- 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>
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>
