Files
helix-engage/src/components/call-desk/appointment-form.tsx
saridsa2 4598740efe feat: inline forms, transfer redesign, patient fixes, UI polish
- Appointment/enquiry forms reverted to inline rendering (not modals)
- Forms: flat scrollable section with pinned footer, no card wrapper
- Appointment form: DatePicker component, date prefilled, removed Returning Patient checkbox
- Enquiry form: removed disposition dropdown, lead status defaults to CONTACTED
- Transfer dialog: agent picker with live status, doctor list with department, select-then-connect flow
- Transfer: removed external number input, moved Cancel/Connect to pinned header row
- Button mutual exclusivity: Book Appt / Enquiry / Transfer close each other
- Patient name write-back: appointment + enquiry forms update patient fullName after save
- Caller cache invalidation: POST /api/caller/invalidate after name update
- Follow-up fix (#513): assignedAgent, patientId, date validation in createFollowUp
- Patients page: removed status filters + column, added pagination (15/page)
- Pending badge removed from call desk header
- Table resize handles visible (bg-tertiary pill)
- Sim call button: dev-only (import.meta.env.DEV)
- CallControlStrip component (reusable, not currently mounted)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 12:14:38 +05:30

518 lines
21 KiB
TypeScript

import { useState, useEffect } from 'react';
import { Input } from '@/components/base/input/input';
import { Select } from '@/components/base/select/select';
import { TextArea } from '@/components/base/textarea/textarea';
import { Button } from '@/components/base/buttons/button';
import { DatePicker } from '@/components/application/date-picker/date-picker';
import { parseDate } from '@internationalized/date';
import { apiClient } from '@/lib/api-client';
import { cx } from '@/utils/cx';
import { notify } from '@/lib/toast';
type ExistingAppointment = {
id: string;
scheduledAt: string;
doctorName: string;
doctorId?: string;
department: string;
reasonForVisit?: string;
status: string;
};
type AppointmentFormProps = {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
callerNumber?: string | null;
leadName?: string | null;
leadId?: string | null;
patientId?: string | null;
onSaved?: () => void;
existingAppointment?: ExistingAppointment | null;
};
type DoctorRecord = { id: string; name: string; department: string; clinic: string };
const clinicItems = [
{ id: 'koramangala', label: 'Global Hospital - Koramangala' },
{ id: 'whitefield', label: 'Global Hospital - Whitefield' },
{ id: 'indiranagar', label: 'Global Hospital - Indiranagar' },
];
const genderItems = [
{ id: 'male', label: 'Male' },
{ id: 'female', label: 'Female' },
{ id: 'other', label: 'Other' },
];
const timeSlotItems = [
{ id: '09:00', label: '9:00 AM' },
{ id: '09:30', label: '9:30 AM' },
{ id: '10:00', label: '10:00 AM' },
{ id: '10:30', label: '10:30 AM' },
{ id: '11:00', label: '11:00 AM' },
{ id: '11:30', label: '11:30 AM' },
{ id: '14:00', label: '2:00 PM' },
{ id: '14:30', label: '2:30 PM' },
{ id: '15:00', label: '3:00 PM' },
{ id: '15:30', label: '3:30 PM' },
{ id: '16:00', label: '4:00 PM' },
];
const formatDeptLabel = (dept: string) =>
dept.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase());
export const AppointmentForm = ({
isOpen,
onOpenChange,
callerNumber,
leadName,
leadId,
patientId,
onSaved,
existingAppointment,
}: AppointmentFormProps) => {
const isEditMode = !!existingAppointment;
// Doctor data from platform
const [doctors, setDoctors] = useState<DoctorRecord[]>([]);
// Form state — initialized from existing appointment in edit mode
const [patientName, setPatientName] = useState(leadName ?? '');
const [patientPhone, setPatientPhone] = useState(callerNumber ?? '');
const [age, setAge] = useState('');
const [gender, setGender] = useState<string | null>(null);
