mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
synced 2026-04-11 18:28:15 +00:00
- 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>
413 lines
20 KiB
TypeScript
413 lines
20 KiB
TypeScript
import { useCallback, useEffect, useMemo, useState } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faKey, faToggleOn, faUserPlus, faUserShield } from '@fortawesome/pro-duotone-svg-icons';
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import { Avatar } from '@/components/base/avatar/avatar';
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import { Badge } from '@/components/base/badges/badges';
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import { Button } from '@/components/base/buttons/button';
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import { Select } from '@/components/base/select/select';
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import { Table, TableCard } from '@/components/application/table/table';
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import { SlideoutMenu } from '@/components/application/slideout-menus/slideout-menu';
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import { TopBar } from '@/components/layout/top-bar';
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import {
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EmployeeCreateForm,
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emptyEmployeeCreateFormValues,
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type EmployeeCreateFormValues,
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type RoleOption,
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} from '@/components/forms/employee-create-form';
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import { apiClient } from '@/lib/api-client';
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import { notify } from '@/lib/toast';
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import { getInitials } from '@/lib/format';
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// /settings/team — in-place employee management. Fetches real roles + SIP
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// seats from the platform and uses the sidecar's /api/team/members
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// endpoint to create workspace members directly with a temp password
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// that the admin hands out (no email invitations — see
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// feedback-no-invites in memory). Also lets admins change a member's
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// role via updateWorkspaceMemberRole.
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type MemberRole = {
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id: string;
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label: string;
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};
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type WorkspaceMember = {
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id: string;
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name: { firstName: string; lastName: string } | null;
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userEmail: string;
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avatarUrl: string | null;
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// Platform returns null (not []) for members with no role assigned —
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// optional-chain when reading.
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roles: MemberRole[] | null;
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};
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type CreatedMemberResponse = {
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id: string;
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userEmail: string;
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firstName: string;
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lastName: string;
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roleId: string;
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};
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// Combined query — workspace members + assignable roles. Bundled to
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// save a round-trip and keep the table consistent across the join.
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const TEAM_QUERY = `{
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workspaceMembers(first: 100) {
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edges {
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node {
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id
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name { firstName lastName }
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userEmail
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avatarUrl
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roles { id label }
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}
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}
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}
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getRoles {
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id
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label
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description
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canBeAssignedToUsers
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}
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}`;
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export const TeamSettingsPage = () => {
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const [members, setMembers] = useState<WorkspaceMember[]>([]);
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const [roles, setRoles] = useState<RoleOption[]>([]);
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const [loading, setLoading] = useState(true);
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const [createOpen, setCreateOpen] = useState(false);
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const [createValues, setCreateValues] = useState<EmployeeCreateFormValues>(
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emptyEmployeeCreateFormValues,
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);
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const [isCreating, setIsCreating] = useState(false);
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const fetchData = useCallback(async () => {
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try {
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const data = await apiClient.graphql<{
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workspaceMembers: { edges: { node: WorkspaceMember }[] };
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getRoles: {
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id: string;
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label: string;
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description: string | null;
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canBeAssignedToUsers: boolean;
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}[];
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}>(TEAM_QUERY, undefined, { silent: true });
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setMembers(data.workspaceMembers.edges.map((e) => e.node));
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const assignable = data.getRoles.filter((r) => r.canBeAssignedToUsers);
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setRoles(
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assignable.map((r) => ({
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id: r.id,
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label: r.label,
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supportingText: r.description ?? undefined,
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})),
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);
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} catch {
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// silently fail
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} finally {
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setLoading(false);
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}
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}, []);
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useEffect(() => {
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fetchData();
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}, [fetchData]);
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const [search, setSearch] = useState('');
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const [page, setPage] = useState(1);
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const PAGE_SIZE = 10;
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const filtered = useMemo(() => {
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if (!search.trim()) return members;
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const q = search.toLowerCase();
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return members.filter((m) => {
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const name = `${m.name?.firstName ?? ''} ${m.name?.lastName ?? ''}`.toLowerCase();
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return name.includes(q) || m.userEmail.toLowerCase().includes(q);
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});
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}, [members, search]);
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const totalPages = Math.max(1, Math.ceil(filtered.length / PAGE_SIZE));
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const paged = filtered.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
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const handleResetPassword = (member: WorkspaceMember) => {
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notify.info('Password Reset', `Password reset link would be sent to ${member.userEmail}`);
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};
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const handleChangeRole = async (memberId: string, newRoleId: string) => {
