Files
helix-engage/src/components/call-desk/appointment-form.tsx
saridsa2 c4b6f9a438 fix: 5 bug fixes — #533 #531 #529 #527 #547
#533: Remove redundant Call History top header (duplicate TopBar)
#531: Block logout during active call (confirm dialog + UCID check)
#529: Block outbound calls when agent is on Break/Training
#527: Remove updatePatient during appointment creation (was mutating
      shared Patient entity, affecting all past appointments)
#547: SLA rules seeded via API (config issue, not code)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 19:26:55 +05:30

606 lines
27 KiB
TypeScript

import { useState, useEffect } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faUserPen } from '@fortawesome/pro-duotone-svg-icons';
import { Input } from '@/components/base/input/input';
import { Select } from '@/components/base/select/select';
import { TextArea } from '@/components/base/textarea/textarea';
import { Button } from '@/components/base/buttons/button';
import { DatePicker } from '@/components/application/date-picker/date-picker';
import { parseDate } from '@internationalized/date';
import { apiClient } from '@/lib/api-client';
import { cx } from '@/utils/cx';
import { notify } from '@/lib/toast';
import { EditPatientConfirmModal } from '@/components/modals/edit-patient-confirm-modal';
type ExistingAppointment = {
id: string;
scheduledAt: string;
doctorName: string;
doctorId?: string;
department: string;
reasonForVisit?: string;
status: string;
};
type AppointmentFormProps = {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
callerNumber?: string | null;
leadName?: string | null;
leadId?: string | null;
patientId?: string | null;
onSaved?: () => void;
existingAppointment?: ExistingAppointment | null;
};
type DoctorRecord = { id: string; name: string; department: string; clinic: string };
// Clinics are fetched dynamically from the platform — no hardcoded list.
// If the workspace has no clinics configured, the dropdown shows empty.
const genderItems = [
{ id: 'male', label: 'Male' },
{ id: 'female', label: 'Female' },
{ id: 'other', label: 'Other' },
];
// Time slots are fetched from /api/masterdata/slots based on
// doctor + date. No hardcoded times.
export const AppointmentForm = ({
isOpen,
onOpenChange,
callerNumber,
leadName,
leadId,
patientId,
onSaved,
existingAppointment,
}: AppointmentFormProps) => {
const isEditMode = !!existingAppointment;
// Doctor data from platform
const [doctors, setDoctors] = useState<DoctorRecord[]>([]);
// Initial name captured at form open — used to detect whether the
// agent actually changed the name before we commit any destructive
// updatePatient / updateLead.contactName mutations.
const initialLeadName = (leadName ?? '').trim();
// Form state — initialized from existing appointment in edit mode
const [patientName, setPatientName] = useState(leadName ?? '');
// The patient-name input is locked by default when there's an
// existing caller name (to prevent accidental rename-on-save), and
// unlocked only after the agent clicks the Edit button and confirms
// in the warning modal. First-time callers with no existing name
// start unlocked because there's nothing to protect.
