fix: pinned header/chat input, numpad dialler, caller matching, appointment FK

- AppShell: h-screen + overflow-hidden for pinned header
- AI chat: input pinned to bottom, messages scroll independently
- Dialler: numpad grid (1-9,*,0,#) replaces text input
- Inbound calls: don't fall back to previously selected lead
- Appointment: use lead.patientId instead of leadId for FK
- Added .env.production for consistent builds

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

.env.production

@@ -0,0 +1,5 @@
+VITE_API_URL=https://engage-api.srv1477139.hstgr.cloud
+VITE_SIDECAR_URL=https://engage-api.srv1477139.hstgr.cloud
+VITE_SIP_URI=sip:523590@blr-pub-rtc4.ozonetel.com
+VITE_SIP_PASSWORD=523590
+VITE_SIP_WS_SERVER=wss://blr-pub-rtc4.ozonetel.com:444

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

@@ -226,6 +226,7 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                         callerNumber={callerPhone}
                         leadName={fullName || null}
                         leadId={lead?.id ?? null}
+                        patientId={(lead as any)?.patientId ?? null}
                         onSaved={handleAppointmentSaved}
                     />
                 </>
@@ -340,6 +341,7 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                     callerNumber={callerPhone}
                     leadName={fullName || null}
                     leadId={lead?.id ?? null}
+                    patientId={(lead as any)?.patientId ?? null}
                     onSaved={handleAppointmentSaved}
                 />
 

src/components/call-desk/appointment-form.tsx

@@ -20,7 +20,7 @@ type ExistingAppointment = {
     doctorId?: string;
     department: string;
     reasonForVisit?: string;
-    appointmentStatus: string;
+    status: string;
 };
 
 type AppointmentFormProps = {
@@ -29,6 +29,7 @@ type AppointmentFormProps = {
     callerNumber?: string | null;
     leadName?: string | null;
     leadId?: string | null;
+    patientId?: string | null;
     onSaved?: () => void;
     existingAppointment?: ExistingAppointment | null;
 };
@@ -70,6 +71,7 @@ export const AppointmentForm = ({
     callerNumber,
     leadName,
     leadId,
+    patientId,
     onSaved,
     existingAppointment,
 }: AppointmentFormProps) => {
@@ -141,11 +143,11 @@ export const AppointmentForm = ({
             `{ appointments(filter: {
                 doctorId: { eq: "${doctor}" },
                 scheduledAt: { gte: "${date}T00:00:00", lte: "${date}T23:59:59" }
-            }) { edges { node { id scheduledAt durationMin appointmentStatus } } } }`,
+            }) { edges { node { id scheduledAt durationMin status } } } }`,
         ).then(data => {
             // Filter out cancelled/completed appointments client-side
             const activeAppointments = data.appointments.edges.filter(e => {
-                const status = e.node.appointmentStatus;
+                const status = e.node.status;
                 return status !== 'CANCELLED' && status !== 'COMPLETED' && status !== 'NO_SHOW';
             });
             const slots = activeAppointments.map(e => {
@@ -223,14 +225,14 @@ export const AppointmentForm = ({
                 notify.success('Appointment Updated');
             } else {
                 // Double-check slot availability before booking
-                const checkResult = await apiClient.graphql<{ appointments: { edges: Array<{ node: { appointmentStatus: string } }> } }>(
+                const checkResult = await apiClient.graphql<{ appointments: { edges: Array<{ node: { status: string } }> } }>(
                     `{ appointments(filter: {
                         doctorId: { eq: "${doctor}" },
                         scheduledAt: { gte: "${date}T${timeSlot}:00", lte: "${date}T${timeSlot}:00" }
-                    }) { edges { node { appointmentStatus } } } }`,
+                    }) { edges { node { status } } } }`,
                 );
                 const activeBookings = checkResult.appointments.edges.filter(e =>
-                    e.node.appointmentStatus !== 'CANCELLED' && e.node.appointmentStatus !== 'NO_SHOW',
+                    e.node.status !== 'CANCELLED' && e.node.status !== 'NO_SHOW',
                 );
                 if (activeBookings.length > 0) {
                     setError('This slot was just booked by someone else. Please select a different time.');
@@ -248,12 +250,12 @@ export const AppointmentForm = ({
                             scheduledAt,
                             durationMin: 30,
                             appointmentType: 'CONSULTATION',
-                            appointmentStatus: 'SCHEDULED',
+                            status: 'SCHEDULED',
                             doctorName: selectedDoctor?.name ?? '',
                             department: selectedDoctor?.department ?? '',
                             doctorId: doctor,
                             reasonForVisit: chiefComplaint || null,
-                            ...(leadId ? { patientId: leadId } : {}),
+                            ...(patientId ? { patientId } : {}),
                         },
                     },
                 );
@@ -294,7 +296,7 @@ export const AppointmentForm = ({
                 }`,
                 {
                     id: existingAppointment.id,
-                    data: { appointmentStatus: 'CANCELLED' },
+                    data: { status: 'CANCELLED' },
                 },
             );
             notify.success('Appointment Cancelled');

