Appointment form clinic dropdown was hardcoded to 3 "Global Hospital"
branches. Replaced with a GraphQL query to { clinics } so each
workspace shows its own clinics. If no clinics are configured, the
dropdown is empty instead of showing wrong data.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
disconnectSip() now guards against disconnect when outboundPending
or outboundActive is true. Accepts force=true for intentional
disconnects (logout, page unload, component unmount). Prevents
React re-render cycles from killing the SIP WebSocket mid-dial,
which was causing the call to drop and disposition modal to not appear.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Fixed useEffect dependency bug: callState in deps caused cleanup
(disconnectSip) to fire on every state transition, killing SIP
mid-dial. Now uses useRef for callState in beforeunload handler
with empty deps array — cleanup only fires on unmount.
- sendBeacon auto-dispose now includes agentId from agent config
- Disposition modal submit now includes agentId from agent config
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Defect 1: Setup wizard (/setup) now guarded by AdminSetupGuard —
CC agents and other non-admin roles are redirected to / instead of
seeing the setup wizard they can't complete.
Defect 3: Removed all references to Doctor.clinic (relation was
replaced by DoctorVisitSlot entity). Updated queries.ts,
appointments.tsx, transforms.ts, doctors.tsx, appointment-form.tsx.
Defect 6 (frontend side): Dial request now sends agentId and
campaignName from localStorage agent config so the sidecar dials
with the correct per-agent credentials, not global defaults.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Root cause: when an agent refreshes the page during or after a call,
the React state (UCID, callState, disposition modal) is wiped. The
SIP BYE event fires but no component exists to trigger the disposition
modal → no POST to /api/ozonetel/dispose → agent stuck in ACW.
Layer 1 (beforeunload warning):
Shows browser's native "Leave page?" dialog during active calls.
Agent can cancel and stay.
Layer 2 (sendBeacon auto-dispose):
UCID persisted to localStorage when call activates. On page unload,
navigator.sendBeacon fires /api/ozonetel/dispose with
CALLBACK_REQUESTED. Guaranteed delivery even during page death.
Cleared from localStorage when disposition modal submits normally.
Layer 3 lives in helix-engage-server (separate commit).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Setup wizard: 3-pane layout with right-side live previews, resume
banner, edit/copy icons on team step, AI prompt configuration
- Forms: employee-create replaces invite-member (no email invites),
clinic form with address/hours/payment, doctor form with visit slots
- Seed script: aligned to current SDK schema — doctors created as
workspace members (HelixEngage Manager role), visitingHours replaced
by doctorVisitSlot entity, clinics seeded, portalUserId linked
dynamically, SUB/ORIGIN/GQL configurable via env vars
- Pages: clinics + doctors CRUD updated for new schema, team settings
with temp password + role assignment
- New components: time-picker, day-selector, wizard-right-panes,
wizard-layout-context, resume-setup-banner
- Removed: invite-member-form (replaced by employee-create-form per
no-email-invites rule)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Fixes the long-standing bug where the Appointment and Enquiry forms
silently overwrote existing patients' names with whatever happened to
be in the form's patient-name input. Before this change, an agent who
accidentally typed over the pre-filled name (or deliberately typed a
different name while booking on behalf of a relative) would rename
the patient across the entire workspace on save. The corruption
cascaded into past appointments, lead history, the AI summary, and
the Redis caller-resolution cache. This was the root cause of the
"Priya Sharma shows as Satya Sharma" incident on staging.
Root cause: appointment-form.tsx:249-278 and enquiry-form.tsx:107-117
fired updatePatient + updateLead.contactName unconditionally on every
save. Nothing distinguished "stub patient with no name yet" from
"existing patient whose name just needs this appointment booked".
Fix — lock-by-default with explicit unlock:
- src/components/modals/edit-patient-confirm-modal.tsx (new):
generic reusable confirmation modal for any destructive edit to a
patient's record. Accepts title/description/confirmLabel with
sensible defaults so the call-desk forms can pass a name-specific
description, and any future page that needs a "are you sure you
want to change this patient field?" confirm can reuse it without
building its own modal. Styled to match the sign-out confirmation
in sidebar.tsx — warning circle, primary-destructive confirm button.
- src/components/call-desk/appointment-form.tsx:
- New state: isNameEditable (default false when leadName is
non-empty; true for first-time callers with no prior name to
protect) + editConfirmOpen.
- Name input renders disabled + shows an Edit button next to it
when locked.
- Edit button opens EditPatientConfirmModal. Confirm unlocks the
field for the rest of the form session.
- Save logic gates updatePatient / updateLead.contactName behind
`isNameEditable && trimmedName.length > 0 && trimmedName !==
initialLeadName`. Empty / same-as-initial values never trigger
the rename chain, even if the field was unlocked.
