docs: per-tenant frontend deploy paths in runbook

Ramaiah and Global now have separate frontend dirs on EC2
(frontend-ramaiah, frontend-global) with tenant-specific VITE_API_URL
baked at build time. Also updated api-client.ts to fallback to
window.location.origin when VITE_API_URL is empty.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.claude/settings.local.json

@@ -0,0 +1,16 @@
+{
+  "permissions": {
+    "allow": [
+      "Bash(ps -eo pid,pcpu,rss,comm -r)",
+      "Bash(awk 'NR<=20{printf \"%-8s %-8s %-10s %s\\\\n\", $1, $2, $3/1024 \"MB\", $4}')",
+      "Bash(top -l 1 -o cpu -n 15 -stats pid,command,cpu,mem,th)",
+      "Bash(vm_stat)",
+      "Bash(sysctl hw.memsize)",
+      "Bash(awk '{print \"Total RAM: \" $2/1024/1024/1024 \" GB\"}')",
+      "Bash(ps aux:*)",
+      "Bash(pmset -g thermlog)",
+      "Bash(sudo powermetrics:*)",
+      "Bash(sysctl machdep.xcpm.cpu_thermal_level)"
+    ]
+  }
+}

.env.production

@@ -1,5 +1,9 @@
-VITE_API_URL=https://engage-api.srv1477139.hstgr.cloud
-VITE_SIDECAR_URL=https://engage-api.srv1477139.hstgr.cloud
+# EC2 deployment — Caddy reverse-proxies /auth/* and /api/* to the sidecar
+# on the same domain, so VITE_API_URL is empty (same-origin).
+VITE_API_URL=
+
+# SIP defaults — used as fallback if login response doesn't include agent config.
+# Per-agent SIP config from the Agent entity (returned at login) takes precedence.
 VITE_SIP_URI=sip:523590@blr-pub-rtc4.ozonetel.com
 VITE_SIP_PASSWORD=523590
 VITE_SIP_WS_SERVER=wss://blr-pub-rtc4.ozonetel.com:444

docs/developer-operations-runbook.md

@@ -12,6 +12,9 @@ Caddy (reverse proxy, TLS, host-routed)
     ├── global.engage.healix360.net   → sidecar-global:4100
     ├── telephony.engage.healix360.net → telephony:4200
     ├── *.app.healix360.net           → server:4000 (platform)
+    ├── monitoring.healix360.net      → grafana:3000
+    ├── operations.healix360.net      → woodpecker-server:8000
+    ├── git.healix360.net             → gitea:3000
     └── engage.healix360.net          → 404 (no catchall)
 
 Docker Compose stack (EC2 — 13.234.31.194):
@@ -28,7 +31,9 @@ Docker Compose stack (EC2 — 13.234.31.194):
     ├── db                 — PostgreSQL 16 (workspace-per-schema)
     ├── clickhouse         — Analytics
     ├── minio              — S3-compatible object storage
-    └── redpanda           — Event bus (Kafka-compatible)
+    ├── redpanda           — Event bus (Kafka-compatible)
+    ├── loki               — Log aggregation (receives from Docker logging driver)
+    └── grafana            — Monitoring dashboards (Loki + ClickHouse data sources)
 ```
 
 ---
@@ -77,6 +82,9 @@ eval $EC2_SSH hostname
 | Ramaiah Platform | `https://ramaiah.app.healix360.net` |
 | Global Platform | `https://global.app.healix360.net` |
 | Telephony Dispatcher | `https://telephony.engage.healix360.net` |
+| Monitoring (Grafana) | `https://monitoring.healix360.net` |
+| CI/CD (Woodpecker) | `https://operations.healix360.net` |
+| Git (Gitea) | `https://git.healix360.net` |
 
 ---
 
@@ -151,19 +159,33 @@ REDIS_URL=redis://localhost:6379
 
 ### Frontend
 
+Each tenant has its own frontend directory on EC2. The `VITE_API_URL` is baked at build time so each build points to the correct sidecar.
+
 ```bash
 # Helper — reuse in all commands below
 EC2="SSHPASS='SasiSuman@2007' sshpass -P 'Enter passphrase' -e ssh -i ~/Downloads/fortytwoai_hostinger -o StrictHostKeyChecking=no ubuntu@13.234.31.194"
 EC2_RSYNC="SSHPASS='SasiSuman@2007' sshpass -P 'Enter passphrase' -e ssh -i ~/Downloads/fortytwoai_hostinger -o StrictHostKeyChecking=no"
 
