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saridsa2
a3afa43963 docs: developer operations runbook — local testing, deploy, logs, troubleshooting 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-04 12:55:58 +05:30
saridsa2
8470dd03c7 fix: UI polish — nav labels, date picker, rules engine, error messages 
- Sidebar: removed "Master" from nav labels (Leads, Patients, Appointments, Call Log)
- Appointment form: Dept + Doctor in 2-col row, Date below, disabled cascade
- DatePicker: placement="bottom start" + shouldFlip fixes popover positioning
- Team Performance: default to "Week", grid KPI cards, chart legend spacing
- Rules Engine: manual save (removed auto-debounce), Reset to Defaults uses
  DEFAULT_PRIORITY_CONFIG (no template endpoint), removed dead saveTimerRef
- Automation rules: 6 showcase cards with trigger/condition/action, replaced
  agent-specific rule with generic round-robin
- Recording analysis: friendly error message with retry instead of raw Deepgram error
- Sidebar active/hover: brand color reference for theming

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-02 16:55:16 +05:30
saridsa2
afd0829dc6 feat: design tokens — multi-hospital theming system 
Backend (sidecar):
- ThemeService: read/write/backup/reset theme.json with versioning
- ThemeController: GET/PUT/POST /api/config/theme endpoints
- ConfigThemeModule registered in app

Frontend:
- ThemeTokenProvider: fetches theme, injects CSS variables on <html>
- Login page: logo, title, subtitle, Google/forgot toggles from tokens
- Sidebar: title, subtitle, active highlight from brand color scale
- AI chat: quick actions from tokens
- Branding settings page: 2-column layout, file upload for logo/favicon,
  single color picker with palette generation, font dropdowns, presets,
  pinned footer, versioning

Theme CSS:
- Sidebar active/hover text now references --color-brand-400

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-02 15:50:36 +05:30
saridsa2
c5d5e9c4f9 feat: supervisor AI tools — agent performance, campaign stats, call summary, SLA breaches 
- AiChatPanel accepts context type, team dashboard passes { type: 'supervisor' }
- Supervisor system prompt: data-driven, no bias, threshold-based comparisons

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-02 13:05:20 +05:30
saridsa2
4598740efe feat: inline forms, transfer redesign, patient fixes, UI polish 
- Appointment/enquiry forms reverted to inline rendering (not modals)
- Forms: flat scrollable section with pinned footer, no card wrapper
- Appointment form: DatePicker component, date prefilled, removed Returning Patient checkbox
- Enquiry form: removed disposition dropdown, lead status defaults to CONTACTED
- Transfer dialog: agent picker with live status, doctor list with department, select-then-connect flow
- Transfer: removed external number input, moved Cancel/Connect to pinned header row
- Button mutual exclusivity: Book Appt / Enquiry / Transfer close each other
- Patient name write-back: appointment + enquiry forms update patient fullName after save
- Caller cache invalidation: POST /api/caller/invalidate after name update
- Follow-up fix (#513): assignedAgent, patientId, date validation in createFollowUp
- Patients page: removed status filters + column, added pagination (15/page)
- Pending badge removed from call desk header
- Table resize handles visible (bg-tertiary pill)
- Sim call button: dev-only (import.meta.env.DEV)
- CallControlStrip component (reusable, not currently mounted)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-02 12:14:38 +05:30
saridsa2
442a581c8a fix: appointment/enquiry modals + team performance fallback 
- Appointment form: converted from inline to modal dialog, removed Returning Patient checkbox
- Enquiry form: converted from inline to modal dialog
- Active call card: removed max-h-[50vh] scroll container, forms render as modals
- Team Performance: fallback agent list from call records when Ozonetel unavailable
- NPS/Time sections show placeholder when data unavailable

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 17:20:59 +05:30
saridsa2
4f5370abdc feat: data table improvements — SLA column, pagination, column resize, ordinal dates 
- Call Recordings: pagination (15/page), column toggle, sortable SLA/duration/date, ordinal dates, SSE refresh
- Missed Calls: full rewrite matching data table pattern (pagination, column toggle, sort, SLA from entity)
- Call History: SLA column from entity field
- Table component: ResizableTableContainer + ColumnResizer for all tables
- Date formatting: formatDateOrdinal utility (1st April, 2nd March, etc.)
- SLA reads from platform call.sla field (seeded for 200 records)
- AI button long-press triggers OTP-gated cache clear for re-analysis

