text-primary">{agent.name}</span>
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</div>
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</Table.Cell>
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<Table.Cell><span className="text-sm text-success-primary">{agent.inbound}</span></Table.Cell>
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<Table.Cell><span className="text-sm text-brand-secondary">{agent.outbound}</span></Table.Cell>
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<Table.Cell>
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{agent.missed > 0 ? <Badge size="sm" color="error">{agent.missed}</Badge> : <span className="text-sm text-tertiary">0</span>}
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</Table.Cell>
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<Table.Cell><span className="text-sm text-secondary">{formatDuration(agent.avgHandle)}</span></Table.Cell>
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<Table.Cell>
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<Badge size="sm" color={agent.conversion >= 30 ? 'success' : agent.conversion >= 15 ? 'warning' : 'gray'}>
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{formatPercent(agent.conversion)}
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</Badge>
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</Table.Cell>
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</Table.Row>
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)}
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</Table.Body>
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</Table>
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</TableCard.Root>
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);
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};
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100
src/components/dashboard/kpi-cards.tsx
Normal file
100
src/components/dashboard/kpi-cards.tsx
Normal file
@@ -0,0 +1,100 @@
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import {
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faPhone,
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faPhoneArrowDownLeft,
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faPhoneArrowUpRight,
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faPhoneMissed,
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} from '@fortawesome/pro-duotone-svg-icons';
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import type { IconDefinition } from '@fortawesome/fontawesome-svg-core';
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import type { Call, Lead } from '@/types/entities';
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type KpiCardProps = {
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label: string;
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value: number | string;
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icon: IconDefinition;
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iconColor: string;
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iconBg: string;
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subtitle?: string;
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};
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const KpiCard = ({ label, value, icon, iconColor, iconBg, subtitle }: KpiCardProps) => (
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<div className="flex flex-1 items-center gap-4 rounded-xl border border-secondary bg-primary p-4 shadow-xs">
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<div className={`flex size-10 shrink-0 items-center justify-center rounded-full ${iconBg}`}>
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<FontAwesomeIcon icon={icon} className={`size-4 ${iconColor}`} />
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</div>
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<div className="flex flex-col">
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<span className="text-xs font-medium text-tertiary">{label}</span>
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<span className="text-lg font-bold text-primary">{value}</span>
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{subtitle && <span className="text-[10px] text-tertiary">{subtitle}</span>}
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</div>
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</div>
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);
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type MetricCardProps = {
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label: string;
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value: string;
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description: string;
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};
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const MetricCard = ({ label, value, description }: MetricCardProps) => (
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<div className="flex flex-1 flex-col gap-0.5 rounded-xl border border-secondary bg-primary p-4 shadow-xs">
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<span className="text-xs font-medium text-tertiary">{label}</span>
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<span className="text-md font-bold text-primary">{value}</span>
