Bug 556 triggered a broader audit of every date input in the app:
- appointment-form DatePicker now has minValue=today(getLocalTimeZone()) —
can't book or reschedule into the past (tightens bug 555 at the
input layer too; the past-slot filter in masterdata service still
handles the hour-granularity)
- clinic-form holiday date picker gets the same — can't observe a
holiday that already passed
Audit complete:
- enquiry-form follow-up date: already had min=today (bug 556 fix)
- appointment-form: fixed here
- clinic-form holidays: fixed here
- my-performance date filter: past valid (reports over history)
- campaign-edit start/end: past valid (historical campaigns)
Edit mode prefilled clinic + department + doctorId, but the doctor
Select rendered blank because the doctor-list filter (doctors where
department === selectedDept) excluded the saved doctor. Root cause:
the Appointment.department string doesn't always match the doctor's
current department enum value.
Fix: doctorSelectItems now always includes the currently-selected
doctor as the first item, even when the department filter would
exclude them. Once the user changes department or doctor, the filter
behaves normally.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- leadAppointments now filters out past appointments — past dates
can't be rescheduled, so "14 Apr · Meena Patel" shouldn't appear in
the pill row today. Uses scheduledAt >= now.
- Click Edit pill → reschedule-confirm modal:
"Yes, reschedule" → form opens in edit mode (prefilled + editable)
"No, just view" → form opens read-only (prefilled + disabled)
- Prefill was broken — AppointmentForm's useState initializers only
run at mount, so switching pills didn't re-seed state. Added
key={editingApptId}-{apptMode} so the form fully remounts whenever
the selection or mode changes.
- Thread readOnly prop through every form control (patient name,
phone, age, gender, clinic, department, doctor, date, time slots,
chief complaint). In view mode all inputs are disabled and the
Update Appointment + Cancel Appointment buttons hide — only Close
remains.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The appointment-edit form opened with clinic/time blank even for
well-formed appointments because the pipeline never carried clinicId
end-to-end. Four-layer audit + fix:
1. APPOINTMENTS_QUERY now fetches clinicId + clinic { id clinicName }
+ doctor.fullName (was only doctor.id).
2. transformAppointments populates real clinicId + clinicName from the
relation instead of faking clinicName=department.
3. Appointment type gets clinicId: string | null.
4. context-panel passes clinicId through to AppointmentForm's
existingAppointment prop; form initial-states clinic from it.
Also on edit: if the saved timeSlot isn't in the fresh slot list
(past-slot filter, schedule change, clinic mismatch) we inject it as
"HH:MM (current)" so the dropdown displays the existing value instead
of looking cleared.
Historical appointments with clinicId=null on the platform still fall
through to the auto-select-from-slot logic; a maint backfill for those
is a separate task.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- appointment-form: normalize phone to +91XXXXXXXXXX before patient create
- appointment-form: use empty string not 'Unknown' for name fallback
- call-history: show formatted phone number instead of 'Unknown' when no lead
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Caller resolver now returns empty IDs for unrecognized numbers instead
of eagerly creating lead+patient records. Records are created when the
agent explicitly books an appointment or logs an enquiry — per PRD.
- caller-resolution.service.ts: return unresolved result, don't create
- call-desk.tsx: toast changed to 'No existing records found'
- appointment-form.tsx: create patient on save if none exists
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
When a new caller's patient record is created by the caller resolver,
the name is empty. The agent types a name in the appointment form but
the patient was never updated (Bug #527 removed all patient updates).
Now updates patient name only when the initial name was empty — existing
patients with names are not affected.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Slots were fetched by doctor+date but not filtered by clinic. A doctor
visiting multiple branches showed all slots regardless of selected branch.
Now filters by clinicId when a clinic is selected.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
#533: Remove redundant Call History top header (duplicate TopBar)
#531: Block logout during active call (confirm dialog + UCID check)
#529: Block outbound calls when agent is on Break/Training
#527: Remove updatePatient during appointment creation (was mutating
shared Patient entity, affecting all past appointments)
#547: SLA rules seeded via API (config issue, not code)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Appointment form clinic dropdown was hardcoded to 3 "Global Hospital"
branches. Replaced with a GraphQL query to { clinics } so each
workspace shows its own clinics. If no clinics are configured, the
dropdown is empty instead of showing wrong data.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Defect 1: Setup wizard (/setup) now guarded by AdminSetupGuard —
CC agents and other non-admin roles are redirected to / instead of
seeing the setup wizard they can't complete.