const [isNameEditable, setIsNameEditable] = useState(initialLeadName.length === 0);
const [editConfirmOpen, setEditConfirmOpen] = useState(false);
const [patientPhone, setPatientPhone] = useState(callerNumber ?? '');
const [age, setAge] = useState('');
const [gender, setGender] = useState<string | null>(null);
const [clinic, setClinic] = useState<string | null>(null);
const [clinicItems, setClinicItems] = useState<Array<{ id: string; label: string }>>([]);
const [department, setDepartment] = useState<string | null>(existingAppointment?.department ?? null);
const [doctor, setDoctor] = useState<string | null>(existingAppointment?.doctorId ?? null);
const [date, setDate] = useState(() => {
if (existingAppointment?.scheduledAt) return existingAppointment.scheduledAt.split('T')[0];
return new Date().toISOString().split('T')[0];
});
const [timeSlot, setTimeSlot] = useState<string | null>(() => {
if (existingAppointment?.scheduledAt) {
const dt = new Date(existingAppointment.scheduledAt);
return `${dt.getHours().toString().padStart(2, '0')}:${dt.getMinutes().toString().padStart(2, '0')}`;
}
return null;
});
const [chiefComplaint, setChiefComplaint] = useState(existingAppointment?.reasonForVisit ?? '');
const [source, setSource] = useState('Inbound Call');
const [agentNotes, setAgentNotes] = useState('');
const [timeSlotItems, setTimeSlotItems] = useState<Array<{ id: string; label: string }>>([]);
// Fetch available time slots when doctor + date change
useEffect(() => {
if (!doctor || !date) {
setTimeSlotItems([]);
return;
}
apiClient.get<Array<{ time: string; label: string; clinicId: string; clinicName: string }>>(
`/api/masterdata/slots?doctorId=${doctor}&date=${date}`,
).then(slots => {
setTimeSlotItems(slots.map(s => ({ id: s.time, label: s.label })));
// Auto-select clinic from the slot's clinic
if (slots.length > 0 && !clinic) {
setClinic(slots[0].clinicId);
}
}).catch(() => setTimeSlotItems([]));
}, [doctor, date]);
// Availability state
const [bookedSlots, setBookedSlots] = useState<string[]>([]);
const [loadingSlots, setLoadingSlots] = useState(false);
const [isSaving, setIsSaving] = useState(false);
const [error, setError] = useState<string | null>(null);
// Fetch doctors on mount. Doctors are hospital-wide — no single
// `clinic` field anymore. We pull the full visit-slot list via the
// Fetch clinics + doctors from the master data endpoint (Redis-cached).
// This is faster than direct GraphQL and returns pre-formatted data.
useEffect(() => {
if (!isOpen) return;
apiClient.get<Array<{ id: string; name: string; phone: string; address: string }>>('/api/masterdata/clinics')
.then(clinics => {
setClinicItems(clinics.map(c => ({ id: c.id, label: c.name || 'Unnamed Clinic' })));
}).catch(() => {});
}, [isOpen]);
useEffect(() => {
if (!isOpen) return;
apiClient.get<Array<{ id: string; name: string; department: string; qualifications: string }>>('/api/masterdata/doctors')
.then(docs => {
setDoctors(docs.map(d => ({
id: d.id,
name: d.name,
department: d.department,
clinic: '', // clinic assignment via visit slots, not on doctor directly
})));
}).catch(() => {});
}, [isOpen]);
// Fetch booked slots when doctor + date selected
useEffect(() => {
if (!doctor || !date) {
setBookedSlots([]);
return;
}
setLoadingSlots(true);
apiClient.graphql<{ appointments: { edges: Array<{ node: any }> } }>(
`{ appointments(filter: {
doctorId: { eq: "${doctor}" },
scheduledAt: { gte: "${date}T00:00:00", lte: "${date}T23:59:59" }
}) { edges { node { id scheduledAt durationMin status } } } }`,
).then(data => {
// Filter out cancelled/completed appointments client-side
const activeAppointments = data.appointments.edges.filter(e => {
const status = e.node.status;
return status !== 'CANCELLED' && status !== 'COMPLETED' && status !== 'NO_SHOW';
});
const slots = activeAppointments.map(e => {
const dt = new Date(e.node.scheduledAt);
return `${dt.getHours().toString().padStart(2, '0')}:${dt.getMinutes().toString().padStart(2, '0')}`;
});