src/components/call-desk/context-panel.tsx

@@ -1,14 +1,16 @@
 import { useEffect, useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faSparkles, faUser } from '@fortawesome/pro-duotone-svg-icons';
+import { faSparkles, faUser, faCalendarCheck } from '@fortawesome/pro-duotone-svg-icons';
+import { faIcon } from '@/lib/icon-wrapper';
 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 { apiClient } from '@/lib/api-client';
 import { formatPhone, formatShortDate } from '@/lib/format';
 import { cx } from '@/utils/cx';
 import type { Lead, LeadActivity } from '@/types/entities';
 
+const CalendarCheck = faIcon(faCalendarCheck);
+
 type ContextTab = 'ai' | 'lead360';
 
 interface ContextPanelProps {
@@ -19,7 +21,7 @@ interface ContextPanelProps {
     callUcid?: string | null;
 }
 
-export const ContextPanel = ({ selectedLead, activities, callerPhone, isInCall, callUcid }: ContextPanelProps) => {
+export const ContextPanel = ({ selectedLead, activities, callerPhone }: ContextPanelProps) => {
     const [activeTab, setActiveTab] = useState<ContextTab>('ai');
 
     // Auto-switch to lead 360 when a lead is selected
@@ -29,13 +31,6 @@ export const ContextPanel = ({ selectedLead, activities, callerPhone, isInCall,
         }
     }, [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,
@@ -68,30 +63,57 @@ export const ContextPanel = ({ selectedLead, activities, callerPhone, isInCall,
                     )}
                 >
                     <FontAwesomeIcon icon={faUser} className="size-3.5" />
-                    Lead 360
+                    {(selectedLead as any)?.patientId ? 'Patient 360' : 'Lead 360'}
                 </button>
             </div>
 
             {/* Tab content */}
-            <div className="flex-1 overflow-y-auto">
             {activeTab === 'ai' && (
-                    isInCall ? (
+                <div className="flex flex-1 flex-col overflow-hidden p-4">
-                        <LiveTranscript transcript={transcript} suggestions={suggestions} connected={assistConnected} />
-                    ) : (
-                        <div className="flex h-full flex-col p-4">
                     <AiChatPanel callerContext={callerContext} />
                 </div>
-                    )
             )}
             {activeTab === 'lead360' && (
+                <div className="flex-1 overflow-y-auto">
                     <Lead360Tab lead={selectedLead} activities={activities} />
-                )}
                 </div>
+            )}
         </div>
     );
 };
 
