feat: CC agent features, live call assist, worklist redesign, brand tokens

CC Agent:
- Call transfer (CONFERENCE + KICK_CALL) with inline transfer dialog
- Recording pause/resume during active calls
- Missed calls API (Ozonetel abandonCalls)
- Call history API (Ozonetel fetchCDRDetails)

Live Call Assist:
- Deepgram Nova STT via raw WebSocket
- OpenAI suggestions every 10s with lead context
- LiveTranscript component in sidebar during calls
- Browser audio capture from remote WebRTC stream

Worklist:
- Redesigned table: clickable phones, context menu (Call/SMS/WhatsApp)
- Last interaction sub-line, source column, improved SLA
- Filtered out rows without phone numbers
- New missed call notifications

Brand:
- Logo on login page
- Blue scale rebuilt from logo blue rgb(32, 96, 160)
- FontAwesome duotone CSS variables set globally
- Profile menu icons switched to duotone

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-03-21 10:36:10 +05:30
parent 99bca1e008
commit 3064eeb444
21 changed files with 2583 additions and 85 deletions

View File

@@ -1,7 +1,14 @@
import type { FC, HTMLAttributes } from "react";
import { useCallback, useEffect, useRef } from "react";
import type { Placement } from "@react-types/overlays";
import { ChevronSelectorVertical, LogOut01, PhoneCall01, Settings01, User01 } from "@untitledui/icons";
import { ChevronSelectorVertical } from "@untitledui/icons";
import { FontAwesomeIcon } from "@fortawesome/react-fontawesome";
import { faUser, faGear, faArrowRightFromBracket, faPhoneVolume } from "@fortawesome/pro-duotone-svg-icons";
const IconUser: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faUser} className={className} />;
const IconSettings: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faGear} className={className} />;
const IconLogout: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faArrowRightFromBracket} className={className} />;
const IconForceReady: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faPhoneVolume} className={className} />;
import { useFocusManager } from "react-aria";
import type { DialogProps as AriaDialogProps } from "react-aria-components";
import { Button as AriaButton, Dialog as AriaDialog, DialogTrigger as AriaDialogTrigger, Popover as AriaPopover } from "react-aria-components";
@@ -67,14 +74,14 @@ export const NavAccountMenu = ({
>
<div className="rounded-xl bg-primary ring-1 ring-secondary">
<div className="flex flex-col gap-0.5 py-1.5">
<NavAccountCardMenuItem label="View profile" icon={User01} shortcut="⌘K->P" />
<NavAccountCardMenuItem label="Account settings" icon={Settings01} shortcut="⌘S" />
<NavAccountCardMenuItem label="Force Ready" icon={PhoneCall01} onClick={onForceReady} />
<NavAccountCardMenuItem label="View profile" icon={IconUser} shortcut="⌘K->P" />
<NavAccountCardMenuItem label="Account settings" icon={IconSettings} shortcut="⌘S" />
<NavAccountCardMenuItem label="Force Ready" icon={IconForceReady} onClick={onForceReady} />
</div>
</div>
<div className="pt-1 pb-1.5">
<NavAccountCardMenuItem label="Sign out" icon={LogOut01} shortcut="⌥⇧Q" onClick={onSignOut} />
<NavAccountCardMenuItem label="Sign out" icon={IconLogout} shortcut="⌥⇧Q" onClick={onSignOut} />
</div>
</AriaDialog>
);