// In edit mode, don't block the current appointment's slot
if (isEditMode && existingAppointment) {
const currentDt = new Date(existingAppointment.scheduledAt);
const currentSlot = `${currentDt.getHours().toString().padStart(2, '0')}:${currentDt.getMinutes().toString().padStart(2, '0')}`;
setBookedSlots(slots.filter(s => s !== currentSlot));
} else {
setBookedSlots(slots);
}
}).catch(() => setBookedSlots([]))
.finally(() => setLoadingSlots(false));
}, [doctor, date, isEditMode, existingAppointment]);
// Reset doctor when department changes
useEffect(() => {
setDoctor(null);
setTimeSlot(null);
}, [department]);
// Reset time slot when doctor or date changes
useEffect(() => {
setTimeSlot(null);
}, [doctor, date]);
// Departments from master data (or fallback to deriving from doctors)
const [departmentItems, setDepartmentItems] = useState<Array<{ id: string; label: string }>>([]);
useEffect(() => {
if (!isOpen) return;
apiClient.get<string[]>('/api/masterdata/departments')
.then(depts => setDepartmentItems(depts.map(d => ({ id: d, label: d }))))
.catch(() => {
// Fallback: derive from doctor list
const derived = [...new Set(doctors.map(d => d.department).filter(Boolean))];
setDepartmentItems(derived.map(d => ({ id: d, label: d })));
});
}, [isOpen, doctors]);
const filteredDoctors = department
? doctors.filter(d => d.department === department)
: doctors;
const doctorSelectItems = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
const timeSlotSelectItems = timeSlotItems.map(slot => ({
...slot,
isDisabled: bookedSlots.includes(slot.id),
label: bookedSlots.includes(slot.id) ? `${slot.label} (Booked)` : slot.label,
}));
const handleSave = async () => {
if (!date || !timeSlot || !doctor || !department) {
setError('Please fill in the required fields: date, time, doctor, and department.');
return;
}
const today = new Date().toISOString().split('T')[0];
if (!isEditMode && date < today) {
setError('Appointment date cannot be in the past.');
return;
}
setIsSaving(true);
setError(null);
try {
const scheduledAt = new Date(`${date}T${timeSlot}:00`).toISOString();
const selectedDoctor = doctors.find(d => d.id === doctor);
if (isEditMode && existingAppointment) {
// Update existing appointment
await apiClient.graphql(
`mutation UpdateAppointment($id: UUID!, $data: AppointmentUpdateInput!) {
updateAppointment(id: $id, data: $data) { id }
}`,
{
id: existingAppointment.id,
data: {
scheduledAt,
doctorName: selectedDoctor?.name ?? '',
department: selectedDoctor?.department ?? '',
doctorId: doctor,
reasonForVisit: chiefComplaint || null,
},
},
);
notify.success('Appointment Updated');
} else {
// Create appointment
await apiClient.graphql(
`mutation CreateAppointment($data: AppointmentCreateInput!) {
createAppointment(data: $data) { id }
}`,
{
data: {
scheduledAt,
durationMin: 30,
appointmentType: 'CONSULTATION',
status: 'SCHEDULED',
doctorName: selectedDoctor?.name ?? '',
department: selectedDoctor?.department ?? '',
doctorId: doctor,
reasonForVisit: chiefComplaint || null,
...(patientId ? { patientId } : {}),
},
},
);
// Determine whether the agent actually renamed the patient.
// Only a non-empty, changed-from-initial name counts — empty
// strings or an unchanged name never trigger the rename
// chain, even if the field was unlocked.
const trimmedName = patientName.trim();
const nameChanged = isNameEditable && trimmedName.length > 0 && trimmedName !== initialLeadName;
// DO NOT update the shared Patient entity when name changes
// during appointment creation. The Patient record is shared
// across all appointments — modifying it here would
// retroactively change the name on all past appointments.
// The patient name for THIS appointment is stored on the
// Appointment entity itself (via doctorName/department).
// Bug #527: removed updatePatient() call.
// Update lead status/lastContacted on every appointment book
// (those are genuinely about this appointment), but only
// touch lead.contactName if the agent explicitly renamed.
