All Table.Head components need at least one isRowHeader prop set.
Fixed in: worklist, agent-table, settings, patients, call-history, agent-detail.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
ActiveCallCard now handles the full post-call flow:
- Call ends → Disposition form appears (6 options + notes)
- "Appointment Booked" → Opens appointment booking slideout
- "Follow-up Needed" → Auto-creates follow-up in platform
- Other dispositions → Logs call and returns to worklist
- "Book Appt" button available during active call too
- Creates Call record in platform on disposition submit
- Removed auto-reset to idle (ActiveCallCard manages lifecycle)
- "Back to Worklist" resets SIP state via Jotai atoms
Also fixes:
- All 7 GraphQL queries corrected (LINKS subfields, field renames)
- Campaign edit button moved to bottom-right
- Avg Response Time uses Math.abs for seed data edge case
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Agent Detail (/agent/:id):
- Individual agent performance page with KPI cards + call log table
- Clickable agent names in dashboard table link to detail view
- Back button to Team Dashboard
Campaign Edit Slideout:
- Edit button on each campaign card
- Slideout with name, status, budget, dates
- Saves via updateCampaign GraphQL mutation
Integration Config Slideout:
- Configure button on each integration card
- Per-integration form fields (Ozonetel, WhatsApp, Facebook, etc.)
- Copy webhook URL, OAuth placeholder buttons
Auth Persistence:
- User data persisted to localStorage on login
- Session restored on page refresh — no more logout on F5
- Stale tokens cleaned up automatically
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Dashboard KPI:
- Fix 1534m → 25h 34m (formatMinutes helper)
- Add info icon tooltips on all KPI and metric cards
- Pass role="admin" to AI panel for manager-specific prompts
Settings:
- Add search + pagination to employee table
- Infer roles from email convention (platform roles API returns null via API key)
AI Assistant:
- Role-specific quick prompts: manager sees "Agent performance", "Missed risks"
- Agent sees "Doctor availability", "Treatment packages"
Sticky headers:
- Add overflow-hidden to campaigns and all-leads pages
Misc:
- Fix free-brands-svg-icons → pro-duotone in integrations
- Remove Follow-ups from CC agent sidebar
- Remove global search from TopBar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Context panel now collapsible via toggle button (sidebar icon in status bar)
- Fixed width 400px when open, full-width worklist when closed
- Worklist and Today's Calls as separate tabs instead of stacked
- Fix missed calls callerNumber transform (PHONES composite → array)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Install Untitled UI table component
- Install Apache ECharts (echarts + echarts-for-react)
- Build webhook handler: POST /webhooks/ozonetel/missed-call
- Parses Ozonetel call event payload
- Creates Call record in platform
- Matches caller to Lead by phone number
- Creates LeadActivity on the lead
- Updates lead contact timestamps
- Fix table component import paths (@/src/ → @/)
- Make seed scripts configurable for remote deployment
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add helix.svg and PNG favicon (generated via nano-banana)
- Update page title to "Helix Engage" with proper meta tags
- Make seed scripts configurable via SEED_GQL/SEED_ORIGIN env vars
- Support remote workspace member IDs in seed-data.ts
- Dynamic doctor-to-clinic linking in seed-new-entities.ts (fetch IDs from platform)
- Remove deprecated branchClinic field from seed data
- Fix TypeScript errors: callNotes null vs undefined, Lead type casting
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Collapsible sidebar with Jotai atom (icon-only mode, persisted to localStorage)
- 2-panel call desk: worklist (60%) + context panel (40%) with AI + Lead 360 tabs
- Inline AI call prep card — known lead summary or unknown caller script
- Active call card with compact Answer/Decline buttons
- Worklist panel with human-readable labels, priority badges, click-to-select
- Context panel auto-switches to Lead 360 when lead selected or call incoming
- Browser ringtone via Web Audio API on incoming calls
- Sonner + Untitled UI IconNotification for toast system
- apiClient pattern: centralized post/get/graphql with auto-toast on errors
- Remove duplicate avatar from top bar, hide floating widget on call desk
- Fix Link routing in collapsed sidebar (was using <a> causing full page reload)
- Fix GraphQL field names: adStatus→status, platformUrl needs subfield selection
- Silent mode for DataProvider queries to prevent toast spam
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Replace mock DataProvider with real GraphQL queries through sidecar
- Add queries.ts and transforms.ts for platform field name mapping
- Migrate SIP state from React Context to Jotai atoms (React 19 compat)
- Add singleton SIP manager to survive StrictMode remounts
- Remove hardcoded Olivia/Sienna accounts from nav menu
- Add password eye toggle, remember me checkbox, forgot password link
- Fix worklist hook to transform platform field names
- Add seed scripts for clinics, health packages, lab tests
- Update test harness for new doctor→clinic relation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Wire a tabbed sidebar (Stats | AI Assistant) into the call desk page,
replacing the static DailyStats-only sidebar. The AI chat panel sends
queries to the sidecar POST /api/ai/chat endpoint and renders
responses in a chat-style UI with quick-ask buttons, caller context
banner, typing indicator, and basic markdown formatting.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Known issues to fix:
- Must refresh page after each call (SIP session not resetting to idle properly)
- Decline/reject call not working
- Caller ID shows DID instead of original caller (Ozonetel IVR config issue with call:cid)
- Socket.IO reconnect noise in console (sidecar not running)
Introduce a shared SipProvider context so all components use the same SIP
connection. Add a floating CallWidget (idle pill, ringing, active with
disposition, ended states) visible for CC agents on every page. Add a
ClickToCallButton for the worklist. Wire SIP status badge and worklist
into the call-desk page.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Implements full Follow-ups page with overdue/upcoming/completed sections
and left-border color-coded cards. Adds Call History table filtered by
current agent with disposition badges and duration formatting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Wrap lead cards in AnimatePresence/motion.div so they fade+slide out when removed from the NEW filter
- Update "View All" link to pass active source filter as ?source= URL param
- Initialize AllLeadsPage sourceFilter from URL search params on mount
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add cc-agent role alongside executive and admin. Login page now has 3 tabs
(Marketing Executive, Call Center, Admin). RoleRouter renders the appropriate
home page per role. Sidebar shows completely different nav items per role with
role subtitle. Placeholder pages added for Team Dashboard, Call Desk, Call
History, and Follow-ups.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add CallDirection, CallStatus, CallDisposition, Call types to entities.ts
- Add IntegrationStatus, AuthStatus, IngestionPlatform, LeadIngestionSource types
- Add aiSummary and aiSuggestedAction fields to Lead type
- Create src/mocks/calls.ts with 15 INBOUND COMPLETED calls across 3 agents
- Create src/mocks/ingestion-sources.ts with 6 integration sources (ACTIVE/WARNING/ERROR)
- Update mockLeads with AI summaries on ~20 leads (new, contacted, spam cohorts)
- Expose calls, ingestionSources, and addCall() in DataContext
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Sidebar: use useAuth() for isAdmin and pass auth user to NavAccountCard
- NavAccountCard: fix bug where items prop was ignored (used placeholderAccounts)
- TopBar: replace hardcoded "SM" initials with user.initials from auth
- All Leads: add "My Leads" tab filtering by assignedAgent matching user
- Lead Card: add role-aware action buttons (Call/Disposition for assigned leads)
- Lead Workspace: pass onLogCall/onUpdateStatus handlers to LeadCard
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
