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@habit.analytics/habit-claims-journey-components

v1.0.10

Published

Visual graph-based journey builder and step-by-step form runner React widgets for claims workflows

Readme

Journey Builder & Form Runner

A visual graph-based form builder and step-by-step form runner, built as two independent, embeddable React widgets.

Builder — drag-and-drop field specs onto a canvas, connect them with conditional edges, and export a portable JourneySpec JSON.

Runner — feed that JSON into a self-contained form engine that navigates users through the journey, evaluates branching conditions, and collects answers.


Architecture

┌─────────────────────────────────────────────────────┐
│                  Host Application                   │
│                                                     │
│  ┌──────────────────────┐  ┌──────────────────────┐ │
│  │ JourneyBuilderWidget │  │  FormRunnerWidget     │ │
│  │                      │  │                       │ │
│  │  specs ──► Catalog   │  │  journey ──► Engine   │ │
│  │            Canvas    │  │              Widgets   │ │
│  │            Props     │  │              History   │ │
│  │                      │  │              Summary   │ │
│  │  onSave(journey) ◄── │  │  onSubmit(answers) ◄─ │ │
│  │  onChange(journey) ◄─ │  │                       │ │
│  └──────────────────────┘  └──────────────────────┘ │
│                                                     │
│         Both consume JourneySpec + types from        │
│              src/types/journey.ts                    │
└─────────────────────────────────────────────────────┘

Tech Stack

| Layer | Technology | |---|---| | UI framework | React 18 + TypeScript | | Graph canvas | @xyflow/react (React Flow v12) | | State management | Zustand (scoped per widget instance) | | Edge conditions | json-logic-js | | Styling | Tailwind CSS + shadcn/ui | | Build tool | Vite |


Quick Start

# Clone and install
git clone <YOUR_GIT_URL>
cd journey-builder
npm install

# Start dev server
npm run dev

The demo app runs at http://localhost:5173:

  • / — Builder with sample property specs
  • /runner — Runner loaded from the builder's current graph

Installation (as a library)

npm install journey-builder
import {
  JourneyBuilderWidget,
  FormRunnerWidget,
} from 'journey-builder';

import type {
  JourneySpec,
  ClaimPropertySpec,
} from 'journey-builder';

Usage

JourneyBuilderWidget

The visual graph editor. Provide field specifications and receive the journey graph via callbacks.

import { JourneyBuilderWidget } from 'journey-builder';

function BuilderPage({ specs, existingJourney }) {
  return (
    <JourneyBuilderWidget
      specs={specs}
      journey={existingJourney}
      onSave={(journey) => saveToApi(journey)}
      onChange={(journey) => console.log('Graph changed', journey)}
    />
  );
}

Props

| Prop | Type | Required | Description | |---|---|---|---| | specs | ClaimPropertySpec[] | ✅ | Field specifications shown in the drag-and-drop catalog | | journey | JourneySpec \| null | — | Existing journey to load on mount | | onSave | (spec: JourneySpec) => void | — | Called when the user clicks Export/Save | | onChange | (spec: JourneySpec) => void | — | Called on every graph mutation (node/edge add, move, delete, edit) |


FormRunnerWidget

The step-by-step form engine. Provide a journey spec and receive collected answers.

import { FormRunnerWidget } from 'journey-builder';

function RunnerPage({ journey }) {
  return (
    <FormRunnerWidget
      journey={journey}
      onSubmit={(answers) => submitToApi(answers)}
    />
  );
}

Props

| Prop | Type | Required | Description | |---|---|---|---| | journey | JourneySpec | ✅ | The journey graph to run | | specs | ClaimPropertySpec[] | — | Optional specs for label/schema lookups | | onSubmit | (answers: Record<string, unknown>) => void | — | Called on form submission. Defaults to copying JSON to clipboard |


Data Types

ClaimPropertySpec

A field definition from your data model.

interface ClaimPropertySpec {
  id: string;
  namespace: string;         // e.g. "insured.full_name"
  claimspec_id: string;
  parent_id: string | null;
  order_index: number;
  schema: string;            // e.g. "v1_string", "v2_date-1", "v2_currency-1"
  label: string;             // Human-readable label
  options: ClaimPropertySpecOption[] | null;
  help_text: string | null;
  placeholder: string | null;
  // ...additional display fields
}