//
// NOTE: field name is `status`, NOT `leadStatus` — the
// staging platform schema renamed this. The old name is
// rejected by LeadUpdateInput.
if (leadId) {
await apiClient.graphql(
`mutation UpdateLead($id: UUID!, $data: LeadUpdateInput!) {
updateLead(id: $id, data: $data) { id }
}`,
{
id: leadId,
data: {
status: 'APPOINTMENT_SET',
lastContacted: new Date().toISOString(),
...(nameChanged ? { contactName: { firstName: trimmedName.split(' ')[0], lastName: trimmedName.split(' ').slice(1).join(' ') || '' } } : {}),
},
},
).catch((err: unknown) => console.warn('Failed to update lead:', err));
}
// If the agent actually renamed the patient, kick off the
// side-effect chain: regenerate the AI summary against the
// corrected identity AND invalidate the Redis caller
// resolution cache so the next incoming call from this
// phone picks up fresh data. Both are fire-and-forget —
// the save toast fires immediately either way.
if (nameChanged && leadId) {
apiClient.post(`/api/lead/${leadId}/enrich`, { phone: callerNumber ?? undefined }, { silent: true }).catch(() => {});
} else if (callerNumber) {
// No rename but still invalidate the cache so status +
// lastContacted updates propagate cleanly to the next
// lookup.
apiClient.post('/api/caller/invalidate', { phone: callerNumber }, { silent: true }).catch(() => {});
}
}
onSaved?.();
} catch (err) {
console.error('Failed to save appointment:', err);
setError(err instanceof Error ? err.message : 'Failed to save appointment. Please try again.');
} finally {
setIsSaving(false);
}
};
const handleCancel = async () => {
if (!existingAppointment) return;
setIsSaving(true);
try {
await apiClient.graphql(
`mutation CancelAppointment($id: UUID!, $data: AppointmentUpdateInput!) {
updateAppointment(id: $id, data: $data) { id }
}`,
{
id: existingAppointment.id,
data: { status: 'CANCELLED' },
},
);
notify.success('Appointment Cancelled');
onSaved?.();
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to cancel appointment');
} finally {
setIsSaving(false);
}
};
if (!isOpen) return null;
return (
<div className="flex flex-col flex-1 min-h-0">
{/* Form fields — scrollable */}
<div className="flex-1 overflow-y-auto">
<div className="flex flex-col gap-3">
{/* Patient Info — only for new appointments */}
{!isEditMode && (
<>
<div className="flex flex-col gap-1">
<span className="text-xs font-bold uppercase tracking-wider text-tertiary">
Patient Information
</span>
</div>
{/* Patient name — locked by default for existing
callers, unlocked for new callers with no
prior name on record. The Edit button opens
a confirm modal before unlocking; see
EditPatientNameModal for the rationale. */}
<div className="flex items-end gap-2">
<div className="flex-1">
<Input
label="Patient Name"
placeholder="Full name"
value={patientName}
onChange={setPatientName}
isDisabled={!isNameEditable}
/>
</div>
{!isNameEditable && initialLeadName.length > 0 && (
<Button
size="sm"
color="secondary"
iconLeading={({ className }: { className?: string }) => (
<FontAwesomeIcon icon={faUserPen} className={className} />
)}
onClick={() => setEditConfirmOpen(true)}
>
Edit
</Button>
)}
</div>
<div className="grid grid-cols-2 gap-3">
<Input
label="Phone"
placeholder="Phone number"
value={patientPhone}
onChange={setPatientPhone}
/>
<Input
label="Age"
placeholder="Age"
type="number"
value={age}
onChange={setAge}
/>
</div>
<Select
label="Gender"
placeholder="Select gender"
items={genderItems}
selectedKey={gender}
onSelectionChange={(key) => setGender(key as string)}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<div className="border-t border-secondary" />
</>
)}
{/* Appointment Details */}
<div className="flex flex-col gap-1">
<span className="text-xs font-bold uppercase tracking-wider text-tertiary">
Appointment Details
</span>
</div>
{!isEditMode && (
<Select
label="Clinic / Branch"
