Signal/signal-ui/src/components/WorklistTable.jsx
Kisa 1d95bb2ab2 feat: doc status persistence, empty state, status legend, and Clear to Ship guard
- Doc status click-to-update: SWO and PA cycle through states and persist to Supabase
- Status legend added to worklist header
- Empty state with file-open prompt for first-time users
- Device normalizer expanded for broader CGM variant coverage
- Warm cream text applied globally for secondary/muted UI elements
- Drag-drop CSV import support
- CORS root cause fixed via Railway ALLOWED_ORIGINS env var
- DOCS_REQUIRED badge: RESUPPLY_READY patients with open cascade items now show
  amber Docs Required instead of green Clear to Ship, preventing premature shipment

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
2026-06-14 05:09:06 -04:00

467 lines
21 KiB
JavaScript

import { useState, useEffect, useRef, Fragment } from "react";
import { useTheme } from "../useTheme";
import { useAuth } from "@clerk/react";
import Badge from "./Badge";
import DocStatusBar from "./DocStatusBar";
import ConfirmVisitModal from "./ConfirmVisitModal";
import StatusLegend from "./StatusLegend";
import { updateDocStatus } from "../lib/api";
function daysLabel(days, flag) {
if (days === undefined || days === null) return <span className="font-mono font-medium text-[var(--text-warm)]"></span>;
if (days < 0)
return <span className="font-mono font-semibold text-[#FF7070]">Expired {Math.abs(days)}d ago</span>;
// RESUPPLY_READY: days left means window closing, not a problem — show as teal urgency not red alert
if (flag === "RESUPPLY_READY") {
if (days <= 7) return <span className="font-mono font-medium text-[var(--brand)]">{days} days</span>;
if (days <= 30) return <span className="font-mono font-medium text-[var(--accent-text)]">{days} days</span>;
return <span className="font-mono font-medium text-[var(--text-primary)]">{days} days</span>;
}
if (days <= 7)
return <span className="font-mono font-medium text-[#FF7070]">{days} days</span>;
if (days <= 30)
return <span className="font-mono font-medium text-[var(--accent-text)]">{days} days</span>;
return <span className="font-mono font-medium text-[var(--text-primary)]">{days} days</span>;
}
function scoreClass(priority) {
if (priority >= 1000) return "text-[#B00000]";
if (priority >= 500) return "text-[var(--accent-text)]";
if (priority >= 200) return "text-[var(--text-secondary)]";
return "text-[var(--text-warm)]";
}
const FILTERS = [
{ key: "all", label: "All" },
{ key: "at-risk", label: "At Risk" },
{ key: "action-needed", label: "Action Needed" },
{ key: "RESUPPLY_READY", label: "Clear to Ship" },
{ key: "ACTIVE", label: "On Track" },
];
const SWO_CYCLE = ["pending", "requested", "on_file"];
const PA_CYCLE = ["not_required", "requested", "approved", "denied"];
const DOC_STATUS_LABELS = {
pending: "Pending", requested: "Requested", on_file: "On File",
not_required: "Not Required", approved: "Approved", denied: "Denied",
};
const AT_RISK_FLAGS = ["SUPPLY_LAPSED", "VISIT_REQUIRED", "RENEWAL_CRITICAL"];
const ACTION_NEEDED_FLAGS = ["RENEWAL_ELEVATED", "RENEWAL_SOON", "TRANSFER_PENDING"];
const HIGH_PRIORITY_FLAGS = ["SUPPLY_LAPSED", "VISIT_REQUIRED", "RENEWAL_CRITICAL", "TRANSFER_PENDING"];
const CONFIRM_VISIT_FLAGS = ["VISIT_REQUIRED", "RENEWAL_CRITICAL", "RENEWAL_ELEVATED", "RENEWAL_SOON"];
export default function WorklistTable({ records, activeFilter, onFilterChange, onVisitConfirmed }) {
const { dark } = useTheme();
const { getToken } = useAuth();
const [expandedRow, setExpandedRow] = useState(() => localStorage.getItem("signal_expanded_row") || null);
const [activePatientId, setActivePatientId] = useState(null);
const [confirmingRecord, setConfirmingRecord] = useState(null);
const [localRecords, setLocalRecords] = useState(records);
const [toast, setToast] = useState({ visible: false, message: "" });
const [localDocStates, setLocalDocStates] = useState({});
const rowRefs = useRef({});
useEffect(() => {
setLocalRecords(records);
setLocalDocStates({});
}, [records]);
