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>
- 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>
- Appointment Master page with status tabs, search, PhoneActionCell
- Login calls DataProvider.refresh() to load data after auth
- Sidebar: appointments nav for CC agents + executives
- Multi-agent SIP + lockout spec and implementation plan
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Patient 360 page queries Patient entity with appointments, calls, leads
- Patients added to CC agent sidebar navigation
- Auto token refresh on 401 (deduplicated concurrent refreshes)
- Call desk: callDismissed flag prevents SIP race on worklist return
- Missed calls skip disposition when never answered
- Callbacks tab renamed to Leads tab
- Branch column header on missed calls tab
- F0rty2.ai link on login footer
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
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>
- 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>
Add cc-agent role alongside executive and admin. Login page now has 3 tabs
(Marketing Executive, Call Center, Admin). RoleRouter renders the appropriate
home page per role. Sidebar shows completely different nav items per role with
role subtitle. Placeholder pages added for Team Dashboard, Call Desk, Call
History, and Follow-ups.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
