Files
helix-engage/src/components/call-desk/disposition-modal.tsx
saridsa2 d3cbf4d2bb fix: P2 defect batch + context-panel edit takeover
Layout (P1-adjacent):
- context-panel switches to an edit-only layout when editingAppointment
  is set. Previously AppointmentForm rendered inline BELOW the AI panel,
  crushing the AI area into a ~2-line strip that made the returning-
  patient summary + quick actions unusable. Edit view gets full height
  with a "Back to context" button.

P2s:
- Remove Attempted sub-tab from Missed Calls worklist (Pending only).
- Add CALL_DROPPED disposition option + propagate through every
  per-disposition Record<CallDisposition,...> map (incoming-call-card,
  call-log, call-history, agent-detail, patient-360).
- Block SLA-gaming on unanswered calls: Book Appt / Enquiry / Transfer
  buttons on active-call-card are disabled until the call reaches the
  answered state (wasAnsweredRef). The disposition filter was already
  in place; this closes the upstream entry.
- Data labels on performance charts: my-performance bar chart shows
  value on top of each bar; donut shows {d}% slice labels; team-
  performance day trend line shows per-point values.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 11:48:39 +05:30

295 lines
15 KiB
TypeScript

import { useState, useRef } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faPhoneHangup, faCalendarCheck, faCalendarXmark, faCalendarArrowDown, faClipboardCheck, faClockRotateLeft } from '@fortawesome/pro-duotone-svg-icons';
import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
import { Badge } from '@/components/base/badges/badges';
import { TextArea } from '@/components/base/textarea/textarea';
import type { FC } from 'react';
import type { CallDisposition } from '@/types/entities';
import { cx } from '@/utils/cx';
export type CallAction = 'APPOINTMENT' | 'RESCHEDULE' | 'CANCEL' | 'FOLLOWUP' | 'ENQUIRY';
// Maps a recorded action to the disposition it implies. The first action in
// the priority list (highest-ranked entry in actionsTaken) becomes the
// primary disposition. When any action is present, all other dispositions
// are locked out — an agent can't mark a call as "Not Interested" after
// they've already booked an appointment.
const ACTION_TO_DISPOSITION: Record<CallAction, CallDisposition> = {
APPOINTMENT: 'APPOINTMENT_BOOKED',
RESCHEDULE: 'APPOINTMENT_RESCHEDULED',
CANCEL: 'APPOINTMENT_CANCELLED',
FOLLOWUP: 'FOLLOW_UP_SCHEDULED',
ENQUIRY: 'INFO_PROVIDED',
};
const ACTION_META: Record<CallAction, { label: string; icon: typeof faCalendarCheck; color: 'success' | 'warning' | 'error' | 'brand' | 'blue-light' }> = {
APPOINTMENT: { label: 'Appointment booked', icon: faCalendarCheck, color: 'success' },
RESCHEDULE: { label: 'Appointment rescheduled', icon: faCalendarArrowDown, color: 'warning' },
CANCEL: { label: 'Appointment cancelled', icon: faCalendarXmark, color: 'error' },
FOLLOWUP: { label: 'Follow-up scheduled', icon: faClockRotateLeft, color: 'brand' },
ENQUIRY: { label: 'Enquiry logged', icon: faClipboardCheck, color: 'blue-light' },
};
// Priority order — highest-rank action wins when multiple are taken. Booked
// > Rescheduled > Cancelled > Follow-up > Enquiry. A cancel inherently means
// no booking, so it ranks below booking/rescheduling; but above a follow-up
// because cancellation is a definitive outcome on this call.
