feat: inline forms, transfer redesign, patient fixes, UI polish

- Appointment/enquiry forms reverted to inline rendering (not modals)
- Forms: flat scrollable section with pinned footer, no card wrapper
- Appointment form: DatePicker component, date prefilled, removed Returning Patient checkbox
- Enquiry form: removed disposition dropdown, lead status defaults to CONTACTED
- Transfer dialog: agent picker with live status, doctor list with department, select-then-connect flow
- Transfer: removed external number input, moved Cancel/Connect to pinned header row
- Button mutual exclusivity: Book Appt / Enquiry / Transfer close each other
- Patient name write-back: appointment + enquiry forms update patient fullName after save
- Caller cache invalidation: POST /api/caller/invalidate after name update
- Follow-up fix (#513): assignedAgent, patientId, date validation in createFollowUp
- Patients page: removed status filters + column, added pagination (15/page)
- Pending badge removed from call desk header
- Table resize handles visible (bg-tertiary pill)
- Sim call button: dev-only (import.meta.env.DEV)
- CallControlStrip component (reusable, not currently mounted)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

src/components/call-desk/active-call-card.tsx

@@ -17,6 +17,7 @@ import { TransferDialog } from './transfer-dialog';
 import { EnquiryForm } from './enquiry-form';
 import { formatPhone } from '@/lib/format';
 import { apiClient } from '@/lib/api-client';
+import { useAuth } from '@/providers/auth-provider';
 import { cx } from '@/utils/cx';
 import { notify } from '@/lib/toast';
 import type { Lead, CallDisposition } from '@/types/entities';
@@ -35,6 +36,7 @@ const formatDuration = (seconds: number): string => {
 };
 
 export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete }: ActiveCallCardProps) => {
+    const { user } = useAuth();
     const { callState, callDuration, callUcid, isMuted, isOnHold, answer, reject, hangup, toggleMute, toggleHold } = useSip();
     const setCallState = useSetAtom(sipCallStateAtom);
     const setCallerNumber = useSetAtom(sipCallerNumberAtom);
@@ -203,7 +205,7 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
         wasAnsweredRef.current = true;
         return (
             <>
-                <div className="flex flex-col rounded-xl border border-brand bg-primary overflow-hidden">
+                <div className={cx('flex flex-col rounded-xl border border-brand bg-primary overflow-hidden', (appointmentOpen || enquiryOpen || transferOpen) && 'flex-1 min-h-0')}>
                     {/* Pinned: caller info + controls */}
                     <div className="shrink-0 p-4">
                         <div className="flex items-center justify-between">
@@ -260,23 +262,28 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
 
                             <Button size="sm" color={appointmentOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faCalendarPlus} className={className} {...rest} />}
-                                onClick={() => { setAppointmentOpen(!appointmentOpen); setEnquiryOpen(false); }}>Book Appt</Button>
+                                onClick={() => { setAppointmentOpen(!appointmentOpen); setEnquiryOpen(false); setTransferOpen(false); }}>Book Appt</Button>
                             <Button size="sm" color={enquiryOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faClipboardQuestion} className={className} {...rest} />}
-                                onClick={() => { setEnquiryOpen(!enquiryOpen); setAppointmentOpen(false); }}>Enquiry</Button>
-                            <Button size="sm" color="secondary"
+                                onClick={() => { setEnquiryOpen(!enquiryOpen); setAppointmentOpen(false); setTransferOpen(false); }}>Enquiry</Button>
+                            <Button size="sm" color={transferOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faPhoneArrowRight} className={className} {...rest} />}
-                                onClick={() => setTransferOpen(!transferOpen)}>Transfer</Button>
+                                onClick={() => { setTransferOpen(!transferOpen); setAppointmentOpen(false); setEnquiryOpen(false); }}>Transfer</Button>
 
                             <Button size="sm" color="primary-destructive" className="ml-auto"
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faPhoneHangup} className={className} {...rest} />}
                                 onClick={() => setDispositionOpen(true)}>End Call</Button>
                         </div>
 
-                        {/* Transfer dialog */}
+                    </div>
+
+                    {/* Scrollable: expanded forms + transfer */}
+                    {(appointmentOpen || enquiryOpen || transferOpen) && (
+                        <div className="flex flex-col min-h-0 flex-1 border-t border-secondary px-4 pb-4 pt-4">
                         {transferOpen && callUcid && (
                             <TransferDialog
                                 ucid={callUcid}
+                                currentAgentId={JSON.parse(localStorage.getItem('helix_agent_config') ?? '{}').ozonetelAgentId}
                                 onClose={() => setTransferOpen(false)}
                                 onTransferred={() => {
                                     setTransferOpen(false);
@@ -285,28 +292,31 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                                 }}
                             />
                         )}
-                    </div>
+                            <AppointmentForm
+                                isOpen={appointmentOpen}
+                                onOpenChange={setAppointmentOpen}
+                                callerNumber={callerPhone}
+                                leadName={fullName || null}
+                                leadId={lead?.id ?? null}
+                                patientId={(lead as any)?.patientId ?? null}
+                                onSaved={handleAppointmentSaved}
+                            />
 
-                    <AppointmentForm
-                        isOpen={appointmentOpen}
-                        onOpenChange={setAppointmentOpen}
-                        callerNumber={callerPhone}
-                        leadName={fullName || null}
-                        leadId={lead?.id ?? null}
-                        patientId={(lead as any)?.patientId ?? null}
-                        onSaved={handleAppointmentSaved}
-                    />
-
-                    <EnquiryForm
-                        isOpen={enquiryOpen}
-                        onOpenChange={setEnquiryOpen}
-                        callerPhone={callerPhone}
-                        onSaved={() => {
-                            setEnquiryOpen(false);
-                            setSuggestedDisposition('INFO_PROVIDED');
-                            notify.success('Enquiry Logged');
-                        }}
-                    />
+                            <EnquiryForm
+                                isOpen={enquiryOpen}
+                                onOpenChange={setEnquiryOpen}
+                                callerPhone={callerPhone}
+                                leadId={lead?.id ?? null}
+                                patientId={(lead as any)?.patientId ?? null}
+                                agentName={user.name}
+                                onSaved={() => {
+                                    setEnquiryOpen(false);
+                                    setSuggestedDisposition('INFO_PROVIDED');
+                                    notify.success('Enquiry Logged');
+                                }}
+                            />
+                        </div>
+                    )}
                 </div>
 
                 {/* Disposition Modal — the ONLY path to end a call */}