mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
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Phase 2 of hospital onboarding & self-service plan
(docs/superpowers/plans/2026-04-06-hospital-onboarding-self-service.md
checked in here for the helix-engage repo).
Frontend foundations for the staff-portal Settings hub and 6-step setup
wizard. Backend was Phase 1 (helix-engage-server commit).
New shared components (src/components/setup/):
- wizard-shell.tsx — fullscreen layout with left step navigator, progress
bar, and Skip-for-now affordance
- wizard-step.tsx — single-step wrapper with Mark Complete + Prev/Next/
Finish navigation, completion badge
- section-card.tsx — Settings hub card with title/description/icon, links
to a section page, optional status badge mirroring setup-state
New pages:
- pages/setup-wizard.tsx — top-level /setup route, fullscreen (no AppShell),
loads setup-state from sidecar, renders the active step. Each step has a
placeholder body for now; Phase 5 swaps placeholders for real form
components from the matching settings pages. Already functional end-to-end:
Mark Complete writes to PUT /api/config/setup-state/steps/<step>, Skip
posts to /dismiss, Finish navigates to /.
- pages/team-settings.tsx — moved the existing workspace member listing out
of the old monolithic settings.tsx into its own /settings/team route. No
functional change; Phase 3 will add the invite form + role editor here.
- pages/settings-placeholder.tsx — generic "Coming in Phase X" stub used by
routes for clinics, doctors, telephony, ai, widget until those pages land.
Modified pages:
- pages/settings.tsx — rewritten as the Settings hub (the new /settings
route). Renders SectionCards in 3 groups (Hospital identity, Care
delivery, Channels & automation) with completion badges sourced from
/api/config/setup-state. The hub links to existing pages (/branding,
/rules) and to placeholder pages for the not-yet-built sections.
- pages/login.tsx — after successful login, calls getSetupState() and
redirects to /setup if wizardRequired. Failures fall through to / so an
older sidecar without the setup-state endpoint still works.
- components/layout/sidebar.tsx — collapsed the Configuration group
(Rules Engine + Branding standalone entries) into the single Settings
entry that opens the hub. Removes the IconSlidersUp import that's no
longer used.
New types and helpers (src/lib/setup-state.ts):
- SetupState / SetupStepName / SetupStepStatus types mirroring the sidecar
shape
- SETUP_STEP_NAMES constant + SETUP_STEP_LABELS map (title + description
per step) — single source of truth used by the wizard, hub, and any
future surface that wants to render step metadata
- getSetupState / markSetupStepComplete / markSetupStepIncomplete /
dismissSetupWizard / resetSetupState helpers wrapping the api-client
Other:
- lib/api-client.ts — added apiClient.put() helper for the setup-state
step update mutations (PUT was the only verb missing from the existing
get/post/graphql helpers)
- main.tsx — registered new routes:
/setup (fullscreen, no AppShell)
/settings (the hub, replaces old settings.tsx)
/settings/team (moved member listing)
/settings/clinics (placeholder, Phase 3)
/settings/doctors (placeholder, Phase 3)
/settings/telephony (placeholder, Phase 4)
/settings/ai (placeholder, Phase 4)
/settings/widget (placeholder, Phase 4)
Tested via npx tsc --noEmit and npm run build (clean, only pre-existing
chunk-size and dynamic-import warnings unrelated to this change).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
68 lines
2.8 KiB
TypeScript
68 lines
2.8 KiB
TypeScript
import { Link } from 'react-router';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faArrowRight, faCircleCheck, faCircleExclamation } from '@fortawesome/pro-duotone-svg-icons';
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import { cx } from '@/utils/cx';
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type SectionStatus = 'complete' | 'incomplete' | 'unknown';
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type SectionCardProps = {
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title: string;
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description: string;
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icon: any;
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iconColor?: string;
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href: string;
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status?: SectionStatus;
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};
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// Settings hub card. Each card represents one setup-able section (Branding,
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// Clinics, Doctors, Team, Telephony, AI, Widget, Rules) and links to its
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// dedicated page. The status badge mirrors the wizard's setup-state so an
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// admin can see at a glance which sections still need attention.
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export const SectionCard = ({
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title,
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description,
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icon,
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iconColor = 'text-brand-primary',
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href,
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status = 'unknown',
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}: SectionCardProps) => {
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return (
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<Link
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to={href}
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className="group block rounded-xl border border-secondary bg-primary p-5 shadow-xs transition hover:border-brand hover:shadow-md"
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>
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<div className="flex items-start justify-between gap-4">
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<div className="flex items-start gap-4">
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<div className="flex size-11 shrink-0 items-center justify-center rounded-lg bg-secondary">
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<FontAwesomeIcon icon={icon} className={cx('size-5', iconColor)} />
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</div>
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<div className="min-w-0">
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<h3 className="text-sm font-semibold text-primary">{title}</h3>
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<p className="mt-1 text-xs text-tertiary">{description}</p>
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</div>
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</div>
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<FontAwesomeIcon
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icon={faArrowRight}
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className="size-4 shrink-0 text-quaternary transition group-hover:translate-x-0.5 group-hover:text-brand-primary"
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/>
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</div>
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{status !== 'unknown' && (
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<div className="mt-4 flex items-center gap-2 border-t border-secondary pt-3">
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{status === 'complete' ? (
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<span className="inline-flex items-center gap-1.5 text-xs font-medium text-success-primary">
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<FontAwesomeIcon icon={faCircleCheck} className="size-3.5" />
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Configured
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</span>
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) : (
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<span className="inline-flex items-center gap-1.5 text-xs font-medium text-warning-primary">
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<FontAwesomeIcon icon={faCircleExclamation} className="size-3.5" />
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Setup needed
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</span>
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)}
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</div>
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)}
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</Link>
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);
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};
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