View File

@@ -3,6 +3,7 @@ import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import {
faPhone, faPhoneHangup, faMicrophone, faMicrophoneSlash,
faPause, faPlay, faCalendarPlus, faCheckCircle,
faPhoneArrowRight, faRecordVinyl,
} from '@fortawesome/pro-duotone-svg-icons';
import { Button } from '@/components/base/buttons/button';
import { Badge } from '@/components/base/badges/badges';
@@ -12,6 +13,7 @@ import { setOutboundPending } from '@/state/sip-manager';
import { useSip } from '@/providers/sip-provider';
import { DispositionForm } from './disposition-form';
import { AppointmentForm } from './appointment-form';
import { TransferDialog } from './transfer-dialog';
import { formatPhone } from '@/lib/format';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
@@ -39,6 +41,8 @@ export const ActiveCallCard = ({ lead, callerPhone }: ActiveCallCardProps) => {
const [savedDisposition, setSavedDisposition] = useState<CallDisposition | null>(null);
const [appointmentOpen, setAppointmentOpen] = useState(false);
const [appointmentBookedDuringCall, setAppointmentBookedDuringCall] = useState(false);
const [transferOpen, setTransferOpen] = useState(false);
const [recordingPaused, setRecordingPaused] = useState(false);
// Capture direction at mount — survives through disposition stage
const callDirectionRef = useRef(callState === 'ringing-out' ? 'OUTBOUND' : 'INBOUND');
@@ -248,11 +252,36 @@ export const ActiveCallCard = ({ lead, callerPhone }: ActiveCallCardProps) => {
<Button size="sm" color="secondary"
iconLeading={({ className }: { className?: string }) => <FontAwesomeIcon icon={faCalendarPlus} className={className} />}
onClick={() => setAppointmentOpen(true)}>Book Appt</Button>
<Button size="sm" color="secondary"
iconLeading={({ className }: { className?: string }) => <FontAwesomeIcon icon={faPhoneArrowRight} className={className} />}
onClick={() => setTransferOpen(!transferOpen)}>Transfer</Button>
<Button size="sm" color={recordingPaused ? 'primary-destructive' : 'secondary'}
iconLeading={({ className }: { className?: string }) => <FontAwesomeIcon icon={faRecordVinyl} className={className} />}
onClick={() => {
const action = recordingPaused ? 'unPause' : 'pause';
if (callUcid) {
apiClient.post('/api/ozonetel/recording', { ucid: callUcid, action }).catch(() => {});
}
setRecordingPaused(!recordingPaused);
}}>{recordingPaused ? 'Resume Rec' : 'Pause Rec'}</Button>
<Button size="sm" color="primary-destructive" className="ml-auto"
iconLeading={({ className }: { className?: string }) => <FontAwesomeIcon icon={faPhoneHangup} className={className} />}
onClick={() => { hangup(); setPostCallStage('disposition'); }}>End</Button>
</div>
{/* Transfer dialog */}
{transferOpen && callUcid && (
<TransferDialog
ucid={callUcid}
onClose={() => setTransferOpen(false)}
onTransferred={() => {
setTransferOpen(false);
hangup();
setPostCallStage('disposition');
}}
/>
)}
{/* Appointment form accessible during call */}
<AppointmentForm
isOpen={appointmentOpen}