function showToast(message) {
setToast({ visible: true, message });
setTimeout(() => setToast({ visible: false, message: "" }), 5000);
}
function handleSaveSuccess({ patient_id: savedPatientId }) {
setActivePatientId(prev => (prev === savedPatientId ? null : prev));
const EXCLUDED_FLAGS = ["ACTIVE", "NO_RECENT_SHIPMENT"];
const next = localRecords
.filter(r => !EXCLUDED_FLAGS.includes(r.flag) && r.patient_id !== savedPatientId)
.sort((a, b) => (b.priority_score || b.priority || 0) - (a.priority_score || a.priority || 0))[0];
if (next) {
const label = next.reason || next.flag || "";
showToast(`Done. Next: Patient ${next.patient_id}: ${label}`);
} else {
showToast("Done. Your list is clear.");
}
}
function handleVisitConfirmed(patientId, updatedRecord) {
setLocalRecords(prev =>
prev.map(r => r.patient_id === patientId ? { ...r, ...updatedRecord } : r)
.sort((a, b) => (b.priority_score || b.priority || 0) - (a.priority_score || a.priority || 0))
);
onVisitConfirmed?.(patientId, updatedRecord);
}
const filtered =
activeFilter === "all"
? localRecords
: activeFilter === "at-risk"
? localRecords.filter((r) => AT_RISK_FLAGS.includes(r.flag))
: activeFilter === "action-needed"
? localRecords.filter((r) => ACTION_NEEDED_FLAGS.includes(r.flag))
: localRecords.filter((r) => r.flag === activeFilter);
const todayStr = new Date().toLocaleDateString("en-US", {
month: "short",
day: "numeric",
year: "numeric",
});
return (
<div className="bg-[var(--bg-card)] border border-[var(--border-color)] rounded-[10px] shadow-[var(--shadow-card-md)] overflow-hidden transition-colors">
{/* Header */}
<div className="flex items-center justify-between px-[22px] py-4 border-b border-[var(--border-color)] bg-[var(--bg-elevated)] gap-4 flex-wrap">
<div>
<div className="font-heading font-bold text-[15px] text-[var(--text-heading)]">
Outreach Worklist
</div>
<div className="font-mono text-[11px] text-[var(--text-warm)] mt-[2px]">
{localRecords.length} patients · sorted by priority score · {todayStr}
</div>
</div>
<div className="flex gap-[6px] flex-wrap">
{FILTERS.map((f) => (
<button
key={f.key}
onClick={() => onFilterChange(f.key)}
className={`px-3 py-1 rounded-full text-[11.5px] cursor-pointer font-body transition-all border ${
activeFilter === f.key
? "bg-[var(--brand)] text-white border-[var(--brand)]"
: "bg-transparent border-[var(--border-color)] text-[var(--text-secondary)] hover:border-[var(--brand)] hover:text-[var(--brand)]"
}`}
>
{f.label}
</button>
))}
</div>
</div>
{/* Status legend — color key for the four status tiers */}
{localRecords.length > 0 && <StatusLegend />}
{/* Working-on banner */}
{activePatientId && (
<div
style={{
backgroundColor: "#2EA3A3",
color: "#ffffff",
fontSize: "12px",
fontWeight: 500,
padding: "6px 22px",
cursor: "pointer",
lineHeight: "1.4",
}}
onClick={() => {
const targetKey = Object.keys(rowRefs.current).find(k => k.startsWith(activePatientId + "-"));
if (targetKey) {
setExpandedRow(targetKey);
localStorage.setItem("signal_expanded_row", targetKey);
rowRefs.current[targetKey]?.scrollIntoView({ behavior: "smooth", block: "center" });
}
}}
>
Working on Patient {activePatientId}, click to return
</div>
)}
{/* Table */}
<table className="w-full border-collapse">
<thead>
<tr>
{["Patient ID", "Device", "Payer", "Days Left", "Status", "Priority", "Action"].map(h => (
<th key={h} className="px-[22px] py-[10px] text-left text-[10.5px] font-semibold tracking-[0.06em] uppercase text-[var(--text-warm)] bg-[var(--bg-elevated)] border-b border-[var(--border-color)] whitespace-nowrap">
{h}
</th>
))}
</tr>
</thead>
<tbody>
{filtered.map((r, i) => {
const hp = HIGH_PRIORITY_FLAGS.includes(r.flag);
const isStale = r.flag === "NO_RECENT_SHIPMENT";
const rowKey = r.patient_id + "-" + i;
const isExpanded = expandedRow === rowKey;
// NO_RECENT_SHIPMENT rows never show Confirm Visit — those patients need prescriber
// verification first, not a visit date entry. CONFIRM_VISIT_FLAGS does not include
// NO_RECENT_SHIPMENT, so the estimated-visit fallback check is also gated.