- On a real rename, fires POST /api/lead/:id/enrich to regenerate
the AI summary against the corrected identity (phone passed in
the body so the sidecar also invalidates the caller-resolution
cache). Non-rename saves just invalidate the cache via the
existing /api/caller/invalidate endpoint so status +
lastContacted updates propagate.
- Bundled fix: renamed `leadStatus: 'APPOINTMENT_SET'` →
`status: 'APPOINTMENT_SET'` and `lastContactedAt` →
`lastContacted` in the updateLead payload. The old field names
are rejected by the staging platform schema and were causing the
"Query failed: Field leadStatus is not defined by type
LeadUpdateInput" toast on every appointment save.
- src/components/call-desk/enquiry-form.tsx:
- Same lock + Edit + modal pattern as the appointment form.
- Added leadName prop (the form previously didn't receive one).
- Gated updatePatient behind the nameChanged check.
- Gated lead.contactName in updateLead behind the same check.
- Hooks the enrich endpoint on rename; cache invalidate otherwise.
- Status + interestedService + source still update on every save
(those are genuinely about this enquiry, not identity).
- src/components/call-desk/active-call-card.tsx: passes
leadName={fullName || null} to EnquiryForm so the form can
pre-populate + lock by default.
Behavior summary:
- New caller, no prior name: field unlocked, agent types, save runs
the full chain (correct — this IS the name).
- Existing caller, agent leaves name alone: field locked, Save
creates appointment/enquiry + updates lead status/lastContacted +
invalidates cache. Zero risk of patient/lead rename.
- Existing caller, agent clicks Edit, confirms modal, changes name,
Save: full rename chain runs — updatePatient + updateLead +
/api/lead/:id/enrich + cache invalidate. The only code path that
can mutate a linked patient's name, and it requires two explicit
clicks.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replaces the Phase 2 StepPlaceholder with six dedicated wizard step
components, each wrapping the corresponding Phase 3/4 form. The parent
setup-wizard.tsx is now a thin dispatcher that owns shell state +
markSetupStepComplete wiring; each step owns its own data load, form
state, validation, and save action.
- src/components/setup/wizard-step-types.ts — shared
WizardStepComponentProps shape
- src/components/setup/wizard-step-identity.tsx — minimal brand form
(hospital name + logo URL) hitting /api/config/theme, links out to
/branding for full customisation
- src/components/setup/wizard-step-clinics.tsx — ClinicForm + createClinic
mutation, always presents an empty "add new" form
- src/components/setup/wizard-step-doctors.tsx — DoctorForm with clinic
dropdown, blocks with an inline warning when no clinics exist yet
- src/components/setup/wizard-step-team.tsx — InviteMemberForm with real
roles fetched from getRoles, sends invitations via sendInvitations
- src/components/setup/wizard-step-telephony.tsx — loads masked config
from /api/config/telephony, validates required Ozonetel fields on save
- src/components/setup/wizard-step-ai.tsx — loads AI config, clamps
temperature 0..2, doesn't auto-advance (last step, admin taps Finish)
- src/pages/setup-wizard.tsx — dispatches to the right step component
based on activeStep, passes a WizardStepComponentProps bundle
Each step calls onComplete(step) after a successful save, which updates
the shared SetupState so the left-nav badges reflect the new status
immediately.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replaces the three remaining Pattern B placeholder routes
(/settings/telephony, /settings/ai, /settings/widget) with real forms
backed by the sidecar config endpoints introduced in Phase 1. Each page
loads the current config on mount, round-trips edits via PUT, and
supports reset-to-defaults. Changes take effect immediately since the
TelephonyConfigService / AiConfigService / WidgetConfigService all keep
in-memory caches that all consumers read through.
- src/components/forms/telephony-form.tsx — Ozonetel + SIP + Exotel
sections; honours the '***masked***' sentinel for secrets
- src/components/forms/ai-form.tsx — provider/model/temperature/prompt
with per-provider model suggestions
- src/components/forms/widget-form.tsx — enabled/url/embed toggles plus
an allowedOrigins chip list
- src/pages/telephony-settings.tsx — loads masked config, marks the
telephony wizard step complete when all required Ozonetel fields
are filled
- src/pages/ai-settings.tsx — clamps temperature to 0..2 on save,
marks the ai wizard step complete on successful save
- src/pages/widget-settings.tsx — uses the admin endpoint
(/api/config/widget/admin), exposes rotate-key + copy-to-clipboard
for the site key, and separates the read-only key card from the
editable config card
- src/main.tsx — swaps the three placeholder routes for the real pages
- src/pages/settings-placeholder.tsx — removed; no longer referenced
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replaces Phase 2 placeholder routes for /settings/clinics and
/settings/doctors with real list + add/edit slideouts backed directly by
the platform's ClinicCreateInput / DoctorCreateInput mutations. Rewrites
/settings/team to fetch roles via getRoles and let admins invite members
(sendInvitations) and change roles (updateWorkspaceMemberRole).
