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https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
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feat: appointments page, data refresh on login, multi-agent spec + plan
- Appointment Master page with status tabs, search, PhoneActionCell - Login calls DataProvider.refresh() to load data after auth - Sidebar: appointments nav for CC agents + executives - Multi-agent SIP + lockout spec and implementation plan Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
643
docs/superpowers/plans/2026-03-23-multi-agent-sip-lockout.md
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docs/superpowers/plans/2026-03-23-multi-agent-sip-lockout.md
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@@ -0,0 +1,643 @@
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# Multi-Agent SIP + Duplicate Login Lockout — Implementation Plan
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> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
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**Goal:** Per-agent Ozonetel/SIP credentials resolved from platform Agent entity on login, with Redis-backed duplicate login lockout.
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**Architecture:** Sidecar queries Agent entity on CC login, checks Redis for active sessions, returns per-agent SIP config. Frontend SIP provider uses dynamic credentials from login response. Heartbeat keeps session alive.
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**Tech Stack:** NestJS sidecar + ioredis + FortyTwo platform GraphQL + React frontend
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**Spec:** `docs/superpowers/specs/2026-03-23-multi-agent-sip-lockout.md`
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---
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## File Map
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### Sidecar (`helix-engage-server/src/`)
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| File | Action | Responsibility |
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|------|--------|----------------|
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| `auth/session.service.ts` | Create | Redis session lock/unlock/refresh |
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| `auth/agent-config.service.ts` | Create | Query Agent entity, cache agent configs |
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| `auth/auth.controller.ts` | Modify | Use agent config + session locking on login, add logout + heartbeat |
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| `auth/auth.module.ts` | Modify | Register new services, import Redis |
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| `config/configuration.ts` | Modify | Add `REDIS_URL` + SIP domain config |
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### Frontend (`helix-engage/src/`)
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| File | Action | Responsibility |
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|------|--------|----------------|
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| `pages/login.tsx` | Modify | Store agentConfig, handle 403/409 errors |
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| `providers/sip-provider.tsx` | Modify | Read SIP config from agentConfig instead of env vars |
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| `components/layout/app-shell.tsx` | Modify | Add heartbeat interval for CC agents |
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| `lib/api-client.ts` | Modify | Add logout API call |
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| `providers/auth-provider.tsx` | Modify | Call sidecar logout on sign-out |
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### Docker
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| File | Action | Responsibility |
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|------|--------|----------------|
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| VPS `docker-compose.yml` | Modify | Add `REDIS_URL` to sidecar env |
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---
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## Task 1: Install ioredis + Redis Session Service
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**Files:**
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- Modify: `helix-engage-server/package.json`
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- Create: `helix-engage-server/src/auth/session.service.ts`
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- Modify: `helix-engage-server/src/config/configuration.ts`
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- [ ] **Step 1: Install ioredis**
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```bash
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cd helix-engage-server && npm install ioredis
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```
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- [ ] **Step 2: Add Redis URL to config**
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In `config/configuration.ts`, add to the returned object:
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```typescript
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redis: {
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url: process.env.REDIS_URL ?? 'redis://localhost:6379',
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},
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sip: {
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domain: process.env.SIP_DOMAIN ?? 'blr-pub-rtc4.ozonetel.com',
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wsPort: process.env.SIP_WS_PORT ?? '444',
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},
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```
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- [ ] **Step 3: Create session service**
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```typescript
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// src/auth/session.service.ts
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import { Injectable, Logger, OnModuleInit } from '@nestjs/common';
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import { ConfigService } from '@nestjs/config';
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import Redis from 'ioredis';
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const SESSION_TTL = 3600; // 1 hour
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@Injectable()
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export class SessionService implements OnModuleInit {
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private readonly logger = new Logger(SessionService.name);
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private redis: Redis;
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constructor(private config: ConfigService) {}
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onModuleInit() {
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const url = this.config.get<string>('redis.url', 'redis://localhost:6379');
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this.redis = new Redis(url);
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this.redis.on('connect', () => this.logger.log('Redis connected'));
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this.redis.on('error', (err) => this.logger.error(`Redis error: ${err.message}`));
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}
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private key(agentId: string): string {
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return `agent:session:${agentId}`;
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}
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async lockSession(agentId: string, memberId: string): Promise<void> {
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await this.redis.set(this.key(agentId), memberId, 'EX', SESSION_TTL);
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}
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async isSessionLocked(agentId: string): Promise<string | null> {
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return this.redis.get(this.key(agentId));
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}
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async refreshSession(agentId: string): Promise<void> {
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await this.redis.expire(this.key(agentId), SESSION_TTL);
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}
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async unlockSession(agentId: string): Promise<void> {
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await this.redis.del(this.key(agentId));
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}
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}
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```
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- [ ] **Step 4: Verify sidecar compiles**
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```bash
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cd helix-engage-server && npm run build
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```
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- [ ] **Step 5: Commit**
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```bash
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git add package.json package-lock.json src/auth/session.service.ts src/config/configuration.ts
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git commit -m "feat: Redis session service for agent login lockout"
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```
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---
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## Task 2: Agent Config Service
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**Files:**
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- Create: `helix-engage-server/src/auth/agent-config.service.ts`
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- [ ] **Step 1: Create agent config service**
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```typescript
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// src/auth/agent-config.service.ts
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import { Injectable, Logger } from '@nestjs/common';
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import { ConfigService } from '@nestjs/config';
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import { PlatformGraphqlService } from '../platform/platform-graphql.service';
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export type AgentConfig = {
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id: string;
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ozonetelAgentId: string;
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sipExtension: string;
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sipPassword: string;
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campaignName: string;
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sipUri: string;
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sipWsServer: string;
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};
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@Injectable()
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export class AgentConfigService {
