Files
helix-engage/src/pages/reports.tsx
saridsa2 4c6cae9d65 feat: build all data pages — worklist table, call history, patients, dashboard, reports
Worklist (call-desk):
- Upgrade to Untitled UI Table with columns: Priority, Patient, Phone, Type, SLA, Actions
- Filter tabs: All Tasks / Missed Calls / Callbacks / Follow-ups with counts
- Search by name or phone
- SLA timer color-coded: green <15m, amber <30m, red >30m

Call History:
- Full table: Type (direction icon), Patient (matched from leads), Phone, Duration, Outcome, Agent, Recording (play/pause), Time
- Search + All/Inbound/Outbound/Missed filter
- Recording playback via native <audio>

Patients:
- New page with table: Patient (avatar+name+age), Contact, Type, Gender, Status, Actions
- Search + status filter
- Call + View Details actions
- Added patients to DataProvider + transforms + queries
- Route /patients added, sidebar nav updated for cc-agent + executive

Supervisor Dashboard:
- KPI cards: Total Calls, Inbound, Outbound, Missed
- Performance metrics: Avg Response Time, Callback Time, Conversion %
- Agent performance table with per-agent stats
- Missed Call Queue
- AI Assistant section
- Day/Week/Month filter

Reports:
- ECharts bar chart: Call Volume Trend (7-day, Inbound vs Outbound)
- ECharts donut chart: Call Outcomes (Booked, Follow-up, Info, Missed)
- KPI cards with trend indicators (+/-%)
- Route /reports, sidebar Analytics → /reports

