mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-05-18 20:08:19 +00:00
saridsa2
33fedf7082
- Extended MaintAction with needsPreStep + clientSideHandler - MaintOtpModal supports pre-step content before OTP (campaign selection) - Removed standalone ClearCampaignLeadsModal — all maint actions go through one modal - 4-step import wizard with Untitled UI Select for mapping - DynamicTable className passthrough Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
452 lines
29 KiB
TypeScript
452 lines
29 KiB
TypeScript
import { useState, useMemo } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faFileImport, faCheck, faSpinner, faTriangleExclamation, faCloudArrowUp, faArrowRight } from '@fortawesome/pro-duotone-svg-icons';
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import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
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import { Button } from '@/components/base/buttons/button';
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import { Badge } from '@/components/base/badges/badges';
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import { Select } from '@/components/base/select/select';
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import { DynamicTable } from '@/components/application/table/dynamic-table';
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import type { DynamicColumn, DynamicRow } from '@/components/application/table/dynamic-table';
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import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
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import { useData } from '@/providers/data-provider';
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import { apiClient } from '@/lib/api-client';
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import { parseCSV, fuzzyMatchColumns, buildLeadPayload, normalizePhone, LEAD_FIELDS } from '@/lib/csv-utils';
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import { cx } from '@/utils/cx';
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import type { Campaign } from '@/types/entities';
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import type { LeadFieldMapping, CSVRow } from '@/lib/csv-utils';
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import type { FC } from 'react';
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const FileImportIcon: FC<{ className?: string }> = ({ className }) => (
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<FontAwesomeIcon icon={faFileImport} className={className} />
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);
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type ImportStep = 'select-campaign' | 'map-columns' | 'preview' | 'importing' | 'done';
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const WIZARD_STEPS = [
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{ key: 'select-campaign', label: 'Select Campaign', number: 1 },
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{ key: 'map-columns', label: 'Upload & Map', number: 2 },
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{ key: 'preview', label: 'Preview', number: 3 },
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{ key: 'done', label: 'Import', number: 4 },
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] as const;
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const StepIndicator = ({ currentStep }: { currentStep: ImportStep }) => {
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const activeIndex = currentStep === 'importing'
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? 3
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: WIZARD_STEPS.findIndex(s => s.key === currentStep);
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return (
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<div className="flex items-center justify-center gap-0 px-6 py-3 border-b border-secondary shrink-0">
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{WIZARD_STEPS.map((step, i) => {
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const isComplete = i < activeIndex;
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const isActive = i === activeIndex;
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const isLast = i === WIZARD_STEPS.length - 1;
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return (
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<div key={step.key} className="flex items-center">
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<div className="flex items-center gap-2">
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<div className={cx(
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'flex size-7 items-center justify-center rounded-full text-xs font-semibold transition duration-100 ease-linear',
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isComplete ? 'bg-brand-solid text-white' :
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isActive ? 'bg-brand-solid text-white ring-4 ring-brand-100' :
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'bg-secondary text-quaternary',
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)}>
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{isComplete ? <FontAwesomeIcon icon={faCheck} className="size-3" /> : step.number}
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</div>
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<span className={cx(
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'text-xs font-medium whitespace-nowrap',
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isActive ? 'text-brand-secondary' : isComplete ? 'text-primary' : 'text-quaternary',
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)}>
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{step.label}
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</span>
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</div>
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{!isLast && (
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<div className={cx(
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'mx-3 h-px w-12',
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i < activeIndex ? 'bg-brand-solid' : 'bg-secondary',
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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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</div>
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);
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};
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type ImportResult = {
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created: number;
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linkedToPatient: number;
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skippedDuplicate: number;
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skippedNoPhone: number;
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failed: number;
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total: number;
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};
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interface LeadImportWizardProps {
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isOpen: boolean;
