mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
saridsa2
b90740e009
- Rules engine spec v2 (priority vs automation rules distinction) - Priority Rules settings page with weight sliders, SLA config, campaign/source weights - Collapsible config sections with dynamic headers - Live worklist preview panel with client-side scoring - AI assistant panel (collapsible) with rules-engine-specific system prompt - Worklist panel: score display with SLA status dots, sort by score - Scoring library (scoring.ts) for client-side preview computation - Sidebar: Rules Engine nav item under Configuration Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
552 lines
26 KiB
TypeScript
552 lines
26 KiB
TypeScript
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
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import { faPhoneArrowDown, faPhoneArrowUp, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
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import type { SortDescriptor } from 'react-aria-components';
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import { faIcon } from '@/lib/icon-wrapper';
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import { Table } from '@/components/application/table/table';
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const SearchLg = faIcon(faMagnifyingGlass);
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import { Badge } from '@/components/base/badges/badges';
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import { Input } from '@/components/base/input/input';
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import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
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import { PhoneActionCell } from './phone-action-cell';
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import { formatPhone, formatTimeOnly, formatShortDate } from '@/lib/format';
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import { notify } from '@/lib/toast';
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import { cx } from '@/utils/cx';
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type WorklistLead = {
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id: string;
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createdAt: string;
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contactName: { firstName: string; lastName: string } | null;
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contactPhone: { number: string; callingCode: string }[] | null;
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leadSource: string | null;
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leadStatus: string | null;
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interestedService: string | null;
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aiSummary: string | null;
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aiSuggestedAction: string | null;
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lastContacted: string | null;
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contactAttempts: number | null;
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utmCampaign: string | null;
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campaignId: string | null;
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};
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type WorklistFollowUp = {
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id: string;
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createdAt: string | null;
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followUpType: string | null;
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followUpStatus: string | null;
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scheduledAt: string | null;
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priority: string | null;
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};
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type MissedCall = {
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id: string;
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createdAt: string;
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callDirection: string | null;
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callerNumber: { number: string; callingCode: string }[] | null;
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startedAt: string | null;
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leadId: string | null;
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disposition: string | null;
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callbackstatus: string | null;
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callsourcenumber: string | null;
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missedcallcount: number | null;
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callbackattemptedat: string | null;
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};
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type MissedSubTab = 'pending' | 'attempted' | 'completed' | 'invalid';
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interface WorklistPanelProps {
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missedCalls: MissedCall[];
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followUps: WorklistFollowUp[];
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leads: WorklistLead[];
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loading: boolean;
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onSelectLead: (lead: WorklistLead) => void;
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selectedLeadId: string | null;
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onDialMissedCall?: (missedCallId: string) => void;
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}
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type TabKey = 'all' | 'missed' | 'leads' | 'follow-ups';
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type WorklistRow = {
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id: string;
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type: 'missed' | 'callback' | 'follow-up' | 'lead';
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priority: 'URGENT' | 'HIGH' | 'NORMAL' | 'LOW';
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name: string;
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phone: string;
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phoneRaw: string;
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direction: 'inbound' | 'outbound' | null;
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typeLabel: string;
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reason: string;
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createdAt: string;
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taskState: 'PENDING' | 'ATTEMPTED' | 'SCHEDULED';
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leadId: string | null;
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originalLead: WorklistLead | null;
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lastContactedAt: string | null;
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contactAttempts: number;
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source: string | null;
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lastDisposition: string | null;
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missedCallId: string | null;
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// Rules engine scoring (from sidecar)
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score?: number;
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scoreBreakdown?: { baseScore: number; slaMultiplier: number; campaignMultiplier: number; rulesApplied: string[] };
