Commit Graph

16 Commits

Author SHA1 Message Date
923c99bf17 fix: outbound call — debounce customer-answered, auto-dispose on no-answer (#568)
Ozonetel sends 'in-call' even for voicemail (~4s before ACW), which
briefly enabled action buttons and poisoned wasAnsweredRef. Three fixes:

1. Debounce customerAnswered for outbound: require 'in-call' to hold 5s
   before enabling buttons (filters voicemail/IVR pickup)
2. Use live customerAnswered (not stale latch) for outbound call-end
   routing — unanswered calls go to Back to Worklist, not disposition
3. Auto-dispose with NO_ANSWER on unanswered outbound to release agent
   from ACW immediately (was waiting 30s for server safety net)

Also: hide AI FAB for CC agents in app-shell.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-20 13:47:02 +05:30
d0e34fa9dd feat: global AI assistant floating button for supervisors (#578)
- AiFloatingButton: FAB (bottom-right) opens a slide-in drawer with
  the supervisor AI chat panel. Close button collapses drawer, FAB
  reappears. Chat state persists across open/close and page navigation.
- app-shell: mounts FAB for admin users (isAdmin), same pattern as
  CallWidget for agents.
- team-dashboard: removed inline AI panel + toggle button — replaced
  by the global FAB. Dashboard content reclaims the full width.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-20 10:45:45 +05:30
5f3b455edc feat: notification bell in PageHeader + remove wasted top bar row for supervisors
- PageHeader: renders NotificationBell when isAdmin — bell now appears
  on every page that uses PageHeader (leads, contacts, appointments,
  patients, call history, missed calls, call recordings, live monitor,
  team performance, settings)
- app-shell: top bar row only renders for agents (network indicator +
  status toggle). Supervisors no longer see a wasted empty row.
- Call Recordings: TopBar → PageHeader with badge + info icon
- Live Monitor: TopBar → PageHeader with badge + info icon
- Team Performance: TopBar → PageHeader with info icon
- Settings: TopBar → PageHeader with info icon
- Missed Calls: underline tabs → custom pills (consistent with all pages)
- Desktop overlay app-shell synced with same changes

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-17 05:51:16 +05:30
ca482e731e feat: Contacts page + P360 for all tabs + dynamic column toggle + slot flicker fix
Contacts page:
 - New /contacts route — shows leads with source=PHONE/WALK_IN/REFERRAL
 - Leads page now excludes those sources (campaign-sourced only)
 - Sidebar: Contacts nav item added for all roles; Leads added for cc-agent
 - Same LeadTable + pagination + CSV export pattern as All Leads

P360 context panel for all worklist tabs (#6-10):
 - WorklistPanel: onSelectLead → onSelectItem (generic WorklistSelection)
 - call-desk: handleSelectItem builds ContextPanelSubject for any row type
 - ContextPanelSubject type replaces (lead as any).patientId casts
 - Highlight tracks row.id (mc-*/fu-*/lead-*) not lead.id

Dynamic column toggle (blank-screen fix):
 - missed-calls + call-recordings refactored to React Aria dynamic
   collections API (Table.Header columns={} + Table.Row columns={})
 - Fixes "Cell count must match column count" crash on column hide
 - Row-header column metadata in columnDefs instead of hardcoded JSX

Slot flickering fix (#2):
 - Removed clinic + timeSlot from slot-fetch useEffect deps (circular
   loop: effect sets clinic → clinic in deps → re-fires)
 - Memoized timeSlotSelectItems

Other:
 - GlobalSearch hidden (stale appointment state on navigation)
 - Branch column: shows campaign name from relation, falls back to DID
 - formatSource maps PHONE → "Phone"

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-16 16:55:57 +05:30
c044d2d143 feat: quick wins — global search, P360 actions, context panel, route guards
All checks were successful
ci/woodpecker/push/woodpecker Pipeline was successful
- Wire GlobalSearch component into app shell top bar (US-10)
- P360: Book Appointment button opens AppointmentForm (US-8)
- P360: Add Note button creates leadActivity via GraphQL (US-8)
- P360: Appointment rows clickable for edit (active statuses only) (US-8)
- P360: Display lead status badge (was fetched but not rendered) (US-8)
- Context panel: "View 360" link on linked patient → /patient/:id (US-6)
- Context panel: Display campaign info from lead.utmCampaign (US-6)
- Route guards: Admin-only routes wrapped in RequireAdmin (US-1, US-3)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 13:31:56 +05:30
f57fbc1f24 feat(onboarding/phase-6): setup wizard polish, seed script alignment, doctor visit slots
- Setup wizard: 3-pane layout with right-side live previews, resume
  banner, edit/copy icons on team step, AI prompt configuration
- Forms: employee-create replaces invite-member (no email invites),
  clinic form with address/hours/payment, doctor form with visit slots
- Seed script: aligned to current SDK schema — doctors created as
  workspace members (HelixEngage Manager role), visitingHours replaced
  by doctorVisitSlot entity, clinics seeded, portalUserId linked
  dynamically, SUB/ORIGIN/GQL configurable via env vars
- Pages: clinics + doctors CRUD updated for new schema, team settings
  with temp password + role assignment
- New components: time-picker, day-selector, wizard-right-panes,
  wizard-layout-context, resume-setup-banner
- Removed: invite-member-form (replaced by employee-create-form per
  no-email-invites rule)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 08:37:34 +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
e6b2208077 feat: disposition modal, persistent top bar, pagination, QA fixes
- DispositionModal: single modal for all call endings. Dismissable (agent can resume call).
  Agent clicks End → modal → select reason → hangup + dispose. Caller disconnects → same modal.
- One call screen: CallWidget stripped to ringing notification + auto-redirect to Call Desk.
- Persistent top bar in AppShell: agent status toggle + network indicator on all pages.
- Network indicator always visible (Connected/Unstable/No connection).
- Pagination: Untitled UI PaginationCardDefault on Call History + Appointments (20/page).
- Pinned table headers/footers: sticky column headers, scrollable body, pinned pagination.
  Applied to Call Desk worklist, Call History, Appointments, Call Recordings, Missed Calls.
- "Patient" → "Caller" column label in Call History.
- Offline → Ready toggle enabled.
- Profile status dot reflects Ozonetel state.
- NavAccountCard: popover placement top, View Profile + Account Settings restored.
- WIP pages for /profile and /account-settings.
- Enquiry form PHONE_INQUIRY → PHONE enum fix.
- Force Ready / View Profile / Account Settings removed then restored properly.

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
3afa4f20b2 feat: dynamic SIP from agentConfig, logout cleanup, heartbeat
- 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>
2026-03-23 21:24:47 +05:30
5816cc0b5c fix: pinned header/chat input, numpad dialler, caller matching, appointment FK
- 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>
2026-03-23 14:41:31 +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
b2cc3d7012 feat: add floating call widget with SIP controls, click-to-call, and SIP provider
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>
2026-03-17 18:08:46 +05:30
2984545dde feat: add app shell with sidebar navigation, routing, and placeholder pages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-16 14:41:59 +05:30