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<span className="text-[10px] text-tertiary">{description}</span>
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</div>
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);
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const formatPercent = (value: number): string => {
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if (isNaN(value) || !isFinite(value)) return '0%';
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return `${Math.round(value)}%`;
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};
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interface DashboardKpiProps {
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calls: Call[];
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leads: Lead[];
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}
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export const DashboardKpi = ({ calls, leads }: DashboardKpiProps) => {
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const totalCalls = calls.length;
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const inboundCalls = calls.filter((c) => c.callDirection === 'INBOUND').length;
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const outboundCalls = calls.filter((c) => c.callDirection === 'OUTBOUND').length;
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const missedCalls = calls.filter((c) => c.callStatus === 'MISSED').length;
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const leadsWithResponse = leads.filter((l) => l.createdAt && l.firstContactedAt);
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const avgResponseTime = leadsWithResponse.length > 0
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? Math.round(leadsWithResponse.reduce((sum, l) => {
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return sum + (new Date(l.firstContactedAt!).getTime() - new Date(l.createdAt!).getTime()) / 60000;
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}, 0) / leadsWithResponse.length)
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: null;
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const missedCallsList = calls.filter((c) => c.callStatus === 'MISSED' && c.startedAt);
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const missedCallbackTime = missedCallsList.length > 0
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? Math.round(missedCallsList.reduce((sum, c) => sum + (Date.now() - new Date(c.startedAt!).getTime()) / 60000, 0) / missedCallsList.length)
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: null;
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const callToAppt = totalCalls > 0
|
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? (calls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length / totalCalls) * 100
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: 0;
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|
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const leadToAppt = leads.length > 0
|
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? (leads.filter((l) => l.leadStatus === 'APPOINTMENT_SET' || l.leadStatus === 'CONVERTED').length / leads.length) * 100
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: 0;
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|
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return (
|
||||
<div className="space-y-4">
|
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<div className="grid grid-cols-2 gap-3 xl:grid-cols-4">
|
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<KpiCard label="Total Calls" value={totalCalls} icon={faPhone} iconColor="text-fg-brand-primary" iconBg="bg-brand-secondary" />
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<KpiCard label="Inbound" value={inboundCalls} icon={faPhoneArrowDownLeft} iconColor="text-fg-success-primary" iconBg="bg-success-secondary" />
|
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<KpiCard label="Outbound" value={outboundCalls} icon={faPhoneArrowUpRight} iconColor="text-fg-brand-primary" iconBg="bg-brand-secondary" />
|
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<KpiCard label="Missed" value={missedCalls} icon={faPhoneMissed} iconColor="text-fg-error-primary" iconBg="bg-error-secondary"
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subtitle={totalCalls > 0 ? `${formatPercent((missedCalls / totalCalls) * 100)} of total` : undefined} />
|
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</div>
|
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<div className="grid grid-cols-2 gap-3 xl:grid-cols-4">
|
||||
<MetricCard label="Avg Response" value={avgResponseTime !== null ? `${avgResponseTime}m` : '—'} description="Lead creation to first contact" />
|
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<MetricCard label="Missed Callback" value={missedCallbackTime !== null ? `${missedCallbackTime}m` : '—'} description="Avg wait for missed callbacks" />
|
||||
<MetricCard label="Call → Appt" value={formatPercent(callToAppt)} description="Calls resulting in bookings" />
|
||||
<MetricCard label="Lead → Appt" value={formatPercent(leadToAppt)} description="Leads converted to appointments" />
