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>
- Merged AI Assistant + Lead 360 tabs into single context-aware panel
- Context section shows: lead profile, AI insight (live from event bus), appointments, activity
- "On call with" banner only shows during active calls (isInCall prop)
- AI Chat always available at bottom of panel
- Phase 1 only — AI Chat panel needs full redesign with Vercel AI SDK tool calling (Phase 2)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- SIP connection only for users with Agent entity (no env var fallback)
- Supervisor no longer intercepts CC agent calls
- Auth controller checks Agent entity for ALL roles, not just cc-agent
- Token refresh handles GraphQL UNAUTHENTICATED errors (200 with error body)
- Token refresh handles sidecar 400s from expired upstream tokens
- Network quality indicator in sidebar (offline/unstable/good)
- Ozonetel IDLE event mapped to ready state (fixes stuck calling after canceled call)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Single dialOutbound() in sip-provider handles all outbound state:
callState, callerNumber, outboundPending, API call, error recovery
- ClickToCallButton, PhoneActionCell, Dialler all use dialOutbound()
- Removed direct Jotai atom manipulation from calling components
- Removed setOutboundPending imports from components
- SIP disconnects on provider unmount + auth logout
- Dialler input is now editable (type or numpad)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Logout is now async — awaits sidecar /auth/logout before clearing tokens
- confirmSignOut awaits logout() before navigate('/login')
- 5 second timeout on logout fetch to prevent indefinite hang
- Added console.warn on logout failure
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