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private readonly logger = new Logger(AgentConfigService.name);
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private readonly cache = new Map<string, AgentConfig>();
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private readonly sipDomain: string;
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private readonly sipWsPort: string;
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constructor(
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private platform: PlatformGraphqlService,
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private config: ConfigService,
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) {
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this.sipDomain = config.get<string>('sip.domain', 'blr-pub-rtc4.ozonetel.com');
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this.sipWsPort = config.get<string>('sip.wsPort', '444');
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}
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async getByMemberId(memberId: string): Promise<AgentConfig | null> {
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// Check cache first
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const cached = this.cache.get(memberId);
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if (cached) return cached;
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try {
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const data = await this.platform.query<any>(
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`{ agents(first: 1, filter: { wsmemberId: { eq: "${memberId}" } }) { edges { node {
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id ozonetelagentid sipextension sippassword campaignname
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} } } }`,
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);
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const node = data?.agents?.edges?.[0]?.node;
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if (!node || !node.ozonetelagentid || !node.sipextension) return null;
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const agentConfig: AgentConfig = {
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id: node.id,
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ozonetelAgentId: node.ozonetelagentid,
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sipExtension: node.sipextension,
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sipPassword: node.sippassword ?? node.sipextension,
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campaignName: node.campaignname ?? process.env.OZONETEL_CAMPAIGN_NAME ?? 'Inbound_918041763265',
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sipUri: `sip:${node.sipextension}@${this.sipDomain}`,
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sipWsServer: `wss://${this.sipDomain}:${this.sipWsPort}`,
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};
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this.cache.set(memberId, agentConfig);
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this.logger.log(`Loaded agent config for member ${memberId}: ${agentConfig.ozonetelAgentId} / ${agentConfig.sipExtension}`);
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return agentConfig;
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} catch (err) {
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this.logger.warn(`Failed to fetch agent config: ${err}`);
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return null;
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}
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}
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getFromCache(memberId: string): AgentConfig | null {
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return this.cache.get(memberId) ?? null;
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}
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clearCache(memberId: string): void {
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this.cache.delete(memberId);
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}
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}
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```
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- [ ] **Step 2: Verify sidecar compiles**
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```bash
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cd helix-engage-server && npm run build
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```
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- [ ] **Step 3: Commit**
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```bash
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git add src/auth/agent-config.service.ts
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git commit -m "feat: agent config service with platform query + in-memory cache"
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```
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---
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## Task 3: Update Auth Module + Controller
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**Files:**
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- Modify: `helix-engage-server/src/auth/auth.module.ts`
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- Modify: `helix-engage-server/src/auth/auth.controller.ts`
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- [ ] **Step 1: Update auth module to register new services**
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Read `src/auth/auth.module.ts` and add imports:
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```typescript
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import { SessionService } from './session.service';
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import { AgentConfigService } from './agent-config.service';
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import { PlatformModule } from '../platform/platform.module';
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@Module({
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imports: [PlatformModule],
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controllers: [AuthController],
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providers: [SessionService, AgentConfigService],
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exports: [SessionService, AgentConfigService],
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})
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```
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- [ ] **Step 2: Rewrite auth controller login for multi-agent**
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Inject new services into `AuthController`:
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```typescript
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constructor(
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private config: ConfigService,
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private ozonetelAgent: OzonetelAgentService,
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private sessionService: SessionService,
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private agentConfigService: AgentConfigService,
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) { ... }
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```
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Modify the CC agent section of `login()` (currently lines 115-128). Replace the hardcoded Ozonetel login with:
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```typescript
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if (appRole === 'cc-agent') {
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const memberId = workspaceMember?.id;
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if (!memberId) throw new HttpException('Workspace member not found', 400);
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// Look up agent config from platform
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const agentConfig = await this.agentConfigService.getByMemberId(memberId);
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if (!agentConfig) {
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throw new HttpException('Agent account not configured. Contact administrator.', 403);
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}
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// Check for duplicate login
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const existingSession = await this.sessionService.isSessionLocked(agentConfig.ozonetelAgentId);
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if (existingSession && existingSession !== memberId) {
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throw new HttpException('You are already logged in on another device. Please log out there first.', 409);
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}
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// Lock session
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await this.sessionService.lockSession(agentConfig.ozonetelAgentId, memberId);
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// Login to Ozonetel with agent-specific credentials
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const ozAgentPassword = process.env.OZONETEL_AGENT_PASSWORD ?? 'Test123$';
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this.ozonetelAgent.loginAgent({
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agentId: agentConfig.ozonetelAgentId,
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password: ozAgentPassword,
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phoneNumber: agentConfig.sipExtension,
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mode: 'blended',
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}).catch(err => {
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this.logger.warn(`Ozonetel agent login failed (non-blocking): ${err.message}`);
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});
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// Return agent config to frontend
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return {
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accessToken,
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refreshToken: tokens.refreshToken.token,
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user: { ... }, // same as today
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agentConfig: {
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ozonetelAgentId: agentConfig.ozonetelAgentId,
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sipExtension: agentConfig.sipExtension,
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sipPassword: agentConfig.sipPassword,
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sipUri: agentConfig.sipUri,
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sipWsServer: agentConfig.sipWsServer,
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campaignName: agentConfig.campaignName,
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},
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};
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}
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```
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Note: `workspaceMember.id` is already available from the profile query on line 87-88 of the existing code.