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 12:26:13 +05:30

348 lines
14 KiB
TypeScript

import { useMemo } from 'react';
import ReactECharts from 'echarts-for-react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import {
faArrowTrendUp,
faArrowTrendDown,
faPhoneVolume,
faPhoneArrowDownLeft,
faPhoneArrowUpRight,
faPercent,
} from '@fortawesome/pro-duotone-svg-icons';
import { BadgeWithIcon } from '@/components/base/badges/badges';
import { ArrowUp, ArrowDown } from '@untitledui/icons';
import { TopBar } from '@/components/layout/top-bar';
import { useData } from '@/providers/data-provider';
import type { Call } from '@/types/entities';
// Chart color palette — hardcoded from CSS tokens so ECharts can use them
const COLORS = {
brand600: 'rgb(21, 112, 239)',
brand500: 'rgb(59, 130, 246)',
gray300: 'rgb(213, 215, 218)',
gray400: 'rgb(164, 167, 174)',
success500: 'rgb(23, 178, 106)',
warning500: 'rgb(247, 144, 9)',
error500: 'rgb(240, 68, 56)',
purple500: 'rgb(158, 119, 237)',
};
// Helpers
const getLast7Days = (): { label: string; dateKey: string }[] => {
const days: { label: string; dateKey: string }[] = [];
const now = new Date();
for (let i = 6; i >= 0; i--) {
const date = new Date(now);
date.setDate(now.getDate() - i);
const label = date.toLocaleDateString('en-IN', { weekday: 'short', day: 'numeric' });
const dateKey = date.toISOString().slice(0, 10);
days.push({ label, dateKey });
}
return days;
};
const groupCallsByDate = (calls: Call[]): Record<string, { inbound: number; outbound: number }> => {
const grouped: Record<string, { inbound: number; outbound: number }> = {};
for (const call of calls) {
const dateStr = call.startedAt ?? call.createdAt;
if (!dateStr) continue;
const dateKey = new Date(dateStr).toISOString().slice(0, 10);
if (!grouped[dateKey]) {
grouped[dateKey] = { inbound: 0, outbound: 0 };
}
if (call.callDirection === 'INBOUND') {
grouped[dateKey].inbound++;
} else if (call.callDirection === 'OUTBOUND') {
grouped[dateKey].outbound++;
}
}
return grouped;
};
const computeTrendPercent = (current: number, previous: number): number => {
if (previous === 0) return current > 0 ? 100 : 0;
return Math.round(((current - previous) / previous) * 100);
};
// Components
type KpiCardProps = {
label: string;
value: string | number;
trend: number;
icon: typeof faPhoneVolume;
iconColor: string;
};
const KpiCard = ({ label, value, trend, icon, iconColor }: KpiCardProps) => {
const isPositive = trend >= 0;
return (
<div className="flex flex-col gap-2 rounded-xl border border-secondary bg-primary p-5">
<div className="flex items-center justify-between">
<span className="text-sm font-medium text-tertiary">{label}</span>
<FontAwesomeIcon icon={icon} className="size-5" style={{ color: iconColor }} />
</div>
<div className="flex items-end gap-3">
<span className="text-display-sm font-bold text-primary">{value}</span>
<BadgeWithIcon
size="sm"
color={isPositive ? 'success' : 'error'}
iconLeading={isPositive ? ArrowUp : ArrowDown}
>
{Math.abs(trend)}%
</BadgeWithIcon>
</div>
<span className="text-xs text-quaternary">vs previous 7 days</span>
</div>
);
};
export const ReportsPage = () => {
const { calls, loading } = useData();
// Split current 7 days vs previous 7 days
const { currentCalls, previousCalls } = useMemo(() => {
const now = new Date();
const sevenDaysAgo = new Date(now);
sevenDaysAgo.setDate(now.getDate() - 7);
const fourteenDaysAgo = new Date(now);
fourteenDaysAgo.setDate(now.getDate() - 14);
const current: Call[] = [];
const previous: Call[] = [];
for (const call of calls) {
const dateStr = call.startedAt ?? call.createdAt;
if (!dateStr) continue;
const date = new Date(dateStr);
if (date >= sevenDaysAgo) {
current.push(call);
} else if (date >= fourteenDaysAgo) {
previous.push(call);
}
}
return { currentCalls: current, previousCalls: previous };
}, [calls]);
// KPI values
const kpis = useMemo(() => {
const totalCurrent = currentCalls.length;
const totalPrevious = previousCalls.length;
const inboundCurrent = currentCalls.filter((c) => c.callDirection === 'INBOUND').length;
const inboundPrevious = previousCalls.filter((c) => c.callDirection === 'INBOUND').length;
const outboundCurrent = currentCalls.filter((c) => c.callDirection === 'OUTBOUND').length;
const outboundPrevious = previousCalls.filter((c) => c.callDirection === 'OUTBOUND').length;
const bookedCurrent = currentCalls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length;
const bookedPrevious = previousCalls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length;
const conversionCurrent = totalCurrent > 0 ? Math.round((bookedCurrent / totalCurrent) * 100) : 0;
const conversionPrevious = totalPrevious > 0 ? Math.round((bookedPrevious / totalPrevious) * 100) : 0;
return {
total: { value: totalCurrent, trend: computeTrendPercent(totalCurrent, totalPrevious) },
inbound: { value: inboundCurrent, trend: computeTrendPercent(inboundCurrent, inboundPrevious) },
outbound: { value: outboundCurrent, trend: computeTrendPercent(outboundCurrent, outboundPrevious) },
conversion: { value: conversionCurrent, trend: computeTrendPercent(conversionCurrent, conversionPrevious) },
};
}, [currentCalls, previousCalls]);
