- Patient 360 page queries Patient entity with appointments, calls, leads
- Patients added to CC agent sidebar navigation
- Auto token refresh on 401 (deduplicated concurrent refreshes)
- Call desk: callDismissed flag prevents SIP race on worklist return
- Missed calls skip disposition when never answered
- Callbacks tab renamed to Leads tab
- Branch column header on missed calls tab
- F0rty2.ai link on login footer
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Missed call queue with FIFO auto-assignment, dedup, SLA tracking
- Status sub-tabs (Pending/Attempted/Completed/Invalid) in worklist
- missedCallId passed through disposition flow for callback tracking
- Login page redesigned: centered white card on blue background
- Disposition button changed to content-width
- NavAccountCard popover close fix on menu item click
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Agent status toggle: Ready/Break/Training/Offline with Ozonetel sync
- Global search: cross-entity search (leads + patients + appointments) via sidecar
- General enquiry form: capture caller questions during calls
- Button standard: icon-only for toggles, text+icon for primary actions
- Sidecar: agent-state endpoint, search module with platform queries
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- My Performance page with KPI cards, ECharts, DatePicker, time utilization
- Sidecar: agent summary + AHT + performance aggregation endpoint
- Logout confirmation modal
- Removed Patients from CC agent nav
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Replace text buttons with icon-only (eye, SMS, WhatsApp, call)
- Remove Patients tab from CC agent sidebar (CC works with leads, not patients)
- Fix icon wrapper prop forwarding cleanup
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replaced all bare `FC<{ className?: string }>` and `FC<HTMLAttributes<...>>`
wrappers that only forwarded `className` with `faIcon()` from
`src/lib/icon-wrapper.ts`, ensuring props like `data-icon` needed by the
Button component's CSS selector `*:data-icon:size-5` are correctly forwarded.
Also widened `NavItemBaseProps.icon` and `NavItemType.icon` prop types to
`FC<Record<string, any>>` to stay compatible with `faIcon()` return type.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace all @untitledui/icons imports across 55 files with equivalent
@fortawesome/pro-duotone-svg-icons icons, using FontAwesomeIcon wrappers
(FC<{ className?: string }>) for prop-based usage and inline replacements
for direct JSX usage. Drops unsupported Untitled UI-specific props
(strokeWidth, numeric size). TypeScript compiles clean with no errors.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
CC Agent:
- Call transfer (CONFERENCE + KICK_CALL) with inline transfer dialog
- Recording pause/resume during active calls
- Missed calls API (Ozonetel abandonCalls)
- Call history API (Ozonetel fetchCDRDetails)
Live Call Assist:
- Deepgram Nova STT via raw WebSocket
- OpenAI suggestions every 10s with lead context
- LiveTranscript component in sidebar during calls
- Browser audio capture from remote WebRTC stream
Worklist:
- Redesigned table: clickable phones, context menu (Call/SMS/WhatsApp)
- Last interaction sub-line, source column, improved SLA
- Filtered out rows without phone numbers
- New missed call notifications
Brand:
- Logo on login page
- Blue scale rebuilt from logo blue rgb(32, 96, 160)
- FontAwesome duotone CSS variables set globally
- Profile menu icons switched to duotone
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Telephony:
- Track UCID from SIP headers and ManualDial response
- Submit disposition to Ozonetel via Set Disposition API (ends ACW)
- Fix outboundPending flag lifecycle to prevent inbound poisoning
- Fix render order: post-call UI takes priority over active state
- Pre-select disposition when appointment booked during call
Appointment form:
- Convert from slideout to inline collapsible below call card
- Fetch real doctors from platform, filter by department
- Show time slot availability grid (booked slots greyed + strikethrough)
- Double-check availability before booking
- Support edit and cancel existing appointments
UI:
- Add Force Ready button to profile menu (logout+login to clear ACW)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Store UCID from outbound dial API response in sipCallUcidAtom
- Replace direct createCall GraphQL mutation with sidecar /api/ozonetel/dispose
- Remove agent-ready call from handleReset (no longer needed)
- Clear UCID on dial error and call reset
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Instead of Kookoo outbound → IVR → dial back to SIP (broken bridge),
make the call directly from JsSIP in the browser. The SIP INVITE goes
through Ozonetel's SIP server to the PSTN. No intermediary needed.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