-cd helix-engage && npm run build
+cd helix-engage
 
+# ── Ramaiah (production pilot — deploy stable builds only) ──
+VITE_API_URL=https://ramaiah.engage.healix360.net npm run build
 rsync -avz -e "$EC2_RSYNC" \
-  dist/ ubuntu@13.234.31.194:/opt/fortytwo/helix-engage-frontend/
+  dist/ ubuntu@13.234.31.194:/opt/fortytwo/frontend-ramaiah/
 
-eval $EC2 "cd /opt/fortytwo && sudo docker compose restart caddy"
+# ── Global (staging — new features land here first) ──
+VITE_API_URL=https://global.engage.healix360.net npm run build
+rsync -avz -e "$EC2_RSYNC" \
+  dist/ ubuntu@13.234.31.194:/opt/fortytwo/frontend-global/
 ```
 
+| Tenant | Frontend Dir | API URL (baked) | Caddy Root |
+|---|---|---|---|
+| Ramaiah | `/opt/fortytwo/frontend-ramaiah/` | `https://ramaiah.engage.healix360.net` | `/srv/engage-ramaiah` |
+| Global | `/opt/fortytwo/frontend-global/` | `https://global.engage.healix360.net` | `/srv/engage-global` |
+
+**Important:** Always build with the correct `VITE_API_URL` for the target tenant. A build without it (or with `localhost`) will break login and API calls.
+
 ### Sidecar
 