const [clinic, setClinic] = useState<string | null>(null);
const [department, setDepartment] = useState<string | null>(existingAppointment?.department ?? null);
const [doctor, setDoctor] = useState<string | null>(existingAppointment?.doctorId ?? null);
const [date, setDate] = useState(() => {
if (existingAppointment?.scheduledAt) return existingAppointment.scheduledAt.split('T')[0];
return new Date().toISOString().split('T')[0];
});
const [timeSlot, setTimeSlot] = useState<string | null>(() => {
if (existingAppointment?.scheduledAt) {
const dt = new Date(existingAppointment.scheduledAt);
return `${dt.getHours().toString().padStart(2, '0')}:${dt.getMinutes().toString().padStart(2, '0')}`;
}
return null;
});
const [chiefComplaint, setChiefComplaint] = useState(existingAppointment?.reasonForVisit ?? '');
const [source, setSource] = useState('Inbound Call');
const [agentNotes, setAgentNotes] = useState('');
// Availability state
const [bookedSlots, setBookedSlots] = useState<string[]>([]);
const [loadingSlots, setLoadingSlots] = useState(false);
const [isSaving, setIsSaving] = useState(false);
const [error, setError] = useState<string | null>(null);
// Fetch doctors on mount
useEffect(() => {
if (!isOpen) return;
apiClient.graphql<{ doctors: { edges: Array<{ node: any }> } }>(
`{ doctors(first: 50) { edges { node {
id name fullName { firstName lastName } department clinic { id name clinicName }
} } } }`,
).then(data => {
const docs = data.doctors.edges.map(e => ({
id: e.node.id,
name: e.node.fullName
? `Dr. ${e.node.fullName.firstName} ${e.node.fullName.lastName}`.trim()
: e.node.name,
department: e.node.department ?? '',
clinic: e.node.clinic?.clinicName ?? e.node.clinic?.name ?? '',
}));
setDoctors(docs);
}).catch(() => {});
}, [isOpen]);
// Fetch booked slots when doctor + date selected
useEffect(() => {
if (!doctor || !date) {
setBookedSlots([]);
return;
}
setLoadingSlots(true);
apiClient.graphql<{ appointments: { edges: Array<{ node: any }> } }>(
`{ appointments(filter: {
doctorId: { eq: "${doctor}" },
scheduledAt: { gte: "${date}T00:00:00", lte: "${date}T23:59:59" }
}) { edges { node { id scheduledAt durationMin status } } } }`,
).then(data => {
// Filter out cancelled/completed appointments client-side
const activeAppointments = data.appointments.edges.filter(e => {
const status = e.node.status;
return status !== 'CANCELLED' && status !== 'COMPLETED' && status !== 'NO_SHOW';
});
const slots = activeAppointments.map(e => {
const dt = new Date(e.node.scheduledAt);
return `${dt.getHours().toString().padStart(2, '0')}:${dt.getMinutes().toString().padStart(2, '0')}`;
});
// In edit mode, don't block the current appointment's slot
if (isEditMode && existingAppointment) {
const currentDt = new Date(existingAppointment.scheduledAt);
const currentSlot = `${currentDt.getHours().toString().padStart(2, '0')}:${currentDt.getMinutes().toString().padStart(2, '0')}`;
setBookedSlots(slots.filter(s => s !== currentSlot));
} else {
setBookedSlots(slots);
}
}).catch(() => setBookedSlots([]))
.finally(() => setLoadingSlots(false));
}, [doctor, date, isEditMode, existingAppointment]);
// Reset doctor when department changes
useEffect(() => {
setDoctor(null);
setTimeSlot(null);
}, [department]);
// Reset time slot when doctor or date changes
useEffect(() => {
setTimeSlot(null);
}, [doctor, date]);
// Derive department and doctor lists from fetched data
const departmentItems = [...new Set(doctors.map(d => d.department).filter(Boolean))]
.map(dept => ({ id: dept, label: formatDeptLabel(dept) }));
const filteredDoctors = department
? doctors.filter(d => d.department === department)
: doctors;
const doctorSelectItems = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
const timeSlotSelectItems = timeSlotItems.map(slot => ({
...slot,
isDisabled: bookedSlots.includes(slot.id),
label: bookedSlots.includes(slot.id) ? `${slot.label} (Booked)` : slot.label,
