Pathfinder Conversation Guide

A web application for J&J sales representatives to conduct alignment philosophy conversations with surgeons in Total Knee Arthroplasty (TKA).

Features

• Responsive Design: Optimized for tablets and phones with rotation support
• Dual Access:
  • Sales reps with SAML SSO authentication
  • Unauthenticated access for surgeons
• Conversation Management: Create, load, and manage surgeon conversations
• Scoring System: Maps responses to 4 knee alignment philosophies
• Rich Text Notes: Sales reps can create formatted notes
• PDF Export: Download conversation results
• Searchable Glossary: Medical terms accessible throughout the app
• J&J Branding: Custom Chakra UI theme with J&J color palette

Technology Stack

Frontend

• React 18 with Vite for fast development
• Chakra UI for component library and theming
• React Router for navigation
• Axios for API communication
• React Quill for rich text editing
• jsPDF for PDF generation

Backend

• Node.js LTS with Express
• SQL Server database
• Passport.js with SAML strategy for SSO
• Express Session for session management
• Helmet for security headers
• Rate limiting and input validation

Quick Start

Prerequisites

• Node.js LTS (18.x or higher)
• SQL Server (2019 or higher)
• Git

Installation

1. Clone the repository

   git clone <repository-url>
   cd pathfinder-conversation-guide

2. Install dependencies

   Frontend:

   cd frontend
   npm install

   Backend:

   cd ../backend
   npm install

3. Database Setup

   • Create a SQL Server database named JNJ-PATHFINDER-CONVERSATION
   • Run the schema script:

   sqlcmd -S localhost -d JNJ-PATHFINDER-CONVERSATION -i database/schema.sql

4. Environment Configuration

   Copy and configure environment variables:

   cp .env.example .env

   Update the .env file with your specific configuration:

   # Database Configuration
   DB_SERVER=your-sql-server
   DB_USER=your-username
   DB_PASSWORD=your-password
   DB_NAME=JNJ-PATHFINDER-CONVERSATION
   
   # SAML SSO Configuration
   SAML_ENTRY_POINT=https://your-idp.com/sso/saml
   SAML_CERT=your-idp-certificate
   
   # Session Secret
   SESSION_SECRET=your-secure-session-secret

5. Start the Application

   Development mode (run both simultaneously):

   Backend:

   cd backend
   npm run dev

   Frontend (in a new terminal):

   cd frontend
   npm run dev

   The application will be available at:

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:5000

Project Structure

pathfinder-conversation-guide/
├── frontend/                    # React frontend application
│   ├── src/
│   │   ├── components/         # Reusable UI components
│   │   ├── pages/             # Page components
│   │   ├── contexts/          # React contexts
│   │   ├── services/          # API services
│   │   ├── theme/             # Chakra UI theme
│   │   ├── data/              # Static data (questions.json)
│   │   └── utils/             # Utility functions
│   ├── public/                # Static assets
│   └── package.json
├── backend/                    # Node.js/Express backend
│   ├── routes/                # API route handlers
│   ├── config/                # Configuration files
│   ├── middleware/            # Custom middleware
│   ├── models/                # Database models
│   └── server.js              # Server entry point
├── database/                   # Database scripts
│   └── schema.sql             # Database schema
└── README.md

API Endpoints

Authentication

• POST /api/auth/saml - Initiate SAML login
• POST /api/auth/saml/callback - SAML callback
• GET /api/auth/status - Check authentication status
• POST /api/auth/logout - Logout user
• POST /api/auth/surgeon - Surgeon access (no auth required)

Conversations

• GET /api/conversations - List conversations (sales rep only)
• POST /api/conversations - Create new conversation (sales rep only)
• GET /api/conversations/:id - Get conversation details
• PUT /api/conversations/:id - Update conversation
• DELETE /api/conversations/:id - Delete conversation (sales rep only)
• POST /api/conversations/:id/responses - Save question responses
• GET /api/conversations/:id/pdf - Generate PDF export

Notes

• GET /api/conversations/:id/notes - Get conversation notes
• POST /api/conversations/:id/notes - Create/update notes (sales rep only)

Glossary

• GET /api/glossary - Get all glossary terms
• GET /api/glossary/search?term=:term - Search glossary terms

Configuration

Chakra UI Theme

The application uses a custom Chakra UI theme configured with J&J's brand colors:

• Primary Red: #eb1700
• Secondary Colors: Blues, greens, oranges from the J&J palette
• Gray Scale: 8 shades from light to dark
• Responsive Breakpoints: Optimized for mobile and tablet

Database Schema

Key tables:

• users - Sales representative information
• conversations - Conversation records
• conversation_responses - Individual question responses
• conversation_notes - Rich text notes
• hospitals - Hospital reference data
• glossary_terms - Medical terminology

SAML SSO Configuration

Configure your identity provider with:

• ACS URL: http://localhost:5000/api/auth/saml/callback
• Entity ID: pathfinder-app
• NameID Format: Email address
• Required Attributes: email, displayName, firstName, lastName

Development

Adding New Questions

1. Update src/data/questions.json with new question objects
2. Each question must include scoring for all 4 alignment types
3. Question types supported: binary, single_choice, multiple_choice

Custom Components

The application uses several custom components:

• ConversationModal - Create/load conversations
• QuestionCard - Individual question display
• ScoreDisplay - Alignment scoring visualization
• GlossaryModal - Searchable medical glossary
• NotesEditor - Rich text note editing

Styling Guidelines

• Use Chakra UI components and theme colors
• Follow responsive design patterns
• Maintain accessibility standards
• Use J&J brand colors consistently

Deployment

Production Build

Frontend:

cd frontend
npm run build

Backend:

cd backend
npm start

Environment Variables

Ensure all production environment variables are set:

• Database connection strings
• SAML configuration
• Session secrets
• SSL certificates (if applicable)

Database Migration

Run the schema script on your production database:

-- Run database/schema.sql on production SQL Server

Security Considerations

• SAML SSO for sales representative authentication
• Session management with secure cookies
• Rate limiting on API endpoints
• Input validation and sanitization
• SQL injection prevention with parameterized queries
• XSS prevention with content security policy

Support

For technical support or questions about implementation, please contact the development team.

License

This application is proprietary software developed for Johnson & Johnson.