Files
helix-engage/src/pages/team-settings.tsx
saridsa2 f57fbc1f24 feat(onboarding/phase-6): setup wizard polish, seed script alignment, doctor visit slots
- Setup wizard: 3-pane layout with right-side live previews, resume
  banner, edit/copy icons on team step, AI prompt configuration
- Forms: employee-create replaces invite-member (no email invites),
  clinic form with address/hours/payment, doctor form with visit slots
- Seed script: aligned to current SDK schema — doctors created as
  workspace members (HelixEngage Manager role), visitingHours replaced
  by doctorVisitSlot entity, clinics seeded, portalUserId linked
  dynamically, SUB/ORIGIN/GQL configurable via env vars
- Pages: clinics + doctors CRUD updated for new schema, team settings
  with temp password + role assignment
- New components: time-picker, day-selector, wizard-right-panes,
  wizard-layout-context, resume-setup-banner
- Removed: invite-member-form (replaced by employee-create-form per
  no-email-invites rule)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 08:37:34 +05:30

413 lines
20 KiB
TypeScript

import { useCallback, useEffect, useMemo, useState } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faKey, faToggleOn, faUserPlus, faUserShield } 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 { Select } from '@/components/base/select/select';
import { Table, TableCard } from '@/components/application/table/table';
import { SlideoutMenu } from '@/components/application/slideout-menus/slideout-menu';
import { TopBar } from '@/components/layout/top-bar';
import {
EmployeeCreateForm,
emptyEmployeeCreateFormValues,
type EmployeeCreateFormValues,
type RoleOption,
} from '@/components/forms/employee-create-form';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
import { getInitials } from '@/lib/format';
// /settings/team — in-place employee management. Fetches real roles + SIP
// seats from the platform and uses the sidecar's /api/team/members
// endpoint to create workspace members directly with a temp password
// that the admin hands out (no email invitations — see
// feedback-no-invites in memory). Also lets admins change a member's
// role via updateWorkspaceMemberRole.
type MemberRole = {
id: string;
label: string;
};
type WorkspaceMember = {
id: string;
name: { firstName: string; lastName: string } | null;
userEmail: string;
avatarUrl: string | null;
// Platform returns null (not []) for members with no role assigned —
// optional-chain when reading.
roles: MemberRole[] | null;
};
type CreatedMemberResponse = {
id: string;
userEmail: string;
firstName: string;
lastName: string;
roleId: string;
};
// Combined query — workspace members + assignable roles. Bundled to
// save a round-trip and keep the table consistent across the join.
const TEAM_QUERY = `{
workspaceMembers(first: 100) {
edges {
node {
id
name { firstName lastName }
userEmail
avatarUrl
roles { id label }
}
}
}
getRoles {
id
label
description
canBeAssignedToUsers
}
}`;
export const TeamSettingsPage = () => {
const [members, setMembers] = useState<WorkspaceMember[]>([]);
const [roles, setRoles] = useState<RoleOption[]>([]);
const [loading, setLoading] = useState(true);
const [createOpen, setCreateOpen] = useState(false);
const [createValues, setCreateValues] = useState<EmployeeCreateFormValues>(
emptyEmployeeCreateFormValues,
);
const [isCreating, setIsCreating] = useState(false);
const fetchData = useCallback(async () => {
try {
const data = await apiClient.graphql<{
workspaceMembers: { edges: { node: WorkspaceMember }[] };
getRoles: {
id: string;
label: string;
description: string | null;
canBeAssignedToUsers: boolean;
}[];
}>(TEAM_QUERY, undefined, { silent: true });
setMembers(data.workspaceMembers.edges.map((e) => e.node));
const assignable = data.getRoles.filter((r) => r.canBeAssignedToUsers);
setRoles(
assignable.map((r) => ({
id: r.id,
label: r.label,
supportingText: r.description ?? undefined,
})),
);
} catch {
// silently fail
} finally {
setLoading(false);
}
}, []);
useEffect(() => {
fetchData();
}, [fetchData]);
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 ${member.userEmail}`);
};
const handleChangeRole = async (memberId: string, newRoleId: string) => {
try {
await apiClient.graphql(
`mutation UpdateRole($workspaceMemberId: UUID!, $roleId: UUID!) {
updateWorkspaceMemberRole(workspaceMemberId: $workspaceMemberId, roleId: $roleId) {
id
}
}`,
{ workspaceMemberId: memberId, roleId: newRoleId },
);
const newRole = roles.find((r) => r.id === newRoleId);
setMembers((prev) =>
prev.map((m) =>
m.id === memberId
? { ...m, roles: newRole ? [{ id: newRole.id, label: newRole.label }] : [] }
: m,
),
);
notify.success('Role updated', newRole ? `Role set to ${newRole.label}` : 'Role updated');
} catch (err) {
console.error('[team] role update failed', err);
}
};
const handleCreateMember = async (close: () => void) => {
const firstName = createValues.firstName.trim();
const email = createValues.email.trim();
if (!firstName) {
notify.error('First name is required');
return;
}
if (!email) {
notify.error('Email is required');
return;
}
if (!createValues.password) {
notify.error('Temporary password is required');
return;
}
if (!createValues.roleId) {
notify.error('Pick a role');
return;
}
setIsCreating(true);
try {
await apiClient.post<CreatedMemberResponse>('/api/team/members', {
firstName,
lastName: createValues.lastName.trim(),
email,
password: createValues.password,
roleId: createValues.roleId,
});
notify.success(
'Employee created',
`${firstName} ${createValues.lastName.trim()}`.trim() || email,
);
setCreateValues(emptyEmployeeCreateFormValues);
await fetchData();
close();
} catch (err) {
console.error('[team] create failed', err);
} finally {
setIsCreating(false);
}
};
return (
<div className="flex flex-1 flex-col overflow-hidden">
<TopBar title="Team" subtitle="Manage workspace members and their roles" />
<div className="flex-1 overflow-y-auto p-6 space-y-6">
<TableCard.Root size="sm">
<TableCard.Header
title="Employees"
badge={members.length}
description="Manage team members and their roles"
contentTrailing={
<div className="flex items-center gap-3">
<div className="w-48">
<input
placeholder="Search employees..."
