Two related fixes:
1. KPIs were capped at 100. The data-provider's entity queries were hardcoded to first: 100; on Global the supervisor dashboard showed 'Total Calls: 100' this week while the AI assistant (which paginates) reported 182. Converted each query to a cursor-aware builder, added a generic fetchAll(rootField, builder) that loops until hasNextPage=false (capped at 25 pages × 200 as a runaway guard). Page size bumped 100→200 to cut round-trips on active tenants.
2. Every 30s background poll flipped loading=true, flashing a 'Loading...' overlay across supervisor surfaces. hasLoadedRef guards the flag so only the initial fetch triggers the loading state.
QA flagged Team Dashboard vs Team Performance as repetitive. Retire Team Performance from the sidebar; move its unique surfaces (rich agent table, time breakdown, NPS/Conversion, Performance Alerts) into Team Dashboard below the existing KPI row.
- supervisor-rollup: new shared module — useSupervisorRollup hook +
RichAgentTable / TimeBreakdown / NpsConversion / PerformanceAlerts
- Time Breakdown rendered as a table (Agent / Active / Wrap / Idle
/ Break / Total + Team-average header row) — QA flagged the old
stacked-bar tiles as misleading because per-agent totals varied
wildly and width comparison was meaningless
- team-dashboard: tabs replaced with stacked sections; everything
scroll-visible so supervisors don't hunt across surfaces
- sidebar: remove 'Team Performance' entry (route kept for backup)
and drop the now-unused IconChartLine wiring
QA ask: leads should be the default view on campaign detail, not behind tab navigation, with campaign metrics (budget / funnel / source) kept visible alongside.
- drop the Overview/Leads tabs
- render LeadTable filtered to campaignLeads on the left
- Campaign Details card + Conversion Funnel + Source Breakdown
pinned on the right as a sticky sidebar
- hero: remove 'View Leads' button (was duplicate nav now)
- LeadActivitySlideout wired for row click-through
Edit mode prefilled clinic + department + doctorId, but the doctor
Select rendered blank because the doctor-list filter (doctors where
department === selectedDept) excluded the saved doctor. Root cause:
the Appointment.department string doesn't always match the doctor's
current department enum value.
Fix: doctorSelectItems now always includes the currently-selected
doctor as the first item, even when the department filter would
exclude them. Once the user changes department or doctor, the filter
behaves normally.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- leadAppointments now filters out past appointments — past dates
can't be rescheduled, so "14 Apr · Meena Patel" shouldn't appear in
the pill row today. Uses scheduledAt >= now.
- Click Edit pill → reschedule-confirm modal:
"Yes, reschedule" → form opens in edit mode (prefilled + editable)
"No, just view" → form opens read-only (prefilled + disabled)
- Prefill was broken — AppointmentForm's useState initializers only
run at mount, so switching pills didn't re-seed state. Added
key={editingApptId}-{apptMode} so the form fully remounts whenever
the selection or mode changes.
- Thread readOnly prop through every form control (patient name,
phone, age, gender, clinic, department, doctor, date, time slots,
chief complaint). In view mode all inputs are disabled and the
Update Appointment + Cancel Appointment buttons hide — only Close
remains.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Book Appt defect (QA-559): no visible path to edit an existing
appointment — the Upcoming section in the context panel collapses
automatically when the AI auto-summary fires, hiding the Edit action.
Fix: render appointment pills above the AppointmentForm drawer when
the returning patient has upcoming appointments:
[+ New] [Apr 24 · Dr. Harpreet Edit] [May 02 · Dr. Meena Edit]
- Click [+ New] (default): empty form, create mode
- Click Edit on a pill: form prefills with that appointment, edit mode
- Closing the drawer resets the selected pill
Separate defect: AI chat persisted after call ended — stale summary
from the previous call stayed visible on the worklist. ai-chat-panel
now wipes messages + resets the auto-fire guard when
callerContext.leadId transitions to null (call dropped/released, no
selected lead).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The appointment-edit form opened with clinic/time blank even for
well-formed appointments because the pipeline never carried clinicId
end-to-end. Four-layer audit + fix:
1. APPOINTMENTS_QUERY now fetches clinicId + clinic { id clinicName }
+ doctor.fullName (was only doctor.id).