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slaStatus?: 'low' | 'medium' | 'high' | 'critical';
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slaElapsedPercent?: number;
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};
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const priorityConfig: Record<string, { color: 'error' | 'warning' | 'brand' | 'gray'; label: string; sort: number }> = {
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URGENT: { color: 'error', label: 'Urgent', sort: 0 },
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HIGH: { color: 'warning', label: 'High', sort: 1 },
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NORMAL: { color: 'brand', label: 'Normal', sort: 2 },
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LOW: { color: 'gray', label: 'Low', sort: 3 },
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};
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const followUpLabel: Record<string, string> = {
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CALLBACK: 'Callback',
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APPOINTMENT_REMINDER: 'Appt Reminder',
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POST_VISIT: 'Post-visit',
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MARKETING: 'Marketing',
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REVIEW_REQUEST: 'Review',
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};
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const computeSla = (dateStr: string): { label: string; color: 'success' | 'warning' | 'error' } => {
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const minutes = Math.max(0, Math.round((Date.now() - new Date(dateStr).getTime()) / 60000));
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if (minutes < 1) return { label: '<1m', color: 'success' };
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if (minutes < 15) return { label: `${minutes}m`, color: 'success' };
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if (minutes < 30) return { label: `${minutes}m`, color: 'warning' };
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if (minutes < 60) return { label: `${minutes}m`, color: 'error' };
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const hours = Math.floor(minutes / 60);
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if (hours < 24) return { label: `${hours}h ${minutes % 60}m`, color: 'error' };
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return { label: `${Math.floor(hours / 24)}d`, color: 'error' };
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};
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const formatTimeAgo = (dateStr: string): string => {
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const minutes = Math.round((Date.now() - new Date(dateStr).getTime()) / 60000);
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if (minutes < 1) return 'Just now';
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if (minutes < 60) return `${minutes}m ago`;
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const hours = Math.floor(minutes / 60);
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if (hours < 24) return `${hours}h ago`;
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return `${Math.floor(hours / 24)}d ago`;
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};
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const formatDisposition = (disposition: string): string =>
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disposition.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase());
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const formatSource = (source: string): string => {
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const map: Record<string, string> = {
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FACEBOOK_AD: 'Facebook',
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GOOGLE_AD: 'Google',
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WALK_IN: 'Walk-in',
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REFERRAL: 'Referral',
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WEBSITE: 'Website',
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PHONE_INQUIRY: 'Phone',
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};
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return map[source] ?? source.replace(/_/g, ' ');
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};
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const IconInbound = faIcon(faPhoneArrowDown);
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const IconOutbound = faIcon(faPhoneArrowUp);
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const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], leads: WorklistLead[]): WorklistRow[] => {
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const rows: WorklistRow[] = [];
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for (const call of missedCalls) {
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const phone = call.callerNumber?.[0];
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const countBadge = call.missedcallcount && call.missedcallcount > 1 ? ` (${call.missedcallcount}x)` : '';
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const sourceSuffix = call.callsourcenumber ? ` • ${call.callsourcenumber}` : '';
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rows.push({
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id: `mc-${call.id}`,
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type: 'missed',
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priority: 'HIGH',
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name: (phone ? formatPhone(phone) : 'Unknown') + countBadge,
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phone: phone ? formatPhone(phone) : '',
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phoneRaw: phone?.number ?? '',
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direction: call.callDirection === 'OUTBOUND' ? 'outbound' : 'inbound',
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typeLabel: 'Missed Call',
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reason: call.startedAt
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? `Missed at ${formatTimeOnly(call.startedAt)}${sourceSuffix}`
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: 'Missed call',
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createdAt: call.createdAt,
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taskState: call.callbackstatus === 'CALLBACK_ATTEMPTED' ? 'ATTEMPTED' : 'PENDING',
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leadId: call.leadId,
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originalLead: null,
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lastContactedAt: call.callbackattemptedat ?? call.startedAt ?? call.createdAt,
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contactAttempts: 0,
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source: call.callsourcenumber ?? null,
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lastDisposition: call.disposition ?? null,
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missedCallId: call.id,
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});
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}
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for (const fu of followUps) {
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const isOverdue = fu.followUpStatus === 'OVERDUE' || (fu.scheduledAt !== null && new Date(fu.scheduledAt) < new Date());
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const label = followUpLabel[fu.followUpType ?? ''] ?? fu.followUpType ?? 'Follow-up';