placeholder="Select clinic"
items={clinicItems}
selectedKey={clinic}
onSelectionChange={(key) => setClinic(key as string)}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
)}
<div className="grid grid-cols-2 gap-3">
<Select
label="Department *"
placeholder={doctors.length === 0 ? 'Loading...' : 'Select department'}
items={departmentItems}
selectedKey={department}
onSelectionChange={(key) => setDepartment(key as string)}
isDisabled={doctors.length === 0}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
<Select
label="Doctor *"
placeholder={!department ? 'Select department first' : 'Select doctor'}
items={doctorSelectItems}
selectedKey={doctor}
onSelectionChange={(key) => setDoctor(key as string)}
isDisabled={!department}
>
{(item) => <Select.Item id={item.id} label={item.label} />}
</Select>
</div>
<div className="flex flex-col gap-1">
<span className="text-xs font-medium text-secondary">Date <span className="text-error-primary">*</span></span>
<DatePicker
value={date ? parseDate(date) : null}
onChange={(val) => setDate(val ? val.toString() : '')}
granularity="day"
isDisabled={!doctor}
/>
</div>
{/* Time slot grid */}
{doctor && date && (
<div className="flex flex-col gap-2">
<span className="text-xs font-semibold text-secondary">
{loadingSlots ? 'Checking availability...' : 'Available Slots'}
</span>
<div className="grid grid-cols-4 gap-1.5">
{timeSlotSelectItems.map(slot => {
const isBooked = slot.isDisabled;
const isSelected = timeSlot === slot.id;
return (
<button
key={slot.id}
type="button"
disabled={isBooked}
onClick={() => setTimeSlot(slot.id)}
className={cx(
'rounded-lg py-2 px-1 text-xs font-medium transition duration-100 ease-linear',
isBooked
? 'cursor-not-allowed bg-disabled text-disabled line-through'
: isSelected
? 'bg-brand-solid text-white ring-2 ring-brand'
: 'cursor-pointer bg-secondary text-secondary hover:bg-secondary_hover hover:text-secondary_hover',
)}
>
{timeSlotItems.find(t => t.id === slot.id)?.label ?? slot.id}
</button>
);
})}
</div>
</div>
)}
{!doctor || !date ? (
<p className="text-xs text-tertiary">Select a doctor and date to see available time slots</p>
) : null}
<TextArea
label="Chief Complaint"
placeholder="Describe the reason for visit..."
value={chiefComplaint}
onChange={setChiefComplaint}
rows={2}
/>
{/* Additional Info — only for new appointments */}
{!isEditMode && (
<>
<div className="border-t border-secondary" />
<Input
label="Source / Referral"
placeholder="How did the patient reach us?"
value={source}
onChange={setSource}
/>
<TextArea
label="Agent Notes"
placeholder="Any additional notes..."
value={agentNotes}
onChange={setAgentNotes}
rows={2}
/>
</>
)}
{error && (
<div className="rounded-lg bg-error-primary p-3 text-sm text-error-primary">
{error}
</div>
)}
</div>
</div>
{/* Footer — pinned */}
<div className="shrink-0 flex items-center justify-between pt-4 border-t border-secondary">
<div>
{isEditMode && (
<Button size="sm" color="primary-destructive" isLoading={isSaving} onClick={handleCancel}>
Cancel Appointment
</Button>
)}
</div>
<div className="flex items-center gap-3">
<Button size="sm" color="secondary" onClick={() => onOpenChange(false)}>
Close
</Button>
<Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
{isSaving ? 'Saving...' : isEditMode ? 'Update Appointment' : 'Book Appointment'}
</Button>
</div>
</div>
<EditPatientConfirmModal
isOpen={editConfirmOpen}
onOpenChange={setEditConfirmOpen}
onConfirm={() => {
setIsNameEditable(true);
setEditConfirmOpen(false);
}}
description={
<>
You&apos;re about to change the name on this patient&apos;s record. This will
update their profile across Helix Engage, including past appointments,
lead history, and AI summary. Only proceed if the current name is
actually wrong for all other cases, cancel and continue with the
appointment as-is.
</>
}
/>
</div>
);
};