mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
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- Call-desk: active-call-card supervisor presence badges, incoming-call-card polish, transfer-dialog, call-log - Disposition modal: auto-lock based on actions taken, not-interested split - Forms: appointment-form + enquiry-form improvements (placeholder handling, phone format) - Worklist-panel: pagination awareness, filter chips - Pages: all-leads/patients/patient-360/missed-calls/team-performance/call-history/appointments polish - SIP: sip-client reconnect, sip-provider + sip-manager state, agent-status-toggle spinner - Hooks: use-agent-state supervisor SSE events, use-worklist, use-performance-alerts - Types: entities.ts extended Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
328 lines
16 KiB
TypeScript
328 lines
16 KiB
TypeScript
import { useState, useEffect } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faUserPen } from '@fortawesome/pro-duotone-svg-icons';
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import { Input } from '@/components/base/input/input';
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import { Select } from '@/components/base/select/select';
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import { TextArea } from '@/components/base/textarea/textarea';
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import { Checkbox } from '@/components/base/checkbox/checkbox';
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import { Button } from '@/components/base/buttons/button';
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import { EditPatientConfirmModal } from '@/components/modals/edit-patient-confirm-modal';
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import { apiClient } from '@/lib/api-client';
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import { notify } from '@/lib/toast';
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type EnquiryFormProps = {
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isOpen: boolean;
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onOpenChange: (open: boolean) => void;
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callerPhone?: string | null;
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// Pre-populated caller name (from caller-resolution). When set, the
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// patient-name field is locked behind the Edit-confirm modal to
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// prevent accidental rename-on-save. When empty or null, the field
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// starts unlocked because there's no existing name to protect.
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leadName?: string | null;
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leadId?: string | null;
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patientId?: string | null;
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agentName?: string | null;
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// Called after a successful save. Passes back the list of actions that
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// were actually recorded — the parent uses this to drive the disposition
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// priority + lock logic. Always includes 'ENQUIRY'; adds 'FOLLOWUP' when
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// the agent scheduled a callback.
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onSaved?: (actions: Array<'ENQUIRY' | 'FOLLOWUP'>) => void;
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};
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export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadId: propLeadId, patientId, agentName, onSaved }: EnquiryFormProps) => {
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// Initial name captured at form open — used to detect whether the
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// agent actually changed the name before committing any updatePatient /
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// updateLead.contactName mutations. See also appointment-form.tsx.
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const initialLeadName = (leadName ?? '').trim();
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const [patientName, setPatientName] = useState(leadName ?? '');
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const [isNameEditable, setIsNameEditable] = useState(initialLeadName.length === 0);
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const [editConfirmOpen, setEditConfirmOpen] = useState(false);
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const [source, setSource] = useState('Phone Inquiry');
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const [queryAsked, setQueryAsked] = useState('');
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const [isExisting, setIsExisting] = useState(false);
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const [registeredPhone, setRegisteredPhone] = useState(callerPhone ?? '');
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const [department, setDepartment] = useState<string | null>(null);
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const [doctor, setDoctor] = useState<string | null>(null);
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const [followUpNeeded, setFollowUpNeeded] = useState(false);
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const [followUpDate, setFollowUpDate] = useState('');
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const [isSaving, setIsSaving] = useState(false);
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const [error, setError] = useState<string | null>(null);
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// Fetch doctors for department/doctor dropdowns
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const [doctors, setDoctors] = useState<Array<{ id: string; name: string; department: string }>>([]);
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useEffect(() => {
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if (!isOpen) return;
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apiClient.graphql<{ doctors: { edges: Array<{ node: any }> } }>(
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`{ doctors(first: 50) { edges { node {
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id name fullName { firstName lastName } department
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} } } }`,
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).then(data => {
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setDoctors(data.doctors.edges.map(e => ({
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id: e.node.id,
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name: e.node.fullName ? `Dr. ${e.node.fullName.firstName} ${e.node.fullName.lastName}`.trim() : e.node.name,
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department: e.node.department ?? '',
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})));
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}).catch(() => {});
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}, [isOpen]);
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const departmentItems = [...new Set(doctors.map(d => d.department).filter(Boolean))]
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.map(dept => ({ id: dept, label: dept.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase()) }));
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const filteredDoctors = department ? doctors.filter(d => d.department === department) : doctors;
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const doctorItems = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
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const handleSave = async () => {
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if (!patientName.trim() || !queryAsked.trim()) {
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setError('Please fill in required fields: patient name and query.');
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return;
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}
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setIsSaving(true);
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setError(null);
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try {
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// Resolve caller. Resolver returns isNew=true when no Lead/
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// Patient exists for this phone — in that case we create both
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// records inline with the typed name. Otherwise we update the
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// existing records.