 const Lead360Tab = ({ lead, activities }: { lead: Lead | null; activities: LeadActivity[] }) => {
+    const [patientData, setPatientData] = useState<any>(null);
+    const [loadingPatient, setLoadingPatient] = useState(false);
+
+    // Fetch patient data when lead has a patientId (returning patient)
+    useEffect(() => {
+        const patientId = (lead as any)?.patientId;
+        if (!patientId) {
+            setPatientData(null);
+            return;
+        }
+
+        setLoadingPatient(true);
+        apiClient.graphql<{ patients: { edges: Array<{ node: any }> } }>(
+            `query GetPatient($id: UUID!) { patients(filter: { id: { eq: $id } }) { edges { node {
+                id fullName { firstName lastName } dateOfBirth gender patientType
+                phones { primaryPhoneNumber } emails { primaryEmail }
+                appointments(first: 5, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
+                    id scheduledAt status doctorName department reasonForVisit appointmentType
+                } } }
+                calls(first: 5, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
+                    id callStatus disposition direction startedAt durationSec agentName
+                } } }
+            } } } }`,
+            { id: patientId },
+            { silent: true },
+        ).then(data => {
+            setPatientData(data.patients.edges[0]?.node ?? null);
+        }).catch(() => setPatientData(null))
+        .finally(() => setLoadingPatient(false));
+    }, [(lead as any)?.patientId]);
+
     if (!lead) {
         return (
             <div className="flex flex-col items-center justify-center py-16 text-center px-4">
@@ -112,6 +134,15 @@ const Lead360Tab = ({ lead, activities }: { lead: Lead | null; activities: LeadA
         .sort((a, b) => new Date(b.occurredAt ?? b.createdAt ?? '').getTime() - new Date(a.occurredAt ?? a.createdAt ?? '').getTime())
         .slice(0, 10);
 
+    const isReturning = !!patientData;
+    const appointments = patientData?.appointments?.edges?.map((e: any) => e.node) ?? [];
+    const patientCalls = patientData?.calls?.edges?.map((e: any) => e.node) ?? [];
+
+    const patientAge = patientData?.dateOfBirth
+        ? Math.floor((Date.now() - new Date(patientData.dateOfBirth).getTime()) / (365.25 * 24 * 60 * 60 * 1000))
+        : null;
+    const patientGender = patientData?.gender === 'MALE' ? 'M' : patientData?.gender === 'FEMALE' ? 'F' : null;
+
     return (
         <div className="p-4 space-y-4">
             {/* Profile */}
@@ -120,6 +151,12 @@ const Lead360Tab = ({ lead, activities }: { lead: Lead | null; activities: LeadA
                 {phone && <p className="text-sm text-secondary">{formatPhone(phone)}</p>}
                 {email && <p className="text-xs text-tertiary">{email}</p>}
                 <div className="mt-2 flex flex-wrap gap-1.5">
+                    {isReturning && (
+                        <Badge size="sm" color="brand" type="pill-color">Returning Patient</Badge>
+                    )}
+                    {patientAge !== null && patientGender && (
+                        <Badge size="sm" color="gray" type="pill-color">{patientAge}y · {patientGender}</Badge>
+                    )}
                     {lead.leadStatus && <Badge size="sm" color="brand">{lead.leadStatus}</Badge>}
                     {lead.leadSource && <Badge size="sm" color="gray">{lead.leadSource}</Badge>}
                     {lead.priority && lead.priority !== 'NORMAL' && (
@@ -129,10 +166,65 @@ const Lead360Tab = ({ lead, activities }: { lead: Lead | null; activities: LeadA
                 {lead.interestedService && (
                     <p className="mt-2 text-sm text-secondary">Interested in: {lead.interestedService}</p>
                 )}
-                {lead.leadScore !== null && lead.leadScore !== undefined && (
+            </div>
-                    <p className="text-xs text-tertiary">Lead score: {lead.leadScore}</p>
+
+            {/* Returning patient: Appointments */}
+            {loadingPatient && (
+                <p className="text-xs text-tertiary">Loading patient details...</p>
+            )}
+            {isReturning && appointments.length > 0 && (
+                <div>
+                    <h4 className="mb-2 text-xs font-bold text-secondary uppercase">Appointments</h4>
+                    <div className="space-y-2">
+                        {appointments.map((appt: any) => {
+                            const statusColors: Record<string, 'success' | 'brand' | 'warning' | 'error' | 'gray'> = {
+                                COMPLETED: 'success', SCHEDULED: 'brand', CONFIRMED: 'brand',
+                                CANCELLED: 'error', NO_SHOW: 'warning',
+                            };
+                            return (
+                                <div key={appt.id} className="flex items-start gap-2 rounded-lg bg-secondary p-2">
+                                    <CalendarCheck className="mt-0.5 size-3.5 text-fg-brand-primary shrink-0" />
+                                    <div className="min-w-0 flex-1">
+                                        <div className="flex items-center gap-1.5">
+                                            <span className="text-xs font-semibold text-primary">
+                                                {appt.doctorName ?? 'Doctor'} · {appt.department ?? ''}
+                                            </span>
+                                            {appt.status && (
+                                                <Badge size="sm" color={statusColors[appt.status] ?? 'gray'}>
+                                                    {appt.status.toLowerCase()}
+                                                </Badge>
                                             )}
                                         </div>
+                                        <p className="text-[10px] text-quaternary">
+                                            {appt.scheduledAt ? formatShortDate(appt.scheduledAt) : ''}
+                                            {appt.reasonForVisit ? ` — ${appt.reasonForVisit}` : ''}
+                                        </p>
+                                    </div>
+                                </div>
+                            );
+                        })}
+                    </div>
+                </div>
+            )}
+
+            {/* Returning patient: Recent calls */}
+            {isReturning && patientCalls.length > 0 && (
+                <div>
+                    <h4 className="mb-2 text-xs font-bold text-secondary uppercase">Recent Calls</h4>
+                    <div className="space-y-1">
+                        {patientCalls.map((call: any) => (
+                            <div key={call.id} className="flex items-center gap-2 text-xs">
+                                <div className="mt-0.5 size-1.5 shrink-0 rounded-full bg-fg-quaternary" />
+                                <span className="text-primary">
+                                    {call.direction === 'INBOUND' ? 'Inbound' : 'Outbound'}
+                                    {call.disposition ? ` — ${call.disposition.replace(/_/g, ' ').toLowerCase()}` : ''}
+                                </span>
+                                <span className="text-quaternary ml-auto">{call.startedAt ? formatShortDate(call.startedAt) : ''}</span>
+                            </div>
+                        ))}
+                    </div>
+                </div>
+            )}
 