Defect 3: Removed all references to Doctor.clinic (relation was
replaced by DoctorVisitSlot entity). Updated queries.ts,
appointments.tsx, transforms.ts, doctors.tsx, appointment-form.tsx.
Defect 6 (frontend side): Dial request now sends agentId and
campaignName from localStorage agent config so the sidecar dials
with the correct per-agent credentials, not global defaults.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
Fixes the long-standing bug where the Appointment and Enquiry forms
silently overwrote existing patients' names with whatever happened to
be in the form's patient-name input. Before this change, an agent who
accidentally typed over the pre-filled name (or deliberately typed a
different name while booking on behalf of a relative) would rename
the patient across the entire workspace on save. The corruption
cascaded into past appointments, lead history, the AI summary, and
the Redis caller-resolution cache. This was the root cause of the
"Priya Sharma shows as Satya Sharma" incident on staging.
Root cause: appointment-form.tsx:249-278 and enquiry-form.tsx:107-117
fired updatePatient + updateLead.contactName unconditionally on every
save. Nothing distinguished "stub patient with no name yet" from
"existing patient whose name just needs this appointment booked".
Fix — lock-by-default with explicit unlock:
- src/components/modals/edit-patient-confirm-modal.tsx (new):
generic reusable confirmation modal for any destructive edit to a
patient's record. Accepts title/description/confirmLabel with
sensible defaults so the call-desk forms can pass a name-specific
description, and any future page that needs a "are you sure you
want to change this patient field?" confirm can reuse it without
building its own modal. Styled to match the sign-out confirmation
in sidebar.tsx — warning circle, primary-destructive confirm button.
- src/components/call-desk/appointment-form.tsx:
- New state: isNameEditable (default false when leadName is
non-empty; true for first-time callers with no prior name to
protect) + editConfirmOpen.
- Name input renders disabled + shows an Edit button next to it
when locked.
- Edit button opens EditPatientConfirmModal. Confirm unlocks the
field for the rest of the form session.
- Save logic gates updatePatient / updateLead.contactName behind
`isNameEditable && trimmedName.length > 0 && trimmedName !==
initialLeadName`. Empty / same-as-initial values never trigger
the rename chain, even if the field was unlocked.
- On a real rename, fires POST /api/lead/:id/enrich to regenerate
the AI summary against the corrected identity (phone passed in
the body so the sidecar also invalidates the caller-resolution
cache). Non-rename saves just invalidate the cache via the
existing /api/caller/invalidate endpoint so status +
lastContacted updates propagate.
- Bundled fix: renamed `leadStatus: 'APPOINTMENT_SET'` →
`status: 'APPOINTMENT_SET'` and `lastContactedAt` →
`lastContacted` in the updateLead payload. The old field names
are rejected by the staging platform schema and were causing the
"Query failed: Field leadStatus is not defined by type
LeadUpdateInput" toast on every appointment save.
- src/components/call-desk/enquiry-form.tsx:
- Same lock + Edit + modal pattern as the appointment form.
- Added leadName prop (the form previously didn't receive one).
- Gated updatePatient behind the nameChanged check.
- Gated lead.contactName in updateLead behind the same check.
- Hooks the enrich endpoint on rename; cache invalidate otherwise.
- Status + interestedService + source still update on every save
(those are genuinely about this enquiry, not identity).
- src/components/call-desk/active-call-card.tsx: passes
leadName={fullName || null} to EnquiryForm so the form can
pre-populate + lock by default.
Behavior summary:
- New caller, no prior name: field unlocked, agent types, save runs
the full chain (correct — this IS the name).
- Existing caller, agent leaves name alone: field locked, Save
creates appointment/enquiry + updates lead status/lastContacted +
invalidates cache. Zero risk of patient/lead rename.
- Existing caller, agent clicks Edit, confirms modal, changes name,
Save: full rename chain runs — updatePatient + updateLead +
/api/lead/:id/enrich + cache invalidate. The only code path that
can mutate a linked patient's name, and it requires two explicit
clicks.
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>
- 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>
- 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>
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>
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>
