View Calendar

1. What does this feature do? (High-Level Overview)

This feature gives users a calendar workspace to view scheduled appointments by month, week, or day. It helps teams quickly understand workload, confirm session timing, and move into appointment actions from one place.

2. Who is this for? (Roles & Permissions)

• Provider roles (for example RBT/BCBA/Analyst): Can view their own appointment calendar and optionally filter by their assigned clients.
• Admin-style roles (for example Superadmin/Admin/Owner/Manager) or any role with manage_notes: Can view shared calendars by selecting either an employee or a client.

Permission-related behavior:

• manage_notes enables cross-calendar visibility (employee/client context selection).
• Without manage_notes, users load their own calendar by default (All my appointments context).

3. Business Rules & Enforcements

• Rule 1: The calendar is loaded from Medical > Calendar at route /calendar/view.
• Rule 2: The page supports three views (Month, Week, Day) and reloads appointment data when the date range or view changes.
• Rule 3: In shared-calendar mode (manage_notes), users must select an employee or a client before the calendar data is loaded.
• Rule 4: In provider-only mode (no manage_notes), the system loads appointments for the logged-in provider by default.
• Rule 5: Appointment colors are standardized by CPT code to improve visual scanning (97151, 97153, 97155, 97156).
• Rule 6: All appointment queries are location-scoped through the location context header (X-Location-Id) handled by the app interceptor.

4. UI Placement

1. Medical > Calendar.
2. Route: /calendar/view.
3. Top area: filters (Filter By Client, and Filter By Employee for shared-calendar users).
4. Main area: calendar controls (Previous, Today, Next) and view toggle (Month, Week, Day).
5. Calendar grid/cards: appointment events can be opened to view details or trigger related actions.

5. How-To Guide (Step-by-Step)

Scenario A: Provider reviews own schedule

1. Open Medical > Calendar.
2. Keep the default provider context (All my appointments) or choose a client in Filter By Client.
3. Use Month, Week, or Day to switch perspective.
4. Use Previous, Today, or Next to move through dates.
5. Click an appointment event to open its details.

Scenario B: Manager/Admin reviews another calendar

1. Open Medical > Calendar.
2. Select either a client (Filter By Client) or an employee (Filter By Employee).
3. Confirm the selected calendar title appears.
4. Navigate date ranges and switch views as needed.
5. Click any appointment event to inspect details and continue with follow-up actions.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if I have shared-calendar access but do not select a client or employee?
  A: The UI shows an informational alert and does not load calendar events until one is selected.

• Q: What happens if I switch from Month to Week or Day view?
  A: The date window is recalculated and appointments are reloaded for the new range.

• Q: Why do appointments appear with different colors?
  A: Colors represent CPT codes, allowing users to quickly distinguish service types in the calendar.