feat: quick wins — global search, P360 actions, context panel, route guards

- Wire GlobalSearch component into app shell top bar (US-10)
- P360: Book Appointment button opens AppointmentForm (US-8)
- P360: Add Note button creates leadActivity via GraphQL (US-8)
- P360: Appointment rows clickable for edit (active statuses only) (US-8)
- P360: Display lead status badge (was fetched but not rendered) (US-8)
- Context panel: "View 360" link on linked patient → /patient/:id (US-6)
- Context panel: Display campaign info from lead.utmCampaign (US-6)
- Route guards: Admin-only routes wrapped in RequireAdmin (US-1, US-3)

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

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

@@ -1,4 +1,5 @@
 import { useState, useCallback, useMemo } from 'react';
+import { useNavigate } from 'react-router';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import {
     faSparkles, faPhone, faChevronDown, faChevronUp,
@@ -58,6 +59,7 @@ const SectionHeader = ({ icon, label, count, expanded, onToggle }: {
 );
 
 export const ContextPanel = ({ selectedLead, activities, calls, followUps, appointments, patients, callerPhone, isInCall }: ContextPanelProps) => {
+    const navigate = useNavigate();
     const [contextExpanded, setContextExpanded] = useState(true);
     const [insightExpanded, setInsightExpanded] = useState(true);
     const [actionsExpanded, setActionsExpanded] = useState(true);
@@ -163,6 +165,16 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
                                 </div>
                             )}
 
+                            {/* Campaign info */}
+                            {(lead.utmCampaign || lead.campaignId) && (
+                                <div className="flex items-center gap-1.5 px-1 py-1">
+                                    <span className="text-[11px] font-semibold uppercase tracking-wider text-tertiary">Campaign</span>
+                                    <Badge size="sm" color="brand" type="pill-color">
+                                        {lead.utmCampaign ?? lead.campaignId}
+                                    </Badge>
+                                </div>
+                            )}
+
                             {/* Quick Actions — upcoming appointments + follow-ups + linked patient */}
                             {(leadAppointments.length > 0 || leadFollowUps.length > 0 || linkedPatient) && (
                                 <div>
@@ -223,6 +235,12 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
                                                     {linkedPatient.patientType && (
                                                         <Badge size="sm" color="gray" type="pill-color" className="ml-auto">{linkedPatient.patientType}</Badge>
                                                     )}
+                                                    <button
+                                                        onClick={() => navigate(`/patient/${linkedPatient.id}`)}
+                                                        className="text-[11px] font-medium text-brand-secondary hover:text-brand-secondary_hover shrink-0"
+                                                    >
+                                                        View 360
+                                                    </button>
                                                 </div>
                                             )}
                                         </div>

src/components/layout/app-shell.tsx

@@ -15,6 +15,7 @@ import { useAuth } from '@/providers/auth-provider';
 import { useData } from '@/providers/data-provider';
 import { useMaintShortcuts } from '@/hooks/use-maint-shortcuts';
 import { useNetworkStatus } from '@/hooks/use-network-status';
+import { GlobalSearch } from '@/components/shared/global-search';
 import { apiClient } from '@/lib/api-client';
 import { cx } from '@/utils/cx';
 
@@ -119,7 +120,9 @@ export const AppShell = ({ children }: AppShellProps) => {
                 <div className="flex flex-1 flex-col overflow-hidden">
                     {/* Persistent top bar — visible on all pages */}
                     {(hasAgentConfig || isAdmin) && (
-                        <div className="flex shrink-0 items-center justify-end gap-2 border-b border-secondary px-4 py-2">
+                        <div className="flex shrink-0 items-center gap-2 border-b border-secondary px-4 py-2">
+                            <GlobalSearch />
+                            <div className="ml-auto flex items-center gap-2">
                             {isAdmin && <NotificationBell />}
                             {hasAgentConfig && (
                                 <>
@@ -140,6 +143,7 @@ export const AppShell = ({ children }: AppShellProps) => {
                                     <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
                                 </>
                             )}
+                            </div>
                         </div>
                     )}
                     <ResumeSetupBanner />

