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>
The Agent Performance table on the team dashboard was bucketing by raw
call.agentName — the field that holds Ozonetel's transfer-chain string
("RamaiahAdmin -> GlobalHealthX") and collides for distinct AgentIDs
that share a Full Name. Result: 7 rows for 3 real agents.
Now buckets by call.agent.id when the CDR enrichment has populated it,
falls back to legacy agentName grouping otherwise. Calls without any
agent info are dropped from the agent rollup (instead of being
collapsed under "Unknown").
Pulls agent { id name ozonetelAgentId } + transferredTo + transferType
on CALLS_QUERY.
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>
- Add helix.svg and PNG favicon (generated via nano-banana)
- Update page title to "Helix Engage" with proper meta tags
- Make seed scripts configurable via SEED_GQL/SEED_ORIGIN env vars
- Support remote workspace member IDs in seed-data.ts
- Dynamic doctor-to-clinic linking in seed-new-entities.ts (fetch IDs from platform)
- Remove deprecated branchClinic field from seed data
- Fix TypeScript errors: callNotes null vs undefined, Lead type casting
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>
- 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>