const showConfirmVisit = !isStale && (CONFIRM_VISIT_FLAGS.includes(r.flag) || r.visit_date_confidence === "estimated");
// Support both API shape (days_until_coverage_end) and legacy local shape (daysUntilEnd)
const daysLeft = r.days_until_coverage_end ?? r.daysUntilEnd;
const priority = r.priority_score ?? r.priority;
const deviceDisplay = r.device_display || r.device_type;
// RESUPPLY_READY with open cascade items means timing is fine but docs are not.
// Show amber "Docs Required" badge instead of green "Clear to Ship".
const effectiveFlag = (r.flag === "RESUPPLY_READY" && r.cascade?.length > 0)
? "DOCS_REQUIRED"
: r.flag;
return (
<Fragment key={rowKey}>
<tr
ref={el => { rowRefs.current[rowKey] = el; }}
className={`border-b border-[var(--border-subtle)] transition-colors cursor-pointer hover:bg-[var(--row-hover)] ${
isStale
? "opacity-50"
: hp
? dark
? "bg-[rgba(224,104,48,0.09)] hover:bg-[rgba(203,107,32,0.14)]"
: "bg-[rgba(224,96,40,0.05)] hover:bg-[rgba(203,107,32,0.14)]"
: ""
}`}
onClick={() => {
if (isExpanded) {
// Collapsing — clear active if this is the active patient
setActivePatientId(prev => (prev === r.patient_id ? null : prev));
setExpandedRow(null);
localStorage.removeItem("signal_expanded_row");
} else {
// Expanding — mark as active if showConfirmVisit
if (showConfirmVisit) {
setActivePatientId(r.patient_id);
}
setExpandedRow(rowKey);
localStorage.setItem("signal_expanded_row", rowKey);
}
}}
>
<td className="px-[22px] py-[13px] align-middle">
<div className={`font-mono text-[12.5px] font-bold ${isStale ? "italic text-[var(--text-warm)]" : hp ? "text-[var(--accent-text)]" : "text-[var(--text-secondary)]"}`}>
{r.patient_id}
</div>
{i === 0 && (
<div className="font-mono text-[9.5px] font-semibold tracking-[0.06em] text-[var(--accent-text)] mt-[2px]">
TOP PRIORITY
</div>
)}
{r.visit_date_confidence === "estimated" && (
<div className="text-[9px] text-[#CB6B20] mt-[2px]">Estimated visit date</div>
)}
</td>
<td className="px-[22px] py-[13px] text-[13.5px] font-medium text-[var(--text-primary)] align-middle">
{deviceDisplay}
</td>
<td className="px-[22px] py-[13px] text-[13px] text-[var(--text-secondary)] align-middle">
{r.payer}
</td>
<td className="px-[22px] py-[13px] align-middle">
{daysLabel(daysLeft, r.flag)}
</td>
<td className="px-[22px] py-[13px] align-middle">
<div className="flex items-center gap-[8px]">
<Badge flag={effectiveFlag} />
{r.doc_state && <DocStatusBar docState={r.doc_state} />}
</div>
{r.reason && (
<div className="text-[10.5px] text-[var(--text-warm)] mt-[4px] max-w-[260px] leading-[1.4]">
{r.reason}
</div>
)}
{r.flag === "ACTIVE" && r.next_visit_due_date && (
<div className="text-[10.5px] text-[var(--text-warm)] mt-[4px]">
Next visit due: {new Date(r.next_visit_due_date + "T00:00:00").toLocaleDateString("en-US", { month: "short", year: "numeric" })}
</div>
)}