value={search}
onChange={(e) => {
setSearch(e.target.value);
setPage(1);
}}
className="w-full rounded-lg border border-secondary bg-primary px-3 py-1.5 text-sm text-primary placeholder:text-placeholder outline-none focus:border-brand focus:ring-2 focus:ring-brand-100"
/>
</div>
<Button
size="sm"
color="primary"
iconLeading={({ className }: { className?: string }) => (
<FontAwesomeIcon icon={faUserPlus} className={className} />
)}
onClick={() => {
setCreateValues(emptyEmployeeCreateFormValues);
setCreateOpen(true);
}}
>
Add employee
</Button>
</div>
}
/>
{loading ? (
<div className="flex items-center justify-center py-12">
<p className="text-sm text-tertiary">Loading employees...</p>
</div>
) : (
<>
<Table>
<Table.Header>
<Table.Head label="EMPLOYEE" isRowHeader />
<Table.Head label="EMAIL" />
<Table.Head label="ROLE" />
<Table.Head label="STATUS" />
<Table.Head label="ACTIONS" />
</Table.Header>
<Table.Body items={paged}>
{(member) => {
const firstName = member.name?.firstName ?? '';
const lastName = member.name?.lastName ?? '';
const fullName = `${firstName} ${lastName}`.trim() || 'Unnamed';
const initials = getInitials(firstName || '?', lastName || '?');
const memberRoles = member.roles ?? [];
const currentRoleId = memberRoles[0]?.id ?? null;
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>
{roles.length > 0 ? (
<div className="w-56">
<Select
placeholder="No role"
placeholderIcon={
<FontAwesomeIcon
icon={faUserShield}
data-icon
className="size-4"
/>
}
items={roles}
selectedKey={currentRoleId}
onSelectionChange={(key) =>
handleChangeRole(member.id, key as string)
}
>
{(item) => (
<Select.Item id={item.id} label={item.label} />
)}
</Select>
</div>
) : memberRoles.length > 0 ? (
<Badge size="sm" color="gray">
{memberRoles[0].label}
</Badge>
) : (
<span className="text-xs text-quaternary">No role</span>
)}
</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>
<SlideoutMenu isOpen={createOpen} onOpenChange={setCreateOpen} isDismissable>
{({ close }) => (
<>
<SlideoutMenu.Header onClose={close}>
<div className="flex items-center gap-3 pr-8">
<div className="flex size-10 items-center justify-center rounded-lg bg-brand-secondary">
<FontAwesomeIcon icon={faUserPlus} className="size-5 text-fg-brand-primary" />
</div>
<div>
<h2 className="text-lg font-semibold text-primary">Add employee</h2>
<p className="text-sm text-tertiary">
Create supervisors, CC agents and admins in place
</p>
</div>
</div>
</SlideoutMenu.Header>
<SlideoutMenu.Content>
<EmployeeCreateForm
value={createValues}
onChange={setCreateValues}
roles={roles}
/>
<p className="mt-4 text-xs text-tertiary">
The employee logs in with this email and the temporary password
you set. Share both with them directly no email is sent.
</p>
</SlideoutMenu.Content>
<SlideoutMenu.Footer>
<div className="flex items-center justify-end gap-3">
<Button size="md" color="secondary" onClick={close}>
Cancel
</Button>
<Button
size="md"
color="primary"
isLoading={isCreating}
showTextWhileLoading
onClick={() => handleCreateMember(close)}
>
{isCreating ? 'Creating…' : 'Create employee'}
</Button>
</div>
</SlideoutMenu.Footer>
</>
)}
</SlideoutMenu>
</div>
);
};