JourneySpec

The portable journey graph format — output of the Builder, input of the Runner.

interface JourneySpec {
  journey_id: string;
  claimspec_id: string;
  version: string;
  nodes: JourneySpecNode[];
  edges: JourneySpecEdge[];
  start_node_id: string | null;
}

JourneySpecNode

interface JourneySpecNode {
  node_id: string;
  question_key: string;                    // Namespace used as answer key
  source_property_spec_id: string;
  schema: string;
  options?: ClaimPropertySpecOption[];
  actor: 'customer' | 'operator';
  bindings: { target_namespace: string }[];
  ui: { widget: string };
  layout: { x: number; y: number };
  label_override?: string;
  required?: boolean;
}

JourneySpecEdge

interface JourneySpecEdge {
  edge_id: string;
  from_node_id: string;
  to_node_id: string;
  condition: Record<string, unknown> | null;  // JSON Logic expression
  priority: number;
  is_default: boolean;
}

Supported Schema Types

| Schema | Widget | Validation | |---|---|---| | v1_string | Text input | — | | v2_single_option_select-1 | Dropdown select | Must pick an option | | v2_date-1 | Date picker | Valid date | | v2_currency-1 | Currency input | Numeric | | v2_single_asset_upload | File upload | — | | v2_phone-1 | Phone with country code | Length check | | v2_email-1 | Email input | Format regex |

Nodes support widget overrides — any field can adopt a different widget (e.g., a string field rendered as an email input).


Builder Features

  • Drag-and-drop specs from a searchable, filterable catalog
  • Custom nodes — create fields not tied to existing specs
  • Visual edge condition editor — AND/OR rules with comparison operators
  • Advanced JSON Logic mode — direct editing for complex conditions
  • Condition testing panel — validate edge logic with sample data
  • Graph validation — detects loops, orphans, missing conditions, duplicate bindings
  • Auto-layout — automatic graph arrangement
  • Keyboard shortcuts — Delete, Ctrl+Z/Y (undo/redo), Ctrl+C/V (copy/paste), Ctrl+D (duplicate)
  • Import/Export — full-fidelity JourneySpec JSON via file upload or paste
  • Path highlighting — visual tracking during preview

Runner Features

  • Step-by-step navigation with progress bar
  • Conditional branching — JSON Logic evaluation at each edge
  • Answer history — scrollable list with jump-back navigation
  • Schema-aware widgets — renders the correct input for each field type
  • Required field enforcement — blocks navigation until valid
  • Review screen — summary of all answers before submission
  • Bindings propagation — answers auto-mapped to target namespaces

Project Structure

src/
├── index.ts                          # Barrel exports
├── types/journey.ts                  # Shared types & schema helpers
├── components/
│   ├── journey-builder/
│   │   ├── JourneyBuilderWidget.tsx  # ◀ Entry point widget
│   │   ├── JourneyBuilder.tsx        # Layout (catalog + canvas + props panel)
│   │   ├── JourneyCanvas.tsx         # React Flow canvas
│   │   ├── QuestionNode.tsx          # Custom node component
│   │   ├── SpecsCatalog.tsx          # Draggable spec list
│   │   ├── PropertiesPanel.tsx       # Node/edge property editors
│   │   ├── NodePropertiesEditor.tsx
│   │   ├── EdgePropertiesEditor.tsx
│   │   ├── ConditionalEdge.tsx       # Custom edge with labels
│   │   ├── CreateNodeDialog.tsx      # Custom field creation
│   │   ├── ImportJourneyDialog.tsx
│   │   ├── FormPreviewPanel.tsx      # Inline preview
│   │   ├── GraphValidationPanel.tsx  # Validation results
│   │   ├── edge-editor/             # Condition editing components
│   │   └── preview-widgets/         # Schema-specific input widgets
│   ├── runner/
│   │   ├── FormRunnerWidget.tsx      # ◀ Entry point widget
│   │   └── AnswerHistoryList.tsx
│   └── ui/                          # shadcn/ui components
├── stores/
│   └── journeyBuilderStore.ts       # Zustand store (internal)
├── lib/
│   └── graph-validation.ts          # Validation engine
└── pages/                           # Demo app pages
    ├── Index.tsx
    └── Runner.tsx

License

MIT