View File

@@ -2,6 +2,8 @@ import { useEffect, useState } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faSparkles, faUser } from '@fortawesome/pro-duotone-svg-icons';
import { AiChatPanel } from './ai-chat-panel';
import { LiveTranscript } from './live-transcript';
import { useCallAssist } from '@/hooks/use-call-assist';
import { Badge } from '@/components/base/badges/badges';
import { formatPhone, formatShortDate } from '@/lib/format';
import { cx } from '@/utils/cx';
@@ -13,9 +15,11 @@ interface ContextPanelProps {
selectedLead: Lead | null;
activities: LeadActivity[];
callerPhone?: string;
isInCall?: boolean;
callUcid?: string | null;
}
export const ContextPanel = ({ selectedLead, activities, callerPhone }: ContextPanelProps) => {
export const ContextPanel = ({ selectedLead, activities, callerPhone, isInCall, callUcid }: ContextPanelProps) => {
const [activeTab, setActiveTab] = useState<ContextTab>('ai');
// Auto-switch to lead 360 when a lead is selected
@@ -25,6 +29,13 @@ export const ContextPanel = ({ selectedLead, activities, callerPhone }: ContextP
}
}, [selectedLead?.id]);
const { transcript, suggestions, connected: assistConnected } = useCallAssist(
isInCall ?? false,
callUcid ?? null,
selectedLead?.id ?? null,
callerPhone ?? null,
);
const callerContext = selectedLead ? {
callerPhone: selectedLead.contactPhone?.[0]?.number ?? callerPhone,
leadId: selectedLead.id,
@@ -64,9 +75,13 @@ export const ContextPanel = ({ selectedLead, activities, callerPhone }: ContextP
{/* Tab content */}
<div className="flex-1 overflow-y-auto">
{activeTab === 'ai' && (
<div className="flex h-full flex-col p-4">
<AiChatPanel callerContext={callerContext} />
</div>
isInCall ? (
<LiveTranscript transcript={transcript} suggestions={suggestions} connected={assistConnected} />
) : (
<div className="flex h-full flex-col p-4">
<AiChatPanel callerContext={callerContext} />
</div>
)
)}
{activeTab === 'lead360' && (
<Lead360Tab lead={selectedLead} activities={activities} />

View File

@@ -0,0 +1,90 @@
import { useEffect, useRef } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faSparkles, faMicrophone } from '@fortawesome/pro-duotone-svg-icons';
import { cx } from '@/utils/cx';
type TranscriptLine = {
id: string;
text: string;
isFinal: boolean;
timestamp: Date;
};
type Suggestion = {
id: string;
text: string;
timestamp: Date;
};
type LiveTranscriptProps = {
transcript: TranscriptLine[];
suggestions: Suggestion[];
connected: boolean;
};
export const LiveTranscript = ({ transcript, suggestions, connected }: LiveTranscriptProps) => {
const scrollRef = useRef<HTMLDivElement>(null);
useEffect(() => {
if (scrollRef.current) {
scrollRef.current.scrollTop = scrollRef.current.scrollHeight;
}
}, [transcript.length, suggestions.length]);
// Merge transcript and suggestions by timestamp
const items = [
...transcript.map(t => ({ ...t, kind: 'transcript' as const })),
...suggestions.map(s => ({ ...s, kind: 'suggestion' as const, isFinal: true })),
].sort((a, b) => a.timestamp.getTime() - b.timestamp.getTime());
return (
<div className="flex flex-1 flex-col overflow-hidden">
{/* Header */}
<div className="flex items-center gap-2 px-4 py-3 border-b border-secondary">
<FontAwesomeIcon icon={faSparkles} className="size-3.5 text-fg-brand-primary" />
<span className="text-xs font-bold uppercase tracking-wider text-brand-secondary">Live Assist</span>
<div className={cx(
"ml-auto size-2 rounded-full",
connected ? "bg-success-solid" : "bg-disabled",
)} />
</div>
{/* Transcript body */}
<div ref={scrollRef} className="flex-1 overflow-y-auto px-4 py-3 space-y-2">
{items.length === 0 && (
<div className="flex flex-col items-center justify-center py-8 text-center">
<FontAwesomeIcon icon={faMicrophone} className="size-6 text-fg-quaternary mb-2" />
<p className="text-xs text-quaternary">Listening to customer...</p>
<p className="text-xs text-quaternary">Transcript will appear here</p>
</div>
)}
{items.map(item => {
if (item.kind === 'suggestion') {
return (
<div key={item.id} className="rounded-lg bg-brand-primary p-3 border border-brand">
<div className="flex items-center gap-1.5 mb-1">
<FontAwesomeIcon icon={faSparkles} className="size-3 text-fg-brand-primary" />
<span className="text-xs font-semibold text-brand-secondary">AI Suggestion</span>
</div>
<p className="text-sm text-primary">{item.text}</p>
</div>
);
}
return (
<div key={item.id} className={cx(
"text-sm",
item.isFinal ? "text-primary" : "text-tertiary italic",
)}>
<span className="text-xs text-quaternary mr-2">
{item.timestamp.toLocaleTimeString('en-IN', { hour: '2-digit', minute: '2-digit', second: '2-digit' })}
</span>
{item.text}
</div>
);
})}
</div>
</div>
);
};