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rows.push({
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id: `fu-${fu.id}`,
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type: fu.followUpType === 'CALLBACK' ? 'callback' : 'follow-up',
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priority: (fu.priority as WorklistRow['priority']) ?? (isOverdue ? 'HIGH' : 'NORMAL'),
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name: label,
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phone: '',
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phoneRaw: '',
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direction: null,
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typeLabel: fu.followUpType === 'CALLBACK' ? 'Callback' : 'Follow-up',
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reason: fu.scheduledAt
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? `Scheduled ${formatShortDate(fu.scheduledAt)}`
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: '',
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createdAt: fu.createdAt ?? fu.scheduledAt ?? new Date().toISOString(),
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taskState: isOverdue ? 'PENDING' : (fu.followUpStatus === 'COMPLETED' ? 'ATTEMPTED' : 'SCHEDULED'),
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leadId: null,
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originalLead: null,
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lastContactedAt: fu.scheduledAt ?? fu.createdAt ?? null,
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contactAttempts: 0,
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source: null,
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lastDisposition: null,
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missedCallId: null,
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});
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}
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for (const lead of leads) {
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const firstName = lead.contactName?.firstName ?? '';
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const lastName = lead.contactName?.lastName ?? '';
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const fullName = `${firstName} ${lastName}`.trim() || 'Unknown';
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const phone = lead.contactPhone?.[0];
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rows.push({
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id: `lead-${lead.id}`,
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type: 'lead',
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priority: 'NORMAL',
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name: fullName,
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phone: phone ? formatPhone(phone) : '',
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phoneRaw: phone?.number ?? '',
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direction: null,
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typeLabel: 'Lead',
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reason: lead.interestedService ?? lead.aiSuggestedAction ?? '',
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createdAt: lead.createdAt,
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taskState: 'PENDING',
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leadId: lead.id,
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originalLead: lead,
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lastContactedAt: lead.lastContacted ?? null,
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contactAttempts: lead.contactAttempts ?? 0,
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source: lead.leadSource ?? lead.utmCampaign ?? null,
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lastDisposition: null,
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missedCallId: null,
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});
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}
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// Remove rows without a phone number — agent can't act on them
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const actionableRows = rows.filter(r => r.phoneRaw);
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// Sort by rules engine score if available, otherwise by priority + createdAt
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actionableRows.sort((a, b) => {
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if (a.score != null && b.score != null) return b.score - a.score;
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const pa = priorityConfig[a.priority]?.sort ?? 2;
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const pb = priorityConfig[b.priority]?.sort ?? 2;
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if (pa !== pb) return pa - pb;
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return new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime();
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});
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return actionableRows;
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};
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export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectLead, selectedLeadId, onDialMissedCall }: WorklistPanelProps) => {
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const [tab, setTab] = useState<TabKey>('all');
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const [search, setSearch] = useState('');
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const [missedSubTab, setMissedSubTab] = useState<MissedSubTab>('pending');
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const [sortDescriptor, setSortDescriptor] = useState<SortDescriptor>({ column: 'sla', direction: 'descending' });
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const missedByStatus = useMemo(() => ({
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pending: missedCalls.filter(c => c.callbackstatus === 'PENDING_CALLBACK' || !c.callbackstatus),
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attempted: missedCalls.filter(c => c.callbackstatus === 'CALLBACK_ATTEMPTED'),
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completed: missedCalls.filter(c => c.callbackstatus === 'CALLBACK_COMPLETED' || c.callbackstatus === 'WRONG_NUMBER'),
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invalid: missedCalls.filter(c => c.callbackstatus === 'INVALID'),
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}), [missedCalls]);
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const allRows = useMemo(
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() => buildRows(missedCalls, followUps, leads),
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[missedCalls, followUps, leads],
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);
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// Build rows from sub-tab filtered missed calls when on missed tab
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const missedSubTabRows = useMemo(
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() => buildRows(missedByStatus[missedSubTab], [], []),
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[missedByStatus, missedSubTab],
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);
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const filteredRows = useMemo(() => {
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let rows = allRows;
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if (tab === 'missed') rows = missedSubTabRows;
