FizjoActive – Loyalty System

This project provides a client-side web application for analyzing patient visit data from an XLSX file and applying predefined loyalty rules. It generates a dynamic report table with robust filtering and sorting capabilities to help manage patient statuses and discounts. The XLSX file should be exported from Medfile system, which stores information about patient visits.

This project was developed for FizjoActive – Rehabilitacja i Fizjoterapia Gdańsk, a modern physiotherapy and rehabilitation clinic based in Gdańsk, Poland. FizjoActive specializes in providing personalized therapeutic care to support patient recovery and long-term well-being. The loyalty system helps the clinic efficiently track visit history and reward returning patients, enhancing both engagement and continuity of care.

The app is hosted using GitHub Pages: Link.

---

🛠️ Functionality

The FizjoActive Loyalty System helps you:

• Upload XLSX Data
  Easily import patient visit data from a XLSX file using the Medfile format.

• Process Patient Information
  Automatically parse patient names, surnames, and visit details.

• Apply Loyalty Rules
  Calculate loyalty statuses and discounts based on configurable rules (e.g., "30+ Wizyt", "Roczni Lojalni").

• Determine Status Expiration
  Track when a patient’s loyalty status is set to expire.

• Generate Dynamic Report Table
  Display processed patient data in an interactive table.

• Flexible Filtering:

  • Patient Search: Quickly find patients by name and surname using an input field.
  • Multi-Select Status Filter: Filter patients by their "Obecny status" using a custom dropdown with "Select All" and "Deselect All" options.
  • Multi-Select Threshold Filter: Filter patients by "Wizyt do zmiany statusu" similarly using a custom dropdown.

• Persistent Sorting
  The table intelligently remembers and reapplies your chosen sorting preferences even after filtering.

• Configurable Highlight Threshold
  Highlight patients who are a set number of visits away from reaching the next loyalty threshold.

---

️🎬 Demo

This demo briefly presents the key functionalities of the system. The example XLSX file used in the demo can be found in the demo folder.

---

📊 Loyalty Rules

The loyalty rules are defined in js/config.js and can be customized as needed. The system applies loyalty discounts based on the number of visits within a defined period.

The rules are as follows:

Rule Name	Visit Range	Discount	Validity Period
30+ Wizyt	30 or more	10%	365 days
Roczni Lojalni - Grupa 1	10–19 visits	5%	90 days
Roczni Lojalni - Grupa 2	20–29 visits	10%	180 days

---

🔄 Step-by-Step Data Flow

1. Date Range Selection

• Default dates:
  • Start: One year prior to today.
  • End: Today.
• Used to filter visits within this period.

2. XLSX File Upload (handleFile function)

• Users upload an XLSX file with patient records.
• XLSX.read parses the file into a worksheet object.
• Data is extracted: name, surname, visit info.

3. Patient Data Grouping and Calculation

• Visits are grouped by unique patients.

• For each patient:

  • visitsInPeriod: Number of visits in selected range.
  • lastVisit: Most recent visit date.
  • status, discount, nextThreshold, expires: Evaluated by evaluateLoyalty.

• Expiration Logic:
  If lastVisit + validityDays is past, the status is set to "Brak statusu", and discount to 0.

4. Dynamic Filter Population

• populateThresholdDropdown, populateStatusDropdown dynamically fill filter dropdowns with unique values.
• Dropdowns include:
  • Select All
  • Deselect All

5. Table Initialization and Rendering

• Bootstrap Table is (re)initialized via:

  $('#reportTable').bootstrapTable('destroy').bootstrapTable({ ... });

• Applies:
  • Initial sorting (sortPriority)
  • rowStyle highlighting

6. Interactive Filtering (applyAllFilters function)

• Triggered on:

  • Name input
  • Checkbox changes (status, threshold)

• Collects filter state and calls:

  $reportTable.bootstrapTable('filterBy', filters, { filterAlgorithm: customAlgorithm });

  Where:

  • filters: active criteria
  • customAlgorithm:
    • AND logic across filters (name, status, threshold)
    • OR logic within each (multiple statuses/thresholds)
    • Handles “Deselect All” → no match behavior

• After filtering:

  $reportTable.bootstrapTable('refresh');

  to apply sorting again.

---

📁 Code Structure

File	Responsibility
js/config.js	Global constants (e.g., LOYALTY_RULES, column mappings)
js/utils.js	Utilities for date math, UI toggles, etc.
js/loyalty-engine.js	Core logic: evaluateLoyalty(), rowStyle()
js/table-filters.js	Manages filter UI and applyAllFilters() logic
js/main.js	Entry point: DOM ready, event binding, file handling, table orchestration

---

🚀 Setup and Usage

1. Clone or Download the project files.
2. Set up the loyalty rules in js/config.js as needed.
3. Open index.html in your browser (no server required).
4. Upload XLSX Data Click “Wgraj plik XLSX” and select your file (ensure it follows expected column format).
5. Explore the Report Use filters and search to interactively explore patient data.

---

⚠️ Important Notes

• XLSX File Format
  The uploaded file must match the column mapping defined in:

  SOURCE_XLSX_FILE_COLUMN_TO_INDEX_MAP

  The example XLSX file used in the demo can be found in the demo folder.

---