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 17:20:59 +05:30
saridsa2
b90740e009 feat: rules engine — priority config UI + worklist scoring 
- Rules engine spec v2 (priority vs automation rules distinction)
- Priority Rules settings page with weight sliders, SLA config, campaign/source weights
- Collapsible config sections with dynamic headers
- Live worklist preview panel with client-side scoring
- AI assistant panel (collapsible) with rules-engine-specific system prompt
- Worklist panel: score display with SLA status dots, sort by score
- Scoring library (scoring.ts) for client-side preview computation
- Sidebar: Rules Engine nav item under Configuration

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 17:20:59 +05:30
Mouli Chand Birudugadda
462601d0dc Merged PR 73: changed colors in sidebar 
changed colors in sidebar
 2026-04-01 06:41:56 +00:00
moulichand16
9a2253b56e added colors to side bar 2026-04-01 11:29:05 +05:30
saridsa2
99f34f59f9 docs: rules engine implementation plan — 7 tasks 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 18:18:09 +05:30
saridsa2
41dbbbb0fe docs: rules engine design spec — Phase 1 (engine + storage + API + worklist) 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 18:10:57 +05:30
moulichand16
3cafe820cf reverted back to initial colors 2026-03-31 15:05:05 +05:30
saridsa2
1d1b271227 fix: campaign cards equal height — h-full + flex col to fill grid row 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 15:02:11 +05:30
saridsa2
2286ec07a0 fix: PinInput separator — simple text-lg with flex center, no display-xl 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:53:49 +05:30
saridsa2
6ade1bc639 fix: PinInput separator — en dash + translate nudge for visual centering 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:51:59 +05:30
saridsa2
c37284952b fix: PinInput separator — add leading-none to override display-xl line-height 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:49:37 +05:30
saridsa2
a64981bed1 fix: PinInput separator — flex center on the separator div itself 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:44:44 +05:30
saridsa2
ba41a6f708 fix: PinInput separator not vertically centered — add items-center to Group container 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:42:21 +05:30
saridsa2
64514f0f3c fix: Lead Master pagination — PAGE_SIZE 25→15, LeadTable flex chain for scroll 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:37:18 +05:30
saridsa2
33fedf7082 refactor: unified maint modal with pre-step support, OTP-gated campaign clear 
- Extended MaintAction with needsPreStep + clientSideHandler
- MaintOtpModal supports pre-step content before OTP (campaign selection)
- Removed standalone ClearCampaignLeadsModal — all maint actions go through one modal
- 4-step import wizard with Untitled UI Select for mapping
- DynamicTable className passthrough

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:24:44 +05:30
saridsa2
0295790c9a fix: preview table scrolling — proper flex constraints for table body scroll 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:12:26 +05:30
saridsa2
64309d506b feat: 4-step import wizard — separate mapping step with Untitled UI Select 
- Step 1: Campaign cards
- Step 2: Upload CSV + column mapping grid with Untitled UI Select dropdowns
- Step 3: Preview with DynamicTable, scrollable body, pagination
- Step 4: Import progress + results
- Fixed modal height, no jitter between steps
- FontAwesome arrow icon for mapping visual

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 14:07:38 +05:30
saridsa2
fdbce42213 feat: split mapping dropdowns into separate row above preview table 
Mapping bar with styled dropdowns sits above the DynamicTable.
Mapped columns show brand highlight, unmapped show gray.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:57:04 +05:30
saridsa2
b8ae561d0f feat: DynamicTable adapter for Untitled UI Table + import preview upgrade 
- DynamicTable component: wraps Table for dynamic/unknown columns with headerRenderer support
- Import wizard preview now uses DynamicTable instead of plain HTML table
- Fixed modal height (80vh) to prevent jitter between wizard steps
- Campaign card shows actual linked lead count, not marketing metric

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:53:46 +05:30
saridsa2
f0ed4ad32b fix: column toggle dropdown jumping on checkbox click 
Replaced React Aria Checkbox with plain button to prevent event propagation
issues with outside-click handler causing dropdown re-render/scroll reset.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:42:41 +05:30
saridsa2
9ec8d194ac fix: revert ResizableTableContainer — was causing wide checkbox column 
Column resize needs dedicated CSS work. Show/hide columns still works.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:37:16 +05:30
saridsa2
1e64760fd1 feat: Lead Master — column show/hide toggle, resizable table, remove dead filter/sort buttons 
- ColumnToggle component with checkbox dropdown for column visibility
- useColumnVisibility hook for state management
- Campaign/Ad/FirstContact/Spam/Dups hidden by default (mostly empty)
- ResizableTableContainer wrapping Table for column resize support
- Column defaultWidth/minWidth props
- Removed non-functional Filter and Sort buttons

