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>
- 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>
- 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>
- 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>
- Changed $id: ID! to $id: UUID! in all update mutations (4 files)
- Removed redundant slot availability check (UI already disables booked slots)
- Book Appt and Enquiry act as toggle tabs — one closes the other
- Dialler moved from FAB to header dropdown next to status toggle
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- SIP provider reads credentials from agentConfig (login response)
- Auth logout calls sidecar to unlock Redis + Ozonetel logout
- AppShell heartbeat every 5 min for CC agents
- Login stores agentConfig in localStorage
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Appointment Master page with status tabs, search, PhoneActionCell
- Login calls DataProvider.refresh() to load data after auth
- Sidebar: appointments nav for CC agents + executives
- Multi-agent SIP + lockout spec and implementation plan
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- AppShell: h-screen + overflow-hidden for pinned header
- AI chat: input pinned to bottom, messages scroll independently
- Dialler: numpad grid (1-9,*,0,#) replaces text input
- Inbound calls: don't fall back to previously selected lead
- Appointment: use lead.patientId instead of leadId for FK
- Added .env.production for consistent builds
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
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>
- 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>
