Worklist:
- SSE stream replaces 30s poll — EventSource on /api/supervisor/worklist/stream
triggers immediate fetchWorklist() on missed-call events
- Toast notification: 'Missed Call — {name} — needs callback'
- No polling fallback — SSE is the source of truth
Call History split by role:
- Agent: 'My Call History' — own calls only (matched by agent relation
or chain-parsed agentName), missed calls excluded (they belong on
the Call Desk queue), no Agent/Recording/SLA columns, phone clickable
via PhoneActionCell instead of separate Call button
- Supervisor: 'Call History' — all calls, Agent + Recording columns visible
Worklist panel:
- SOURCE/BRANCH column removed from display (data stays on row)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Remove New/My Leads/All Leads tabs — redundant now that contacts
are on a separate page; all leads shown as a flat list
- Remove row checkboxes (selectionMode="none") — bulk actions weren't
wired to any backend and confused QA
- Move Search + Columns + Export into the header row alongside the
title — cleaner single-row layout
- Remove BulkActionBar + AssignModal + WhatsAppSendModal + MarkSpamModal
imports and JSX — dead code without checkboxes
- LeadTable: new selectionMode prop (default "multiple" for back-compat)
- Same cleanup on Contacts page (no checkboxes)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Pair to worklist.service.ts change. Unknown caller → appointment booked (creates Patient) → caller rings back → resolver links Lead↔Patient. But the frontend sometimes found the lead in the worklist cache mid-30s-poll and that row's patientId hadn't refreshed yet — so leadAppointments filter (keyed on lead.patientId) came up empty and the Book Appt pill for the prior appointment didn't render.
Now: when the worklist row is used, overlay the resolver's patientId if the cached row's is missing. Belt-and-braces with the sidecar fix.
- drop the header Back button (cosmetic; useNavigate + ArrowLeft icon
removed with it)
- Export CSV now downloads the currently-filtered list — respects tab,
search, campaign filter and active sort order. Headers: Phone /
First/Last Name / Email / Source / Status / Campaign / Assigned
Agent / First Contact / Last Contact / Created / Age (days).
- csv-utils: rowsToCsv + downloadCsv helpers. Values quoted, embedded
quotes escaped, leading =/+/-/@ prefixed with a single quote to
defeat CSV injection when opened in Excel. UTF-8 BOM on the blob
so Excel recognises non-ASCII names/addresses.
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)
QA flagged Team Dashboard vs Team Performance as repetitive. Retire Team Performance from the sidebar; move its unique surfaces (rich agent table, time breakdown, NPS/Conversion, Performance Alerts) into Team Dashboard below the existing KPI row.
- supervisor-rollup: new shared module — useSupervisorRollup hook +
RichAgentTable / TimeBreakdown / NpsConversion / PerformanceAlerts
- Time Breakdown rendered as a table (Agent / Active / Wrap / Idle
/ Break / Total + Team-average header row) — QA flagged the old
stacked-bar tiles as misleading because per-agent totals varied
wildly and width comparison was meaningless
- team-dashboard: tabs replaced with stacked sections; everything
scroll-visible so supervisors don't hunt across surfaces
- sidebar: remove 'Team Performance' entry (route kept for backup)
and drop the now-unused IconChartLine wiring
QA ask: leads should be the default view on campaign detail, not behind tab navigation, with campaign metrics (budget / funnel / source) kept visible alongside.
- drop the Overview/Leads tabs
- render LeadTable filtered to campaignLeads on the left
- Campaign Details card + Conversion Funnel + Source Breakdown
pinned on the right as a sticky sidebar
- hero: remove 'View Leads' button (was duplicate nav now)
- LeadActivitySlideout wired for row click-through
Layout (P1-adjacent):
- context-panel switches to an edit-only layout when editingAppointment
is set. Previously AppointmentForm rendered inline BELOW the AI panel,
crushing the AI area into a ~2-line strip that made the returning-
patient summary + quick actions unusable. Edit view gets full height
with a "Back to context" button.
P2s:
- Remove Attempted sub-tab from Missed Calls worklist (Pending only).
- Add CALL_DROPPED disposition option + propagate through every
per-disposition Record<CallDisposition,...> map (incoming-call-card,
call-log, call-history, agent-detail, patient-360).
- Block SLA-gaming on unanswered calls: Book Appt / Enquiry / Transfer
buttons on active-call-card are disabled until the call reaches the
answered state (wasAnsweredRef). The disposition filter was already
in place; this closes the upstream entry.
