Files
helix-engage/src/pages/team-settings.tsx
saridsa2 c1b636cb6d feat(onboarding/phase-2): settings hub, setup wizard shell, first-run redirect
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>
2026-04-07 07:13:25 +05:30

189 lines
10 KiB
TypeScript

import { useEffect, useMemo, useState } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faKey, faToggleOn } from '@fortawesome/pro-duotone-svg-icons';
import { Avatar } from '@/components/base/avatar/avatar';
import { Badge } from '@/components/base/badges/badges';
import { Button } from '@/components/base/buttons/button';
import { Table, TableCard } from '@/components/application/table/table';
import { TopBar } from '@/components/layout/top-bar';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
import { getInitials } from '@/lib/format';
// Workspace member listing — moved here from the old monolithic SettingsPage
// when /settings became the Settings hub. This page is mounted at /settings/team.
//
// Phase 2: read-only listing (same as before).
// Phase 3: invite form + role assignment editor will be added here.
type WorkspaceMember = {
id: string;
name: { firstName: string; lastName: string } | null;
userEmail: string;
avatarUrl: string | null;
roles: { id: string; label: string }[];
};
export const TeamSettingsPage = () => {
const [members, setMembers] = useState<WorkspaceMember[]>([]);
const [loading, setLoading] = useState(true);
useEffect(() => {
const fetchMembers = async () => {
try {
const data = await apiClient.graphql<any>(
`{ workspaceMembers(first: 50) { edges { node { id name { firstName lastName } userEmail avatarUrl } } } }`,
undefined,
{ silent: true },
);
const rawMembers = data?.workspaceMembers?.edges?.map((e: any) => e.node) ?? [];
// Roles come from the platform's role assignment — Phase 3 wires the
// real getRoles query; for now infer from email convention.
setMembers(rawMembers.map((m: any) => ({
...m,
roles: inferRoles(m.userEmail),
})));
} catch {
// silently fail
} finally {
setLoading(false);
}
};
fetchMembers();
}, []);
const inferRoles = (email: string): { id: string; label: string }[] => {
if (email.includes('ramesh') || email.includes('admin')) return [{ id: 'mgr', label: 'HelixEngage Manager' }];
if (email.includes('cc')) return [{ id: 'cc', label: 'HelixEngage User (CC Agent)' }];
if (email.includes('marketing') || email.includes('sanjay')) return [{ id: 'exec', label: 'HelixEngage User (Executive)' }];
if (email.includes('dr.')) return [{ id: 'doc', label: 'HelixEngage User (Doctor)' }];
return [{ id: 'user', label: 'HelixEngage User' }];
};
const [search, setSearch] = useState('');
const [page, setPage] = useState(1);
const PAGE_SIZE = 10;
const filtered = useMemo(() => {
if (!search.trim()) return members;
const q = search.toLowerCase();
return members.filter((m) => {
const name = `${m.name?.firstName ?? ''} ${m.name?.lastName ?? ''}`.toLowerCase();
return name.includes(q) || m.userEmail.toLowerCase().includes(q);
});
}, [members, search]);
const totalPages = Math.max(1, Math.ceil(filtered.length / PAGE_SIZE));
const paged = filtered.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
const handleResetPassword = (member: WorkspaceMember) => {
notify.info('Password Reset', `Password reset link would be sent to ${member.userEmail}`);
};
return (
<div className="flex flex-1 flex-col overflow-hidden">
<TopBar title="Team" subtitle="Manage workspace members and their roles" />
<div className="flex-1 overflow-y-auto p-6 space-y-6">
<TableCard.Root size="sm">
<TableCard.Header
title="Employees"
badge={members.length}
description="Manage team members and their roles"
contentTrailing={
<div className="w-48">
<input
placeholder="Search employees..."
value={search}
onChange={(e) => { setSearch(e.target.value); setPage(1); }}
className="w-full rounded-lg border border-secondary bg-primary px-3 py-1.5 text-sm text-primary placeholder:text-placeholder outline-none focus:border-brand focus:ring-2 focus:ring-brand-100"
/>
</div>
}
/>
{loading ? (
<div className="flex items-center justify-center py-12">
<p className="text-sm text-tertiary">Loading employees...</p>
</div>
) : (<>
<Table>
<Table.Header>
<Table.Head label="EMPLOYEE" isRowHeader />
<Table.Head label="EMAIL" />
<Table.Head label="ROLES" />
<Table.Head label="STATUS" />
<Table.Head label="ACTIONS" />
</Table.Header>
<Table.Body items={paged}>
{(member) => {
const firstName = member.name?.firstName ?? '';
const lastName = member.name?.lastName ?? '';
const fullName = `${firstName} ${lastName}`.trim() || 'Unnamed';
const initials = getInitials(firstName || '?', lastName || '?');
const roles = member.roles?.map((r) => r.label) ?? [];
return (
<Table.Row id={member.id}>
<Table.Cell>
<div className="flex items-center gap-3">
<Avatar size="sm" initials={initials} src={member.avatarUrl ?? undefined} />
<span className="text-sm font-medium text-primary">{fullName}</span>
</div>
</Table.Cell>
<Table.Cell>
<span className="text-sm text-tertiary">{member.userEmail}</span>
</Table.Cell>
<Table.Cell>
<div className="flex flex-wrap gap-1">
{roles.length > 0 ? roles.map((role) => (
<Badge key={role} size="sm" color={role.includes('Manager') ? 'brand' : 'gray'}>
{role}
</Badge>
)) : (
<span className="text-xs text-quaternary">No roles</span>
)}
</div>
</Table.Cell>
<Table.Cell>
<Badge size="sm" color="success" type="pill-color">
<FontAwesomeIcon icon={faToggleOn} className="mr-1 size-3" />
Active
</Badge>
</Table.Cell>
<Table.Cell>
<Button
size="sm"
color="secondary"
iconLeading={({ className }: { className?: string }) => (
<FontAwesomeIcon icon={faKey} className={className} />
)}
onClick={() => handleResetPassword(member)}
>
Reset Password
</Button>
</Table.Cell>
</Table.Row>
);
}}
</Table.Body>
</Table>
{totalPages > 1 && (
<div className="flex items-center justify-between border-t border-secondary px-5 py-3">
<span className="text-xs text-tertiary">
{(page - 1) * PAGE_SIZE + 1}&ndash;{Math.min(page * PAGE_SIZE, filtered.length)} of {filtered.length}
</span>
<div className="flex items-center gap-1">
<button onClick={() => setPage(Math.max(1, page - 1))} disabled={page === 1}
className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed">Previous</button>
<button onClick={() => setPage(Math.min(totalPages, page + 1))} disabled={page === totalPages}
className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed">Next</button>
</div>
</div>
)}
</> )}
</TableCard.Root>
</div>
</div>
);
};