 ```bash

docs/generate-pptx-apr06-11.cjs

@@ -0,0 +1,612 @@
+/**
+ * Helix Engage — Weekly Update (Apr 6–11, 2026)
+ * "Clinical Precision" design — dark/light alternating, geometric, executive healthcare
+ */
+const PptxGenJS = require("pptxgenjs");
+
+// ── Design System ───────────────────────────────────────────────
+const P = {
+  // Dark palette (hero slides)
+  navyDeep:   "0F172A",  // slate-900
+  navyMid:    "1E293B",  // slate-800
+  navyLight:  "334155",  // slate-700
+
+  // Light palette (content slides)
+  white:      "FFFFFF",
+  snow:       "F8FAFC",  // slate-50
+  mist:       "F1F5F9",  // slate-100
+  silver:     "E2E8F0",  // slate-200
+
+  // Text
+  inkDark:    "0F172A",
+  inkMid:     "475569",  // slate-600
+  inkLight:   "94A3B8",  // slate-400
+  inkOnDark:  "F1F5F9",
+  inkMuted:   "64748B",  // slate-500
+
+  // Accents — healthcare-inspired
+  teal:       "0D9488",  // primary brand
+  tealLight:  "14B8A6",
+  tealPale:   "CCFBF1",  // teal-100
+  blue:       "0284C7",  // sky-600
+  blueLight:  "38BDF8",
+  indigo:     "4F46E5",
+  amber:      "D97706",
+  rose:       "E11D48",
+  emerald:    "059669",
+  violet:     "7C3AED",
+};
+
+const F = "Calibri";  // Clean, universally available
+const FB = "Calibri Light";
+
+// ── Helpers ─────────────────────────────────────────────────────
+function sn(s, n) {
+  s.addText(`${n}`, {
+    x: 9.3, y: 5.15, w: 0.5, h: 0.3,
+    fontSize: 8, color: P.inkLight, fontFace: FB, align: "right",
+  });
+}
+
+function darkSlide(pptx) {
+  const s = pptx.addSlide();
+  s.background = { color: P.navyDeep };
+  return s;
+}
+
+function lightSlide(pptx) {
+  const s = pptx.addSlide();
+  s.background = { color: P.white };
+  return s;
+}
+
+// Thin teal accent line at top
+function topLine(s, color) {
+  s.addShape("rect", { x: 0, y: 0, w: 10, h: 0.04, fill: { color: color || P.teal } });
+}
+
+// Section label pill
+function pill(s, text, color, x, y) {
+  const w = text.length * 0.075 + 0.5;
+  s.addShape("roundRect", {
+    x, y, w, h: 0.26,
+    fill: { color, transparency: 85 },
+    rectRadius: 0.13,
+  });
+  s.addText(text.toUpperCase(), {
+    x, y, w, h: 0.26,
+    fontSize: 7, fontFace: F, bold: true, color,
+    align: "center", valign: "middle",
+  });
+}
+
+// Metric block (for dark slides)
+function metric(s, { x, y, value, label, color, w = 2.0 }) {
+  // Subtle card
+  s.addShape("roundRect", {
+    x, y, w, h: 1.4,
+    fill: { color: P.navyMid },
+    line: { color: P.navyLight, width: 0.5 },
+    rectRadius: 0.08,
+  });
+  // Accent top bar
+  s.addShape("rect", { x: x + 0.15, y: y + 0.06, w: w - 0.3, h: 0.025, fill: { color } });
+  // Value
+  s.addText(value, {
+    x, y: y + 0.15, w, h: 0.75,
+    fontSize: 38, fontFace: F, bold: true, color,
+    align: "center", valign: "middle",
+  });
+  // Label
+  s.addText(label, {
+    x, y: y + 0.9, w, h: 0.35,
+    fontSize: 9, fontFace: FB, color: P.inkLight,
+    align: "center", valign: "top",
+  });
+}
+
+// Content card (for light slides)
+function card(s, { x, y, w, h, title, accent, items }) {
+  // Card with left accent border
+  s.addShape("roundRect", {
+    x, y, w, h,
+    fill: { color: P.snow },
+    line: { color: P.silver, width: 0.5 },
+    rectRadius: 0.06,
+  });
+  // Left accent bar
+  s.addShape("rect", { x, y: y + 0.1, w: 0.035, h: h - 0.2, fill: { color: accent } });
+  // Title
+  s.addText(title, {
+    x: x + 0.25, y: y + 0.08, w: w - 0.4, h: 0.32,
+    fontSize: 10.5, fontFace: F, bold: true, color: accent,
+  });
+  // Items
+  if (items?.length) {
+    s.addText(
+      items.map(t => ({
+        text: t,
+        options: {
+          fontSize: 8.5, fontFace: FB, color: P.inkMid,
+          bullet: { code: "2022" }, // bullet dot
+          paraSpaceAfter: 3, breakLine: true,
+        },
+      })),
+      { x: x + 0.25, y: y + 0.4, w: w - 0.5, h: h - 0.5, valign: "top", lineSpacingMultiple: 1.15 }