View File

@@ -0,0 +1,150 @@
import { useState, useRef, useEffect } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faPhone, faCommentDots, faEllipsisVertical, faMessageDots } from '@fortawesome/pro-duotone-svg-icons';
import { useSetAtom } from 'jotai';
import { useSip } from '@/providers/sip-provider';
import { sipCallStateAtom, sipCallerNumberAtom, sipCallUcidAtom } from '@/state/sip-state';
import { setOutboundPending } from '@/state/sip-manager';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
import { cx } from '@/utils/cx';
type PhoneActionCellProps = {
phoneNumber: string;
displayNumber: string;
leadId?: string;
};
export const PhoneActionCell = ({ phoneNumber, displayNumber, leadId: _leadId }: PhoneActionCellProps) => {
const { isRegistered, isInCall } = useSip();
const setCallState = useSetAtom(sipCallStateAtom);
const setCallerNumber = useSetAtom(sipCallerNumberAtom);
const setCallUcid = useSetAtom(sipCallUcidAtom);
const [menuOpen, setMenuOpen] = useState(false);
const [dialing, setDialing] = useState(false);
const menuRef = useRef<HTMLDivElement>(null);
const touchTimer = useRef<number | null>(null);
// Close menu on click outside
useEffect(() => {
if (!menuOpen) return;
const handleClick = (e: MouseEvent) => {
if (menuRef.current && !menuRef.current.contains(e.target as Node)) {
setMenuOpen(false);
}
};
document.addEventListener('mousedown', handleClick);
return () => document.removeEventListener('mousedown', handleClick);
}, [menuOpen]);
const handleCall = async () => {
if (!isRegistered || isInCall || dialing) return;
setMenuOpen(false);
setDialing(true);
setCallState('ringing-out');
setCallerNumber(phoneNumber);
setOutboundPending(true);
const safetyTimer = setTimeout(() => setOutboundPending(false), 30000);
try {
const result = await apiClient.post<{ ucid?: string }>('/api/ozonetel/dial', { phoneNumber });
if (result?.ucid) setCallUcid(result.ucid);
} catch {
clearTimeout(safetyTimer);
setCallState('idle');
setCallerNumber(null);
setOutboundPending(false);
setCallUcid(null);
notify.error('Dial Failed', 'Could not place the call');
} finally {
setDialing(false);
}
};
const handleSms = () => {
setMenuOpen(false);
window.open(`sms:+91${phoneNumber}`, '_self');
};
const handleWhatsApp = () => {
setMenuOpen(false);
window.open(`https://wa.me/91${phoneNumber}`, '_blank');
};
// Long-press for mobile
const onTouchStart = () => {
touchTimer.current = window.setTimeout(() => setMenuOpen(true), 500);
};
const onTouchEnd = () => {
if (touchTimer.current) {
clearTimeout(touchTimer.current);
touchTimer.current = null;
}
};
const canCall = isRegistered && !isInCall && !dialing;
return (
<div className="relative flex items-center gap-1" ref={menuRef}>
{/* Clickable phone number — calls directly */}
<button
type="button"
onClick={handleCall}
onTouchStart={onTouchStart}
onTouchEnd={onTouchEnd}
onContextMenu={(e) => { e.preventDefault(); setMenuOpen(true); }}
disabled={!canCall}
className={cx(
'flex items-center gap-1.5 rounded-md px-1.5 py-1 text-sm transition duration-100 ease-linear',
canCall
? 'cursor-pointer text-brand-secondary hover:bg-brand-primary hover:text-brand-secondary'
: 'cursor-default text-tertiary',
)}
>
<FontAwesomeIcon icon={faPhone} className="size-3" />
<span className="whitespace-nowrap">{displayNumber}</span>
</button>
{/* Kebab menu trigger — desktop */}
<button
type="button"
onClick={(e) => { e.stopPropagation(); setMenuOpen(!menuOpen); }}
className="flex size-6 items-center justify-center rounded-md text-fg-quaternary opacity-0 group-hover/row:opacity-100 hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
>
<FontAwesomeIcon icon={faEllipsisVertical} className="size-3" />
</button>
{/* Context menu */}
{menuOpen && (
<div className="absolute left-0 top-full z-50 mt-1 w-40 rounded-lg bg-primary shadow-lg ring-1 ring-secondary py-1">
<button
type="button"
onClick={handleCall}
disabled={!canCall}
className="flex w-full items-center gap-2 px-3 py-2 text-sm text-secondary hover:bg-primary_hover disabled:text-disabled"
>
<FontAwesomeIcon icon={faPhone} className="size-3.5 text-fg-success-secondary" />
Call
</button>
<button
type="button"
onClick={handleSms}
className="flex w-full items-center gap-2 px-3 py-2 text-sm text-secondary hover:bg-primary_hover"
>
<FontAwesomeIcon icon={faCommentDots} className="size-3.5 text-fg-brand-secondary" />
SMS
</button>
<button
type="button"
onClick={handleWhatsApp}
className="flex w-full items-center gap-2 px-3 py-2 text-sm text-secondary hover:bg-primary_hover"
>
<FontAwesomeIcon icon={faMessageDots} className="size-3.5 text-[#25D366]" />
WhatsApp
</button>
</div>
)}
</div>
);
};

