mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
Phase 2 of hospital onboarding & self-service plan
(docs/superpowers/plans/2026-04-06-hospital-onboarding-self-service.md
checked in here for the helix-engage repo).
Frontend foundations for the staff-portal Settings hub and 6-step setup
wizard. Backend was Phase 1 (helix-engage-server commit).
New shared components (src/components/setup/):
- wizard-shell.tsx — fullscreen layout with left step navigator, progress
bar, and Skip-for-now affordance
- wizard-step.tsx — single-step wrapper with Mark Complete + Prev/Next/
Finish navigation, completion badge
- section-card.tsx — Settings hub card with title/description/icon, links
to a section page, optional status badge mirroring setup-state
New pages:
- pages/setup-wizard.tsx — top-level /setup route, fullscreen (no AppShell),
loads setup-state from sidecar, renders the active step. Each step has a
placeholder body for now; Phase 5 swaps placeholders for real form
components from the matching settings pages. Already functional end-to-end:
Mark Complete writes to PUT /api/config/setup-state/steps/<step>, Skip
posts to /dismiss, Finish navigates to /.
- pages/team-settings.tsx — moved the existing workspace member listing out
of the old monolithic settings.tsx into its own /settings/team route. No
functional change; Phase 3 will add the invite form + role editor here.
- pages/settings-placeholder.tsx — generic "Coming in Phase X" stub used by
routes for clinics, doctors, telephony, ai, widget until those pages land.
Modified pages:
- pages/settings.tsx — rewritten as the Settings hub (the new /settings
route). Renders SectionCards in 3 groups (Hospital identity, Care
delivery, Channels & automation) with completion badges sourced from
/api/config/setup-state. The hub links to existing pages (/branding,
/rules) and to placeholder pages for the not-yet-built sections.
- pages/login.tsx — after successful login, calls getSetupState() and
redirects to /setup if wizardRequired. Failures fall through to / so an
older sidecar without the setup-state endpoint still works.
- components/layout/sidebar.tsx — collapsed the Configuration group
(Rules Engine + Branding standalone entries) into the single Settings
entry that opens the hub. Removes the IconSlidersUp import that's no
longer used.
New types and helpers (src/lib/setup-state.ts):
- SetupState / SetupStepName / SetupStepStatus types mirroring the sidecar
shape
- SETUP_STEP_NAMES constant + SETUP_STEP_LABELS map (title + description
per step) — single source of truth used by the wizard, hub, and any
future surface that wants to render step metadata
- getSetupState / markSetupStepComplete / markSetupStepIncomplete /
dismissSetupWizard / resetSetupState helpers wrapping the api-client
Other:
- lib/api-client.ts — added apiClient.put() helper for the setup-state
step update mutations (PUT was the only verb missing from the existing
get/post/graphql helpers)
- main.tsx — registered new routes:
/setup (fullscreen, no AppShell)
/settings (the hub, replaces old settings.tsx)
/settings/team (moved member listing)
/settings/clinics (placeholder, Phase 3)
/settings/doctors (placeholder, Phase 3)
/settings/telephony (placeholder, Phase 4)
/settings/ai (placeholder, Phase 4)
/settings/widget (placeholder, Phase 4)
Tested via npx tsc --noEmit and npm run build (clean, only pre-existing
chunk-size and dynamic-import warnings unrelated to this change).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
302 lines
14 KiB
TypeScript
302 lines
14 KiB
TypeScript
import { useState } from "react";
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import { FontAwesomeIcon } from "@fortawesome/react-fontawesome";
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import {
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faBullhorn,
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faChartMixed,
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faChevronLeft,
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faChevronRight,
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faClockRotateLeft,
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faCommentDots,
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faGear,
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faGrid2,
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faHospitalUser,
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faCalendarCheck,
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faPhone,
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faUsers,
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faArrowRightFromBracket,
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faTowerBroadcast,
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faChartLine,
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faFileAudio,
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faPhoneMissed,
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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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import { Link, useNavigate } from "react-router";
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import { ModalOverlay, Modal, Dialog } from "@/components/application/modals/modal";
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import { Button } from "@/components/base/buttons/button";
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import { MobileNavigationHeader } from "@/components/application/app-navigation/base-components/mobile-header";
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import { NavAccountCard } from "@/components/application/app-navigation/base-components/nav-account-card";
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import { NavItemBase } from "@/components/application/app-navigation/base-components/nav-item";
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import type { NavItemType } from "@/components/application/app-navigation/config";
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import { Avatar } from "@/components/base/avatar/avatar";
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import { useAuth } from "@/providers/auth-provider";
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import { useAgentState } from "@/hooks/use-agent-state";
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import { useThemeTokens } from "@/providers/theme-token-provider";
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import { sidebarCollapsedAtom } from "@/state/sidebar-state";
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import { cx } from "@/utils/cx";
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const EXPANDED_WIDTH = 292;
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const COLLAPSED_WIDTH = 64;
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const IconGrid2 = faIcon(faGrid2);
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const IconBullhorn = faIcon(faBullhorn);
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const IconCommentDots = faIcon(faCommentDots);
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const IconChartMixed = faIcon(faChartMixed);
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const IconGear = faIcon(faGear);
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const IconPhone = faIcon(faPhone);
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const IconClockRewind = faIcon(faClockRotateLeft);
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const IconUsers = faIcon(faUsers);
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const IconHospitalUser = faIcon(faHospitalUser);
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const IconCalendarCheck = faIcon(faCalendarCheck);
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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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type NavSection = {
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label: string;
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items: NavItemType[];
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};
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const getNavSections = (role: string): NavSection[] => {
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if (role === 'admin') {
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return [
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{ label: 'Supervisor', items: [
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{ label: 'Dashboard', href: '/', icon: IconGrid2 },
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{ label: 'Team Performance', href: '/team-performance', icon: IconChartLine },
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{ label: 'Live Call Monitor', href: '/live-monitor', icon: IconTowerBroadcast },
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]},
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{ label: 'Data & Reports', items: [
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{ label: 'Leads', href: '/leads', icon: IconUsers },
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{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