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
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71
src/components/dashboard/missed-queue.tsx
Normal file
71
src/components/dashboard/missed-queue.tsx
Normal file
@@ -0,0 +1,71 @@
|
||||
import { useMemo } from 'react';
|
||||
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
|
||||
import { faPhoneMissed } from '@fortawesome/pro-duotone-svg-icons';
|
||||
import { Badge } from '@/components/base/badges/badges';
|
||||
import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
|
||||
import type { Call } from '@/types/entities';
|
||||
|
||||
const getTimeSince = (dateStr: string | null): string => {
|
||||
if (!dateStr) return '—';
|
||||
const mins = Math.floor((Date.now() - new Date(dateStr).getTime()) / 60000);
|
||||
if (mins < 1) return 'Just now';
|
||||
if (mins < 60) return `${mins}m ago`;
|
||||
const hours = Math.floor(mins / 60);
|
||||
if (hours < 24) return `${hours}h ago`;
|
||||
return `${Math.floor(hours / 24)}d ago`;
|
||||
};
|
||||
|
||||
interface MissedQueueProps {
|
||||
calls: Call[];
|
||||
}
|
||||
|
||||
export const MissedQueue = ({ calls }: MissedQueueProps) => {
|
||||
const missedCalls = useMemo(() => {
|
||||
return calls
|
||||
.filter((c) => c.callStatus === 'MISSED')
|
||||
.sort((a, b) => {
|
||||
const dateA = a.startedAt ? new Date(a.startedAt).getTime() : 0;
|
||||
const dateB = b.startedAt ? new Date(b.startedAt).getTime() : 0;
|
||||
return dateB - dateA;
|
||||
})
|
||||
.slice(0, 15);
|
||||
}, [calls]);
|
||||
|
||||
return (
|
||||
<div className="rounded-xl border border-secondary bg-primary shadow-xs">
|
||||
<div className="flex items-center justify-between border-b border-secondary px-4 py-3">
|
||||
<div className="flex items-center gap-2">
|
||||
<FontAwesomeIcon icon={faPhoneMissed} className="size-3.5 text-fg-error-primary" />
|
||||
<h3 className="text-sm font-semibold text-primary">Missed Call Queue</h3>
|
||||
</div>
|
||||
{missedCalls.length > 0 && (
|
||||
<Badge size="sm" color="error">{missedCalls.length}</Badge>
|
||||
)}
|
||||
</div>
|
||||
<div className="max-h-[500px] overflow-y-auto">
|
||||
{missedCalls.length === 0 ? (
|
||||
<div className="flex flex-col items-center justify-center py-10 gap-2">
|
||||
<FontAwesomeIcon icon={faPhoneMissed} className="size-6 text-fg-quaternary" />
|
||||
<p className="text-sm text-tertiary">No missed calls</p>
|
||||
</div>
|
||||
) : (
|
||||
<ul className="divide-y divide-secondary">
|
||||
{missedCalls.map((call) => {
|
||||
const phone = call.callerNumber?.[0]?.number ?? '';
|
||||
const display = phone ? `+91 ${phone}` : 'Unknown';
|
||||
return (
|
||||
<li key={call.id} className="flex items-center justify-between px-4 py-2.5 hover:bg-primary_hover transition duration-100 ease-linear">
|
||||
<div className="flex flex-col">
|
||||
<span className="text-sm font-medium text-primary">{display}</span>
|
||||
<span className="text-xs text-tertiary">{getTimeSince(call.startedAt)}</span>
|
||||
</div>
|
||||
{phone && <ClickToCallButton phoneNumber={phone} size="sm" />}
|
||||
</li>
|
||||
);
|
||||
})}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -88,7 +88,6 @@ const getNavSections = (role: string): NavSection[] => {
|
||||
{ label: 'Call Center', items: [
|
||||
{ label: 'Call Desk', href: '/', icon: IconPhone },
|
||||
{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
|
||||
{ label: 'Follow-ups', href: '/follow-ups', icon: IconBell },
|
||||
{ label: 'Call History', href: '/call-history', icon: IconClockRewind },
|
||||
]},
|
||||
];
|
||||
@@ -144,9 +143,7 @@ export const Sidebar = ({ activeUrl = "/" }: SidebarProps) => {
|
||||
{/* Logo + collapse toggle */}
|
||||
<div className={cx("flex items-center gap-2", collapsed ? "justify-center px-2" : "justify-between px-4 lg:px-5")}>
|
||||
{collapsed ? (
|
||||
<div className="flex items-center justify-center bg-brand-solid rounded-lg p-1.5 size-8 shrink-0">
|
||||
<span className="text-white font-bold text-sm leading-none">H</span>
|
||||
</div>
|
||||
<img src="/favicon-32.png" alt="Helix Engage" className="size-8 rounded-lg shrink-0" />
|
||||
) : (
|
||||
<div className="flex flex-col gap-1">
|
||||
<span className="text-md font-bold text-primary">Helix Engage</span>
|
||||
|
||||
@@ -1,5 +1,3 @@
|
||||
import { GlobalSearch } from "@/components/shared/global-search";
|
||||
|
||||
interface TopBarProps {
|
||||
title: string;
|
||||
subtitle?: string;
|
||||
@@ -7,14 +5,10 @@ interface TopBarProps {
|
||||
|
||||
export const TopBar = ({ title, subtitle }: TopBarProps) => {
|
||||
return (
|
||||
<header className="flex h-16 items-center justify-between border-b border-secondary bg-primary px-6">
|
||||
<header className="flex h-14 items-center border-b border-secondary bg-primary px-6">
|
||||
<div className="flex flex-col justify-center">
|
||||
<h1 className="text-display-xs font-bold text-primary">{title}</h1>
|
||||
{subtitle && <p className="text-sm text-tertiary">{subtitle}</p>}
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-3">
|
||||
<GlobalSearch />
|
||||
<h1 className="text-lg font-bold text-primary">{title}</h1>
|
||||
{subtitle && <p className="text-xs text-tertiary">{subtitle}</p>}
|
||||
</div>
|
||||
</header>
|
||||
);
|
||||
|
||||
Reference in New Issue
Block a user