- Data labels on performance charts: my-performance bar chart shows
value on top of each bar; donut shows {d}% slice labels; team-
performance day trend line shows per-point values.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Mute persists across calls: sip-manager's "ended/failed" branch now
resets the Recoil sipIsMutedAtom + sipIsOnHoldAtom (previously only
the SIP track was unmuted, leaving the UI icon + toggle logic in a
muted state that the next call inherited).
- Telephony-unavailable dial pad: call-desk.tsx dial-pad "Call" button
was missing an isRegistered check in its disabled prop, so it stayed
clickable when SIP was down. Button now shows "Telephony unavailable"
and is disabled.
- Past dates in Follow-up: enquiry-form's follow-up date input had no
min constraint. Switched to a raw <input type="date"> with min set
to today's ISO date.
- Returning-patient AI summary during call: ai-chat-panel now auto-fires
a "give me a quick summary of <caller>" request whenever the caller's
leadId changes (new incoming call). Clears prior chat state so each
caller starts fresh.
- Remove Type column in Patients page (Badge import also pruned).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
Prefer call.agent.id (set by CDR enrichment) over call.agentName string
matching. Falls back to the raw agentName only when the row hasn't been
enriched yet. Eliminates the "RamaiahAdmin -> GlobalHealthX" transfer-chain
rows and the display-name collisions (two distinct AgentIDs with the same
Full Name).
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>
Appointments page was using department for the Branch column. Now fetches
doctor.clinic.clinicName from the GraphQL query and displays that. Search
filter also updated.
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>
Left panel: KPI cards + clickable call table (row selection highlights).
Right panel (380px): caller context (name, phone, source, AI summary,
appointments) + BargeControls component. Fetches lead data by phone match
on selection. Auto-clears when selected call ends. Removed disabled
Listen/Whisper/Barge buttons — replaced with integrated barge drawer.
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>
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>
Replaces the Phase 2 StepPlaceholder with six dedicated wizard step
components, each wrapping the corresponding Phase 3/4 form. The parent
setup-wizard.tsx is now a thin dispatcher that owns shell state +
markSetupStepComplete wiring; each step owns its own data load, form
state, validation, and save action.
- src/components/setup/wizard-step-types.ts — shared
WizardStepComponentProps shape
- src/components/setup/wizard-step-identity.tsx — minimal brand form
(hospital name + logo URL) hitting /api/config/theme, links out to
/branding for full customisation
- src/components/setup/wizard-step-clinics.tsx — ClinicForm + createClinic
mutation, always presents an empty "add new" form
- src/components/setup/wizard-step-doctors.tsx — DoctorForm with clinic
dropdown, blocks with an inline warning when no clinics exist yet
- src/components/setup/wizard-step-team.tsx — InviteMemberForm with real
roles fetched from getRoles, sends invitations via sendInvitations
- src/components/setup/wizard-step-telephony.tsx — loads masked config
from /api/config/telephony, validates required Ozonetel fields on save
- src/components/setup/wizard-step-ai.tsx — loads AI config, clamps
temperature 0..2, doesn't auto-advance (last step, admin taps Finish)
- src/pages/setup-wizard.tsx — dispatches to the right step component
based on activeStep, passes a WizardStepComponentProps bundle
Each step calls onComplete(step) after a successful save, which updates
the shared SetupState so the left-nav badges reflect the new status
immediately.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replaces the three remaining Pattern B placeholder routes
(/settings/telephony, /settings/ai, /settings/widget) with real forms
backed by the sidecar config endpoints introduced in Phase 1. Each page
loads the current config on mount, round-trips edits via PUT, and
supports reset-to-defaults. Changes take effect immediately since the
TelephonyConfigService / AiConfigService / WidgetConfigService all keep
in-memory caches that all consumers read through.
- src/components/forms/telephony-form.tsx — Ozonetel + SIP + Exotel
sections; honours the '***masked***' sentinel for secrets
- src/components/forms/ai-form.tsx — provider/model/temperature/prompt
with per-provider model suggestions
- src/components/forms/widget-form.tsx — enabled/url/embed toggles plus
an allowedOrigins chip list
- src/pages/telephony-settings.tsx — loads masked config, marks the
telephony wizard step complete when all required Ozonetel fields
are filled
- src/pages/ai-settings.tsx — clamps temperature to 0..2 on save,
marks the ai wizard step complete on successful save
- src/pages/widget-settings.tsx — uses the admin endpoint
(/api/config/widget/admin), exposes rotate-key + copy-to-clipboard
for the site key, and separates the read-only key card from the
editable config card
- src/main.tsx — swaps the three placeholder routes for the real pages
- src/pages/settings-placeholder.tsx — removed; no longer referenced
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