}));
const handleSave = async () => {
if (!date || !timeSlot || !doctor || !department) {
setError('Please fill in the required fields: date, time, doctor, and department.');
return;
}
const today = new Date().toISOString().split('T')[0];
if (!isEditMode && date < today) {
setError('Appointment date cannot be in the past.');
return;
}
setIsSaving(true);
setError(null);
try {
const scheduledAt = new Date(`${date}T${timeSlot}:00`).toISOString();
const selectedDoctor = doctors.find(d => d.id === doctor);
if (isEditMode && existingAppointment) {
// Update existing appointment
await apiClient.graphql(
`mutation UpdateAppointment($id: UUID!, $data: AppointmentUpdateInput!) {
updateAppointment(id: $id, data: $data) { id }
}`,
{
id: existingAppointment.id,
data: {
scheduledAt,
doctorName: selectedDoctor?.name ?? '',
department: selectedDoctor?.department ?? '',
doctorId: doctor,
reasonForVisit: chiefComplaint || null,
},
},
);
notify.success('Appointment Updated');
} else {
// Create appointment
await apiClient.graphql(
`mutation CreateAppointment($data: AppointmentCreateInput!) {
createAppointment(data: $data) { id }
}`,
{
data: {
scheduledAt,
durationMin: 30,
appointmentType: 'CONSULTATION',
status: 'SCHEDULED',
doctorName: selectedDoctor?.name ?? '',
department: selectedDoctor?.department ?? '',
doctorId: doctor,
reasonForVisit: chiefComplaint || null,
...(patientId ? { patientId } : {}),
},
},
);
// Update patient name if we have a name and a linked patient
if (patientId && patientName.trim()) {
await apiClient.graphql(
`mutation UpdatePatient($id: UUID!, $data: PatientUpdateInput!) {
updatePatient(id: $id, data: $data) { id }
}`,
{
id: patientId,
data: {
fullName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
},
},
).catch((err: unknown) => console.warn('Failed to update patient name:', err));
}
// Update lead status + name if we have a matched lead
if (leadId) {
await apiClient.graphql(
`mutation UpdateLead($id: UUID!, $data: LeadUpdateInput!) {
updateLead(id: $id, data: $data) { id }
}`,
{
id: leadId,
data: {
leadStatus: 'APPOINTMENT_SET',
lastContactedAt: new Date().toISOString(),
...(patientName.trim() ? { contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' } } : {}),
},
},
).catch((err: unknown) => console.warn('Failed to update lead:', err));
}
// Invalidate caller cache so next lookup gets the real name
if (callerNumber) {
apiClient.post('/api/caller/invalidate', { phone: callerNumber }, { silent: true }).catch(() => {});
}
}
onSaved?.();
} catch (err) {
console.error('Failed to save appointment:', err);
setError(err instanceof Error ? err.message : 'Failed to save appointment. Please try again.');
} finally {
setIsSaving(false);
}
};
const handleCancel = async () => {
if (!existingAppointment) return;
setIsSaving(true);
try {
await apiClient.graphql(
`mutation CancelAppointment($id: UUID!, $data: AppointmentUpdateInput!) {
updateAppointment(id: $id, data: $data) { id }
}`,
{
id: existingAppointment.id,
data: { status: 'CANCELLED' },
},
);
notify.success('Appointment Cancelled');
onSaved?.();
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to cancel appointment');
} finally {
setIsSaving(false);
}
};
if (!isOpen) return null;
return (
<div className="flex flex-col flex-1 min-h-0">
{/* Form fields — scrollable */}
<div className="flex-1 overflow-y-auto">
<div className="flex flex-col gap-3">
{/* Patient Info — only for new appointments */}
{!isEditMode && (
<>
<div className="flex flex-col gap-1">
<span className="text-xs font-bold uppercase tracking-wider text-tertiary">
Patient Information
</span>
</div>
<Input
label="Patient Name"
placeholder="Full name"
value={patientName}
onChange={setPatientName}
/>
<div className="grid grid-cols-2 gap-3">
<Input
label="Phone"
placeholder="Phone number"
value={patientPhone}
onChange={setPatientPhone}