src/main.tsx

@@ -10,6 +10,11 @@ const AdminSetupGuard = () => {
     const { isAdmin } = useAuth();
     return isAdmin ? <SetupWizardPage /> : <Navigate to="/" replace />;
 };
+
+const RequireAdmin = () => {
+    const { isAdmin } = useAuth();
+    return isAdmin ? <Outlet /> : <Navigate to="/" replace />;
+};
 import { RoleRouter } from "@/components/layout/role-router";
 import { NotFound } from "@/pages/not-found";
 import { AllLeadsPage } from "@/pages/all-leads";
@@ -85,22 +90,23 @@ createRoot(document.getElementById("root")!).render(
                                 <Route path="/call-desk" element={<CallDeskPage />} />
                                 <Route path="/patients" element={<PatientsPage />} />
                                 <Route path="/appointments" element={<AppointmentsPage />} />
-                                <Route path="/team-performance" element={<TeamPerformancePage />} />
+                                {/* Admin-only routes */}
-                                <Route path="/live-monitor" element={<LiveMonitorPage />} />
+                                <Route element={<RequireAdmin />}>
-                                <Route path="/call-recordings" element={<CallRecordingsPage />} />
+                                    <Route path="/team-performance" element={<TeamPerformancePage />} />
-                                <Route path="/missed-calls" element={<MissedCallsPage />} />
+                                    <Route path="/live-monitor" element={<LiveMonitorPage />} />
-                                <Route path="/team-dashboard" element={<TeamDashboardPage />} />
+                                    <Route path="/call-recordings" element={<CallRecordingsPage />} />
-                                <Route path="/reports" element={<ReportsPage />} />
+                                    <Route path="/missed-calls" element={<MissedCallsPage />} />
-                                <Route path="/integrations" element={<IntegrationsPage />} />
+                                    <Route path="/team-dashboard" element={<TeamDashboardPage />} />
-
+                                    <Route path="/reports" element={<ReportsPage />} />
-                                {/* Settings hub + section pages */}
+                                    <Route path="/integrations" element={<IntegrationsPage />} />
-                                <Route path="/settings" element={<SettingsPage />} />
+                                    <Route path="/settings" element={<SettingsPage />} />
-                                <Route path="/settings/team" element={<TeamSettingsPage />} />
+                                    <Route path="/settings/team" element={<TeamSettingsPage />} />
-                                <Route path="/settings/clinics" element={<ClinicsPage />} />
+                                    <Route path="/settings/clinics" element={<ClinicsPage />} />
-                                <Route path="/settings/doctors" element={<DoctorsPage />} />
+                                    <Route path="/settings/doctors" element={<DoctorsPage />} />
-                                <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
+                                    <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
-                                <Route path="/settings/ai" element={<AiSettingsPage />} />
+                                    <Route path="/settings/ai" element={<AiSettingsPage />} />
-                                <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                    <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                </Route>
 
                                 <Route path="/agent/:id" element={<AgentDetailPage />} />
                                 <Route path="/patient/:id" element={<Patient360Page />} />

src/pages/patient-360.tsx

@@ -15,8 +15,10 @@ import { Avatar } from '@/components/base/avatar/avatar';
 import { Badge } from '@/components/base/badges/badges';
 import { Button } from '@/components/base/buttons/button';
 import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
+import { AppointmentForm } from '@/components/call-desk/appointment-form';
 import { apiClient } from '@/lib/api-client';
 import { formatShortDate, getInitials } from '@/lib/format';
+import { notify } from '@/lib/toast';
 import { cx } from '@/utils/cx';
 import type { LeadActivity, LeadActivityType, Call, CallDisposition } from '@/types/entities';
 
@@ -96,15 +98,16 @@ type PatientData = {
 };
 
 // Appointment row component
-const AppointmentRow = ({ appt }: { appt: any }) => {
+const AppointmentRow = ({ appt, onEdit }: { appt: any; onEdit?: (appt: any) => void }) => {
     const scheduledAt = appt.scheduledAt ? formatShortDate(appt.scheduledAt) : '--';
     const statusColors: Record<string, 'success' | 'brand' | 'warning' | 'error' | 'gray'> = {
         COMPLETED: 'success', SCHEDULED: 'brand', CONFIRMED: 'brand',
         CANCELLED: 'error', NO_SHOW: 'warning', RESCHEDULED: 'warning',
     };
+    const canEdit = appt.status !== 'COMPLETED' && appt.status !== 'CANCELLED' && appt.status !== 'NO_SHOW';
 