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{ label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
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{ label: 'Call Log', href: '/call-history', icon: IconClockRewind },
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{ label: 'Call Recordings', href: '/call-recordings', icon: IconFileAudio },
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{ label: 'Missed Calls', href: '/missed-calls', icon: IconPhoneMissed },
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]},
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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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// Settings hub absorbs branding, rules, team, clinics, doctors,
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// telephony, ai, widget — one entry, navigates to the hub which
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// links to each section page.
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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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];
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}
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if (role === 'cc-agent') {
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return [
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{ label: 'Call Center', items: [
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{ label: 'Call Desk', href: '/', icon: IconPhone },
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{ label: 'Call History', href: '/call-history', icon: IconClockRewind },
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{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
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{ label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
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{ label: 'My Performance', href: '/my-performance', icon: IconChartMixed },
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]},
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];
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}
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return [
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{ label: 'Main', items: [
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{ label: 'Lead Workspace', href: '/', icon: IconGrid2 },
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{ label: 'All Leads', href: '/leads', icon: IconUsers },
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{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
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{ label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
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{ label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
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{ label: 'Outreach', href: '/outreach', icon: IconCommentDots },
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]},
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{ label: 'Insights', items: [
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{ label: 'Analytics', href: '/reports', icon: IconChartMixed },
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]},
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];
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};
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const getRoleSubtitle = (role: string): string => {
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switch (role) {
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case 'admin': return 'Marketing Admin';
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case 'cc-agent': return 'Call Center Agent';
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default: return 'Marketing Executive';
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}
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};
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interface SidebarProps {
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activeUrl?: string;
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}
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export const Sidebar = ({ activeUrl = "/" }: SidebarProps) => {
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const { logout, user } = useAuth();
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const { tokens } = useThemeTokens();
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const navigate = useNavigate();
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const [collapsed, setCollapsed] = useAtom(sidebarCollapsedAtom);
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const agentConfig = typeof window !== 'undefined' ? localStorage.getItem('helix_agent_config') : null;
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const agentId = agentConfig ? (() => { try { return JSON.parse(agentConfig).ozonetelAgentId; } catch { return null; } })() : null;
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const ozonetelState = useAgentState(agentId);
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const avatarStatus: 'online' | 'offline' = ozonetelState === 'ready' ? 'online' : 'offline';
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const width = collapsed ? COLLAPSED_WIDTH : EXPANDED_WIDTH;
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const [logoutOpen, setLogoutOpen] = useState(false);
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const handleSignOut = () => {
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setLogoutOpen(true);
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};
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const confirmSignOut = async () => {
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setLogoutOpen(false);
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await logout();
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navigate('/login');
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};
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const navSections = getNavSections(user.role);
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const content = (
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<aside
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style={{ "--width": `${width}px` } as React.CSSProperties}
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className={cx(
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"flex h-full w-full max-w-full flex-col justify-between overflow-auto bg-sidebar pt-4 shadow-xs transition-all duration-200 ease-linear lg:w-(--width) lg:pt-5",
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)}
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>
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{/* Logo + collapse toggle */}
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<div className={cx("flex items-center gap-2", collapsed ? "justify-center px-2" : "justify-between px-4 lg:px-5")}>
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{collapsed ? (
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<img src={tokens.brand.logo} alt={tokens.brand.name} className="size-8 rounded-lg shrink-0" />
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) : (
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<div className="flex flex-col gap-1">
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<span className="text-md font-bold text-white">{tokens.sidebar.title}</span>
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<span className="text-xs text-white opacity-70">{tokens.sidebar.subtitle.replace('{role}', getRoleSubtitle(user.role))}</span>
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</div>
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)}
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<button
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onClick={() => setCollapsed(!collapsed)}
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className="hidden lg:flex size-6 items-center justify-center rounded-md text-fg-quaternary hover:text-fg-secondary hover:bg-secondary transition duration-100 ease-linear"
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title={collapsed ? 'Expand sidebar' : 'Collapse sidebar'}
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>
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<FontAwesomeIcon icon={collapsed ? faChevronRight : faChevronLeft} className="size-3" />
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</button>
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</div>
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{/* Nav sections */}
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<ul className="mt-6">
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{navSections.map((group) => (
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<li key={group.label}>
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{!collapsed && (
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<div className="px-5 pb-1 bg-sidebar">
