Commit Graph

24 Commits

Author SHA1 Message Date
9d09662f16 feat(maint+ai): OTP modal agent picker + supervisor AI quick actions
Maint shortcuts (Unlock Agent / Force Ready) used to read agentId from the CC-agent's localStorage config — supervisors had no such config and the endpoint 400'd. New flow: after OTP passes, modal calls /api/maint/session-status and renders a two-bucket picker (Locked selectable / Free informational 'Already free'). Orphan locks surface with an explicit label.

- use-maint-shortcuts: agentPickerEndpoint flag on forceReady + unlockAgent
- maint-otp-modal: two-phase — OTP gate, then picker, then submit; OTP
  held in state across phases so the operator doesn't re-enter it

AI chat panel: supervisor context now shows supervisor-appropriate quick actions (Agent performance / Call summary / Campaign stats / Who needs attention?) that map 1:1 to the supervisor tool set on the sidecar. Agent flow keeps the theme-token quick actions (doctors/clinics/packages).
2026-04-15 18:56:34 +05:30
00c28e642b feat(tenant): hide setup/settings surfaces when HELIX_SETUP_MANAGED
Ramaiah's product team owns their setup; end-user admins shouldn't see a dead-end Settings nav + Resume Setup banner. Flag is read from /api/config/ui-flags at app boot.

- use-ui-flags: module-scoped cache + useUiFlags hook + getUiFlags
  helper for non-component callers
- main.tsx: /setup redirects when managed; RequireSelfServeSetup
  guard blocks /settings/*
- resume-setup-banner: suppressed when managed
- login.tsx: skip first-run /setup redirect when managed
- settings.tsx: remove orphan popup-modal scaffolding left over
  from an earlier 'contact product team' approach
- section-card: support onClick-or-href (kept for future use)
2026-04-15 18:56:19 +05:30
180613a2f3 feat(notifications): poll real PerformanceAlert rows from sidecar
usePerformanceAlerts now fetches /api/supervisor/performance-alerts
every 60s instead of computing client-side. Dismiss + dismiss-all hit
the sidecar so state survives reload. Toast fires when new alerts arrive.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 09:02:20 +05:30
91a1f33d35 fix: notifications use real data + agent-detail follows new id scheme
1. notification-bell: drop the DEMO_ALERTS fallback (Riya Mehta etc.).
   Empty state ("No active alerts") shows when the live computation
   returns nothing — which is the truthful state until thresholds are
   set on Agent records.
2. use-performance-alerts: bucket calls by c.agentId === agent.id when
   the relation is set; fall back to legacy agentName matching only for
   un-enriched rows. Fixes conversion% calc going to 0 after backfill.
3. agent-table: Link target uses agent.id (UUID or "legacy:NAME") so
   the URL is a stable identifier instead of a display string.
4. agent-detail: parse the route param into UUID vs legacy:NAME, filter
   calls by c.agentId or c.agentName accordingly, and resolve display
   name via the platform Agents list.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 08:47:57 +05:30
42e23a52ec feat: call-desk refresh — disposition modal, active-call UI, worklist + perf updates
- Call-desk: active-call-card supervisor presence badges, incoming-call-card polish, transfer-dialog, call-log
- Disposition modal: auto-lock based on actions taken, not-interested split
- Forms: appointment-form + enquiry-form improvements (placeholder handling, phone format)
- Worklist-panel: pagination awareness, filter chips
- Pages: all-leads/patients/patient-360/missed-calls/team-performance/call-history/appointments polish
- SIP: sip-client reconnect, sip-provider + sip-manager state, agent-status-toggle spinner
- Hooks: use-agent-state supervisor SSE events, use-worklist, use-performance-alerts
- Types: entities.ts extended

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-15 06:49:36 +05:30
ee9da619c1 feat(frontend): supervisor presence indicator on agent call card
- useAgentState hook returns { state, supervisorPresence }
- SSE events: supervisor-whisper → "Supervisor coaching" (blue badge)
  supervisor-barge → "Supervisor on call" (brand badge)
  supervisor-left → badge disappears
- Listen mode is silent — no badge shown
- Updated call sites: sidebar.tsx, agent-status-toggle.tsx destructure

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 16:16:31 +05:30
4f5370abdc feat: data table improvements — SLA column, pagination, column resize, ordinal dates
- Call Recordings: pagination (15/page), column toggle, sortable SLA/duration/date, ordinal dates, SSE refresh
- Missed Calls: full rewrite matching data table pattern (pagination, column toggle, sort, SLA from entity)
- Call History: SLA column from entity field
- Table component: ResizableTableContainer + ColumnResizer for all tables
- Date formatting: formatDateOrdinal utility (1st April, 2nd March, etc.)
- SLA reads from platform call.sla field (seeded for 200 records)
- AI button long-press triggers OTP-gated cache clear for re-analysis