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else if (tab === 'leads') rows = rows.filter((r) => r.type === 'lead');
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else if (tab === 'follow-ups') rows = rows.filter((r) => r.type === 'follow-up');
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if (search.trim()) {
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const q = search.toLowerCase();
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rows = rows.filter(
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(r) => r.name.toLowerCase().includes(q) || r.phone.toLowerCase().includes(q) || r.phoneRaw.includes(q),
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);
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}
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if (sortDescriptor.column) {
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const dir = sortDescriptor.direction === 'ascending' ? 1 : -1;
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rows = [...rows].sort((a, b) => {
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switch (sortDescriptor.column) {
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case 'priority': {
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if (a.score != null && b.score != null) return (a.score - b.score) * dir;
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const pa = priorityConfig[a.priority]?.sort ?? 2;
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const pb = priorityConfig[b.priority]?.sort ?? 2;
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return (pa - pb) * dir;
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}
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case 'name':
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return a.name.localeCompare(b.name) * dir;
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case 'sla': {
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const ta = new Date(a.lastContactedAt ?? a.createdAt).getTime();
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const tb = new Date(b.lastContactedAt ?? b.createdAt).getTime();
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return (ta - tb) * dir;
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}
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default:
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return 0;
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}
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});
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}
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return rows;
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}, [allRows, tab, search, sortDescriptor, missedSubTabRows]);
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const missedCount = allRows.filter((r) => r.type === 'missed').length;
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const leadCount = allRows.filter((r) => r.type === 'lead').length;
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const followUpCount = allRows.filter((r) => r.type === 'follow-up').length;
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// Notification for new missed calls
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const prevMissedCount = useRef(missedCount);
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useEffect(() => {
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if (missedCount > prevMissedCount.current && prevMissedCount.current > 0) {
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notify.info('New Missed Call', `${missedCount - prevMissedCount.current} new missed call(s)`);
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}
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prevMissedCount.current = missedCount;
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}, [missedCount]);
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const PAGE_SIZE = 15;
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const [page, setPage] = useState(1);
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const handleTabChange = useCallback((key: TabKey) => { setTab(key); setPage(1); }, []);
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const handleSearch = useCallback((value: string) => { setSearch(value); setPage(1); }, []);
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const totalPages = Math.max(1, Math.ceil(filteredRows.length / PAGE_SIZE));
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const pagedRows = filteredRows.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
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const tabItems = [
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{ id: 'all' as const, label: 'All Tasks', badge: allRows.length > 0 ? String(allRows.length) : undefined },
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{ id: 'missed' as const, label: 'Missed Calls', badge: missedCount > 0 ? String(missedCount) : undefined },
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{ id: 'leads' as const, label: 'Leads', badge: leadCount > 0 ? String(leadCount) : undefined },
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{ id: 'follow-ups' as const, label: 'Follow-ups', badge: followUpCount > 0 ? String(followUpCount) : undefined },
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];
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if (loading) {
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return (
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<div className="flex items-center justify-center py-12">
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<p className="text-sm text-tertiary">Loading worklist...</p>
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</div>
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);
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}
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const isEmpty = missedCalls.length === 0 && followUps.length === 0 && leads.length === 0;
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if (isEmpty) {
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return (
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<div className="flex flex-col items-center justify-center py-12 text-center">
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<p className="text-sm font-semibold text-primary">All clear</p>
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<p className="text-xs text-tertiary mt-1">No pending items in your worklist</p>
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</div>
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);
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}
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return (
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<div className="flex flex-1 flex-col min-h-0 overflow-hidden">
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{/* Filter tabs + search */}
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<div className="flex shrink-0 items-end justify-between border-b border-secondary px-5 pt-3 pb-0.5">
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<Tabs selectedKey={tab} onSelectionChange={(key) => handleTabChange(key as TabKey)}>
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<TabList items={tabItems} type="underline" size="sm">
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{(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
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</TabList>
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</Tabs>
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<div className="w-44 shrink-0">
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<Input
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placeholder="Search..."