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:31:12 +05:30
saridsa2
c36802864c feat: Lead Master — campaign filter pills + fixed-height table layout 
- Campaign filter pills: clickable badges for each campaign + "No Campaign", toggle filtering
- Fixed-height layout: header/tabs/pills pinned, table fills viewport with internal scroll, pagination pinned at bottom

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 13:18:31 +05:30
saridsa2
7af1ccb713 feat: wizard step indicator, wider dialog, campaigns in admin sidebar, clear leads shortcut 
- Import wizard: added step indicator (numbered circles), widened to max-w-5xl
- Admin sidebar: added Marketing → Campaigns nav link
- Clear campaign leads: Ctrl+Shift+C shortcut with campaign picker modal (test-only)
- Test CSV data for all 3 campaigns
- Defect fixing plan + CSV import spec docs
- Session memory update

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 12:45:05 +05:30
moulichand16
65450ddd3e changed colors in sidebar 2026-03-31 12:30:27 +05:30
saridsa2
d9e2bedc1b feat: CSV lead import — complete wizard with campaign selection, mapping, and patient matching 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 11:58:01 +05:30
saridsa2
f97e8de17a feat: lead import wizard with campaign selection, CSV preview, and patient matching 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 11:55:07 +05:30
saridsa2
1a451cc1bf feat: CSV parsing, phone normalization, and fuzzy column matching utility 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 11:53:35 +05:30
saridsa2
5da4c47908 docs: CSV lead import spec + defect fixing plan 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 11:45:04 +05:30
saridsa2
c3c3f4b3d7 feat: worklist sorting, contextual disposition, context panel redesign, notifications 
- Worklist default sort descending (newest first), sortable column headers (PRIORITY, PATIENT, SLA) via React Aria
- Contextual disposition: auto-selects based on in-call actions (appointment → APPOINTMENT_BOOKED, enquiry → INFO_PROVIDED, transfer → FOLLOW_UP_SCHEDULED)
- Context panel redesign: collapsible AI Insight, Upcoming (appointments + follow-ups + linked patient), Recent (calls + activities) sections; auto-collapse on AI chat start
- Appointments added to DataProvider with APPOINTMENTS_QUERY, Appointment type, transform
- Notification bell for admin/supervisor: performance alerts (idle time, NPS, conversion thresholds) with toast on load + bell dropdown with dismiss; demo alerts as fallback
- Slideout z-index fix: added z-50 to slideout ModalOverlay matching modal component

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:45:52 +05:30
saridsa2
0477064b3e wip: AI chat streaming endpoint + useChat integration (protocol mismatch) 
- Server: POST /api/ai/stream using streamText with tools (lookup_patient, lookup_appointments, lookup_doctor)
- Frontend: AiChatPanel rewritten with @ai-sdk/react useChat hook
- Tool result cards: PatientCard, AppointmentCard, DoctorCard
- Streaming works server-side but useChat v1 doesn't parse AI SDK v6 toTextStreamResponse format
- Context panel layout needs redesign — context section fills entire panel, chat pushed below fold
- TODO: Fix streaming protocol, redesign panel layout with collapsible context

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
saridsa2
48ed300094 feat: unified context panel, remove tabs, context-aware layout 
- Merged AI Assistant + Lead 360 tabs into single context-aware panel
- Context section shows: lead profile, AI insight (live from event bus), appointments, activity
- "On call with" banner only shows during active calls (isInCall prop)
- AI Chat always available at bottom of panel
- Phase 1 only — AI Chat panel needs full redesign with Vercel AI SDK tool calling (Phase 2)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
saridsa2
e6b2208077 feat: disposition modal, persistent top bar, pagination, QA fixes 
- DispositionModal: single modal for all call endings. Dismissable (agent can resume call).
  Agent clicks End → modal → select reason → hangup + dispose. Caller disconnects → same modal.
- One call screen: CallWidget stripped to ringing notification + auto-redirect to Call Desk.
- Persistent top bar in AppShell: agent status toggle + network indicator on all pages.
- Network indicator always visible (Connected/Unstable/No connection).
- Pagination: Untitled UI PaginationCardDefault on Call History + Appointments (20/page).
- Pinned table headers/footers: sticky column headers, scrollable body, pinned pagination.
  Applied to Call Desk worklist, Call History, Appointments, Call Recordings, Missed Calls.
- "Patient" → "Caller" column label in Call History.
- Offline → Ready toggle enabled.
- Profile status dot reflects Ozonetel state.
- NavAccountCard: popover placement top, View Profile + Account Settings restored.
- WIP pages for /profile and /account-settings.
- Enquiry form PHONE_INQUIRY → PHONE enum fix.
- Force Ready / View Profile / Account Settings removed then restored properly.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
saridsa2
daa2fbb0c2 fix: SIP driven by Agent entity, token refresh, network indicator 
- SIP connection only for users with Agent entity (no env var fallback)
- Supervisor no longer intercepts CC agent calls
- Auth controller checks Agent entity for ALL roles, not just cc-agent
- Token refresh handles GraphQL UNAUTHENTICATED errors (200 with error body)
- Token refresh handles sidecar 400s from expired upstream tokens
- Network quality indicator in sidebar (offline/unstable/good)
- Ozonetel IDLE event mapped to ready state (fixes stuck calling after canceled call)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
saridsa2
70e0f6fc3e feat: call recording analysis with Deepgram diarization + AI insights 
- Deepgram pre-recorded API: transcription with diarization, sentiment, topics, summary
- OpenAI structured insights: call outcome, patient satisfaction, coaching notes, action items, compliance flags
- Slideout panel UI with audio player, speaker-labeled transcript, sentiment badge
- AI pill button in recordings table between Caller and Type columns
- Redis caching (7-day TTL) to avoid re-analyzing the same recording