</td>
<td className="px-[22px] py-[13px] align-middle">
<span className={`font-mono text-[16px] font-medium ${scoreClass(priority)}`}>
{priority}
</span>
</td>
<td className="px-[22px] py-[13px] align-middle" onClick={e => e.stopPropagation()}>
{showConfirmVisit ? (
<button
onClick={() => setConfirmingRecord(r)}
className="bg-transparent border border-[var(--accent)] text-[var(--accent-text)] px-[13px] py-[5px] rounded-md text-xs cursor-pointer font-body whitespace-nowrap transition-all hover:bg-[rgba(203,107,32,0.1)]"
>
Confirm Visit
</button>
) : (
<ActionButton flag={effectiveFlag} />
)}
</td>
</tr>
{/* Expanded row — cascade + doc checklist */}
{isExpanded && (
<tr key={rowKey + "-expanded"} className="bg-[var(--bg-elevated)]">
<td colSpan={7} className="px-[32px] py-[16px]">
{r.cascade && r.cascade.length > 0 && (
<div className="mb-4">
<div className="text-[11px] font-semibold text-[#CC2222] uppercase tracking-[0.06em] mb-2">
Documentation Cascade
</div>
<div className="text-[12px] text-[var(--text-secondary)] font-mono">
{r.cascade.join(" → ")}
</div>
</div>
)}
{r.doc_state && (
<div>
<div className="text-[11px] font-semibold text-[var(--text-warm)] uppercase tracking-[0.06em] mb-2">
Documentation Checklist
</div>
<div className="grid grid-cols-2 gap-y-[6px] gap-x-[20px] text-[12px]">
<DocItem
label="SWO"
value={localDocStates[r.patient_id]?.swo ?? r.doc_state.swo}
patientId={r.patient_id} docType="swo" cycle={SWO_CYCLE}
getToken={getToken}
onUpdated={(type, label) => setLocalDocStates(prev => ({
...prev, [r.patient_id]: { ...prev[r.patient_id], [type]: label }
}))}
/>
<DocItem label="Qualifying Visit" value={r.doc_state.visit} />
<DocItem label="PECOS Enrollment" value={r.doc_state.pecos} />
<DocItem
label="Prior Authorization"
value={localDocStates[r.patient_id]?.pa ?? r.doc_state.pa}
patientId={r.patient_id} docType="pa" cycle={PA_CYCLE}
getToken={getToken}
onUpdated={(type, label) => setLocalDocStates(prev => ({
...prev, [r.patient_id]: { ...prev[r.patient_id], [type]: label }
}))}
/>
<DocItem label="Diagnosis on File" value={r.doc_state.diagnosis} />
</div>
</div>
)}
{!r.doc_state && !r.cascade?.length && (
<div className="text-[12px] text-[var(--text-warm)]">No documentation details available. Upload a CSV with doc columns to see the full checklist.</div>
)}
</td>
</tr>
)}
</Fragment>
);
})}
{filtered.length === 0 && (
<tr>
<td colSpan={7} className="px-[22px] py-8 text-center text-[var(--text-warm)]">
No patients match this filter.
</td>
</tr>
)}
</tbody>
</table>
{/* Footer */}
<div className="flex items-center justify-between px-[22px] py-3 border-t border-[var(--border-subtle)] text-[11px] text-[var(--text-warm)] bg-[var(--bg-elevated)]">
<span className="flex items-center gap-[6px] text-[var(--text-secondary)]">
PHI-safe patient names and DOBs never stored. Crosswalk: patient_id only.