// Bar chart data — last 7 days
const barChartOption = useMemo(() => {
const days = getLast7Days();
const grouped = groupCallsByDate(calls);
const inboundData = days.map((d) => grouped[d.dateKey]?.inbound ?? 0);
const outboundData = days.map((d) => grouped[d.dateKey]?.outbound ?? 0);
const labels = days.map((d) => d.label);
return {
tooltip: {
trigger: 'axis' as const,
backgroundColor: '#fff',
borderColor: '#e5e7eb',
borderWidth: 1,
textStyle: { color: '#344054', fontSize: 12 },
},
legend: {
bottom: 0,
itemWidth: 12,
itemHeight: 12,
textStyle: { color: '#667085', fontSize: 12 },
data: ['Inbound', 'Outbound'],
},
grid: { left: 40, right: 16, top: 16, bottom: 40 },
xAxis: {
type: 'category' as const,
data: labels,
axisLine: { lineStyle: { color: '#e5e7eb' } },
axisTick: { show: false },
axisLabel: { color: '#667085', fontSize: 12 },
},
yAxis: {
type: 'value' as const,
splitLine: { lineStyle: { color: '#f2f4f7' } },
axisLabel: { color: '#667085', fontSize: 12 },
},
series: [
{
name: 'Inbound',
type: 'bar' as const,
data: inboundData,
barGap: '10%',
itemStyle: { color: COLORS.gray400, borderRadius: [4, 4, 0, 0] },
},
{
name: 'Outbound',
type: 'bar' as const,
data: outboundData,
itemStyle: { color: COLORS.brand600, borderRadius: [4, 4, 0, 0] },
},
],
};
}, [calls]);
// Donut chart data — call outcomes
const { donutOption, donutTotal } = useMemo(() => {
const booked = currentCalls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length;
const followUp = currentCalls.filter((c) => c.disposition === 'FOLLOW_UP_SCHEDULED').length;
const infoOnly = currentCalls.filter((c) => c.disposition === 'INFO_PROVIDED').length;
const missed = currentCalls.filter((c) => c.callStatus === 'MISSED').length;
const other = currentCalls.length - booked - followUp - infoOnly - missed;
const total = currentCalls.length;
const data = [
{ value: booked, name: 'Booked', itemStyle: { color: COLORS.success500 } },
{ value: followUp, name: 'Follow-up', itemStyle: { color: COLORS.brand600 } },
{ value: infoOnly, name: 'Info Only', itemStyle: { color: COLORS.purple500 } },
{ value: missed, name: 'Missed', itemStyle: { color: COLORS.error500 } },
...(other > 0 ? [{ value: other, name: 'Other', itemStyle: { color: COLORS.gray300 } }] : []),
].filter((d) => d.value > 0);
const option = {
tooltip: {
trigger: 'item' as const,
backgroundColor: '#fff',
borderColor: '#e5e7eb',
borderWidth: 1,
textStyle: { color: '#344054', fontSize: 12 },
formatter: (params: { name: string; value: number; percent: number }) =>
`${params.name}: ${params.value} (${params.percent}%)`,
},
legend: {
bottom: 0,
itemWidth: 12,
itemHeight: 12,
textStyle: { color: '#667085', fontSize: 12 },
},
series: [
{
type: 'pie' as const,
radius: ['55%', '80%'],
center: ['50%', '45%'],
avoidLabelOverlap: false,
label: {
show: true,
position: 'center' as const,
formatter: () => `${total}`,
fontSize: 28,
fontWeight: 700,
color: '#101828',
},
emphasis: {
label: { show: true, fontSize: 28, fontWeight: 700 },
},
labelLine: { show: false },
data,
},
],
};
return { donutOption: option, donutTotal: total };
}, [currentCalls]);
if (loading) {
return (
<div className="flex flex-1 flex-col">
<TopBar title="Reports" subtitle="Call analytics and insights" />
<div className="flex flex-1 items-center justify-center">
<p className="text-sm text-tertiary">Loading data...</p>
</div>
</div>
);
}
return (
<div className="flex flex-1 flex-col overflow-hidden">
<TopBar title="Reports" subtitle="Call analytics and insights" />
<div className="flex-1 overflow-y-auto p-7 space-y-6">
{/* KPI Cards */}
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-4">
<KpiCard
label="Total Calls"
value={kpis.total.value}
trend={kpis.total.trend}
icon={faPhoneVolume}
iconColor={COLORS.brand600}
/>
<KpiCard
label="Inbound"
value={kpis.inbound.value}
trend={kpis.inbound.trend}
icon={faPhoneArrowDownLeft}
iconColor={COLORS.gray400}
/>
<KpiCard
label="Outbound"
value={kpis.outbound.value}
trend={kpis.outbound.trend}
icon={faPhoneArrowUpRight}
iconColor={COLORS.success500}
/>
<KpiCard
label="Conversion %"
value={`${kpis.conversion.value}%`}
trend={kpis.conversion.trend}
icon={faPercent}
iconColor={COLORS.warning500}
/>
</div>
{/* Charts row */}
<div className="grid grid-cols-1 gap-6 xl:grid-cols-3">
{/* Call Volume Trend — 2/3 width */}
<div className="col-span-1 xl:col-span-2 rounded-xl border border-secondary bg-primary p-5">
<h2 className="text-md font-semibold text-primary mb-1">Call Volume Trend</h2>
<p className="text-sm text-tertiary mb-4">Inbound vs outbound calls last 7 days</p>
<ReactECharts option={barChartOption} style={{ height: 340 }} />
</div>
{/* Call Outcomes Donut — 1/3 width */}
<div className="col-span-1 rounded-xl border border-secondary bg-primary p-5">
<h2 className="text-md font-semibold text-primary mb-1">Call Outcomes</h2>
<p className="text-sm text-tertiary mb-4">Disposition breakdown last 7 days</p>
{donutTotal === 0 ? (
<div className="flex h-[340px] items-center justify-center">
<p className="text-sm text-tertiary">No call data in this period</p>
</div>
) : (
<ReactECharts option={donutOption} style={{ height: 340 }} />
)}
</div>
</div>
</div>
</div>
);
};