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onOpenChange: (open: boolean) => void;
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}
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const PAGE_SIZE = 15;
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export const LeadImportWizard = ({ isOpen, onOpenChange }: LeadImportWizardProps) => {
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const { campaigns, leads, patients, refresh } = useData();
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const [step, setStep] = useState<ImportStep>('select-campaign');
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const [selectedCampaign, setSelectedCampaign] = useState<Campaign | null>(null);
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const [csvRows, setCsvRows] = useState<CSVRow[]>([]);
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const [mapping, setMapping] = useState<LeadFieldMapping[]>([]);
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const [result, setResult] = useState<ImportResult | null>(null);
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const [importProgress, setImportProgress] = useState(0);
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const [previewPage, setPreviewPage] = useState(1);
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const activeCampaigns = useMemo(() =>
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campaigns.filter(c => c.campaignStatus === 'ACTIVE' || c.campaignStatus === 'PAUSED'),
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[campaigns],
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);
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const handleClose = () => {
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onOpenChange(false);
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setTimeout(() => {
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setStep('select-campaign');
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setSelectedCampaign(null);
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setCsvRows([]);
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setMapping([]);
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setResult(null);
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setImportProgress(0);
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setPreviewPage(1);
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}, 300);
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};
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const handleFileUpload = (e: React.ChangeEvent<HTMLInputElement>) => {
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const file = e.target.files?.[0];
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if (!file) return;
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const reader = new FileReader();
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reader.onload = (event) => {
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const text = event.target?.result as string;
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const { rows, headers } = parseCSV(text);
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setCsvRows(rows);
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setMapping(fuzzyMatchColumns(headers));
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};
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reader.readAsText(file);
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};
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const handleMappingChange = (csvHeader: string, leadField: string | null) => {
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setMapping(prev => prev.map(m =>
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m.csvHeader === csvHeader ? { ...m, leadField, label: leadField ? LEAD_FIELDS.find(f => f.field === leadField)?.label ?? '' : '' } : m,
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));
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};
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// Patient matching
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const rowsWithMatch = useMemo(() => {
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const phoneMapping = mapping.find(m => m.leadField === 'contactPhone');
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if (!phoneMapping || csvRows.length === 0) return [];
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const existingLeadPhones = new Set(
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leads.map(l => normalizePhone(l.contactPhone?.[0]?.number ?? '')).filter(p => p.length === 10),
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);
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const patientByPhone = new Map(
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patients.filter(p => p.phones?.primaryPhoneNumber).map(p => [normalizePhone(p.phones!.primaryPhoneNumber), p]),
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);
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return csvRows.map(row => {
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const rawPhone = row[phoneMapping.csvHeader] ?? '';
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const phone = normalizePhone(rawPhone);
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const matchedPatient = phone.length === 10 ? patientByPhone.get(phone) : null;
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const isDuplicate = phone.length === 10 && existingLeadPhones.has(phone);
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const hasPhone = phone.length === 10;
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return { row, phone, matchedPatient, isDuplicate, hasPhone };
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});
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}, [csvRows, mapping, leads, patients]);
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const phoneIsMapped = mapping.some(m => m.leadField === 'contactPhone');
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const validCount = rowsWithMatch.filter(r => r.hasPhone && !r.isDuplicate).length;
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const duplicateCount = rowsWithMatch.filter(r => r.isDuplicate).length;
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const noPhoneCount = rowsWithMatch.filter(r => !r.hasPhone).length;
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const patientMatchCount = rowsWithMatch.filter(r => r.matchedPatient).length;
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const totalPreviewPages = Math.max(1, Math.ceil(rowsWithMatch.length / PAGE_SIZE));
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const handleImport = async () => {
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if (!selectedCampaign) return;
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setStep('importing');
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const importResult: ImportResult = { created: 0, linkedToPatient: 0, skippedDuplicate: 0, skippedNoPhone: 0, failed: 0, total: rowsWithMatch.length };
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for (let i = 0; i < rowsWithMatch.length; i++) {
