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).
Book Appt defect (QA-559): no visible path to edit an existing
appointment — the Upcoming section in the context panel collapses
automatically when the AI auto-summary fires, hiding the Edit action.
Fix: render appointment pills above the AppointmentForm drawer when
the returning patient has upcoming appointments:
[+ New] [Apr 24 · Dr. Harpreet Edit] [May 02 · Dr. Meena Edit]
- Click [+ New] (default): empty form, create mode
- Click Edit on a pill: form prefills with that appointment, edit mode
- Closing the drawer resets the selected pill
Separate defect: AI chat persisted after call ended — stale summary
from the previous call stayed visible on the worklist. ai-chat-panel
now wipes messages + resets the auto-fire guard when
callerContext.leadId transitions to null (call dropped/released, no
selected lead).
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>
- Enquiry button + form available during disposition stage (not just active call)
- Skip & Return to Worklist button on post-call appointment booking
- AI chat scroll uses parentElement.scrollTop instead of scrollIntoView
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Dashboard KPI:
- Fix 1534m → 25h 34m (formatMinutes helper)
- Add info icon tooltips on all KPI and metric cards
- Pass role="admin" to AI panel for manager-specific prompts
Settings:
- Add search + pagination to employee table
- Infer roles from email convention (platform roles API returns null via API key)
AI Assistant:
- Role-specific quick prompts: manager sees "Agent performance", "Missed risks"
- Agent sees "Doctor availability", "Treatment packages"
Sticky headers:
- Add overflow-hidden to campaigns and all-leads pages
Misc:
- Fix free-brands-svg-icons → pro-duotone in integrations
- Remove Follow-ups from CC agent sidebar
- Remove global search from TopBar
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