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@@ -0,0 +1,91 @@
import { useState } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import { faXmark } from '@fortawesome/pro-duotone-svg-icons';
import { Input } from '@/components/base/input/input';
import { Button } from '@/components/base/buttons/button';
import { apiClient } from '@/lib/api-client';
import { notify } from '@/lib/toast';
type TransferDialogProps = {
ucid: string;
onClose: () => void;
onTransferred: () => void;
};
export const TransferDialog = ({ ucid, onClose, onTransferred }: TransferDialogProps) => {
const [number, setNumber] = useState('');
const [transferring, setTransferring] = useState(false);
const [stage, setStage] = useState<'input' | 'connected'>('input');
const handleConference = async () => {
if (!number.trim()) return;
setTransferring(true);
try {
await apiClient.post('/api/ozonetel/call-control', {
action: 'CONFERENCE',
ucid,
conferenceNumber: `0${number.replace(/\D/g, '')}`,
});
notify.success('Connected', 'Third party connected. Click Complete to transfer.');
setStage('connected');
} catch {
notify.error('Transfer Failed', 'Could not connect to the target number');
} finally {
setTransferring(false);
}
};
const handleComplete = async () => {
setTransferring(true);
try {
await apiClient.post('/api/ozonetel/call-control', {
action: 'KICK_CALL',
ucid,
conferenceNumber: `0${number.replace(/\D/g, '')}`,
});
notify.success('Transferred', 'Call transferred successfully');
onTransferred();
} catch {
notify.error('Transfer Failed', 'Could not complete transfer');
} finally {
setTransferring(false);
}
};
return (
<div className="mt-3 rounded-lg border border-secondary bg-secondary p-3">
<div className="flex items-center justify-between mb-2">
<span className="text-xs font-semibold text-secondary">Transfer Call</span>
<button onClick={onClose} className="text-fg-quaternary hover:text-fg-secondary transition duration-100 ease-linear">
<FontAwesomeIcon icon={faXmark} className="size-3" />
</button>
</div>
{stage === 'input' ? (
<div className="flex gap-2">
<Input
size="sm"
placeholder="Enter phone number"
value={number}
onChange={setNumber}
/>
<Button
size="sm"
color="primary"
isLoading={transferring}
onClick={handleConference}
isDisabled={!number.trim()}
>
Connect
</Button>
</div>
) : (
<div className="flex items-center justify-between">
<span className="text-xs text-tertiary">Connected to {number}</span>
<Button size="sm" color="primary" isLoading={transferring} onClick={handleComplete}>
Complete Transfer
</Button>
</div>
)}
</div>
);
};