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- [ ] **Step 3: Add logout endpoint**
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Add after the `refresh` endpoint:
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```typescript
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@Post('logout')
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async logout(@Headers('authorization') auth: string) {
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if (!auth) throw new HttpException('Authorization required', 401);
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try {
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// Resolve workspace member from JWT
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const profileRes = await axios.post(this.graphqlUrl, {
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query: '{ currentUser { workspaceMember { id } } }',
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}, { headers: { 'Content-Type': 'application/json', Authorization: auth } });
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const memberId = profileRes.data?.data?.currentUser?.workspaceMember?.id;
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if (!memberId) return { status: 'ok' };
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const agentConfig = this.agentConfigService.getFromCache(memberId);
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if (agentConfig) {
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// Unlock Redis session
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await this.sessionService.unlockSession(agentConfig.ozonetelAgentId);
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// Logout from Ozonetel
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this.ozonetelAgent.logoutAgent({
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agentId: agentConfig.ozonetelAgentId,
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password: process.env.OZONETEL_AGENT_PASSWORD ?? 'Test123$',
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}).catch(err => this.logger.warn(`Ozonetel logout failed: ${err.message}`));
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// Clear cache
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this.agentConfigService.clearCache(memberId);
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}
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return { status: 'ok' };
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} catch (err) {
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this.logger.warn(`Logout cleanup failed: ${err}`);
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return { status: 'ok' };
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}
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||||
}
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```
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- [ ] **Step 4: Add heartbeat endpoint**
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```typescript
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@Post('heartbeat')
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async heartbeat(@Headers('authorization') auth: string) {
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if (!auth) throw new HttpException('Authorization required', 401);
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|
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try {
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const profileRes = await axios.post(this.graphqlUrl, {
|
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query: '{ currentUser { workspaceMember { id } } }',
|
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}, { headers: { 'Content-Type': 'application/json', Authorization: auth } });
|
||||
|
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const memberId = profileRes.data?.data?.currentUser?.workspaceMember?.id;
|
||||
const agentConfig = memberId ? this.agentConfigService.getFromCache(memberId) : null;
|
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|
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if (agentConfig) {
|
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await this.sessionService.refreshSession(agentConfig.ozonetelAgentId);
|
||||
}
|
||||
|
||||
return { status: 'ok' };
|
||||
} catch {
|
||||
return { status: 'ok' };
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
- [ ] **Step 5: Verify sidecar compiles**
|
||||
|
||||
```bash
|
||||
cd helix-engage-server && npm run build
|
||||
```
|
||||
|
||||
- [ ] **Step 6: Commit**
|
||||
|
||||
```bash
|
||||
git add src/auth/auth.module.ts src/auth/auth.controller.ts
|
||||
git commit -m "feat: multi-agent login with Redis lockout, logout, heartbeat"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Task 4: Update Ozonetel Controller for Per-Agent Calls
|
||||
|
||||
**Files:**
|
||||
- Modify: `helix-engage-server/src/ozonetel/ozonetel-agent.controller.ts`
|
||||
|
||||
- [ ] **Step 1: Add AgentConfigService to Ozonetel controller**
|
||||
|
||||
Import and inject `AgentConfigService`. Add a helper to resolve the agent config from the auth header:
|
||||
|
||||
```typescript
|
||||
import { AgentConfigService } from '../auth/agent-config.service';
|
||||
|
||||
// In constructor:
|
||||
private readonly agentConfig: AgentConfigService,
|
||||
|
||||
// Helper method:
|
||||
private async resolveAgentId(authHeader: string): Promise<string> {
|
||||
try {
|
||||
const data = await this.platform.queryWithAuth<any>(
|
||||
'{ currentUser { workspaceMember { id } } }',
|
||||
undefined, authHeader,
|
||||
);
|
||||
const memberId = data.currentUser?.workspaceMember?.id;
|
||||
const config = memberId ? this.agentConfig.getFromCache(memberId) : null;
|
||||
return config?.ozonetelAgentId ?? this.defaultAgentId;
|
||||
} catch {
|
||||
return this.defaultAgentId;
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
- [ ] **Step 2: Update dispose, agent-state, dial, and other endpoints**
|
||||
|
||||
Replace `this.defaultAgentId` with `await this.resolveAgentId(authHeader)` in the endpoints that pass the auth header. The key endpoints to update:
|
||||
|
||||
- `dispose()` — add `@Headers('authorization') auth: string` param, resolve agent ID
|
||||
- `agentState()` — same
|
||||
- `dial()` — same
|
||||
- `agentReady()` — same
|
||||
|
||||
For endpoints that don't currently take the auth header, add it as a parameter.
|
||||
|
||||
- [ ] **Step 3: Update auth module to handle circular dependency**
|
||||
|
||||
The `OzonetelAgentModule` now needs `AgentConfigService` from `AuthModule`. Use `forwardRef` if needed, or export `AgentConfigService` from a shared module.
|
||||
|
||||
Simplest approach: move `AgentConfigService` export from `AuthModule` and import it in `OzonetelAgentModule`.
|
||||
|
||||
- [ ] **Step 4: Verify sidecar compiles**
|
||||
|
||||
```bash
|
||||
cd helix-engage-server && npm run build
|
||||
```
|
||||
|
||||
- [ ] **Step 5: Commit**
|
||||
|
||||
```bash
|
||||
git add src/ozonetel/ozonetel-agent.controller.ts src/ozonetel/ozonetel-agent.module.ts src/auth/auth.module.ts
|
||||
git commit -m "feat: per-agent Ozonetel credentials in all controller endpoints"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Task 5: Frontend — Store Agent Config + Dynamic SIP
|
||||
|
||||
**Files:**
|
||||
- Modify: `helix-engage/src/pages/login.tsx`
|
||||
- Modify: `helix-engage/src/providers/sip-provider.tsx`
|
||||
- Modify: `helix-engage/src/providers/auth-provider.tsx`
|
||||
|
||||
- [ ] **Step 1: Store agentConfig on login**
|
||||
|
||||
In `login.tsx`, after successful login, store the agent config:
|
||||
|
||||
```typescript
|
||||
if (response.agentConfig) {
|
||||
localStorage.setItem('helix_agent_config', JSON.stringify(response.agentConfig));
|
||||
}
|
||||
```
|
||||
|
||||
Handle new error codes:
|
||||
```typescript
|
||||
} catch (err: any) {
|
||||
if (err.message?.includes('not configured')) {
|
||||
setError('Agent account not configured. Contact your administrator.');
|
||||
} else if (err.message?.includes('already logged in')) {
|
||||
setError('You are already logged in on another device. Please log out there first.');
|
||||
} else {
|
||||
setError(err.message);
|
||||
}
|
||||
setIsLoading(false);
|
||||
}
|
||||
```
|
||||
|
||||
- [ ] **Step 2: Update SIP provider to use stored agent config**
|
||||
|
||||
In `sip-provider.tsx`, replace the hardcoded `DEFAULT_CONFIG`:
|
||||
|
||||
```typescript
|
||||
const getAgentSipConfig = (): SIPConfig => {
|
||||
try {
|
||||
const stored = localStorage.getItem('helix_agent_config');
|
||||
if (stored) {
|
||||
const config = JSON.parse(stored);
|
||||
return {
|
||||
displayName: 'Helix Agent',
|
||||
uri: config.sipUri,
|
||||
password: config.sipPassword,
|
||||
wsServer: config.sipWsServer,
|
||||
stunServers: 'stun:stun.l.google.com:19302',
|
||||
};
|
||||
}
|
||||
} catch {}
|
||||
// Fallback to env vars
|
||||
return {
|
||||
displayName: import.meta.env.VITE_SIP_DISPLAY_NAME ?? 'Helix Agent',
|
||||
uri: import.meta.env.VITE_SIP_URI ?? '',
|
||||
password: import.meta.env.VITE_SIP_PASSWORD ?? '',
|
||||
wsServer: import.meta.env.VITE_SIP_WS_SERVER ?? '',
|
||||
stunServers: 'stun:stun.l.google.com:19302',
|
||||
};
|
||||
};
|
||||
```
|
||||
|
||||
Use `getAgentSipConfig()` where `DEFAULT_CONFIG` was used.