     return (
-        <div className="flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0">
+        <div className={cx('flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0', canEdit && onEdit && 'cursor-pointer hover:bg-primary_hover transition duration-100 ease-linear')} onClick={() => canEdit && onEdit?.(appt)}>
             <div className="flex size-9 shrink-0 items-center justify-center rounded-full bg-brand-secondary">
                 <CalendarCheck className="size-4 text-fg-white" />
             </div>
@@ -266,6 +269,9 @@ export const Patient360Page = () => {
     const { id } = useParams<{ id: string }>();
     const [activeTab, setActiveTab] = useState<string>('appointments');
     const [noteText, setNoteText] = useState('');
+    const [noteSaving, setNoteSaving] = useState(false);
+    const [apptFormOpen, setApptFormOpen] = useState(false);
+    const [editingAppt, setEditingAppt] = useState<any>(null);
     const [patient, setPatient] = useState<PatientData | null>(null);
     const [loading, setLoading] = useState(true);
     const [activities, setActivities] = useState<LeadActivity[]>([]);
@@ -383,6 +389,11 @@ export const Patient360Page = () => {
                                             {leadInfo.source.replace(/_/g, ' ')}
                                         </Badge>
                                     )}
+                                    {leadInfo?.status && (
+                                        <Badge size="sm" type="pill-color" color={leadInfo.status === 'CONVERTED' ? 'success' : leadInfo.status === 'NEW' ? 'brand' : 'gray'}>
+                                            {leadInfo.status.replace(/_/g, ' ')}
+                                        </Badge>
+                                    )}
                                 </div>
                             </div>
                         </div>
@@ -423,7 +434,7 @@ export const Patient360Page = () => {
                         {phoneRaw && (
                             <ClickToCallButton phoneNumber={phoneRaw} label="Call" size="sm" />
                         )}
-                        <Button size="sm" color="secondary" iconLeading={Calendar}>
+                        <Button size="sm" color="secondary" iconLeading={Calendar} onClick={() => { setEditingAppt(null); setApptFormOpen(true); }}>
                             Book Appointment
                         </Button>
                         <Button size="sm" color="secondary" iconLeading={MessageTextSquare01}>
@@ -472,7 +483,7 @@ export const Patient360Page = () => {
                                 ) : (
                                     <div className="rounded-xl border border-secondary bg-primary">
                                         {appointments.map((appt: any) => (
-                                            <AppointmentRow key={appt.id} appt={appt} />
+                                            <AppointmentRow key={appt.id} appt={appt} onEdit={(a) => { setEditingAppt(a); setApptFormOpen(true); }} />
                                         ))}
                                     </div>
                                 )}
@@ -538,7 +549,25 @@ export const Patient360Page = () => {
                                             size="sm"
                                             color="primary"
                                             iconLeading={Plus}
-                                            isDisabled={noteText.trim() === ''}
+                                            isDisabled={noteText.trim() === '' || noteSaving}
+                                            isLoading={noteSaving}
+                                            onClick={async () => {
+                                                if (!noteText.trim() || !leadInfo?.id) return;
+                                                setNoteSaving(true);
+                                                try {
+                                                    await apiClient.graphql(
+                                                        `mutation($data: LeadActivityCreateInput!) { createLeadActivity(data: $data) { id } }`,
+                                                        { data: { name: `Note — ${fullName}`, activityType: 'NOTE_ADDED', summary: noteText.trim(), occurredAt: new Date().toISOString(), leadId: leadInfo.id } },
+                                                    );
+                                                    setActivities(prev => [{ id: crypto.randomUUID(), activityType: 'NOTE_ADDED' as LeadActivityType, summary: noteText.trim(), occurredAt: new Date().toISOString(), performedBy: null, previousValue: null, newValue: noteText.trim(), leadId: leadInfo.id }, ...prev]);
+                                                    setNoteText('');
+                                                    notify.success('Note Added');
+                                                } catch {
+                                                    notify.error('Failed', 'Could not save note');
+                                                } finally {
+                                                    setNoteSaving(false);
+                                                }
+                                            }}
                                         >
                                             Add Note
                                         </Button>
@@ -563,6 +592,33 @@ export const Patient360Page = () => {
                     </Tabs>
                 </div>
             </div>
+
+            <AppointmentForm
+                isOpen={apptFormOpen}
+                onOpenChange={setApptFormOpen}
+                callerNumber={phoneRaw || null}
+                leadName={fullName !== 'Unknown Patient' ? fullName : null}
+                leadId={leadInfo?.id ?? null}
+                patientId={id ?? null}
+                existingAppointment={editingAppt ? {
+                    id: editingAppt.id,
+                    scheduledAt: editingAppt.scheduledAt,
+                    doctorName: editingAppt.doctorName ?? '',
+                    department: editingAppt.department ?? '',
+                    reasonForVisit: editingAppt.reasonForVisit,
+                    status: editingAppt.status,
+                } : null}
+                onSaved={() => {
+                    setApptFormOpen(false);
+                    setEditingAppt(null);
+                    // Refresh patient data
+                    if (id) {
+                        apiClient.graphql<{ patients: { edges: Array<{ node: PatientData }> } }>(
+                            PATIENT_QUERY, { id }, { silent: true },
+                        ).then(data => setPatient(data.patients.edges[0]?.node ?? null)).catch(() => {});
+                    }
+                }}
+            />
         </>
     );
 };