View File

@@ -1,4 +1,4 @@
import { useCallback, useMemo, useState } from 'react';
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import type { FC, HTMLAttributes } from 'react';
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
import {
@@ -10,8 +10,9 @@ import { Table } from '@/components/application/table/table';
import { Badge } from '@/components/base/badges/badges';
import { Input } from '@/components/base/input/input';
import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
import { ClickToCallButton } from './click-to-call-button';
import { PhoneActionCell } from './phone-action-cell';
import { formatPhone } from '@/lib/format';
import { notify } from '@/lib/toast';
import { cx } from '@/utils/cx';
type WorklistLead = {
@@ -24,6 +25,10 @@ type WorklistLead = {
interestedService: string | null;
aiSummary: string | null;
aiSuggestedAction: string | null;
lastContacted: string | null;
contactAttempts: number | null;
utmCampaign: string | null;
campaignId: string | null;
};
type WorklistFollowUp = {
@@ -42,6 +47,7 @@ type MissedCall = {
callerNumber: { number: string; callingCode: string }[] | null;
startedAt: string | null;
leadId: string | null;
disposition: string | null;
};
interface WorklistPanelProps {
@@ -55,7 +61,6 @@ interface WorklistPanelProps {
type TabKey = 'all' | 'missed' | 'callbacks' | 'follow-ups';
// Unified row type for the table
type WorklistRow = {
id: string;
type: 'missed' | 'callback' | 'follow-up' | 'lead';
@@ -70,6 +75,10 @@ type WorklistRow = {
taskState: 'PENDING' | 'ATTEMPTED' | 'SCHEDULED';
leadId: string | null;
originalLead: WorklistLead | null;
lastContactedAt: string | null;
contactAttempts: number;
source: string | null;
lastDisposition: string | null;
};
const priorityConfig: Record<string, { color: 'error' | 'warning' | 'brand' | 'gray'; label: string; sort: number }> = {
@@ -87,9 +96,8 @@ const followUpLabel: Record<string, string> = {
REVIEW_REQUEST: 'Review',
};
// Compute SLA: minutes since created, color-coded
const computeSla = (createdAt: string): { label: string; color: 'success' | 'warning' | 'error' } => {
const minutes = Math.max(0, Math.round((Date.now() - new Date(createdAt).getTime()) / 60000));
const computeSla = (dateStr: string): { label: string; color: 'success' | 'warning' | 'error' } => {
const minutes = Math.max(0, Math.round((Date.now() - new Date(dateStr).getTime()) / 60000));
if (minutes < 1) return { label: '<1m', color: 'success' };
if (minutes < 15) return { label: `${minutes}m`, color: 'success' };
if (minutes < 30) return { label: `${minutes}m`, color: 'warning' };
@@ -99,6 +107,30 @@ const computeSla = (createdAt: string): { label: string; color: 'success' | 'war
return { label: `${Math.floor(hours / 24)}d`, color: 'error' };
};
const formatTimeAgo = (dateStr: string): string => {
const minutes = Math.round((Date.now() - new Date(dateStr).getTime()) / 60000);
if (minutes < 1) return 'Just now';
if (minutes < 60) return `${minutes}m ago`;
const hours = Math.floor(minutes / 60);
if (hours < 24) return `${hours}h ago`;
return `${Math.floor(hours / 24)}d ago`;
};
const formatDisposition = (disposition: string): string =>
disposition.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase());
const formatSource = (source: string): string => {
const map: Record<string, string> = {
FACEBOOK_AD: 'Facebook',
GOOGLE_AD: 'Google',
WALK_IN: 'Walk-in',