|
||||
|
||||
- [ ] **Step 3: Update auth provider logout to call sidecar**
|
||||
|
||||
In `auth-provider.tsx`, modify `logout()` to call the sidecar first:
|
||||
|
||||
```typescript
|
||||
const logout = async () => {
|
||||
try {
|
||||
const token = localStorage.getItem('helix_access_token');
|
||||
if (token) {
|
||||
await fetch(`${API_URL}/auth/logout`, {
|
||||
method: 'POST',
|
||||
headers: { Authorization: `Bearer ${token}` },
|
||||
}).catch(() => {});
|
||||
}
|
||||
} finally {
|
||||
localStorage.removeItem('helix_access_token');
|
||||
localStorage.removeItem('helix_refresh_token');
|
||||
localStorage.removeItem('helix_user');
|
||||
localStorage.removeItem('helix_agent_config');
|
||||
setUser(null);
|
||||
}
|
||||
};
|
||||
```
|
||||
|
||||
Note: `API_URL` needs to be available here. Import from `api-client.ts` or read from env.
|
||||
|
||||
- [ ] **Step 4: Verify frontend compiles**
|
||||
|
||||
```bash
|
||||
cd helix-engage && npm run build
|
||||
```
|
||||
|
||||
- [ ] **Step 5: Commit**
|
||||
|
||||
```bash
|
||||
git add src/pages/login.tsx src/providers/sip-provider.tsx src/providers/auth-provider.tsx
|
||||
git commit -m "feat: dynamic SIP config from login response, logout cleanup"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Task 6: Frontend — Heartbeat
|
||||
|
||||
**Files:**
|
||||
- Modify: `helix-engage/src/components/layout/app-shell.tsx`
|
||||
|
||||
- [ ] **Step 1: Add heartbeat interval for CC agents**
|
||||
|
||||
In `AppShell`, add a heartbeat effect:
|
||||
|
||||
```typescript
|
||||
const { isCCAgent } = useAuth();
|
||||
|
||||
useEffect(() => {
|
||||
if (!isCCAgent) return;
|
||||
|
||||
const interval = setInterval(() => {
|
||||
const token = localStorage.getItem('helix_access_token');
|
||||
if (token) {
|
||||
fetch(`${import.meta.env.VITE_API_URL ?? 'http://localhost:4100'}/auth/heartbeat`, {
|
||||
method: 'POST',
|
||||
headers: { Authorization: `Bearer ${token}` },
|
||||
}).catch(() => {});
|
||||
}
|
||||
}, 5 * 60 * 1000); // Every 5 minutes
|
||||
|
||||
return () => clearInterval(interval);
|
||||
}, [isCCAgent]);
|
||||
```
|
||||
|
||||
- [ ] **Step 2: Verify frontend compiles**
|
||||
|
||||
```bash
|
||||
cd helix-engage && npm run build
|
||||
```
|
||||
|
||||
- [ ] **Step 3: Commit**
|
||||
|
||||
```bash
|
||||
git add src/components/layout/app-shell.tsx
|
||||
git commit -m "feat: heartbeat every 5 min to keep agent session alive"
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Task 7: Docker + Deploy
|
||||
|
||||
**Files:**
|
||||
- Modify: VPS `docker-compose.yml`
|
||||
|
||||
- [ ] **Step 1: Add REDIS_URL to sidecar in docker-compose**
|
||||
|
||||
SSH to VPS and add `REDIS_URL: redis://redis:6379` to the sidecar environment section. Also add `redis` to the sidecar's `depends_on`.
|
||||
|
||||
- [ ] **Step 2: Deploy using deploy script**
|
||||
|
||||
```bash
|
||||
./deploy.sh all
|
||||
```
|
||||
|
||||
- [ ] **Step 3: Verify sidecar connects to Redis**
|
||||
|
||||
```bash
|
||||
ssh -i ~/Downloads/fortytwoai_hostinger root@148.230.67.184 "docker logs fortytwo-staging-sidecar-1 --tail 10 2>&1 | grep -i redis"
|
||||
```
|
||||
|
||||
Expected: `Redis connected`
|
||||
|
||||
- [ ] **Step 4: Test login flow**
|
||||
|
||||
Login as rekha.cc → should get `agentConfig` in response. SIP should connect with her specific extension. Try logging in from another browser → should get "already logged in" error.
