Commit Graph

27 Commits

Author SHA1 Message Date
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
8470dd03c7 fix: UI polish — nav labels, date picker, rules engine, error messages
- Sidebar: removed "Master" from nav labels (Leads, Patients, Appointments, Call Log)
- Appointment form: Dept + Doctor in 2-col row, Date below, disabled cascade
- DatePicker: placement="bottom start" + shouldFlip fixes popover positioning
- Team Performance: default to "Week", grid KPI cards, chart legend spacing
- Rules Engine: manual save (removed auto-debounce), Reset to Defaults uses
  DEFAULT_PRIORITY_CONFIG (no template endpoint), removed dead saveTimerRef
- Automation rules: 6 showcase cards with trigger/condition/action, replaced
  agent-specific rule with generic round-robin
- Recording analysis: friendly error message with retry instead of raw Deepgram error
- Sidebar active/hover: brand color reference for theming

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 16:55:16 +05:30
4598740efe feat: inline forms, transfer redesign, patient fixes, UI polish
- 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>
2026-04-02 12:14:38 +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
Mouli Chand Birudugadda
462601d0dc Merged PR 73: changed colors in sidebar
changed colors in sidebar
2026-04-01 06:41:56 +00:00
moulichand16
9a2253b56e added colors to side bar 2026-04-01 11:29:05 +05:30
moulichand16
3cafe820cf reverted back to initial colors 2026-03-31 15:05:05 +05:30
0295790c9a fix: preview table scrolling — proper flex constraints for table body scroll
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 14:12:26 +05:30
b8ae561d0f feat: DynamicTable adapter for Untitled UI Table + import preview upgrade
- 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>
2026-03-31 13:53:46 +05:30
f0ed4ad32b fix: column toggle dropdown jumping on checkbox click
Replaced React Aria Checkbox with plain button to prevent event propagation
issues with outside-click handler causing dropdown re-render/scroll reset.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 13:42:41 +05:30
9ec8d194ac fix: revert ResizableTableContainer — was causing wide checkbox column
Column resize needs dedicated CSS work. Show/hide columns still works.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 13:37:16 +05:30
1e64760fd1 feat: Lead Master — column show/hide toggle, resizable table, remove dead filter/sort buttons
- 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>
2026-03-31 13:31:12 +05:30
moulichand16
65450ddd3e changed colors in sidebar 2026-03-31 12:30:27 +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
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
631acf63dc fix: pass data-icon prop through FontAwesome icon wrappers
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>
2026-03-21 11:19:46 +05:30
2ace6efae5 refactor: clean up duplicate imports from icon migration
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 11:09:17 +05:30
6f40b82579 refactor: migrate all icons from Untitled UI to FontAwesome Pro Duotone
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>
2026-03-21 11:07:19 +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
99bca1e008 feat: telephony overhaul + appointment availability + Force Ready
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>
2026-03-20 20:24:58 +05:30
d9d98bce9c feat: dashboard restructure, integrations, settings, UI fixes
Dashboard:
- Split into components (kpi-cards, agent-table, missed-queue)
- Add collapsible AI panel on right (same pattern as Call Desk)
- Add tabs: Agent Performance | Missed Queue | Campaigns
- Date range filter in header

Integrations page:
- Ozonetel (connected), WhatsApp, Facebook, Google, Instagram, Website, Email
- Status badges, config details, webhook URL with copy button

Settings page:
- Employee table from workspaceMembers GraphQL query
- Name, email, roles, status, reset password action

Fixes:
- Fix CALLS_QUERY: callerNumber needs { primaryPhoneNumber }, recordingUrl → recording { primaryLinkUrl }
- Remove duplicate AI Assistant header
- Remove Follow-ups from CC agent sidebar (already in worklist tabs)
- Remove global search from TopBar (decorative, unused)
- Slim down TopBar height
- Fix search/table gap in worklist
- Add brand border to active nav item

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 15:58:31 +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
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
d98da9a1ea fix: wire role-based views — sidebar auth, user display, table tabs, card actions
- Sidebar: use useAuth() for isAdmin and pass auth user to NavAccountCard
- NavAccountCard: fix bug where items prop was ignored (used placeholderAccounts)
- TopBar: replace hardcoded "SM" initials with user.initials from auth
- All Leads: add "My Leads" tab filtering by assignedAgent matching user
- Lead Card: add role-aware action buttons (Call/Disposition for assigned leads)
- Lead Workspace: pass onLogCall/onUpdateStatus handlers to LeadCard

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 16:15:08 +05:30
8b796bf916 fix: add auth guard redirect and wire logout into NavAccountCard
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 16:11:59 +05:30
3a338b33dd chore: initial Untitled UI Vite scaffold with FontAwesome Pro 2026-03-16 14:23:23 +05:30