REFERRAL: 'Referral',
WEBSITE: 'Website',
PHONE_INQUIRY: 'Phone',
};
return map[source] ?? source.replace(/_/g, ' ');
};
const IconInbound: FC<HTMLAttributes<HTMLOrSVGElement>> = ({ className }) => (
<FontAwesomeIcon icon={faPhoneArrowDown} className={className} />
);
@@ -127,6 +159,10 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
taskState: 'PENDING',
leadId: call.leadId,
originalLead: null,
lastContactedAt: call.startedAt ?? call.createdAt,
contactAttempts: 0,
source: null,
lastDisposition: call.disposition ?? null,
});
}
@@ -149,6 +185,10 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
taskState: isOverdue ? 'PENDING' : (fu.followUpStatus === 'COMPLETED' ? 'ATTEMPTED' : 'SCHEDULED'),
leadId: null,
originalLead: null,
lastContactedAt: fu.scheduledAt ?? fu.createdAt ?? null,
contactAttempts: 0,
source: null,
lastDisposition: null,
});
}
@@ -171,25 +211,24 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
taskState: 'PENDING',
leadId: lead.id,
originalLead: lead,
lastContactedAt: lead.lastContacted ?? null,
contactAttempts: lead.contactAttempts ?? 0,
source: lead.leadSource ?? lead.utmCampaign ?? null,
lastDisposition: null,
});
}
// Sort by priority (urgent first), then by creation time (oldest first)
rows.sort((a, b) => {
// Remove rows without a phone number — agent can't act on them
const actionableRows = rows.filter(r => r.phoneRaw);
actionableRows.sort((a, b) => {
const pa = priorityConfig[a.priority]?.sort ?? 2;
const pb = priorityConfig[b.priority]?.sort ?? 2;
if (pa !== pb) return pa - pb;
return new Date(a.createdAt).getTime() - new Date(b.createdAt).getTime();
});
return rows;
};
const typeConfig: Record<WorklistRow['type'], { color: 'error' | 'brand' | 'blue-light' | 'gray' }> = {
missed: { color: 'error' },
callback: { color: 'brand' },
'follow-up': { color: 'blue-light' },
lead: { color: 'gray' },
return actionableRows;
};
export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectLead, selectedLeadId }: WorklistPanelProps) => {
@@ -203,13 +242,10 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
const filteredRows = useMemo(() => {
let rows = allRows;
// Tab filter
if (tab === 'missed') rows = rows.filter((r) => r.type === 'missed');
else if (tab === 'callbacks') rows = rows.filter((r) => r.type === 'callback');
else if (tab === 'follow-ups') rows = rows.filter((r) => r.type === 'follow-up');
// Search filter
if (search.trim()) {
const q = search.toLowerCase();
rows = rows.filter(
@@ -224,10 +260,18 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
const callbackCount = allRows.filter((r) => r.type === 'callback').length;
const followUpCount = allRows.filter((r) => r.type === 'follow-up').length;
// Notification for new missed calls
const prevMissedCount = useRef(missedCount);
useEffect(() => {
if (missedCount > prevMissedCount.current && prevMissedCount.current > 0) {
notify.info('New Missed Call', `${missedCount - prevMissedCount.current} new missed call(s)`);
}
prevMissedCount.current = missedCount;
}, [missedCount]);
const PAGE_SIZE = 15;
const [page, setPage] = useState(1);
// Reset page when filters change
const handleTabChange = useCallback((key: TabKey) => { setTab(key); setPage(1); }, []);
const handleSearch = useCallback((value: string) => { setSearch(value); setPage(1); }, []);
@@ -262,7 +306,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
return (