|
||||
|
||||
- [ ] **Step 5: Commit docker-compose change and push all to Azure**
|
||||
|
||||
```bash
|
||||
cd helix-engage && git add . && git push origin dev
|
||||
cd helix-engage-server && git add . && git push origin dev
|
||||
```
|
||||
176
docs/superpowers/specs/2026-03-23-multi-agent-sip-lockout.md
Normal file
176
docs/superpowers/specs/2026-03-23-multi-agent-sip-lockout.md
Normal file
@@ -0,0 +1,176 @@
|
||||
# Multi-Agent SIP Credentials + Duplicate Login Lockout
|
||||
|
||||
**Date**: 2026-03-23
|
||||
**Status**: Approved design
|
||||
|
||||
---
|
||||
|
||||
## Problem
|
||||
|
||||
Single Ozonetel agent account (`global`) and SIP extension (`523590`) shared across all CC agents. When multiple agents log in, calls route to whichever browser registered last. No way to have multiple simultaneous CC agents.
|
||||
|
||||
## Solution
|
||||
|
||||
Per-agent Ozonetel credentials stored in the platform's Agent entity, resolved on login. Redis-backed session locking prevents duplicate logins. Frontend SIP provider uses dynamic credentials from login response.
|
||||
|
||||
---
|
||||
|
||||
## 1. Data Model
|
||||
|
||||
**Agent entity** (already created on platform via admin portal):
|
||||
|
||||
| Field (GraphQL) | Type | Purpose |
|
||||
|---|---|---|
|
||||
| `wsmemberId` | Relation | Links to workspace member |
|
||||
| `ozonetelagentid` | Text | Ozonetel agent ID (e.g. "global", "agent2") |
|
||||
| `sipextension` | Text | SIP extension number (e.g. "523590") |
|
||||
| `sippassword` | Text | SIP auth password |
|
||||
| `campaignname` | Text | Ozonetel campaign (e.g. "Inbound_918041763265") |
|
||||
|
||||
Custom fields use **all-lowercase** GraphQL names. One Agent record per CC user.
|
||||
|
||||
---
|
||||
|
||||
## 2. Sidecar Changes
|
||||
|
||||
### 2.1 Redis Integration
|
||||
|
||||
Add `ioredis` dependency to `helix-engage-server`. Connect to `REDIS_URL` (default `redis://redis:6379`).
|
||||
|
||||
New service: `src/auth/session.service.ts`
|
||||
|
||||
```
|
||||
lockSession(agentId, memberId) → SET agent:session:{agentId} {memberId} EX 3600
|
||||
isSessionLocked(agentId) → GET agent:session:{agentId} → returns memberId or null
|
||||
refreshSession(agentId) → EXPIRE agent:session:{agentId} 3600
|
||||
unlockSession(agentId) → DEL agent:session:{agentId}
|
||||
```
|
||||
|
||||
### 2.2 Auth Controller — Login Flow
|
||||
|
||||
Modify `POST /auth/login`:
|
||||
|
||||
1. Authenticate with platform → get JWT + user profile + workspace member ID
|
||||
2. Determine role (same as today)
|
||||
3. **If CC agent:**
|
||||
a. Query platform: `agents(filter: { wsmemberId: { eq: "<memberId>" } })` using server API key
|
||||
b. No Agent record → `403: "Agent account not configured. Contact administrator."`
|
||||
c. Check Redis: `isSessionLocked(agent.ozonetelagentid)`
|
||||
d. Locked by different user → `409: "You are already logged in on another device. Please log out there first."`
|
||||
e. Locked by same user → refresh TTL (re-login from same browser)
|
||||
f. Not locked → `lockSession(agent.ozonetelagentid, memberId)`
|
||||
g. Login to Ozonetel with agent's specific credentials
|
||||
h. Return `agentConfig` in response
|
||||
4. **If manager/executive:** No Agent query, no Redis, no SIP. Same as today.
|
||||
|
||||
**Login response** (CC agent):
|
||||
```json
|
||||
{
|
||||
"accessToken": "...",
|
||||
"refreshToken": "...",
|
||||
"user": { "id": "...", "role": "cc-agent", ... },
|
||||
"agentConfig": {
|
||||
"ozonetelAgentId": "global",
|
||||
"sipExtension": "523590",
|
||||
"sipPassword": "523590",
|
||||
"sipUri": "sip:523590@blr-pub-rtc4.ozonetel.com",
|
||||
"sipWsServer": "wss://blr-pub-rtc4.ozonetel.com:444",
|
||||
"campaignName": "Inbound_918041763265"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
SIP domain (`blr-pub-rtc4.ozonetel.com`) and WS port (`444`) remain from env vars — these are shared infrastructure, not per-agent.
|
||||
|
||||
### 2.3 Auth Controller — Logout
|
||||
|
||||
Modify `POST /auth/logout` (or add if doesn't exist):
|
||||
1. Resolve agent from JWT
|
||||
2. `unlockSession(agent.ozonetelagentid)`
|
||||
3. Ozonetel agent logout
|
||||
|
||||
### 2.4 Auth Controller — Heartbeat
|
||||
|
||||
New endpoint: `POST /auth/heartbeat`
|
||||
1. Resolve agent from JWT
|
||||
2. `refreshSession(agent.ozonetelagentid)` → extends TTL to 1 hour
|
||||
3. Return `{ status: 'ok' }`
|
||||
|
||||
### 2.5 Agent Config Cache
|
||||
|
||||
On login, store agent config in an in-memory `Map<workspaceMemberId, AgentConfig>`.
|
||||
|
||||
All Ozonetel controller endpoints currently use `this.defaultAgentId`. Change to:
|
||||
1. Resolve workspace member from JWT (already done in worklist controller's `resolveAgentName`)
|
||||
2. Lookup agent config from the in-memory map
|
||||
3. Use the agent's `ozonetelagentid` for Ozonetel API calls
|
||||
|
||||
This avoids querying Redis/platform on every API call.
|
||||
|
||||
Clear the cache entry on logout.
|
||||
|
||||
### 2.6 Config
|
||||
|
||||
New env var: `REDIS_URL` (default: `redis://redis:6379`)
|
||||
|
||||
Existing env vars (`OZONETEL_AGENT_ID`, `OZONETEL_SIP_ID`, etc.) become fallbacks only — used when no Agent record exists (backward compatibility for dev).