const ACTION_PRIORITY: CallAction[] = ['APPOINTMENT', 'RESCHEDULE', 'CANCEL', 'FOLLOWUP', 'ENQUIRY'];
const PhoneHangUpIcon: FC<{ className?: string }> = ({ className }) => (
<FontAwesomeIcon icon={faPhoneHangup} className={className} />
);
const dispositionOptions: Array<{
value: CallDisposition;
label: string;
activeClass: string;
defaultClass: string;
}> = [
{
value: 'APPOINTMENT_BOOKED',
label: 'Appointment Booked',
activeClass: 'bg-success-solid text-white border-transparent',
defaultClass: 'bg-success-primary text-success-primary border-success',
},
{
value: 'APPOINTMENT_RESCHEDULED',
label: 'Appt Rescheduled',
activeClass: 'bg-warning-solid text-white border-transparent',
defaultClass: 'bg-warning-primary text-warning-primary border-warning',
},
{
value: 'APPOINTMENT_CANCELLED',
label: 'Appt Cancelled',
activeClass: 'bg-error-solid text-white border-transparent',
defaultClass: 'bg-error-primary text-error-primary border-error',
},
{
value: 'FOLLOW_UP_SCHEDULED',
label: 'Follow-up Needed',
activeClass: 'bg-brand-solid text-white border-transparent',
defaultClass: 'bg-brand-primary text-brand-secondary border-brand',
},
{
value: 'INFO_PROVIDED',
label: 'Info Provided',
activeClass: 'bg-utility-blue-light-600 text-white border-transparent',
defaultClass: 'bg-utility-blue-light-50 text-utility-blue-light-700 border-utility-blue-light-200',
},
{
value: 'NO_ANSWER',
label: 'No Answer',
activeClass: 'bg-warning-solid text-white border-transparent',
defaultClass: 'bg-warning-primary text-warning-primary border-warning',
},
{
value: 'WRONG_NUMBER',
label: 'Wrong Number',
activeClass: 'bg-secondary-solid text-white border-transparent',
defaultClass: 'bg-secondary text-secondary border-secondary',
},
{
value: 'NOT_INTERESTED',
label: 'Not Interested',
activeClass: 'bg-error-solid text-white border-transparent',
defaultClass: 'bg-error-primary text-error-primary border-error',
},
{
value: 'CALLBACK_REQUESTED',
label: 'Callback Requested',
activeClass: 'bg-utility-blue-600 text-white border-transparent',
defaultClass: 'bg-utility-blue-50 text-utility-blue-700 border-utility-blue-200',
},
{
value: 'CALL_DROPPED',
label: 'Call Dropped',
activeClass: 'bg-secondary-solid text-white border-transparent',
defaultClass: 'bg-secondary text-secondary border-secondary',
},
];
type DispositionModalProps = {
isOpen: boolean;
callerName: string;
callerDisconnected: boolean;
// True once the call reached the active (answered) state. When false,
// the customer never picked up — only no-answer dispositions are
// valid; conversation-implying ones (Info Provided, Appointment
// Booked, Follow-up, Not Interested) are disabled. Defaults to
// true so existing callers don't accidentally lock everything out.
callAnswered?: boolean;
// Actions actually performed during the call (appointment booked, enquiry
// logged, follow-up scheduled). Drives the priority-based disposition
// lock — when any action is present, the primary disposition is forced
// and the other options are disabled.
actionsTaken?: CallAction[];
onSubmit: (disposition: CallDisposition, notes: string) => void;
onDismiss?: () => void;
};
// Dispositions that only make sense when the customer actually connected.
// Selecting these on an unanswered call would misrepresent SLA and
// conversation metrics.
const ANSWERED_ONLY_DISPOSITIONS: ReadonlySet<CallDisposition> = new Set([
'INFO_PROVIDED',
'APPOINTMENT_BOOKED',
'APPOINTMENT_RESCHEDULED',
'APPOINTMENT_CANCELLED',
'FOLLOW_UP_SCHEDULED',
'NOT_INTERESTED',
]);
export const DispositionModal = ({ isOpen, callerName, callerDisconnected, callAnswered = true, actionsTaken, onSubmit, onDismiss }: DispositionModalProps) => {
const [selected, setSelected] = useState<CallDisposition | null>(null);
const [notes, setNotes] = useState('');
const appliedLockRef = useRef<CallDisposition | null | undefined>(undefined);
// Rank actionsTaken to pick the primary (highest-priority) action. When
// any action is present, that action's disposition becomes locked —
// the agent cannot override it to a contradictory outcome.
const primaryAction = actionsTaken && actionsTaken.length > 0
? ACTION_PRIORITY.find((a) => actionsTaken.includes(a)) ?? null
: null;
const lockedDisposition = primaryAction ? ACTION_TO_DISPOSITION[primaryAction] : null;
// Apply the lock once per open — agent can still re-select the same
// option, but switching to another value is prevented in the click handler.