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try {
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await apiClient.graphql(
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`mutation UpdateRole($workspaceMemberId: UUID!, $roleId: UUID!) {
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updateWorkspaceMemberRole(workspaceMemberId: $workspaceMemberId, roleId: $roleId) {
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id
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}
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}`,
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{ workspaceMemberId: memberId, roleId: newRoleId },
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);
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const newRole = roles.find((r) => r.id === newRoleId);
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setMembers((prev) =>
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prev.map((m) =>
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m.id === memberId
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? { ...m, roles: newRole ? [{ id: newRole.id, label: newRole.label }] : [] }
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: m,
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),
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);
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notify.success('Role updated', newRole ? `Role set to ${newRole.label}` : 'Role updated');
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} catch (err) {
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console.error('[team] role update failed', err);
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}
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};
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const handleCreateMember = async (close: () => void) => {
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const firstName = createValues.firstName.trim();
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const email = createValues.email.trim();
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if (!firstName) {
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notify.error('First name is required');
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return;
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}
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if (!email) {
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notify.error('Email is required');
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return;
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}
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if (!createValues.password) {
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notify.error('Temporary password is required');
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return;
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}
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if (!createValues.roleId) {
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notify.error('Pick a role');
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return;
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}
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setIsCreating(true);
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try {
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await apiClient.post<CreatedMemberResponse>('/api/team/members', {
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firstName,
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lastName: createValues.lastName.trim(),
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email,
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password: createValues.password,
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roleId: createValues.roleId,
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});
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notify.success(
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'Employee created',
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`${firstName} ${createValues.lastName.trim()}`.trim() || email,
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);
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setCreateValues(emptyEmployeeCreateFormValues);
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await fetchData();
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close();
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} catch (err) {
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console.error('[team] create failed', err);
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} finally {
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setIsCreating(false);
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}
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};
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return (
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<div className="flex flex-1 flex-col overflow-hidden">
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<TopBar title="Team" subtitle="Manage workspace members and their roles" />
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<div className="flex-1 overflow-y-auto p-6 space-y-6">
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<TableCard.Root size="sm">
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<TableCard.Header
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title="Employees"
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badge={members.length}
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description="Manage team members and their roles"
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contentTrailing={
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<div className="flex items-center gap-3">
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<div className="w-48">
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<input
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placeholder="Search employees..."
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value={search}
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onChange={(e) => {
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setSearch(e.target.value);
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setPage(1);
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}}
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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"
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/>
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</div>
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<Button
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size="sm"
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color="primary"
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iconLeading={({ className }: { className?: string }) => (
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<FontAwesomeIcon icon={faUserPlus} className={className} />
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)}
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onClick={() => {
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setCreateValues(emptyEmployeeCreateFormValues);
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setCreateOpen(true);
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}}
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>
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Add employee
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</Button>
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</div>
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}
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/>
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{loading ? (
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<div className="flex items-center justify-center py-12">
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<p className="text-sm text-tertiary">Loading employees...</p>
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</div>
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) : (
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<>
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<Table>
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<Table.Header>
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<Table.Head label="EMPLOYEE" isRowHeader />
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<Table.Head label="EMAIL" />
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<Table.Head label="ROLE" />
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<Table.Head label="STATUS" />
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<Table.Head label="ACTIONS" />
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</Table.Header>
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<Table.Body items={paged}>
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{(member) => {
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const firstName = member.name?.firstName ?? '';
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const lastName = member.name?.lastName ?? '';
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const fullName = `${firstName} ${lastName}`.trim() || 'Unnamed';
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const initials = getInitials(firstName || '?', lastName || '?');
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const memberRoles = member.roles ?? [];
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const currentRoleId = memberRoles[0]?.id ?? null;
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return (
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<Table.Row id={member.id}>
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<Table.Cell>
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<div className="flex items-center gap-3">
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<Avatar
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size="sm"
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initials={initials}
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src={member.avatarUrl ?? undefined}
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/>
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<span className="text-sm font-medium text-primary">{fullName}</span>