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let leadId: string | null = propLeadId ?? null;
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let resolvedPatientId: string | null = patientId || null;
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let isNew = false;
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if ((!leadId || !resolvedPatientId) && registeredPhone) {
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const resolved = await apiClient.post<{ leadId: string; patientId: string; isNew: boolean }>('/api/caller/resolve', { phone: registeredPhone }, { silent: true });
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leadId = leadId || resolved.leadId || null;
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resolvedPatientId = resolvedPatientId || resolved.patientId || null;
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isNew = !!resolved.isNew && !leadId;
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}
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const trimmedName = patientName.trim();
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const nameChanged = isNameEditable && trimmedName.length > 0 && trimmedName !== initialLeadName;
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const nameParts = {
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firstName: trimmedName.split(' ')[0],
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lastName: trimmedName.split(' ').slice(1).join(' ') || '',
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};
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if (isNew) {
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// Net-new caller — create Patient + Lead with the typed
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// name. Name is required (validated above).
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if (!trimmedName) {
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setError('Please enter the patient name.');
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setIsSaving(false);
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return;
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}
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try {
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const phoneE164 = registeredPhone ? `+91${registeredPhone.replace(/^\+?91/, '').replace(/\D/g, '').slice(-10)}` : undefined;
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const patientData: Record<string, any> = {
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fullName: nameParts,
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patientType: 'NEW',
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};
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if (phoneE164) patientData.phones = { primaryPhoneNumber: phoneE164 };
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const pResult = await apiClient.graphql<{ createPatient: { id: string } }>(
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`mutation($data: PatientCreateInput!) { createPatient(data: $data) { id } }`,
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{ data: patientData },
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);
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resolvedPatientId = pResult.createPatient.id;
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} catch (err) {
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console.warn('Failed to create patient:', err);
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}
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const leadData: Record<string, any> = {
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name: `Enquiry — ${trimmedName}`,
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contactName: nameParts,
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source: 'PHONE',
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status: 'CONTACTED',
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interestedService: queryAsked.substring(0, 100),
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};
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if (registeredPhone) leadData.contactPhone = { primaryPhoneNumber: registeredPhone };
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if (resolvedPatientId) leadData.patientId = resolvedPatientId;
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const lResult = await apiClient.graphql<{ createLead: { id: string } }>(
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`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
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{ data: leadData },
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);
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leadId = lResult.createLead.id;
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} else if (leadId) {
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// Existing lead — update with enquiry details. Only touch
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// contactName when the agent explicitly renamed (the name
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// field is locked behind the Edit confirm modal for
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// existing records).
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await apiClient.graphql(
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`mutation($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 — ${trimmedName || 'Unknown caller'}`,
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source: 'PHONE',
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status: 'CONTACTED',
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interestedService: queryAsked.substring(0, 100),
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...(nameChanged ? { contactName: nameParts } : {}),
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},
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},
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);
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}
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// Update linked patient's name when the agent renamed (edit
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// confirm path) on an existing record. Skipped for isNew
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// because the patient was just created with the right name.
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if (!isNew && nameChanged && resolvedPatientId && trimmedName) {
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await apiClient.graphql(
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`mutation($id: UUID!, $data: PatientUpdateInput!) { updatePatient(id: $id, data: $data) { id } }`,
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{
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id: resolvedPatientId,
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data: {
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fullName: nameParts,
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},
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},
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).catch((err: unknown) => console.warn('Failed to update patient name:', err));
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}
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// Post-save side-effect. If the agent actually renamed the
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// patient, kick off AI summary regen. Fire-and-forget.