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<p className="text-xs font-bold text-quaternary uppercase">{group.label}</p>
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</div>
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)}
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<ul className={cx(collapsed ? "px-2 pb-3" : "px-4 pb-5")}>
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{group.items.map((item) => (
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<li key={item.label} className="py-0.5">
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{collapsed ? (
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<Link
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to={item.href ?? '/'}
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title={item.label}
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style={
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item.href !== activeUrl
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? {
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"--hover-bg": "var(--color-sidebar-nav-item-hover-bg)",
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"--hover-text": "var(--color-sidebar-nav-item-hover-text)",
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} as React.CSSProperties
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: undefined
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}
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className={cx(
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"flex size-10 items-center justify-center rounded-lg transition duration-100 ease-linear",
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item.href === activeUrl
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? "bg-sidebar-active text-sidebar-active"
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: "text-fg-quaternary hover:bg-(--hover-bg) hover:text-(--hover-text)",
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)}
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>
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{item.icon && <item.icon className="size-5" />}
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</Link>
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) : (
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<NavItemBase
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icon={item.icon}
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href={item.href}
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badge={item.badge}
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type="link"
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current={item.href === activeUrl}
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>
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{item.label}
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</NavItemBase>
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)}
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</li>
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))}
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</ul>
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</li>
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))}
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</ul>
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{/* Account card */}
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<div className={cx("mt-auto py-4", collapsed ? "flex justify-center px-2" : "px-2 lg:px-4")}>
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{collapsed ? (
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<button
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onClick={handleSignOut}
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title={`${user.name}\nSign out`}
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style={{ "--hover-bg": "var(--color-sidebar-nav-item-hover-bg)" } as React.CSSProperties}
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className="rounded-lg p-1 hover:bg-(--hover-bg) transition duration-100 ease-linear"
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>
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<Avatar size="sm" initials={user.initials} status={avatarStatus} />
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</button>
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) : (
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<NavAccountCard
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items={[{
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id: 'current',
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name: user.name,
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email: user.email,
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avatar: '',
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status: avatarStatus,
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}]}
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selectedAccountId="current"
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popoverPlacement="top"
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onSignOut={handleSignOut}
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onViewProfile={() => navigate('/profile')}
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onAccountSettings={() => navigate('/account-settings')}
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/>
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)}
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</div>
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</aside>
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);
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return (
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<>
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<MobileNavigationHeader>{content}</MobileNavigationHeader>
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<div className="hidden lg:fixed lg:inset-y-0 lg:left-0 lg:flex">{content}</div>
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<div
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style={{ paddingLeft: width }}
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className="invisible hidden lg:sticky lg:top-0 lg:bottom-0 lg:left-0 lg:block transition-all duration-200 ease-linear"
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/>
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{/* Logout confirmation modal */}
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<ModalOverlay isOpen={logoutOpen} onOpenChange={setLogoutOpen} isDismissable>
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<Modal className="max-w-md">
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<Dialog>
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<div className="rounded-xl bg-primary p-6 shadow-xl">
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<div className="flex flex-col items-center text-center gap-4">
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<div className="flex size-12 items-center justify-center rounded-full bg-warning-secondary">
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<FontAwesomeIcon icon={faArrowRightFromBracket} className="size-5 text-fg-warning-primary" />
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</div>
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<div>
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<h3 className="text-lg font-semibold text-primary">Sign out?</h3>
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<p className="mt-1 text-sm text-tertiary">
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You will be logged out of Helix Engage and your Ozonetel agent session will end. Any active calls will be disconnected.
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</p>
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</div>
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<div className="flex w-full gap-3">
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<Button size="md" color="secondary" className="flex-1" onClick={() => setLogoutOpen(false)}>
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Cancel
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</Button>
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<Button size="md" color="primary-destructive" className="flex-1" onClick={confirmSignOut}>
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Sign out
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</Button>
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</div>
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</div>
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</div>
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</Dialog>
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</Modal>
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</ModalOverlay>
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</>
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);
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};
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