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icon={SearchLg}
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size="sm"
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value={search}
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onChange={handleSearch}
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aria-label="Search worklist"
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/>
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</div>
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</div>
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{/* Missed call status sub-tabs */}
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{tab === 'missed' && (
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<div className="flex shrink-0 gap-1 px-5 py-2 border-b border-secondary">
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{(['pending', 'attempted', 'completed', 'invalid'] as MissedSubTab[]).map(sub => (
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<button
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key={sub}
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onClick={() => { setMissedSubTab(sub); setPage(1); }}
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className={cx(
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'px-3 py-1 text-xs font-medium rounded-md capitalize transition duration-100 ease-linear',
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missedSubTab === sub
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? 'bg-brand-50 text-brand-700 border border-brand-200'
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: 'text-tertiary hover:text-secondary hover:bg-secondary',
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)}
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>
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{sub}
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{sub === 'pending' && missedByStatus.pending.length > 0 && (
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<span className="ml-1.5 bg-error-50 text-error-700 text-xs px-1.5 py-0.5 rounded-full">
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{missedByStatus.pending.length}
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</span>
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)}
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</button>
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))}
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</div>
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)}
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{filteredRows.length === 0 ? (
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<div className="flex items-center justify-center py-12">
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<p className="text-sm text-quaternary">
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{search ? 'No matching items' : 'No items in this category'}
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</p>
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</div>
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) : (
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<div className="flex flex-1 flex-col min-h-0 overflow-hidden px-2 pt-3">
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<Table size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
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<Table.Header>
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<Table.Head id="priority" label="SCORE" className="w-20" isRowHeader allowsSorting />
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<Table.Head id="name" label="PATIENT" allowsSorting />
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<Table.Head label="PHONE" />
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<Table.Head label={tab === 'missed' ? 'BRANCH' : 'SOURCE'} className="w-28" />
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<Table.Head id="sla" label="SLA" className="w-24" allowsSorting />
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</Table.Header>
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<Table.Body items={pagedRows}>
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{(row) => {