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if (nameChanged && leadId) {
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apiClient.post(`/api/lead/${leadId}/enrich`, { phone: callerPhone ?? undefined }, { silent: true }).catch(() => {});
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}
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// Create follow-up if needed
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if (followUpNeeded) {
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if (!followUpDate) {
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setError('Please select a follow-up date.');
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setIsSaving(false);
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return;
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}
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const today = new Date().toISOString().split('T')[0];
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if (followUpDate < today) {
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setError('Follow-up date cannot be in the past.');
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setIsSaving(false);
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return;
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}
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await apiClient.graphql(
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`mutation($data: FollowUpCreateInput!) { createFollowUp(data: $data) { id } }`,
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{
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data: {
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name: `Follow-up — ${patientName}`,
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typeCustom: 'CALLBACK',
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status: 'PENDING',
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priority: 'NORMAL',
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assignedAgent: agentName ?? undefined,
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scheduledAt: new Date(`${followUpDate}T09:00:00`).toISOString(),
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patientId: resolvedPatientId || undefined,
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},
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},
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{ silent: true },
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);
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}
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notify.success('Enquiry Logged', 'Contact details and query captured');
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const actions: Array<'ENQUIRY' | 'FOLLOWUP'> = ['ENQUIRY'];
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if (followUpNeeded) actions.push('FOLLOWUP');
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onSaved?.(actions);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Failed to save enquiry');
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} finally {
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setIsSaving(false);
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}
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};
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if (!isOpen) return null;
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return (
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<div className="flex flex-col flex-1 min-h-0">
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{/* Form fields — scrollable */}
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<div className="flex-1 overflow-y-auto">
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<div className="flex flex-col gap-3">
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{/* Patient name — locked by default for existing callers,
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unlocked for new callers with no prior name on record.
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The Edit button opens a confirm modal before unlocking;
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see EditPatientConfirmModal for the rationale. */}
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<div className="flex items-end gap-2">
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<div className="flex-1">
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<Input
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label="Patient Name"
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placeholder="Full name"
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value={patientName}
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onChange={setPatientName}
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isRequired
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isDisabled={!isNameEditable}
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/>
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</div>
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{!isNameEditable && initialLeadName.length > 0 && (
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<Button
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size="sm"
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color="secondary"
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iconLeading={({ className }: { className?: string }) => (
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<FontAwesomeIcon icon={faUserPen} className={className} />
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)}
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onClick={() => setEditConfirmOpen(true)}
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>
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Edit
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</Button>
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)}
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</div>
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<Input label="Source / Referral" placeholder="How did they reach us?" value={source} onChange={setSource} isRequired />
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<TextArea label="Query Asked" placeholder="What did the caller ask about?" value={queryAsked} onChange={setQueryAsked} rows={3} isRequired />
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<Checkbox isSelected={isExisting} onChange={setIsExisting} label="Existing Patient" hint="Has visited the hospital before" />
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{isExisting && (
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<Input label="Registered Phone" placeholder="Phone number on file" value={registeredPhone} onChange={setRegisteredPhone} />
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)}
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<div className="border-t border-secondary" />
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<div className="grid grid-cols-2 gap-3">
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<Select label="Department" placeholder="Optional" items={departmentItems} selectedKey={department}
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onSelectionChange={(key) => { setDepartment(key as string); setDoctor(null); }}>
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{(item) => <Select.Item id={item.id} label={item.label} />}
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</Select>
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<Select label="Doctor" placeholder="Optional" items={doctorItems} selectedKey={doctor}
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onSelectionChange={(key) => setDoctor(key as string)} isDisabled={!department}>
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{(item) => <Select.Item id={item.id} label={item.label} />}
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</Select>
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</div>
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<div className="flex items-center gap-3">
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<Checkbox isSelected={followUpNeeded} onChange={setFollowUpNeeded} label="Follow-up Needed" />
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{followUpNeeded && (
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<div className="flex-1 max-w-[180px]">
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<Input type="date" value={followUpDate} onChange={setFollowUpDate} isRequired aria-label="Follow-up Date" />
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</div>
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)}
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</div>
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{error && (
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<div className="rounded-lg bg-error-primary p-3 text-sm text-error-primary">{error}</div>
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)}
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</div>
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</div>
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{/* Footer — pinned */}
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<div className="shrink-0 flex items-center justify-end gap-3 pt-4 border-t border-secondary">
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<Button size="sm" color="secondary" onClick={() => onOpenChange(false)}>Cancel</Button>
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<Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
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{isSaving ? 'Saving...' : 'Log Enquiry'}
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</Button>
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</div>
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<EditPatientConfirmModal
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isOpen={editConfirmOpen}
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onOpenChange={setEditConfirmOpen}
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onConfirm={() => {
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setIsNameEditable(true);
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setEditConfirmOpen(false);
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}}
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description={
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<>
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You're about to change the name on this patient's record. This will
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update their profile across Helix Engage, including past appointments,
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lead history, and AI summary. Only proceed if the current name is
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actually wrong — for all other cases, cancel and continue logging the
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enquiry as-is.
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</>
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}
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/>
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</div>
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);
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};
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