+    );
+  }
+}
+
+// Section heading for light slides
+function sectionHead(s, title, subtitle) {
+  s.addText(title, {
+    x: 0.6, y: 0.35, w: 8, h: 0.45,
+    fontSize: 22, fontFace: F, bold: true, color: P.inkDark,
+  });
+  if (subtitle) {
+    s.addText(subtitle, {
+      x: 0.6, y: 0.78, w: 8, h: 0.3,
+      fontSize: 10, fontFace: FB, color: P.inkMuted,
+    });
+  }
+}
+
+// ═════════════════════════════════════════════════════════════════
+async function build() {
+  const pptx = new PptxGenJS();
+  pptx.layout = "LAYOUT_16x9";
+  pptx.author = "Satya Suman Sari";
+  pptx.company = "FortyTwo Platform";
+  pptx.title = "Helix Engage — Weekly Update (Apr 6–11, 2026)";
+
+  // ─── SLIDE 1: Title (Dark) ────────────────────────────────────
+  {
+    const s = darkSlide(pptx);
+    topLine(s, P.teal);
+
+    // Geometric accent — vertical teal line
+    s.addShape("rect", { x: 0.6, y: 1.2, w: 0.035, h: 2.8, fill: { color: P.teal } });
+
+    pill(s, "Weekly Status", P.tealLight, 0.85, 1.3);
+
+    s.addText("Helix Engage", {
+      x: 0.85, y: 1.7, w: 7, h: 0.9,
+      fontSize: 42, fontFace: F, bold: true, color: P.white,
+    });
+
+    s.addText("Engineering Progress Report", {
+      x: 0.85, y: 2.5, w: 7, h: 0.4,
+      fontSize: 16, fontFace: FB, color: P.inkLight,
+    });
+
+    // Date block
+    s.addShape("rect", { x: 0.85, y: 3.2, w: 2.2, h: 0.04, fill: { color: P.teal, transparency: 50 } });
+    s.addText("April 6 – 11, 2026", {
+      x: 0.85, y: 3.35, w: 3, h: 0.3,
+      fontSize: 11, fontFace: F, bold: true, color: P.tealLight,
+    });
+
+    s.addText("Satya Suman Sari  |  FortyTwo Platform", {
+      x: 0.85, y: 4.8, w: 5, h: 0.25,
+      fontSize: 8, fontFace: FB, color: P.inkLight,
+    });
+    sn(s, 1);
+  }
+
+  // ─── SLIDE 2: At a Glance (Dark) ─────────────────────────────
+  {
+    const s = darkSlide(pptx);
+    topLine(s, P.teal);
+
+    pill(s, "Overview", P.tealLight, 0.5, 0.3);
+    s.addText("Week at a Glance", {
+      x: 0.5, y: 0.6, w: 5, h: 0.45,
+      fontSize: 22, fontFace: F, bold: true, color: P.white,
+    });
+
+    metric(s, { x: 0.5,  y: 1.25, value: "57",  label: "Commits Shipped", color: P.blueLight, w: 2.05 });
+    metric(s, { x: 2.7,  y: 1.25, value: "9",   label: "Defects Resolved", color: P.rose, w: 2.05 });
+    metric(s, { x: 4.9,  y: 1.25, value: "40",  label: "E2E Tests Passing", color: P.emerald, w: 2.05 });
+    metric(s, { x: 7.1,  y: 1.25, value: "17",  label: "Docker Containers", color: P.violet, w: 2.05 });
+
+    // Key highlights
+    const highlights = [
+      "Multi-tenant EC2 architecture deployed — Ramaiah + Global on single instance",
+      "Woodpecker CI/CD pipeline operational with Teams notifications",
+      "Cross-tenant security vulnerability identified and patched",
+      "Complete documentation: architecture, runbook, CI/CD guide",
+    ];
+    s.addText(
+      highlights.map(h => ({
+        text: h,
+        options: {
+          fontSize: 10, fontFace: FB, color: P.inkOnDark,
+          bullet: { code: "25B8" }, paraSpaceAfter: 6, breakLine: true,
+        },
+      })),
+      { x: 0.6, y: 2.9, w: 8.5, h: 2.0, valign: "top", lineSpacingMultiple: 1.2 }
+    );
+
+    sn(s, 2);
+  }
+
+  // ─── SLIDE 3: Defect Fixes (Light) ────────────────────────────
+  {
+    const s = lightSlide(pptx);
+    topLine(s, P.rose);
+    sectionHead(s, "Defect Resolution", "9 of 17 triaged bugs fixed and deployed this week");
+
+    const bugs = [
+      ["#527", "Appointment creation overwrites patient details"],
+      ["#529", "Break/Training status doesn't block outbound calls"],
+      ["#531", "Agent can log out during an active call"],
+      ["#533", "Redundant Call History page header"],
+      ["#534", "Redundant Patients page header"],
+      ["#536", "My Performance displays wrong agent data"],
+      ["#538", "Supervisor dashboard metrics incorrect"],