             {/* AI Insight */}
             {(lead.aiSummary || lead.aiSuggestedAction) && (

src/components/layout/app-shell.tsx

@@ -15,9 +15,9 @@ export const AppShell = ({ children }: AppShellProps) => {
 
     return (
         <SipProvider>
-            <div className="flex min-h-screen bg-primary">
+            <div className="flex h-screen bg-primary">
                 <Sidebar activeUrl={pathname} />
-                <main className="flex flex-1 flex-col overflow-auto">{children}</main>
+                <main className="flex flex-1 flex-col overflow-hidden">{children}</main>
                 {isCCAgent && pathname !== '/' && pathname !== '/call-desk' && <CallWidget />}
             </div>
         </SipProvider>

src/pages/call-desk.tsx

@@ -1,6 +1,6 @@
 import { useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
+import { faSidebarFlip, faSidebar, faPhone, faXmark, faDeleteLeft } from '@fortawesome/pro-duotone-svg-icons';
 import { useAuth } from '@/providers/auth-provider';
 import { useData } from '@/providers/data-provider';
 import { useWorklist } from '@/hooks/use-worklist';
@@ -12,6 +12,8 @@ import { ActiveCallCard } from '@/components/call-desk/active-call-card';
 
 import { Badge } from '@/components/base/badges/badges';
 import { AgentStatusToggle } from '@/components/call-desk/agent-status-toggle';
+import { apiClient } from '@/lib/api-client';
+import { notify } from '@/lib/toast';
 import { cx } from '@/utils/cx';
 
 export const CallDeskPage = () => {
@@ -23,6 +25,24 @@ export const CallDeskPage = () => {
     const [contextOpen, setContextOpen] = useState(true);
     const [activeMissedCallId, setActiveMissedCallId] = useState<string | null>(null);
     const [callDismissed, setCallDismissed] = useState(false);
+    const [diallerOpen, setDiallerOpen] = useState(false);
+    const [dialNumber, setDialNumber] = useState('');
+    const [dialling, setDialling] = useState(false);
+
+    const handleDial = async () => {
+        const num = dialNumber.replace(/[^0-9]/g, '');
+        if (num.length < 10) { notify.error('Enter a valid phone number'); return; }
+        setDialling(true);
+        try {
+            await apiClient.post('/api/ozonetel/dial', { phoneNumber: num });
+            setDiallerOpen(false);
+            setDialNumber('');
+        } catch {
+            notify.error('Dial failed');
+        } finally {
+            setDialling(false);
+        }
+    };
 