if (isOpen && lockedDisposition && appliedLockRef.current !== lockedDisposition) {
appliedLockRef.current = lockedDisposition;
setSelected(lockedDisposition);
}
const handleSubmit = () => {
if (selected === null) return;
onSubmit(selected, notes);
setSelected(null);
setNotes('');
appliedLockRef.current = undefined;
};
return (
<ModalOverlay
isOpen={isOpen}
// When the caller disconnected on their own, dismissing the
// modal discards the call without any disposition — no record,
// no SLA signal. Force a selection in that path. When the
// agent opened the modal via End Call (callerDisconnected=false),
// dismissing just returns to the active call, so it's safe.
isDismissable={!callerDisconnected}
onOpenChange={(open) => { if (!open && onDismiss) onDismiss(); }}
>
<Modal className="sm:max-w-md">
<Dialog>
{() => (
<div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden">
{/* Header */}
<div className="flex flex-col items-center gap-3 px-6 pt-6 pb-4">
<FeaturedIcon icon={PhoneHangUpIcon} color={callerDisconnected ? 'warning' : 'error'} theme="light" size="md" />
<div className="text-center">
<h2 className="text-lg font-semibold text-primary">
{callerDisconnected ? 'Call Disconnected' : 'End Call'}
</h2>
<p className="mt-1 text-sm text-tertiary">
{callerDisconnected
? `${callerName} disconnected. What was the outcome?`
: `Select a reason to end the call with ${callerName}.`
}
</p>
</div>
</div>
{/* Disposition options */}
<div className="px-6 pb-4">
{actionsTaken && actionsTaken.length > 0 && (
<div className="mb-3 flex flex-col gap-2 rounded-lg bg-secondary p-3">
<span className="text-xs font-semibold uppercase tracking-wide text-tertiary">
Actions taken on this call
</span>
<div className="flex flex-wrap gap-1.5">
{ACTION_PRIORITY.filter((a) => actionsTaken.includes(a)).map((action) => {
const meta = ACTION_META[action];
return (
<Badge key={action} size="sm" color={meta.color} type="pill-color">
<FontAwesomeIcon icon={meta.icon} className="size-3 mr-1" />
{meta.label}
</Badge>
);
})}
</div>
</div>
)}
<div className="grid grid-cols-2 gap-2">
{dispositionOptions.map((option) => {
const isSelected = selected === option.value;
// Two reasons an option can be disabled:
// (1) action lock — the agent already booked / scheduled
// something, so only the matching disposition is valid.
// (2) unanswered call — dispositions that imply the customer
// actually spoke with the agent (Info Provided, etc.)
// are disabled to prevent SLA-gaming.
const isLockedOut = lockedDisposition !== null && option.value !== lockedDisposition;
const isAnsweredOnlyBlocked = !callAnswered && ANSWERED_ONLY_DISPOSITIONS.has(option.value);
const isDisabled = isLockedOut || isAnsweredOnlyBlocked;
return (
<button
key={option.value}
type="button"
disabled={isDisabled}
onClick={() => !isDisabled && setSelected(option.value)}
className={cx(
'rounded-xl border-2 p-3 text-sm font-semibold transition duration-100 ease-linear',
isDisabled && 'cursor-not-allowed opacity-40',
!isDisabled && 'cursor-pointer',
isSelected
? cx(option.activeClass, 'ring-2 ring-brand')
: option.defaultClass,
)}
>
{option.label}
</button>
);
})}
</div>
<div className="mt-3">
<TextArea
label="Notes (optional)"
placeholder="Add any notes about this call..."
value={notes}
onChange={(value) => setNotes(value)}
rows={2}
textAreaClassName="text-sm"
/>
</div>
</div>
{/* Footer */}
<div className="border-t border-secondary px-6 py-4">
<button
type="button"
onClick={handleSubmit}
disabled={selected === null}
className={cx(
'w-full rounded-xl px-6 py-2.5 text-sm font-semibold transition duration-100 ease-linear',
selected !== null
? 'cursor-pointer bg-error-solid text-white hover:bg-error-solid_hover'
: 'cursor-not-allowed bg-disabled text-disabled',
)}
>
{callerDisconnected
? (selected ? 'Submit & Close' : 'Select a reason')
: (selected ? 'End Call & Submit' : 'Select a reason to end call')
}
</button>
</div>
</div>
)}
</Dialog>
</Modal>
</ModalOverlay>
);
};