|
||||
|
||||
---
|
||||
|
||||
## 3. Frontend Changes
|
||||
|
||||
### 3.1 Store Agent Config
|
||||
|
||||
On login, store `agentConfig` from the response in localStorage (`helix_agent_config`).
|
||||
|
||||
On logout, clear it.
|
||||
|
||||
### 3.2 SIP Provider
|
||||
|
||||
`sip-provider.tsx`: Read SIP credentials from stored `agentConfig` instead of env vars.
|
||||
|
||||
```
|
||||
const agentConfig = JSON.parse(localStorage.getItem('helix_agent_config'));
|
||||
const sipUri = agentConfig?.sipUri ?? import.meta.env.VITE_SIP_URI;
|
||||
const sipPassword = agentConfig?.sipPassword ?? import.meta.env.VITE_SIP_PASSWORD;
|
||||
const sipWsServer = agentConfig?.sipWsServer ?? import.meta.env.VITE_SIP_WS_SERVER;
|
||||
```
|
||||
|
||||
If no `agentConfig` and no env vars → don't connect SIP.
|
||||
|
||||
### 3.3 Heartbeat
|
||||
|
||||
Add a heartbeat interval in `AppShell` (only for CC agents):
|
||||
- Every 5 minutes: `POST /auth/heartbeat`
|
||||
- If heartbeat fails with 401 → session expired, redirect to login
|
||||
|
||||
### 3.4 Login Error Handling
|
||||
|
||||
Handle new error codes from login:
|
||||
- `403` → "Agent account not configured. Contact administrator."
|
||||
- `409` → "You are already logged in on another device. Please log out there first."
|
||||
|
||||
### 3.5 Logout
|
||||
|
||||
On logout, call `POST /auth/logout` before clearing tokens (so sidecar can clean up Redis + Ozonetel).
|
||||
|
||||
---
|
||||
|
||||
## 4. Docker Compose
|
||||
|
||||
Add `REDIS_URL` to sidecar environment in `docker-compose.yml`:
|
||||
```yaml
|
||||
sidecar:
|
||||
environment:
|
||||
REDIS_URL: redis://redis:6379
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 5. Edge Cases
|
||||
|
||||
- **Sidecar restart**: Redis retains session locks. Agent config cache is lost but rebuilt on next API call (query Agent entity lazily).
|
||||
- **Redis restart**: All session locks cleared. Agents can re-login. Acceptable — same as TTL expiry.
|
||||
- **Browser crash (no logout)**: Heartbeat stops → Redis key expires in ≤1 hour → lock clears.
|
||||
- **Same user, same browser re-login**: Detected by comparing `memberId` in Redis → refreshes TTL instead of blocking.
|
||||
- **Agent record deleted while logged in**: Next Ozonetel API call fails → sidecar clears cache → agent gets logged out.
|
||||
@@ -10,6 +10,7 @@ import {
|
||||
faGear,
|
||||
faGrid2,
|
||||
faHospitalUser,
|
||||
faCalendarCheck,
|
||||
faPhone,
|
||||
faPlug,
|
||||
faUsers,
|
||||
@@ -44,6 +45,7 @@ const IconPhone = faIcon(faPhone);
|
||||
const IconClockRewind = faIcon(faClockRotateLeft);
|
||||
const IconUsers = faIcon(faUsers);
|
||||
const IconHospitalUser = faIcon(faHospitalUser);
|
||||
const IconCalendarCheck = faIcon(faCalendarCheck);
|
||||
|
||||
type NavSection = {
|
||||
label: string;
|
||||
@@ -71,6 +73,7 @@ const getNavSections = (role: string): NavSection[] => {
|
||||
{ label: 'Call Desk', href: '/', icon: IconPhone },
|
||||
{ label: 'Call History', href: '/call-history', icon: IconClockRewind },
|
||||
{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
|
||||
{ label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
|
||||
{ label: 'My Performance', href: '/my-performance', icon: IconChartMixed },
|
||||
]},
|
||||
];
|
||||
@@ -81,6 +84,7 @@ const getNavSections = (role: string): NavSection[] => {
|
||||
{ label: 'Lead Workspace', href: '/', icon: IconGrid2 },
|
||||
{ label: 'All Leads', href: '/leads', icon: IconUsers },
|
||||
{ label: 'Patients', href: '/patients', icon: IconHospitalUser },
|
||||
{ label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
|
||||
{ label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
|
||||
{ label: 'Outreach', href: '/outreach', icon: IconCommentDots },
|
||||
]},
|
||||
|
||||
@@ -102,7 +102,7 @@ export const GlobalSearch = ({ onSelectResult }: GlobalSearchProps) => {
|
||||
id: a.id,
|
||||
type: 'appointment',
|
||||
title: a.doctorName ?? 'Appointment',
|
||||
subtitle: [a.department, date, a.appointmentStatus].filter(Boolean).join(' · '),
|
||||
subtitle: [a.department, date, a.status].filter(Boolean).join(' · '),
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -21,6 +21,7 @@ import { IntegrationsPage } from "@/pages/integrations";
|
||||
import { AgentDetailPage } from "@/pages/agent-detail";
|
||||
import { SettingsPage } from "@/pages/settings";
|
||||
import { MyPerformancePage } from "@/pages/my-performance";
|
||||
import { AppointmentsPage } from "@/pages/appointments";
|
||||
import { AuthProvider } from "@/providers/auth-provider";
|
||||
import { DataProvider } from "@/providers/data-provider";
|
||||
import { RouteProvider } from "@/providers/router-provider";
|
||||
@@ -55,6 +56,7 @@ createRoot(document.getElementById("root")!).render(
|
||||
<Route path="/my-performance" element={<MyPerformancePage />} />
|
||||
<Route path="/call-desk" element={<CallDeskPage />} />
|
||||
<Route path="/patients" element={<PatientsPage />} />
|
||||
<Route path="/appointments" element={<AppointmentsPage />} />
|
||||
<Route path="/team-dashboard" element={<TeamDashboardPage />} />
|
||||
<Route path="/reports" element={<ReportsPage />} />
|
||||
<Route path="/integrations" element={<IntegrationsPage />} />
|
||||
|
||||
235
src/pages/appointments.tsx
Normal file
235
src/pages/appointments.tsx
Normal file
@@ -0,0 +1,235 @@
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
|
||||
import { faIcon } from '@/lib/icon-wrapper';
|
||||
|
||||
const SearchLg = faIcon(faMagnifyingGlass);
|
||||