2. transformAppointments populates real clinicId + clinicName from the
relation instead of faking clinicName=department.
3. Appointment type gets clinicId: string | null.
4. context-panel passes clinicId through to AppointmentForm's
existingAppointment prop; form initial-states clinic from it.
Also on edit: if the saved timeSlot isn't in the fresh slot list
(past-slot filter, schedule change, clinic mismatch) we inject it as
"HH:MM (current)" so the dropdown displays the existing value instead
of looking cleared.
Historical appointments with clinicId=null on the platform still fall
through to the auto-select-from-slot logic; a maint backfill for those
is a separate task.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Layout (P1-adjacent):
- context-panel switches to an edit-only layout when editingAppointment
is set. Previously AppointmentForm rendered inline BELOW the AI panel,
crushing the AI area into a ~2-line strip that made the returning-
patient summary + quick actions unusable. Edit view gets full height
with a "Back to context" button.
P2s:
- Remove Attempted sub-tab from Missed Calls worklist (Pending only).
- Add CALL_DROPPED disposition option + propagate through every
per-disposition Record<CallDisposition,...> map (incoming-call-card,
call-log, call-history, agent-detail, patient-360).
- Block SLA-gaming on unanswered calls: Book Appt / Enquiry / Transfer
buttons on active-call-card are disabled until the call reaches the
answered state (wasAnsweredRef). The disposition filter was already
in place; this closes the upstream entry.
- Data labels on performance charts: my-performance bar chart shows
value on top of each bar; donut shows {d}% slice labels; team-
performance day trend line shows per-point values.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Mute persists across calls: sip-manager's "ended/failed" branch now
resets the Recoil sipIsMutedAtom + sipIsOnHoldAtom (previously only
the SIP track was unmuted, leaving the UI icon + toggle logic in a
muted state that the next call inherited).
- Telephony-unavailable dial pad: call-desk.tsx dial-pad "Call" button
was missing an isRegistered check in its disabled prop, so it stayed
clickable when SIP was down. Button now shows "Telephony unavailable"
and is disabled.
- Past dates in Follow-up: enquiry-form's follow-up date input had no
min constraint. Switched to a raw <input type="date"> with min set
to today's ISO date.
- Returning-patient AI summary during call: ai-chat-panel now auto-fires
a "give me a quick summary of <caller>" request whenever the caller's
leadId changes (new incoming call). Clears prior chat state so each
caller starts fresh.
- Remove Type column in Patients page (Badge import also pruned).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Seed script was writing weekdayHours / saturdayHours / sundayHours +
requiredDocuments as strings — neither exist on Clinic that way.
Switched to per-day booleans + opensAt/closesAt. requiredDocuments is
a relation, so dropped from the clinic payload.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Patient records created from the enquiry form now get a platform title
from the typed name. Cosmetic fix — frontend was already showing the
fullName, only platform admin browsing showed "Untitled".
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
usePerformanceAlerts now fetches /api/supervisor/performance-alerts
every 60s instead of computing client-side. Dismiss + dismiss-all hit
the sidecar so state survives reload. Toast fires when new alerts arrive.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
1. notification-bell: drop the DEMO_ALERTS fallback (Riya Mehta etc.).
Empty state ("No active alerts") shows when the live computation
returns nothing — which is the truthful state until thresholds are
set on Agent records.
2. use-performance-alerts: bucket calls by c.agentId === agent.id when
the relation is set; fall back to legacy agentName matching only for
un-enriched rows. Fixes conversion% calc going to 0 after backfill.
3. agent-table: Link target uses agent.id (UUID or "legacy:NAME") so
the URL is a stable identifier instead of a display string.
4. agent-detail: parse the route param into UUID vs legacy:NAME, filter
calls by c.agentId or c.agentName accordingly, and resolve display
name via the platform Agents list.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The Agent Performance table on the team dashboard was bucketing by raw
call.agentName — the field that holds Ozonetel's transfer-chain string
("RamaiahAdmin -> GlobalHealthX") and collides for distinct AgentIDs
that share a Full Name. Result: 7 rows for 3 real agents.