/>
<Input
label="Age"
placeholder="Age"
type="number"
value={age}
onChange={setAge}
/>
</div>
<Select
label="Gender"
placeholder="Select gender"
items={genderItems}
selectedKey={gender}
onSelectionChange={(key) => setGender(key as string)}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<div className="border-t border-secondary" />
</>
)}
{/* Appointment Details */}
<div className="flex flex-col gap-1">
<span className="text-xs font-bold uppercase tracking-wider text-tertiary">
Appointment Details
</span>
</div>
{!isEditMode && (
<Select
label="Clinic / Branch"
placeholder="Select clinic"
items={clinicItems}
selectedKey={clinic}
onSelectionChange={(key) => setClinic(key as string)}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
)}
<Select
label="Department / Specialty"
placeholder={doctors.length === 0 ? 'Loading...' : 'Select department'}
items={departmentItems}
selectedKey={department}
onSelectionChange={(key) => setDepartment(key as string)}
isRequired
isDisabled={doctors.length === 0}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<Select
label="Doctor"
placeholder={!department ? 'Select department first' : 'Select doctor'}
items={doctorSelectItems}
selectedKey={doctor}
onSelectionChange={(key) => setDoctor(key as string)}
isRequired
isDisabled={!department}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<div className="flex flex-col gap-1">
<span className="text-xs font-medium text-secondary">Date <span className="text-error-primary">*</span></span>
<DatePicker
value={date ? parseDate(date) : null}
onChange={(val) => setDate(val ? val.toString() : '')}
granularity="day"
/>
</div>
{/* Time slot grid */}
{doctor && date && (
<div className="flex flex-col gap-2">
<span className="text-xs font-semibold text-secondary">
{loadingSlots ? 'Checking availability...' : 'Available Slots'}
</span>
<div className="grid grid-cols-4 gap-1.5">
{timeSlotSelectItems.map(slot => {
const isBooked = slot.isDisabled;
const isSelected = timeSlot === slot.id;
return (
<button
key={slot.id}
type="button"
disabled={isBooked}
onClick={() => setTimeSlot(slot.id)}
className={cx(
'rounded-lg py-2 px-1 text-xs font-medium transition duration-100 ease-linear',
isBooked
? 'cursor-not-allowed bg-disabled text-disabled line-through'
: isSelected
? 'bg-brand-solid text-white ring-2 ring-brand'
: 'cursor-pointer bg-secondary text-secondary hover:bg-secondary_hover hover:text-secondary_hover',
)}
>
{timeSlotItems.find(t => t.id === slot.id)?.label ?? slot.id}
</button>
);
})}
</div>
</div>
)}
{!doctor || !date ? (
<p className="text-xs text-tertiary">Select a doctor and date to see available time slots</p>
) : null}
<TextArea
label="Chief Complaint"
placeholder="Describe the reason for visit..."
value={chiefComplaint}
onChange={setChiefComplaint}
rows={2}
/>
{/* Additional Info — only for new appointments */}
{!isEditMode && (
<>
<div className="border-t border-secondary" />
<Input
label="Source / Referral"
placeholder="How did the patient reach us?"
value={source}
onChange={setSource}
/>
<TextArea
label="Agent Notes"
placeholder="Any additional notes..."
value={agentNotes}
onChange={setAgentNotes}
rows={2}
/>
</>
)}
{error && (
<div className="rounded-lg bg-error-primary p-3 text-sm text-error-primary">
{error}
</div>
)}
</div>
</div>
{/* Footer — pinned */}
<div className="shrink-0 flex items-center justify-between pt-4 border-t border-secondary">
<div>
{isEditMode && (
<Button size="sm" color="primary-destructive" isLoading={isSaving} onClick={handleCancel}>
Cancel Appointment
</Button>
)}
</div>
<div className="flex items-center gap-3">
<Button size="sm" color="secondary" onClick={() => onOpenChange(false)}>
Close
</Button>
<Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
{isSaving ? 'Saving...' : isEditMode ? 'Update Appointment' : 'Book Appointment'}
</Button>
</div>
</div>
</div>
);
};