Files
helix-engage/src/components/call-desk/enquiry-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

212 lines
9.7 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 { Checkbox } from '@/components/base/checkbox/checkbox';
import { Button } from '@/components/base/buttons/button';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
type EnquiryFormProps = {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
callerPhone?: string | null;
leadId?: string | null;
patientId?: string | null;
agentName?: string | null;
onSaved?: () => void;
};
export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadId: propLeadId, patientId, agentName, onSaved }: EnquiryFormProps) => {
const [patientName, setPatientName] = useState('');
const [source, setSource] = useState('Phone Inquiry');
const [queryAsked, setQueryAsked] = useState('');
const [isExisting, setIsExisting] = useState(false);
const [registeredPhone, setRegisteredPhone] = useState(callerPhone ?? '');
const [department, setDepartment] = useState<string | null>(null);
const [doctor, setDoctor] = useState<string | null>(null);
const [followUpNeeded, setFollowUpNeeded] = useState(false);
const [followUpDate, setFollowUpDate] = useState('');
const [isSaving, setIsSaving] = useState(false);
const [error, setError] = useState<string | null>(null);
// Fetch doctors for department/doctor dropdowns
const [doctors, setDoctors] = useState<Array<{ id: string; name: string; department: string }>>([]);
useEffect(() => {
if (!isOpen) return;
apiClient.graphql<{ doctors: { edges: Array<{ node: any }> } }>(
`{ doctors(first: 50) { edges { node {
id name fullName { firstName lastName } department
} } } }`,
).then(data => {
setDoctors(data.doctors.edges.map(e => ({
id: e.node.id,
name: e.node.fullName ? `Dr. ${e.node.fullName.firstName} ${e.node.fullName.lastName}`.trim() : e.node.name,
department: e.node.department ?? '',
})));
}).catch(() => {});
}, [isOpen]);
const departmentItems = [...new Set(doctors.map(d => d.department).filter(Boolean))]
.map(dept => ({ id: dept, label: dept.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase()) }));
const filteredDoctors = department ? doctors.filter(d => d.department === department) : doctors;
const doctorItems = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
const handleSave = async () => {
if (!patientName.trim() || !queryAsked.trim()) {
setError('Please fill in required fields: patient name and query.');
return;
}
setIsSaving(true);
setError(null);
try {
// Use passed leadId or resolve from phone
let leadId: string | null = propLeadId ?? null;
if (!leadId && registeredPhone) {
const resolved = await apiClient.post<{ leadId: string; patientId: string }>('/api/caller/resolve', { phone: registeredPhone }, { silent: true });
leadId = resolved.leadId;
}
if (leadId) {
// Update existing lead with enquiry details
await apiClient.graphql(
`mutation($id: UUID!, $data: LeadUpdateInput!) { updateLead(id: $id, data: $data) { id } }`,
{
id: leadId,
data: {
name: `Enquiry — ${patientName}`,
contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
source: 'PHONE',
status: 'CONTACTED',
interestedService: queryAsked.substring(0, 100),
},
},
);
} else {
// No phone provided — create a new lead (rare edge case)
await apiClient.graphql(
`mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
{
data: {
name: `Enquiry — ${patientName}`,
contactName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
contactPhone: registeredPhone ? { primaryPhoneNumber: registeredPhone } : undefined,
source: 'PHONE',
status: 'CONTACTED',
interestedService: queryAsked.substring(0, 100),
},
},
);
}
// Update patient name if we have a name and a linked patient
if (patientId && patientName.trim()) {
await apiClient.graphql(
`mutation($id: UUID!, $data: PatientUpdateInput!) { updatePatient(id: $id, data: $data) { id } }`,
{
id: patientId,
data: {
fullName: { firstName: patientName.split(' ')[0], lastName: patientName.split(' ').slice(1).join(' ') || '' },
},
},
).catch((err: unknown) => console.warn('Failed to update patient name:', err));
}
// Invalidate caller cache so next lookup gets the real name
if (callerPhone) {
apiClient.post('/api/caller/invalidate', { phone: callerPhone }, { silent: true }).catch(() => {});
}
// Create follow-up if needed
if (followUpNeeded) {
if (!followUpDate) {
setError('Please select a follow-up date.');
setIsSaving(false);
return;
}
await apiClient.graphql(
`mutation($data: FollowUpCreateInput!) { createFollowUp(data: $data) { id } }`,
{
data: {
name: `Follow-up — ${patientName}`,
typeCustom: 'CALLBACK',
status: 'PENDING',
priority: 'NORMAL',
assignedAgent: agentName ?? undefined,
scheduledAt: new Date(`${followUpDate}T09:00:00`).toISOString(),
patientId: patientId ?? undefined,
},
},
{ silent: true },
);
}
notify.success('Enquiry Logged', 'Contact details and query captured');
onSaved?.();
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to save enquiry');
} 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">
<Input label="Patient Name" placeholder="Full name" value={patientName} onChange={setPatientName} isRequired />
<Input label="Source / Referral" placeholder="How did they reach us?" value={source} onChange={setSource} isRequired />
<TextArea label="Query Asked" placeholder="What did the caller ask about?" value={queryAsked} onChange={setQueryAsked} rows={3} isRequired />
<Checkbox isSelected={isExisting} onChange={setIsExisting} label="Existing Patient" hint="Has visited the hospital before" />
{isExisting && (
<Input label="Registered Phone" placeholder="Phone number on file" value={registeredPhone} onChange={setRegisteredPhone} />
)}
<div className="border-t border-secondary" />
<div className="grid grid-cols-2 gap-3">
<Select label="Department" placeholder="Optional" items={departmentItems} selectedKey={department}
onSelectionChange={(key) => { setDepartment(key as string); setDoctor(null); }}>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<Select label="Doctor" placeholder="Optional" items={doctorItems} selectedKey={doctor}
onSelectionChange={(key) => setDoctor(key as string)} isDisabled={!department}>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
</div>
<Checkbox isSelected={followUpNeeded} onChange={setFollowUpNeeded} label="Follow-up Needed" />
{followUpNeeded && (
<Input label="Follow-up Date" type="date" value={followUpDate} onChange={setFollowUpDate} isRequired />
)}
{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-end gap-3 pt-4 border-t border-secondary">
<Button size="sm" color="secondary" onClick={() => onOpenChange(false)}>Cancel</Button>
<Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
{isSaving ? 'Saving...' : 'Log Enquiry'}
</Button>
</div>
</div>
);
};