Now buckets by call.agent.id when the CDR enrichment has populated it,
falls back to legacy agentName grouping otherwise. Calls without any
agent info are dropped from the agent rollup (instead of being
collapsed under "Unknown").
Pulls agent { id name ozonetelAgentId } + transferredTo + transferType
on CALLS_QUERY.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Prefer call.agent.id (set by CDR enrichment) over call.agentName string
matching. Falls back to the raw agentName only when the row hasn't been
enriched yet. Eliminates the "RamaiahAdmin -> GlobalHealthX" transfer-chain
rows and the display-name collisions (two distinct AgentIDs with the same
Full Name).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- appointment-form: normalize phone to +91XXXXXXXXXX before patient create
- appointment-form: use empty string not 'Unknown' for name fallback
- call-history: show formatted phone number instead of 'Unknown' when no lead
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Appointments page was using department for the Branch column. Now fetches
doctor.clinic.clinicName from the GraphQL query and displays that. Search
filter also updated.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Caller resolver now returns empty IDs for unrecognized numbers instead
of eagerly creating lead+patient records. Records are created when the
agent explicitly books an appointment or logs an enquiry — per PRD.
- caller-resolution.service.ts: return unresolved result, don't create
- call-desk.tsx: toast changed to 'No existing records found'
- appointment-form.tsx: create patient on save if none exists
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
When a new caller's patient record is created by the caller resolver,
the name is empty. The agent types a name in the appointment form but
the patient was never updated (Bug #527 removed all patient updates).
Now updates patient name only when the initial name was empty — existing
patients with names are not affected.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Slots were fetched by doctor+date but not filtered by clinic. A doctor
visiting multiple branches showed all slots regardless of selected branch.
Now filters by clinicId when a clinic is selected.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The logout POST to /auth/logout was getting cancelled when the page
navigated to /login before the fetch completed. keepalive: true ensures
the request survives page unload so the Redis session lock is released.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
use-sip-phone.ts reads VITE_SIP_* as fallback before login response
provides per-agent config. Keep them for safety.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
VITE_API_URL is now empty (same-origin). Caddy proxies /auth and /api
to the sidecar on the same domain. The old VPS URL caused 'User not
found' errors because the VPS has different workspace users.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replace openssl pkey decryption with direct sshpass passphrase handling.
Use original key file directly. Added VPN note.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Left panel: KPI cards + clickable call table (row selection highlights).
Right panel (380px): caller context (name, phone, source, AI summary,
appointments) + BargeControls component. Fetches lead data by phone match
on selection. Auto-clears when selected call ends. Removed disabled
Listen/Whisper/Barge buttons — replaced with integrated barge drawer.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
BargeControls component with 4 states: idle → connecting → connected → ended.
Connected state shows Listen/Whisper/Barge mode tabs (DTMF 4/5/6), live
duration counter, hang up button. Auto-cleanup on unmount. Mode changes
notify sidecar for agent SSE events.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Separate from agent sip-client.ts — different lifecycle (on-demand per
barge session, not persistent). Auto-answers incoming Ozonetel calls.
DTMF mode switching: 4=listen, 5=whisper, 6=barge. Event-driven with
registered/callConnected/callEnded events. Audio via hidden <audio> element.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Admin username + password inputs in the Ozonetel section for supervisor
barge/whisper/listen access. Follows existing masked password pattern.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
SIP-only supervisor barge with DTMF mode switching (4=listen, 5=whisper,
6=barge). Live monitor split layout with context panel. Agent indicator
on whisper/barge only. Auto-disconnect on call end. Dynamic SIP from
Ozonetel pool.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- requirements.md: full 16-user-story tracker with verified implementation
status, code references, Ozonetel API findings, platform capability notes,
and implementation guides for search (includeInSearch), barge/whisper, and
appointment notifications
- ozonetel-cdr-api-reference.md: all 42 CDR fields, 3 endpoints (detailed,
UCID, paginated), sidecar mapping status, known gotchas (nullable fields,
field name inconsistency, rate limits)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Covers Gitea + Woodpecker + MinIO pipeline setup, Teams
notifications, test report publishing, mirrored repos,
secrets config, troubleshooting, and E2E test coverage.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