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
saridsa2
488f524f84 feat: SSE agent state, UCID fix, maint module, QA bug fixes 
- Fix outbound disposition: store UCID from dial API response (root cause of silent disposition failure)
- SSE agent state: real-time Ozonetel state drives status toggle (ready/break/calling/in-call/acw)
- Maint module with OTP-protected endpoints (force-ready, unlock-agent, backfill, fix-timestamps)
- Maint OTP modal with PinInput component, keyboard shortcuts (Ctrl+Shift+R/U/B/T)
- Force-logout via SSE: admin unlock pushes force-logout to connected browsers
- Silence JsSIP debug flood, add structured lifecycle logging ([SIP], [DIAL], [DISPOSE], [AGENT-STATE])
- Centralize date formatting with IST-aware formatters across 11 files
- Fix call history: non-overlapping aggregates (completed/missed), correct timestamp display
- Auto-dismiss CallWidget ended/failed state after 3 seconds
- Remove floating "Helix Phone" idle badge from all pages
- Fix dead code in agent-state endpoint (auto-assign was unreachable after return)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 14:44:48 +05:30
Mouli Chand Birudugadda
ae94a390df Merged PR 69: added Patient info from Patient master 
added Patient info from Patient master
 2026-03-25 10:47:14 +00:00
moulichand16
30b59be604 added Patient info from Patient master 2026-03-25 16:14:15 +05:30
saridsa2
710609dfee refactor: centralise outbound dial into useSip().dialOutbound() 
- Single dialOutbound() in sip-provider handles all outbound state:
  callState, callerNumber, outboundPending, API call, error recovery
- ClickToCallButton, PhoneActionCell, Dialler all use dialOutbound()
- Removed direct Jotai atom manipulation from calling components
- Removed setOutboundPending imports from components
- SIP disconnects on provider unmount + auth logout
- Dialler input is now editable (type or numpad)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 18:49:10 +05:30
saridsa2
13e81ba9fb fix: await logout before navigating, prevent cancelled fetch 
- Logout is now async — awaits sidecar /auth/logout before clearing tokens
- confirmSignOut awaits logout() before navigate('/login')
- 5 second timeout on logout fetch to prevent indefinite hang
- Added console.warn on logout failure

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 15:22:39 +05:30
saridsa2
d4f33d6c06 fix: restore KPI card icons on live monitor page 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 13:59:09 +05:30
saridsa2
d21841ddd5 feat: supervisor module — team performance, live monitor, master data pages 
- Admin sidebar restructured: Supervisor + Data & Reports + Admin groups
- Team Performance (PP-5): 6 sections — KPIs, call trends, agent table,
  time breakdown, NPS/conversion, performance alerts
- Live Call Monitor (PP-6): polling active calls, KPI cards, action buttons
- Call Recordings: filtered call table with inline audio player
- Missed Calls: supervisor view with status tabs and SLA tracking

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 13:52:53 +05:30
saridsa2
ad58888514 docs: supervisor module spec + implementation plan 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 13:22:31 +05:30
saridsa2
dbd8391f2c fix: UUID type mismatch, slot conflict, appt/enquiry tabs, dialler in header 
- Changed $id: ID! to $id: UUID! in all update mutations (4 files)
- Removed redundant slot availability check (UI already disables booked slots)
- Book Appt and Enquiry act as toggle tabs — one closes the other
- Dialler moved from FAB to header dropdown next to status toggle

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 10:54:56 +05:30