+      ["#540", "Ghost calls visible for logged-out agents"],
+      ["#547", "SLA priority rules not reflected in worklist"],
+    ];
+
+    const rows = [
+      [
+        { text: "ID", options: { bold: true, color: P.white, fill: { color: P.navyMid }, fontSize: 8.5, fontFace: F } },
+        { text: "Description", options: { bold: true, color: P.white, fill: { color: P.navyMid }, fontSize: 8.5, fontFace: F } },
+        { text: "Status", options: { bold: true, color: P.white, fill: { color: P.navyMid }, fontSize: 8.5, fontFace: F } },
+      ],
+      ...bugs.map(([id, desc], i) => [
+        { text: id, options: { fontSize: 8.5, fontFace: F, color: P.inkMid, fill: { color: i % 2 === 0 ? P.snow : P.white } } },
+        { text: desc, options: { fontSize: 8.5, fontFace: FB, color: P.inkMid, fill: { color: i % 2 === 0 ? P.snow : P.white } } },
+        { text: "Resolved", options: { fontSize: 8.5, fontFace: F, bold: true, color: P.emerald, fill: { color: i % 2 === 0 ? P.snow : P.white } } },
+      ]),
+    ];
+
+    s.addTable(rows, {
+      x: 0.5, y: 1.2, w: 9.0,
+      border: { type: "solid", pt: 0.3, color: P.silver },
+      colW: [0.7, 6.6, 1.7], rowH: 0.36,
+    });
+
+    s.addText("Deferred by product:  #516 recordings  |  #517 AI transcription  |  #519 supervisor calling  |  #539 real-time missed calls  |  #541 whisper/barge", {
+      x: 0.5, y: 4.9, w: 9, h: 0.3,
+      fontSize: 7.5, fontFace: FB, color: P.inkLight, italic: true,
+    });
+    sn(s, 3);
+  }
+
+  // ─── SLIDE 4: Security Fix (Dark) ────────────────────────────
+  {
+    const s = darkSlide(pptx);
+    topLine(s, P.rose);
+
+    pill(s, "Security", P.rose, 0.5, 0.3);
+    s.addText("Cross-Tenant Isolation Vulnerability", {
+      x: 0.5, y: 0.6, w: 9, h: 0.45,
+      fontSize: 22, fontFace: F, bold: true, color: P.white,
+    });
+    s.addText("Discovered and patched within the same sprint", {
+      x: 0.5, y: 1.0, w: 9, h: 0.3,
+      fontSize: 10, fontFace: FB, color: P.inkLight,
+    });
+
+    // Problem
+    s.addShape("roundRect", {
+      x: 0.4, y: 1.5, w: 4.4, h: 2.6,
+      fill: { color: P.navyMid }, line: { color: P.navyLight, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addShape("rect", { x: 0.4, y: 1.5, w: 0.035, h: 2.6, fill: { color: P.rose } });
+    s.addText("Impact", {
+      x: 0.65, y: 1.55, w: 3, h: 0.3,
+      fontSize: 11, fontFace: F, bold: true, color: P.rose,
+    });
+    s.addText(
+      [
+        "Shared OZONETEL_AGENT_ID env var across sidecars",
+        "6 endpoints used silent fallback to wrong agent",
+        "Ramaiah operations could modify Global's session",
+        "Agent state, disposition, dial, metrics all affected",
+        "No error or warning — completely silent",
+      ].map(t => ({
+        text: t, options: { fontSize: 8.5, fontFace: FB, color: P.inkOnDark, bullet: { code: "25B8" }, paraSpaceAfter: 4, breakLine: true },
+      })),
+      { x: 0.65, y: 1.9, w: 3.9, h: 2.0, valign: "top" }
+    );
+
+    // Resolution
+    s.addShape("roundRect", {
+      x: 5.1, y: 1.5, w: 4.5, h: 2.6,
+      fill: { color: P.navyMid }, line: { color: P.navyLight, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addShape("rect", { x: 5.1, y: 1.5, w: 0.035, h: 2.6, fill: { color: P.emerald } });
+    s.addText("Resolution", {
+      x: 5.35, y: 1.55, w: 3, h: 0.3,
+      fontSize: 11, fontFace: F, bold: true, color: P.emerald,
+    });
+    s.addText(
+      [
+        "Removed all defaultAgentId fallbacks",
+        "All 6 endpoints now require agentId (400 if absent)",
+        "Frontend sends agentId from localStorage",
+        "OZONETEL_AGENT_ID removed from config entirely",
+        "Verified with 40 E2E tests — zero regressions",
+      ].map(t => ({
+        text: t, options: { fontSize: 8.5, fontFace: FB, color: P.inkOnDark, bullet: { code: "25B8" }, paraSpaceAfter: 4, breakLine: true },
+      })),