import { Badge } from '@/components/base/badges/badges';
|
||||
import { Input } from '@/components/base/input/input';
|
||||
import { Table } from '@/components/application/table/table';
|
||||
import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
|
||||
import { TopBar } from '@/components/layout/top-bar';
|
||||
import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
|
||||
import { formatPhone } from '@/lib/format';
|
||||
import { apiClient } from '@/lib/api-client';
|
||||
|
||||
type AppointmentRecord = {
|
||||
id: string;
|
||||
scheduledAt: string | null;
|
||||
durationMin: number | null;
|
||||
appointmentType: string | null;
|
||||
status: string | null;
|
||||
doctorName: string | null;
|
||||
department: string | null;
|
||||
reasonForVisit: string | null;
|
||||
patient: {
|
||||
id: string;
|
||||
fullName: { firstName: string; lastName: string } | null;
|
||||
phones: { primaryPhoneNumber: string } | null;
|
||||
} | null;
|
||||
doctor: {
|
||||
clinic: { clinicName: string } | null;
|
||||
} | null;
|
||||
};
|
||||
|
||||
type StatusTab = 'all' | 'SCHEDULED' | 'COMPLETED' | 'CANCELLED' | 'RESCHEDULED';
|
||||
|
||||
const STATUS_COLORS: Record<string, 'brand' | 'success' | 'error' | 'warning' | 'gray'> = {
|
||||
SCHEDULED: 'brand',
|
||||
CONFIRMED: 'brand',
|
||||
COMPLETED: 'success',
|
||||
CANCELLED: 'error',
|
||||
NO_SHOW: 'warning',
|
||||
RESCHEDULED: 'warning',
|
||||
};
|
||||
|
||||
const STATUS_LABELS: Record<string, string> = {
|
||||
SCHEDULED: 'Booked',
|
||||
CONFIRMED: 'Confirmed',
|
||||
COMPLETED: 'Completed',
|
||||
CANCELLED: 'Cancelled',
|
||||
NO_SHOW: 'No Show',
|
||||
RESCHEDULED: 'Rescheduled',
|
||||
FOLLOW_UP: 'Follow-up',
|
||||
CONSULTATION: 'Consultation',
|
||||
};
|
||||
|
||||
const QUERY = `{ appointments(first: 100, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
|
||||
id scheduledAt durationMin appointmentType status
|
||||
doctorName department reasonForVisit
|
||||
patient { id fullName { firstName lastName } phones { primaryPhoneNumber } }
|
||||
doctor { clinic { clinicName } }
|
||||
} } } }`;
|
||||
|
||||
const formatDate = (iso: string): string => {
|
||||
const d = new Date(iso);
|
||||
return d.toLocaleDateString('en-IN', { day: 'numeric', month: 'short', year: 'numeric' });
|
||||
};
|
||||
|
||||
const formatTime = (iso: string): string => {
|
||||
const d = new Date(iso);
|
||||
return d.toLocaleTimeString('en-IN', { hour: 'numeric', minute: '2-digit', hour12: true });
|
||||
};
|
||||
|
||||
export const AppointmentsPage = () => {
|
||||
const [appointments, setAppointments] = useState<AppointmentRecord[]>([]);
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [tab, setTab] = useState<StatusTab>('all');
|
||||
const [search, setSearch] = useState('');
|
||||
|
||||
useEffect(() => {
|
||||
apiClient.graphql<{ appointments: { edges: Array<{ node: AppointmentRecord }> } }>(QUERY, undefined, { silent: true })
|
||||
.then(data => setAppointments(data.appointments.edges.map(e => e.node)))
|
||||
.catch(() => {})
|
||||
.finally(() => setLoading(false));
|
||||
}, []);
|
||||
|
||||
const statusCounts = useMemo(() => {
|
||||
const counts: Record<string, number> = {};
|
||||
for (const a of appointments) {
|
||||
const s = a.status ?? 'UNKNOWN';
|
||||
counts[s] = (counts[s] ?? 0) + 1;
|
||||
}
|
||||
return counts;
|
||||
}, [appointments]);
|
||||
|
||||
const filtered = useMemo(() => {
|
||||
let rows = appointments;
|
||||
|
||||
if (tab !== 'all') {
|
||||
rows = rows.filter(a => a.status === tab);
|
||||
}
|
||||
|
||||
if (search.trim()) {
|
||||
const q = search.toLowerCase();
|
||||
rows = rows.filter(a => {
|
||||
const patientName = `${a.patient?.fullName?.firstName ?? ''} ${a.patient?.fullName?.lastName ?? ''}`.toLowerCase();
|
||||
const phone = a.patient?.phones?.primaryPhoneNumber ?? '';
|
||||
const doctor = (a.doctorName ?? '').toLowerCase();
|
||||
const dept = (a.department ?? '').toLowerCase();
|
||||
const branch = (a.doctor?.clinic?.clinicName ?? '').toLowerCase();
|
||||
return patientName.includes(q) || phone.includes(q) || doctor.includes(q) || dept.includes(q) || branch.includes(q);
|
||||
});
|
||||
}
|
||||
|
||||
return rows;
|
||||
}, [appointments, tab, search]);
|
||||
|
||||
const tabItems = [
|
||||
{ id: 'all' as const, label: 'All', badge: appointments.length > 0 ? String(appointments.length) : undefined },
|
||||
{ id: 'SCHEDULED' as const, label: 'Booked', badge: statusCounts.SCHEDULED ? String(statusCounts.SCHEDULED) : undefined },
|
||||
{ id: 'COMPLETED' as const, label: 'Completed', badge: statusCounts.COMPLETED ? String(statusCounts.COMPLETED) : undefined },
|
||||
{ id: 'CANCELLED' as const, label: 'Cancelled', badge: statusCounts.CANCELLED ? String(statusCounts.CANCELLED) : undefined },
|
||||
{ id: 'RESCHEDULED' as const, label: 'Rescheduled', badge: statusCounts.RESCHEDULED ? String(statusCounts.RESCHEDULED) : undefined },
|
||||
];
|
||||
|
||||
return (
|
||||
<>
|
||||
<TopBar title="Appointment Master" />
|
||||
|
||||
<div className="flex flex-1 flex-col overflow-hidden">
|
||||
{/* Tabs + search */}
|
||||
<div className="flex items-end justify-between border-b border-secondary px-6 pt-3 pb-0.5">
|
||||
<Tabs selectedKey={tab} onSelectionChange={(key) => setTab(key as StatusTab)}>
|
||||
<TabList items={tabItems} type="underline" size="sm">
|
||||
{(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
|
||||
</TabList>
|
||||
</Tabs>
|
||||
<div className="w-56 shrink-0 pb-1">
|
||||
<Input
|
||||
placeholder="Search patient, doctor, branch..."