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</div>
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</Table.Cell>
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<Table.Cell>
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<span className="text-sm text-tertiary">{member.userEmail}</span>
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</Table.Cell>
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<Table.Cell>
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{roles.length > 0 ? (
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<div className="w-56">
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<Select
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placeholder="No role"
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placeholderIcon={
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<FontAwesomeIcon
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icon={faUserShield}
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data-icon
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className="size-4"
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/>
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}
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items={roles}
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selectedKey={currentRoleId}
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onSelectionChange={(key) =>
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handleChangeRole(member.id, key as string)
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}
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>
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{(item) => (
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<Select.Item id={item.id} label={item.label} />
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)}
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</Select>
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</div>
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) : memberRoles.length > 0 ? (
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<Badge size="sm" color="gray">
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{memberRoles[0].label}
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</Badge>
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) : (
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<span className="text-xs text-quaternary">No role</span>
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)}
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</Table.Cell>
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<Table.Cell>
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<Badge size="sm" color="success" type="pill-color">
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<FontAwesomeIcon icon={faToggleOn} className="mr-1 size-3" />
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Active
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</Badge>
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</Table.Cell>
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<Table.Cell>
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<Button
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size="sm"
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color="secondary"
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iconLeading={({ className }: { className?: string }) => (
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<FontAwesomeIcon icon={faKey} className={className} />
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)}
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onClick={() => handleResetPassword(member)}
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>
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Reset Password
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</Button>
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</Table.Cell>
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</Table.Row>
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);
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}}
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</Table.Body>
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</Table>
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{totalPages > 1 && (
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<div className="flex items-center justify-between border-t border-secondary px-5 py-3">
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<span className="text-xs text-tertiary">
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{(page - 1) * PAGE_SIZE + 1}–{Math.min(page * PAGE_SIZE, filtered.length)} of{' '}
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{filtered.length}
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</span>
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<div className="flex items-center gap-1">
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<button
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onClick={() => setPage(Math.max(1, page - 1))}
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disabled={page === 1}
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className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed"
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>
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Previous
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</button>
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<button
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onClick={() => setPage(Math.min(totalPages, page + 1))}
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disabled={page === totalPages}
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className="px-2 py-1 text-xs font-medium text-secondary rounded-md hover:bg-primary_hover disabled:text-disabled disabled:cursor-not-allowed"
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>
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Next
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</button>
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</div>
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</div>
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)}
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</>
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)}
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</TableCard.Root>
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</div>
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<SlideoutMenu isOpen={createOpen} onOpenChange={setCreateOpen} isDismissable>
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{({ close }) => (
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<>
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<SlideoutMenu.Header onClose={close}>
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<div className="flex items-center gap-3 pr-8">
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<div className="flex size-10 items-center justify-center rounded-lg bg-brand-secondary">
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<FontAwesomeIcon icon={faUserPlus} className="size-5 text-fg-brand-primary" />
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</div>
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<div>
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<h2 className="text-lg font-semibold text-primary">Add employee</h2>
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<p className="text-sm text-tertiary">
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Create supervisors, CC agents and admins in place
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</p>
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</div>
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</div>
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</SlideoutMenu.Header>
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<SlideoutMenu.Content>
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<EmployeeCreateForm
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value={createValues}
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onChange={setCreateValues}
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roles={roles}
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/>
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<p className="mt-4 text-xs text-tertiary">
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The employee logs in with this email and the temporary password
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you set. Share both with them directly — no email is sent.
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</p>
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</SlideoutMenu.Content>
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<SlideoutMenu.Footer>
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<div className="flex items-center justify-end gap-3">
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<Button size="md" color="secondary" onClick={close}>
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Cancel
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</Button>
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<Button
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size="md"
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color="primary"
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isLoading={isCreating}
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showTextWhileLoading
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onClick={() => handleCreateMember(close)}
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>
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{isCreating ? 'Creating…' : 'Create employee'}
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</Button>
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</div>
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</SlideoutMenu.Footer>
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</>
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)}
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</SlideoutMenu>
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</div>
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);
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};
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