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-01 17:20:59 +05:30
33fedf7082 refactor: unified maint modal with pre-step support, OTP-gated campaign clear
- 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>
2026-03-31 14:24:44 +05:30
7af1ccb713 feat: wizard step indicator, wider dialog, campaigns in admin sidebar, clear leads shortcut
- Import wizard: added step indicator (numbered circles), widened to max-w-5xl
- Admin sidebar: added Marketing → Campaigns nav link
- Clear campaign leads: Ctrl+Shift+C shortcut with campaign picker modal (test-only)
- Test CSV data for all 3 campaigns
- Defect fixing plan + CSV import spec docs
- Session memory update

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 12:45:05 +05:30
c3c3f4b3d7 feat: worklist sorting, contextual disposition, context panel redesign, notifications
- Worklist default sort descending (newest first), sortable column headers (PRIORITY, PATIENT, SLA) via React Aria
- Contextual disposition: auto-selects based on in-call actions (appointment → APPOINTMENT_BOOKED, enquiry → INFO_PROVIDED, transfer → FOLLOW_UP_SCHEDULED)
- Context panel redesign: collapsible AI Insight, Upcoming (appointments + follow-ups + linked patient), Recent (calls + activities) sections; auto-collapse on AI chat start
- Appointments added to DataProvider with APPOINTMENTS_QUERY, Appointment type, transform
- Notification bell for admin/supervisor: performance alerts (idle time, NPS, conversion thresholds) with toast on load + bell dropdown with dismiss; demo alerts as fallback
- Slideout z-index fix: added z-50 to slideout ModalOverlay matching modal component

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 14:45:52 +05:30
daa2fbb0c2 fix: SIP driven by Agent entity, token refresh, network indicator
- 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>
2026-03-30 14:44:48 +05:30
488f524f84 feat: SSE agent state, UCID fix, maint module, QA bug fixes
- Fix outbound disposition: store UCID from dial API response (root cause of silent disposition failure)
- SSE agent state: real-time Ozonetel state drives status toggle (ready/break/calling/in-call/acw)
- Maint module with OTP-protected endpoints (force-ready, unlock-agent, backfill, fix-timestamps)
- Maint OTP modal with PinInput component, keyboard shortcuts (Ctrl+Shift+R/U/B/T)
- Force-logout via SSE: admin unlock pushes force-logout to connected browsers
- Silence JsSIP debug flood, add structured lifecycle logging ([SIP], [DIAL], [DISPOSE], [AGENT-STATE])
- Centralize date formatting with IST-aware formatters across 11 files
- Fix call history: non-overlapping aggregates (completed/missed), correct timestamp display
- Auto-dismiss CallWidget ended/failed state after 3 seconds
- Remove floating "Helix Phone" idle badge from all pages
- Fix dead code in agent-state endpoint (auto-assign was unreachable after return)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 14:44:48 +05:30
744a91a1ff feat: Phase 2 — missed call queue, login redesign, button fix
- 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>
2026-03-23 09:16:53 +05:30
3064eeb444 feat: CC agent features, live call assist, worklist redesign, brand tokens
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>
2026-03-21 10:36:10 +05:30
94f4a18035 fix: call desk layout — collapsible context panel, worklist/calls tabs, phone numbers
- 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>
2026-03-19 13:13:19 +05:30
526ad18159 feat: call desk redesign — 2-panel layout, collapsible sidebar, inline AI, ringtone
- 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>
2026-03-18 18:33:36 +05:30
61901eb8fb feat: wire frontend to platform data, migrate to Jotai + Vercel AI SDK
- 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>
2026-03-18 16:44:45 +05:30
bb48d07e61 feat: add worklist with missed calls, follow-ups, and leads sections 2026-03-18 11:26:16 +05:30
aff383cb6d fix: session reset after call end, add reject/decline for incoming calls, extract caller ID from SIP headers (P-Asserted-Identity, Remote-Party-ID) 2026-03-17 21:31:53 +05:30
d54d54f5f3 fix: prevent StrictMode double-mount from killing SIP WebSocket connection 2026-03-17 20:08:22 +05:30
d5feaab75a feat: add JsSIP SIP client and useSipPhone hook for Ozonetel softphone integration 2026-03-17 18:03:31 +05:30
4f9bdc7312 feat: add Socket.IO client and useCallEvents hook for live CTI mode 2026-03-17 09:14:25 +05:30
dc68577477 feat: add auth and data providers with mock data hooks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-16 14:34:23 +05:30
3a338b33dd chore: initial Untitled UI Vite scaffold with FontAwesome Pro 2026-03-16 14:23:23 +05:30