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const { row, isDuplicate, hasPhone, matchedPatient } = rowsWithMatch[i];
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if (!hasPhone) { importResult.skippedNoPhone++; setImportProgress(i + 1); continue; }
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if (isDuplicate) { importResult.skippedDuplicate++; setImportProgress(i + 1); continue; }
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const payload = buildLeadPayload(row, mapping, selectedCampaign.id, matchedPatient?.id ?? null, selectedCampaign.platform);
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if (!payload) { importResult.skippedNoPhone++; setImportProgress(i + 1); continue; }
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try {
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await apiClient.graphql(`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`, { data: payload }, { silent: true });
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importResult.created++;
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if (matchedPatient) importResult.linkedToPatient++;
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} catch { importResult.failed++; }
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setImportProgress(i + 1);
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}
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setResult(importResult);
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setStep('done');
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refresh();
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};
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// Select dropdown items for mapping
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const mappingOptions = [
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{ id: '__skip__', label: '— Skip —' },
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...LEAD_FIELDS.map(f => ({ id: f.field, label: f.label })),
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];
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return (
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<ModalOverlay isOpen={isOpen} isDismissable onOpenChange={(open) => { if (!open) handleClose(); }}>
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<Modal className="sm:max-w-5xl">
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<Dialog>
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{() => (
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<div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden" style={{ height: '80vh', minHeight: '500px' }}>
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{/* Header */}
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<div className="flex items-center justify-between px-6 py-4 border-b border-secondary shrink-0">
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<div className="flex items-center gap-3">
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<FeaturedIcon icon={FileImportIcon} color="brand" theme="light" size="sm" />
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<div>
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<h2 className="text-lg font-semibold text-primary">Import Leads</h2>
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<p className="text-xs text-tertiary">
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{step === 'select-campaign' && 'Select a campaign to import leads into'}
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{step === 'map-columns' && 'Upload CSV and map columns to lead fields'}
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{step === 'preview' && `Preview: ${selectedCampaign?.campaignName}`}
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{step === 'importing' && 'Importing leads...'}
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{step === 'done' && 'Import complete'}
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</p>
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</div>
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</div>
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<button onClick={handleClose} className="text-fg-quaternary hover:text-fg-secondary text-lg">×</button>
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</div>
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<StepIndicator currentStep={step} />
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{/* Content */}
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<div className="flex flex-1 flex-col min-h-0 overflow-hidden">
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{/* Step 1: Campaign Cards */}
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{step === 'select-campaign' && (
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<div className="flex-1 overflow-y-auto px-6 py-4">
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<div className="grid grid-cols-2 gap-3">
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{activeCampaigns.length === 0 ? (
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<p className="col-span-2 py-12 text-center text-sm text-tertiary">No active campaigns.</p>
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) : activeCampaigns.map(campaign => (
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<button
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key={campaign.id}
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onClick={() => { setSelectedCampaign(campaign); setStep('map-columns'); }}
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className={cx(
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'flex flex-col items-start rounded-xl border-2 p-4 text-left transition duration-100 ease-linear hover:border-brand',
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selectedCampaign?.id === campaign.id ? 'border-brand bg-brand-primary' : 'border-secondary',
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)}
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>
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<span className="text-sm font-semibold text-primary">{campaign.campaignName ?? 'Untitled'}</span>
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<div className="mt-1 flex items-center gap-2">
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{campaign.platform && <Badge size="sm" color="brand" type="pill-color">{campaign.platform}</Badge>}
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<Badge size="sm" color={campaign.campaignStatus === 'ACTIVE' ? 'success' : 'gray'} type="pill-color">{campaign.campaignStatus}</Badge>
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</div>
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<span className="mt-2 text-xs text-tertiary">{leads.filter(l => l.campaignId === campaign.id).length} leads</span>
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</button>
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))}
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</div>
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</div>
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)}
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{/* Step 2: Upload + Column Mapping */}