|
||||
icon={SearchLg}
|
||||
size="sm"
|
||||
value={search}
|
||||
onChange={setSearch}
|
||||
aria-label="Search appointments"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Table */}
|
||||
<div className="flex-1 overflow-y-auto px-4 pt-3">
|
||||
{loading ? (
|
||||
<div className="flex items-center justify-center py-12">
|
||||
<p className="text-sm text-tertiary">Loading appointments...</p>
|
||||
</div>
|
||||
) : filtered.length === 0 ? (
|
||||
<div className="flex items-center justify-center py-12">
|
||||
<p className="text-sm text-quaternary">{search ? 'No matching appointments' : 'No appointments found'}</p>
|
||||
</div>
|
||||
) : (
|
||||
<Table size="sm">
|
||||
<Table.Header>
|
||||
<Table.Head label="Patient" isRowHeader />
|
||||
<Table.Head label="Date" className="w-28" />
|
||||
<Table.Head label="Time" className="w-24" />
|
||||
<Table.Head label="Doctor" />
|
||||
<Table.Head label="Department" className="w-28" />
|
||||
<Table.Head label="Branch" className="w-36" />
|
||||
<Table.Head label="Status" className="w-28" />
|
||||
<Table.Head label="Chief Complaint" />
|
||||
</Table.Header>
|
||||
<Table.Body items={filtered}>
|
||||
{(appt) => {
|
||||
const patientName = appt.patient
|
||||
? `${appt.patient.fullName?.firstName ?? ''} ${appt.patient.fullName?.lastName ?? ''}`.trim() || 'Unknown'
|
||||
: 'Unknown';
|
||||
const phone = appt.patient?.phones?.primaryPhoneNumber ?? '';
|
||||
const branch = appt.doctor?.clinic?.clinicName ?? '—';
|
||||
const statusLabel = STATUS_LABELS[appt.status ?? ''] ?? appt.status ?? '—';
|
||||
const statusColor = STATUS_COLORS[appt.status ?? ''] ?? 'gray';
|
||||
|
||||
return (
|
||||
<Table.Row id={appt.id}>
|
||||
<Table.Cell>
|
||||
<div className="min-w-0">
|
||||
<span className="text-sm font-medium text-primary block truncate max-w-[180px]">
|
||||
{patientName}
|
||||
</span>
|
||||
{phone && (
|
||||
<PhoneActionCell
|
||||
phoneNumber={phone}
|
||||
displayNumber={formatPhone({ number: phone, callingCode: '+91' })}
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-sm text-primary">
|
||||
{appt.scheduledAt ? formatDate(appt.scheduledAt) : '—'}
|
||||
</span>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-sm text-primary">
|
||||
{appt.scheduledAt ? formatTime(appt.scheduledAt) : '—'}
|
||||
</span>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-sm text-primary">{appt.doctorName ?? '—'}</span>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-xs text-tertiary">{appt.department ?? '—'}</span>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-xs text-tertiary truncate block max-w-[130px]">{branch}</span>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<Badge size="sm" color={statusColor} type="pill-color">
|
||||
{statusLabel}
|
||||
</Badge>
|
||||
</Table.Cell>
|
||||
<Table.Cell>
|
||||
<span className="text-xs text-tertiary truncate block max-w-[200px]">
|
||||
{appt.reasonForVisit ?? '—'}
|
||||
</span>
|
||||
</Table.Cell>
|
||||
</Table.Row>
|
||||
);
|
||||
}}
|
||||
</Table.Body>
|
||||
</Table>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</>
|
||||
);
|
||||
};
|
||||
@@ -3,6 +3,7 @@ import { useNavigate } from 'react-router';
|
||||
import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
|
||||
import { faEye, faEyeSlash } from '@fortawesome/pro-duotone-svg-icons';
|
||||
import { useAuth } from '@/providers/auth-provider';
|
||||
import { useData } from '@/providers/data-provider';
|
||||
import { Button } from '@/components/base/buttons/button';
|
||||
import { SocialButton } from '@/components/base/buttons/social-button';
|
||||
import { Checkbox } from '@/components/base/checkbox/checkbox';
|
||||
@@ -10,6 +11,7 @@ import { Input } from '@/components/base/input/input';
|
||||
|
||||
export const LoginPage = () => {
|
||||
const { loginWithUser } = useAuth();
|
||||
const { refresh } = useData();
|
||||
const navigate = useNavigate();
|
||||
|
||||
const saved = localStorage.getItem('helix_remember');
|
||||
@@ -59,6 +61,7 @@ export const LoginPage = () => {
|
||||
platformRoles: u?.platformRoles,
|
||||
});
|
||||
|
||||
refresh();
|
||||
navigate('/');
|
||||
} catch (err: any) {
|
||||
setError(err.message);
|
||||
|
||||
Reference in New Issue
Block a user