<div className="flex flex-1 flex-col">
{/* Filter tabs + search — single row */}
{/* Filter tabs + search */}
<div className="flex items-end justify-between border-b border-secondary px-5 pt-3 pb-0.5">
<Tabs selectedKey={tab} onSelectionChange={(key) => handleTabChange(key as TabKey)}>
<TabList items={tabItems} type="underline" size="sm">
@@ -294,28 +338,29 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
<Table.Head label="PRIORITY" className="w-20" isRowHeader />
<Table.Head label="PATIENT" />
<Table.Head label="PHONE" />
<Table.Head label="TYPE" />
<Table.Head label="SLA" className="w-20" />
<Table.Head label="ACTIONS" className="w-24" />
<Table.Head label="SOURCE" className="w-28" />
<Table.Head label="SLA" className="w-24" />
</Table.Header>
<Table.Body items={pagedRows}>
{(row) => {
const priority = priorityConfig[row.priority] ?? priorityConfig.NORMAL;
const sla = computeSla(row.createdAt);
const typeCfg = typeConfig[row.type];
const sla = computeSla(row.lastContactedAt ?? row.createdAt);
const isSelected = row.originalLead !== null && row.originalLead.id === selectedLeadId;
// Sub-line: last interaction context
const subLine = row.lastContactedAt
? `${formatTimeAgo(row.lastContactedAt)}${row.lastDisposition ? `${formatDisposition(row.lastDisposition)}` : ''}`
: row.reason || row.typeLabel;
return (
<Table.Row
id={row.id}
className={cx(
'cursor-pointer',
'cursor-pointer group/row',
isSelected && 'bg-brand-primary',
)}
onAction={() => {
if (row.originalLead) {
onSelectLead(row.originalLead);
}
if (row.originalLead) onSelectLead(row.originalLead);
}}
>
<Table.Cell>
@@ -326,44 +371,46 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
<Table.Cell>
<div className="flex items-center gap-2">
{row.direction === 'inbound' && (
<IconInbound className="size-3.5 text-fg-success-secondary" />
<IconInbound className="size-3.5 text-fg-success-secondary shrink-0" />
)}
{row.direction === 'outbound' && (
<IconOutbound className="size-3.5 text-fg-brand-secondary" />
<IconOutbound className="size-3.5 text-fg-brand-secondary shrink-0" />
)}
<span className="text-sm font-medium text-primary truncate max-w-[140px]">
{row.name}
</span>
<div className="min-w-0">
<span className="text-sm font-medium text-primary truncate block max-w-[180px]">
{row.name}
</span>
<span className="text-xs text-tertiary truncate block max-w-[200px]">
{subLine}
</span>
</div>
</div>
</Table.Cell>
<Table.Cell>
<span className="text-sm text-tertiary whitespace-nowrap">
{row.phone || '\u2014'}
</span>
{row.phoneRaw ? (
<PhoneActionCell
phoneNumber={row.phoneRaw}
displayNumber={row.phone}
leadId={row.leadId ?? undefined}
/>
) : (
<span className="text-xs text-quaternary italic">No phone</span>
)}
</Table.Cell>
<Table.Cell>
<Badge size="sm" color={typeCfg.color} type="pill-color">
{row.typeLabel}
</Badge>
{row.source ? (
<span className="text-xs text-tertiary truncate block max-w-[100px]">
{formatSource(row.source)}
</span>
) : (
<span className="text-xs text-quaternary"></span>
)}
</Table.Cell>
<Table.Cell>
<Badge size="sm" color={sla.color} type="pill-color">
{sla.label}
</Badge>
</Table.Cell>
<Table.Cell>
<div className="flex items-center gap-1">
{row.phoneRaw ? (
<ClickToCallButton
phoneNumber={row.phoneRaw}
leadId={row.leadId ?? undefined}
size="sm"
/>
) : (
<span className="text-xs text-quaternary">No phone</span>
)}
</div>
</Table.Cell>
</Table.Row>
);
}}