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{step === 'map-columns' && (
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<div className="flex-1 overflow-y-auto px-6 py-4 space-y-4">
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{csvRows.length === 0 ? (
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<label className="flex flex-col items-center justify-center rounded-xl border-2 border-dashed border-secondary py-16 cursor-pointer hover:border-brand hover:bg-brand-primary transition duration-100 ease-linear">
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<FontAwesomeIcon icon={faCloudArrowUp} className="size-10 text-fg-quaternary mb-3" />
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<span className="text-sm font-medium text-secondary">Drop CSV file here or click to browse</span>
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<span className="text-xs text-tertiary mt-1">CSV files only, max 5000 rows</span>
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<input type="file" accept=".csv" onChange={handleFileUpload} className="hidden" />
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</label>
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) : (
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<>
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<div className="flex items-center justify-between">
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<span className="text-sm font-medium text-primary">{csvRows.length} rows detected — map columns to lead fields:</span>
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{!phoneIsMapped && (
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<div className="flex items-center gap-1.5 text-xs text-error-primary">
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<FontAwesomeIcon icon={faTriangleExclamation} className="size-3" />
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Phone column required
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</div>
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)}
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</div>
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<div className="grid grid-cols-2 gap-3">
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{mapping.map(m => (
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<div key={m.csvHeader} className="flex items-center gap-3 rounded-lg border border-secondary p-3">
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<div className="min-w-0 flex-1">
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<span className="text-xs font-semibold text-primary block">{m.csvHeader}</span>
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<span className="text-[10px] text-quaternary">CSV column</span>
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</div>
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<FontAwesomeIcon icon={faArrowRight} className="size-3 text-fg-quaternary shrink-0" />
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<div className="w-44 shrink-0">
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<Select
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size="sm"
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placeholder="Skip"
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items={mappingOptions}
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selectedKey={m.leadField ?? '__skip__'}
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onSelectionChange={(key) => handleMappingChange(m.csvHeader, key === '__skip__' ? null : String(key))}
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>
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{(item) => <Select.Item id={item.id}>{item.label}</Select.Item>}
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</Select>
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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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)}
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</div>
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)}
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{/* Step 3: Preview Table */}
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{step === 'preview' && (
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<div className="flex flex-1 flex-col min-h-0">
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{/* Summary bar */}
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<div className="flex shrink-0 items-center gap-4 px-6 py-2 border-b border-secondary text-xs text-tertiary">
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<span>{rowsWithMatch.length} rows</span>
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<span className="text-success-primary">{validCount} ready</span>
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{patientMatchCount > 0 && <span className="text-brand-secondary">{patientMatchCount} existing patients</span>}
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{duplicateCount > 0 && <span className="text-warning-primary">{duplicateCount} duplicates</span>}
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{noPhoneCount > 0 && <span className="text-error-primary">{noPhoneCount} no phone</span>}
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</div>
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{/* Table — fills remaining space, header pinned, body scrolls */}
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<div className="flex flex-1 flex-col min-h-0 px-4 pt-2">
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<DynamicTable<DynamicRow>
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columns={[
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...mapping.filter(m => m.leadField).map(m => ({
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id: m.csvHeader,
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label: LEAD_FIELDS.find(f => f.field === m.leadField)?.label ?? m.csvHeader,
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}) as DynamicColumn),
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{ id: '__match__', label: 'Patient Match' },
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]}
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rows={rowsWithMatch.slice((previewPage - 1) * PAGE_SIZE, previewPage * PAGE_SIZE).map((item, i) => ({ id: `row-${i}`, ...item }))}
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renderCell={(row, columnId) => {
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if (columnId === '__match__') {
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if (row.matchedPatient) return <Badge size="sm" color="success" type="pill-color">{row.matchedPatient.fullName?.firstName ?? 'Patient'}</Badge>;
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if (row.isDuplicate) return <Badge size="sm" color="warning" type="pill-color">Duplicate</Badge>;
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if (!row.hasPhone) return <Badge size="sm" color="error" type="pill-color">No phone</Badge>;
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return <Badge size="sm" color="gray" type="pill-color">New</Badge>;