</span>
<span>
{activeFilter === "all"
? `${localRecords.length} patients · all results shown`
: `${filtered.length} of ${localRecords.length} · filtered`}
</span>
</div>
{/* Confirm Visit Modal */}
{confirmingRecord && (
<ConfirmVisitModal
record={confirmingRecord}
onClose={() => setConfirmingRecord(null)}
onConfirmed={handleVisitConfirmed}
onSaveSuccess={handleSaveSuccess}
/>
)}
{/* Next-priority toast */}
{toast.visible && (
<div
style={{
position: "fixed",
bottom: "24px",
right: "24px",
backgroundColor: "#2EA3A3",
color: "#ffffff",
padding: "10px 16px",
borderRadius: "8px",
fontSize: "12.5px",
fontWeight: 500,
boxShadow: "0 4px 12px rgba(0,0,0,0.18)",
zIndex: 9999,
maxWidth: "340px",
lineHeight: "1.4",
}}
>
{toast.message}
</div>
)}
</div>
);
}
function ActionButton({ flag }) {
const base =
"bg-transparent border border-[var(--border-color)] text-[var(--text-secondary)] px-[13px] py-[5px] rounded-md text-xs cursor-pointer font-body whitespace-nowrap transition-all hover:border-[var(--brand)] hover:text-[var(--brand)]";
if (flag === "SUPPLY_LAPSED" || flag === "VISIT_REQUIRED") {
return <button className={`${base} !border-[var(--accent)] !text-[var(--accent-text)] hover:bg-[rgba(203,107,32,0.1)]`}>Contact Prescriber</button>;
}
if (flag === "TRANSFER_PENDING") {
return <button className={`${base} !border-[var(--accent)] !text-[var(--accent-text)] hover:bg-[rgba(203,107,32,0.1)]`}>Verify Docs</button>;
}
if (flag === "NO_RECENT_SHIPMENT") {
return <button className={base}>Verify with Prescriber</button>;
}
if (flag === "RESUPPLY_READY") {
return <button className={base}>Initiate Resupply</button>;
}
if (flag === "DOCS_REQUIRED") {
return <button className={`${base} !border-[var(--accent)] !text-[var(--accent-text)] hover:bg-[rgba(203,107,32,0.1)]`}>Resolve Docs</button>;
}
return <button className={base}>View</button>;
}
function DocItem({ label, value, patientId, docType, cycle, getToken, onUpdated }) {
const [saving, setSaving] = useState(false);
const isGood = value && (
value === "On File" || value === "Verified" || value === "Not Required" ||
value.startsWith("Confirmed") || value.startsWith("Approved") || value === "N/A"
);
const isBad = value && (
value === "Missing" || value === "Not Verified" || value === "Expired" ||
value === "Denied" || value === "Required — Not Started" || value === "Pending"
);
const color = isGood ? "text-[#1A8040]" : isBad ? "text-[#CC2222]" : "text-[#CB6B20]";
const currentKey = Object.entries(DOC_STATUS_LABELS).find(([, v]) => v === value)?.[0];
const handleCycle = async () => {
if (!cycle || !patientId || saving) return;
const idx = currentKey ? cycle.indexOf(currentKey) : -1;
const nextKey = cycle[(idx + 1) % cycle.length];
const nextLabel = DOC_STATUS_LABELS[nextKey];
setSaving(true);
const token = getToken ? await getToken().catch(() => null) : null;
const result = await updateDocStatus(patientId, docType, nextKey, null, null, token);
setSaving(false);
if (result && onUpdated) onUpdated(docType, nextLabel);
};
return (
<div className="flex items-start gap-[6px]">
<span className="text-[var(--text-warm)] w-[140px] shrink-0">{label}:</span>
{cycle ? (
<button
onClick={handleCycle}
disabled={saving}
title={saving ? "Saving…" : `Click to update ${label} status`}
className={`font-medium ${color} hover:underline underline-offset-2 cursor-pointer disabled:opacity-50 bg-transparent border-none p-0 text-left`}
style={{ fontSize: "inherit", fontFamily: "inherit" }}
>
{saving ? "Saving…" : (value || "Unknown")}
</button>
) : (
<span className={`font-medium ${color}`}>{value || "Unknown"}</span>
)}
</div>
);
}