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const priority = priorityConfig[row.priority] ?? priorityConfig.NORMAL;
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const sla = computeSla(row.lastContactedAt ?? row.createdAt);
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const isSelected = row.originalLead !== null && row.originalLead.id === selectedLeadId;
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// Sub-line: last interaction context
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const subLine = row.lastContactedAt
|
||
? `${formatTimeAgo(row.lastContactedAt)}${row.lastDisposition ? ` — ${formatDisposition(row.lastDisposition)}` : ''}`
|
||
: row.reason || row.typeLabel;
|
||
|
||
return (
|
||
<Table.Row
|
||
id={row.id}
|
||
className={cx(
|
||
'cursor-pointer group/row',
|
||
isSelected && 'bg-brand-primary',
|
||
)}
|
||
onAction={() => {
|
||
if (row.originalLead) onSelectLead(row.originalLead);
|
||
}}
|
||
>
|
||
<Table.Cell>
|
||
{row.score != null ? (
|
||
<div className="flex items-center gap-2" title={row.scoreBreakdown ? `${row.scoreBreakdown.rulesApplied.join(', ')}\nSLA: ×${row.scoreBreakdown.slaMultiplier}\nCampaign: ×${row.scoreBreakdown.campaignMultiplier}` : undefined}>
|
||
<span className={cx(
|
||
'size-2.5 rounded-full shrink-0',
|
||
row.slaStatus === 'low' && 'bg-success-solid',
|
||
row.slaStatus === 'medium' && 'bg-warning-solid',
|
||
row.slaStatus === 'high' && 'bg-error-solid',
|
||
row.slaStatus === 'critical' && 'bg-error-solid animate-pulse',
|
||
)} />
|
||
<span className="text-xs font-bold tabular-nums text-primary">{row.score.toFixed(1)}</span>
|
||
</div>
|
||
) : (
|
||
<Badge size="sm" color={priority.color} type="pill-color">
|
||
{priority.label}
|
||
</Badge>
|
||
)}
|
||
</Table.Cell>
|
||
<Table.Cell>
|
||
<div className="flex items-center gap-2">
|
||
{row.direction === 'inbound' && (
|
||
<IconInbound className="size-3.5 text-fg-success-secondary shrink-0" />
|
||
)}
|
||
{row.direction === 'outbound' && (
|
||
<IconOutbound className="size-3.5 text-fg-brand-secondary shrink-0" />
|
||
)}
|
||
<div className="min-w-0">
|
||
<span className="text-sm font-medium text-primary truncate block max-w-[180px]">
|
||
{row.name}
|
||
</span>
|
||
<span className="text-xs text-tertiary truncate block max-w-[200px]">
|
||
{subLine}
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</Table.Cell>
|
||
<Table.Cell>
|
||
{row.phoneRaw ? (
|
||
<PhoneActionCell
|
||
phoneNumber={row.phoneRaw}
|
||
displayNumber={row.phone}
|
||
leadId={row.leadId ?? undefined}
|
||
onDial={row.missedCallId ? () => onDialMissedCall?.(row.missedCallId!) : undefined}
|
||
/>
|
||
) : (
|
||
<span className="text-xs text-quaternary italic">No phone</span>
|
||
)}
|
||
</Table.Cell>
|
||
<Table.Cell>
|
||
{row.source ? (
|
||
<span className="text-xs text-tertiary truncate block max-w-[100px]">
|
||
{formatSource(row.source)}
|
||
</span>
|
||
) : (
|
||
<span className="text-xs text-quaternary">—</span>
|
||
)}
|
||
</Table.Cell>
|
||
<Table.Cell>
|
||
<Badge size="sm" color={sla.color} type="pill-color">
|
||
{sla.label}
|
||
</Badge>
|
||
</Table.Cell>
|
||
</Table.Row>
|
||
);
|
||
}}
|
||
</Table.Body>
|
||
</Table>
|
||
{totalPages > 1 && (
|
||
<div className="flex shrink-0 items-center justify-between border-t border-secondary px-5 py-3">
|
||
<span className="text-xs text-tertiary">
|
||
Showing {(page - 1) * PAGE_SIZE + 1}–{Math.min(page * PAGE_SIZE, filteredRows.length)} of {filteredRows.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 transition duration-100 ease-linear"
|
||
>
|
||
Previous
|
||
</button>
|
||
{Array.from({ length: totalPages }, (_, i) => i + 1).map((p) => (
|
||
<button
|
||
key={p}
|
||
onClick={() => setPage(p)}
|
||
className={cx(
|
||
"size-8 text-xs font-medium rounded-lg transition duration-100 ease-linear",
|
||
p === page ? "bg-active text-brand-secondary" : "text-tertiary hover:bg-primary_hover",
|
||
)}
|
||
>
|
||
{p}
|
||
</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 transition duration-100 ease-linear"
|
||
>
|
||
Next
|
||
</button>
|
||
</div>
|
||
</div>
|
||
)}
|
||
</div>
|
||
)}
|
||
</div>
|
||
);
|
||
};
|
||
|
||
export type { WorklistLead };
|