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}
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return <span className="text-tertiary truncate block max-w-[200px]">{row.row?.[columnId] ?? ''}</span>;
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}}
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rowClassName={(row) => cx(
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row.isDuplicate && 'bg-warning-primary opacity-60',
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!row.hasPhone && 'bg-error-primary opacity-40',
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)}
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/>
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</div>
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{/* Pagination — pinned at bottom */}
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{totalPreviewPages > 1 && (
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<div className="flex shrink-0 items-center justify-between border-t border-secondary px-6 py-2">
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<span className="text-xs text-tertiary">
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Page {previewPage} of {totalPreviewPages}
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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={() => setPreviewPage(Math.max(1, previewPage - 1))}
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disabled={previewPage === 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"
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>
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Previous
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</button>
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<button
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onClick={() => setPreviewPage(Math.min(totalPreviewPages, previewPage + 1))}
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disabled={previewPage === totalPreviewPages}
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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"
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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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{/* Step 4a: Importing */}
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{step === 'importing' && (
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<div className="flex flex-1 items-center justify-center">
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<div className="flex flex-col items-center">
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<FontAwesomeIcon icon={faSpinner} className="size-8 animate-spin text-brand-secondary mb-4" />
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<p className="text-sm font-semibold text-primary">Importing leads...</p>
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<p className="text-xs text-tertiary mt-1">{importProgress} of {rowsWithMatch.length}</p>
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<div className="mt-4 w-64 h-2 rounded-full bg-secondary overflow-hidden">
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<div className="h-full rounded-full bg-brand-solid transition-all duration-200" style={{ width: `${(importProgress / rowsWithMatch.length) * 100}%` }} />
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</div>
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</div>
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</div>
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)}
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{/* Step 4b: Done */}
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{step === 'done' && result && (
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<div className="flex flex-1 items-center justify-center">
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<div className="flex flex-col items-center">
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<FeaturedIcon icon={({ className }) => <FontAwesomeIcon icon={faCheck} className={className} />} color="success" theme="light" size="lg" />
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<p className="text-lg font-semibold text-primary mt-4">Import Complete</p>
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<div className="mt-4 grid grid-cols-2 gap-3 w-64 text-center">
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<div className="rounded-lg bg-success-primary p-3">
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<p className="text-xl font-bold text-success-primary">{result.created}</p>
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<p className="text-xs text-tertiary">Created</p>
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</div>
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<div className="rounded-lg bg-brand-primary p-3">
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<p className="text-xl font-bold text-brand-secondary">{result.linkedToPatient}</p>
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<p className="text-xs text-tertiary">Linked</p>
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</div>
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{result.skippedDuplicate > 0 && (
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<div className="rounded-lg bg-warning-primary p-3">
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<p className="text-xl font-bold text-warning-primary">{result.skippedDuplicate}</p>
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<p className="text-xs text-tertiary">Duplicates</p>
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</div>
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)}
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{result.failed > 0 && (
|
|
<div className="rounded-lg bg-error-primary p-3">
|
|
<p className="text-xl font-bold text-error-primary">{result.failed}</p>
|
|
<p className="text-xs text-tertiary">Failed</p>
|
|
</div>
|
|
)}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{/* Footer */}
|
|
<div className="flex items-center justify-between px-6 py-4 border-t border-secondary shrink-0">
|
|
{step === 'select-campaign' && (
|
|
<Button size="sm" color="secondary" onClick={handleClose}>Cancel</Button>
|
|
)}
|
|
{step === 'map-columns' && (
|
|
<>
|
|
<Button size="sm" color="secondary" onClick={() => { setStep('select-campaign'); setCsvRows([]); setMapping([]); }}>Back</Button>
|
|
{csvRows.length > 0 && (
|
|
<Button size="sm" color="primary" onClick={() => { setPreviewPage(1); setStep('preview'); }} isDisabled={!phoneIsMapped}>
|
|
Preview {validCount} Lead{validCount !== 1 ? 's' : ''}
|
|
</Button>
|
|
)}
|
|
</>
|
|
)}
|
|
{step === 'preview' && (
|
|
<>
|
|
<Button size="sm" color="secondary" onClick={() => setStep('map-columns')}>Back to Mapping</Button>
|
|
<Button size="sm" color="primary" onClick={handleImport} isDisabled={validCount === 0}>
|
|
Import {validCount} Lead{validCount !== 1 ? 's' : ''}
|
|
</Button>
|
|
</>
|
|
)}
|
|
{step === 'done' && (
|
|
<Button size="sm" color="primary" onClick={handleClose} className="ml-auto">Done</Button>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
</Dialog>
|
|
</Modal>
|
|
</ModalOverlay>
|
|
);
|
|
};
|