     // Reset callDismissed when a new call starts (ringing in or out)
     if (callDismissed && (callState === 'ringing-in' || callState === 'ringing-out')) {
@@ -35,7 +55,11 @@ export const CallDeskPage = () => {
         ? marketingLeads.find((l) => l.contactPhone?.[0]?.number?.endsWith(callerNumber) || callerNumber.endsWith(l.contactPhone?.[0]?.number ?? '---'))
         : null;
 
-    const activeLead = isInCall ? (callerLead ?? selectedLead) : selectedLead;
+    // For inbound calls, only use matched lead (don't fall back to previously selected worklist lead)
+    // For outbound (agent initiated from worklist), selectedLead is the intended target
+    const activeLead = isInCall
+        ? (callerLead ?? (callState === 'ringing-out' ? selectedLead : null))
+        : selectedLead;
     const activeLeadFull = activeLead as any;
 
     return (
@@ -102,6 +126,69 @@ export const CallDeskPage = () => {
                     )}
                 </div>
             </div>
+
+            {/* Dialler FAB */}
+            {!isInCall && (
+                <div className="fixed bottom-6 right-6 z-40 flex flex-col items-end gap-3">
+                    {diallerOpen && (
+                        <div className="w-72 rounded-xl bg-primary shadow-xl ring-1 ring-secondary p-4">
+                            <div className="flex items-center justify-between mb-3">
+                                <span className="text-sm font-semibold text-primary">Dial</span>
+                                <button onClick={() => setDiallerOpen(false)} className="text-fg-quaternary hover:text-fg-secondary">
+                                    <FontAwesomeIcon icon={faXmark} className="size-4" />
+                                </button>
+                            </div>
+
+                            {/* Number display */}
+                            <div className="flex items-center gap-2 mb-3 px-3 py-2.5 rounded-lg bg-secondary min-h-[40px]">
+                                <span className="flex-1 text-lg font-semibold text-primary tracking-wider text-center">
+                                    {dialNumber || <span className="text-placeholder font-normal text-sm">Enter number</span>}
+                                </span>
+                                {dialNumber && (
+                                    <button onClick={() => setDialNumber(dialNumber.slice(0, -1))} className="text-fg-quaternary hover:text-fg-secondary shrink-0">
+                                        <FontAwesomeIcon icon={faDeleteLeft} className="size-4" />
+                                    </button>
+                                )}
+                            </div>
+
+                            {/* Numpad */}
+                            <div className="grid grid-cols-3 gap-1.5 mb-3">
+                                {['1', '2', '3', '4', '5', '6', '7', '8', '9', '*', '0', '#'].map(key => (
+                                    <button
+                                        key={key}
+                                        onClick={() => setDialNumber(prev => prev + key)}
+                                        className="flex items-center justify-center h-11 rounded-lg text-sm font-semibold text-primary bg-primary hover:bg-secondary border border-secondary transition duration-100 ease-linear active:scale-95"
+                                    >
+                                        {key}
+                                    </button>
+                                ))}
+                            </div>
+
+                            {/* Call button */}
+                            <button
+                                onClick={handleDial}
+                                disabled={dialling || dialNumber.replace(/[^0-9]/g, '').length < 10}
+                                className="w-full flex items-center justify-center gap-2 rounded-lg bg-success-solid py-2.5 text-sm font-medium text-white hover:opacity-90 disabled:bg-disabled disabled:cursor-not-allowed transition duration-100 ease-linear"
+                            >
+                                <FontAwesomeIcon icon={faPhone} className="size-3.5" />
+                                {dialling ? 'Dialling...' : 'Call'}
+                            </button>
+                        </div>
+                    )}
+                    <button
+                        onClick={() => setDiallerOpen(!diallerOpen)}
+                        className={cx(
+                            'flex size-14 items-center justify-center rounded-full shadow-lg transition duration-100 ease-linear',
+                            diallerOpen
+                                ? 'bg-secondary text-fg-secondary'
+                                : 'bg-brand-solid text-white hover:bg-brand-solid_hover',
+                        )}
+                        title="Quick dial"
+                    >
+                        <FontAwesomeIcon icon={diallerOpen ? faXmark : faPhone} className="size-5" />
+                    </button>
+                </div>
+            )}
         </div>
     );
 };