Commit Graph

6 Commits

Author SHA1 Message Date
cb4894ddc3 feat: Global E2E tests, multi-agent fixes, SIP agent tracing
- 13 Global Hospital smoke tests (CC Agent + Supervisor)
- Auto-unlock agent session in test setup via maint API
- agent-status-toggle sends agentId from localStorage (was missing)
- maint-otp-modal injects agentId from localStorage into all calls
- SIP manager logs agent identity on connect/disconnect/state changes
- seed-data.ts: added CC agent + marketing users, idempotent member
  creation, cleanup phase before seeding
- .gitignore: exclude test-results/ and playwright-report/

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-11 12:12:22 +05:30
efe67dc28b feat(call-desk): lock patient name field behind explicit edit + confirm
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>
2026-04-07 13:54:22 +05:30
33fedf7082 refactor: unified maint modal with pre-step support, OTP-gated campaign clear
- Extended MaintAction with needsPreStep + clientSideHandler
- MaintOtpModal supports pre-step content before OTP (campaign selection)
- Removed standalone ClearCampaignLeadsModal — all maint actions go through one modal
- 4-step import wizard with Untitled UI Select for mapping
- DynamicTable className passthrough

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 14:24:44 +05:30
7af1ccb713 feat: wizard step indicator, wider dialog, campaigns in admin sidebar, clear leads shortcut
- Import wizard: added step indicator (numbered circles), widened to max-w-5xl
- Admin sidebar: added Marketing → Campaigns nav link
- Clear campaign leads: Ctrl+Shift+C shortcut with campaign picker modal (test-only)
- Test CSV data for all 3 campaigns
- Defect fixing plan + CSV import spec docs
- Session memory update

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 12:45:05 +05:30
488f524f84 feat: SSE agent state, UCID fix, maint module, QA bug fixes
- Fix outbound disposition: store UCID from dial API response (root cause of silent disposition failure)
- SSE agent state: real-time Ozonetel state drives status toggle (ready/break/calling/in-call/acw)
- Maint module with OTP-protected endpoints (force-ready, unlock-agent, backfill, fix-timestamps)
- Maint OTP modal with PinInput component, keyboard shortcuts (Ctrl+Shift+R/U/B/T)
- Force-logout via SSE: admin unlock pushes force-logout to connected browsers
- Silence JsSIP debug flood, add structured lifecycle logging ([SIP], [DIAL], [DISPOSE], [AGENT-STATE])
- Centralize date formatting with IST-aware formatters across 11 files
- Fix call history: non-overlapping aggregates (completed/missed), correct timestamp display
- Auto-dismiss CallWidget ended/failed state after 3 seconds
- Remove floating "Helix Phone" idle badge from all pages
- Fix dead code in agent-state endpoint (auto-assign was unreachable after return)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 14:44:48 +05:30
ed19657b94 feat: add Assign, WhatsApp Send, Mark Spam, Merge modals and Lead Activity slideout
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-16 15:08:28 +05:30