- src/components/forms/clinic-form.tsx — reusable form + GraphQL input
transformer, handles address/phone/email composite types
- src/components/forms/doctor-form.tsx — reusable form with clinic
dropdown and currency conversion for consultation fees
- src/components/forms/invite-member-form.tsx — multi-email chip input
with comma-to-commit UX (AriaTextField doesn't expose onKeyDown)
- src/pages/clinics.tsx — list + slideout using ClinicForm, marks the
clinics setup step complete on first successful add
- src/pages/doctors.tsx — list + slideout with parallel clinic fetch,
disabled-state when no clinics exist, marks doctors step complete
- src/pages/team-settings.tsx — replaces email-pattern role inference
with real getRoles + in-row role Select, adds invite slideout, marks
team step complete on successful invitation
- src/main.tsx — routes /settings/clinics and /settings/doctors to real
pages instead of SettingsPlaceholder stubs
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Phase 2 of hospital onboarding & self-service plan
(docs/superpowers/plans/2026-04-06-hospital-onboarding-self-service.md
checked in here for the helix-engage repo).
Frontend foundations for the staff-portal Settings hub and 6-step setup
wizard. Backend was Phase 1 (helix-engage-server commit).
New shared components (src/components/setup/):
- wizard-shell.tsx — fullscreen layout with left step navigator, progress
bar, and Skip-for-now affordance
- wizard-step.tsx — single-step wrapper with Mark Complete + Prev/Next/
Finish navigation, completion badge
- section-card.tsx — Settings hub card with title/description/icon, links
to a section page, optional status badge mirroring setup-state
New pages:
- pages/setup-wizard.tsx — top-level /setup route, fullscreen (no AppShell),
loads setup-state from sidecar, renders the active step. Each step has a
placeholder body for now; Phase 5 swaps placeholders for real form
components from the matching settings pages. Already functional end-to-end:
Mark Complete writes to PUT /api/config/setup-state/steps/<step>, Skip
posts to /dismiss, Finish navigates to /.
- pages/team-settings.tsx — moved the existing workspace member listing out
of the old monolithic settings.tsx into its own /settings/team route. No
functional change; Phase 3 will add the invite form + role editor here.
- pages/settings-placeholder.tsx — generic "Coming in Phase X" stub used by
routes for clinics, doctors, telephony, ai, widget until those pages land.
Modified pages:
- pages/settings.tsx — rewritten as the Settings hub (the new /settings
route). Renders SectionCards in 3 groups (Hospital identity, Care
delivery, Channels & automation) with completion badges sourced from
/api/config/setup-state. The hub links to existing pages (/branding,
/rules) and to placeholder pages for the not-yet-built sections.
- pages/login.tsx — after successful login, calls getSetupState() and
redirects to /setup if wizardRequired. Failures fall through to / so an
older sidecar without the setup-state endpoint still works.
- components/layout/sidebar.tsx — collapsed the Configuration group
(Rules Engine + Branding standalone entries) into the single Settings
entry that opens the hub. Removes the IconSlidersUp import that's no
longer used.
New types and helpers (src/lib/setup-state.ts):
- SetupState / SetupStepName / SetupStepStatus types mirroring the sidecar
shape
- SETUP_STEP_NAMES constant + SETUP_STEP_LABELS map (title + description
per step) — single source of truth used by the wizard, hub, and any
future surface that wants to render step metadata
- getSetupState / markSetupStepComplete / markSetupStepIncomplete /
dismissSetupWizard / resetSetupState helpers wrapping the api-client
Other:
- lib/api-client.ts — added apiClient.put() helper for the setup-state
step update mutations (PUT was the only verb missing from the existing
get/post/graphql helpers)
- main.tsx — registered new routes:
/setup (fullscreen, no AppShell)
/settings (the hub, replaces old settings.tsx)
/settings/team (moved member listing)
/settings/clinics (placeholder, Phase 3)
/settings/doctors (placeholder, Phase 3)
/settings/telephony (placeholder, Phase 4)
/settings/ai (placeholder, Phase 4)
/settings/widget (placeholder, Phase 4)
Tested via npx tsc --noEmit and npm run build (clean, only pre-existing
chunk-size and dynamic-import warnings unrelated to this change).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Fetches /api/config/widget from the sidecar and injects widget.js only
when enabled + embed.loginPage + key are all set. Falls back to VITE_API_URL
as the script host when cfg.url is empty (default for fresh configs).
Replaces an earlier draft that read VITE_WIDGET_KEY + VITE_WIDGET_URL from
build-time env — widget config lives in data/widget.json on the sidecar now
and is admin-editable via PUT /api/config/widget, so no rebuild is needed
to toggle or rotate it.
Never blocks login on a widget-config failure — the fetch is fire-and-forget
and errors just log a warning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Widget design spec (embeddable AI chat + booking + lead capture)
- Implementation plan (6 tasks)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
- 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>
- 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>
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>
- 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>
- 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>