+      { x: 5.35, y: 1.9, w: 4.0, h: 2.0, valign: "top" }
+    );
+
+    // Clean layers footer
+    s.addText("Unaffected layers:  Login (DB lookup)  |  Telephony dispatcher (event payload)  |  Sidecar registration (GraphQL)  |  Supervisor (webhook events)", {
+      x: 0.5, y: 4.4, w: 9, h: 0.3,
+      fontSize: 7.5, fontFace: FB, color: P.inkLight,
+    });
+    sn(s, 4);
+  }
+
+  // ─── SLIDE 5: EC2 Architecture (Light) ────────────────────────
+  {
+    const s = lightSlide(pptx);
+    topLine(s, P.blue);
+    sectionHead(s, "AWS EC2 Multi-Tenant Architecture", "Single instance, strict tenant isolation, host-routed Caddy");
+
+    card(s, {
+      x: 0.4, y: 1.2, w: 4.4, h: 2.0,
+      title: "Shared Platform Layer", accent: P.blue,
+      items: [
+        "NestJS server — multi-tenant by Origin header",
+        "PostgreSQL 16 with workspace-per-schema",
+        "BullMQ worker, ClickHouse analytics, Redpanda events",
+        "MinIO S3-compatible object storage",
+      ],
+    });
+
+    card(s, {
+      x: 5.1, y: 1.2, w: 4.5, h: 2.0,
+      title: "Isolated Sidecar Layer", accent: P.amber,
+      items: [
+        "Per-hospital: sidecar + Redis + data volume",
+        "Caddy host-routes — no catchall, no cross-tenant",
+        "ramaiah.engage.healix360.net \u2192 sidecar-ramaiah",
+        "global.engage.healix360.net \u2192 sidecar-global",
+      ],
+    });
+
+    card(s, {
+      x: 0.4, y: 3.4, w: 4.4, h: 1.7,
+      title: "Telephony Dispatcher", accent: P.teal,
+      items: [
+        "Routes Ozonetel events by agentId via Redis lookup",
+        "Sidecars self-register on boot with heartbeat",
+        "Zero config when onboarding new hospitals",
+      ],
+    });
+
+    card(s, {
+      x: 5.1, y: 3.4, w: 4.5, h: 1.7,
+      title: "Live Endpoints", accent: P.indigo,
+      items: [
+        "ramaiah.engage / global.engage — Hospital UIs",
+        "telephony.engage — Event dispatcher",
+        "operations — CI/CD dashboard",
+        "git — Gitea forge (mirrors Azure DevOps)",
+      ],
+    });
+    sn(s, 5);
+  }
+
+  // ─── SLIDE 6: E2E Tests (Dark) ────────────────────────────────
+  {
+    const s = darkSlide(pptx);
+    topLine(s, P.emerald);
+
+    pill(s, "Quality Assurance", P.emerald, 0.5, 0.3);
+    s.addText("40 Automated E2E Tests", {
+      x: 0.5, y: 0.6, w: 9, h: 0.45,
+      fontSize: 22, fontFace: F, bold: true, color: P.white,
+    });
+    s.addText("Playwright smoke tests covering every page across both hospitals", {
+      x: 0.5, y: 1.0, w: 9, h: 0.3,
+      fontSize: 10, fontFace: FB, color: P.inkLight,
+    });
+
+    // Ramaiah
+    s.addShape("roundRect", {
+      x: 0.4, y: 1.5, w: 4.4, h: 2.4,
+      fill: { color: P.navyMid }, line: { color: P.navyLight, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addShape("rect", { x: 0.4, y: 1.5, w: 0.035, h: 2.4, fill: { color: P.amber } });
+    s.addText("Ramaiah Hospitals — 27 tests", {
+      x: 0.65, y: 1.55, w: 4, h: 0.3,
+      fontSize: 10.5, fontFace: F, bold: true, color: P.amber,
+    });
+    s.addText(
+      [
+        "Login flow: branding, credentials, auth guard (4)",
+        "CC Agent: call desk, history, patients, appointments, performance, sidebar, sign-out (10)",
+        "Supervisor: dashboard, team perf, live monitor, all data pages, settings (12)",
+        "Auth setup with auto session unlock (1)",
+      ].map(t => ({ text: t, options: { fontSize: 8.5, fontFace: FB, color: P.inkOnDark, bullet: { code: "25B8" }, paraSpaceAfter: 5, breakLine: true } })),
+      { x: 0.65, y: 1.9, w: 3.9, h: 1.8, valign: "top" }
+    );
+
+    // Global
+    s.addShape("roundRect", {
+      x: 5.1, y: 1.5, w: 4.5, h: 2.4,
+      fill: { color: P.navyMid }, line: { color: P.navyLight, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addShape("rect", { x: 5.1, y: 1.5, w: 0.035, h: 2.4, fill: { color: P.blueLight } });
+    s.addText("Global Hospital — 13 tests", {
+      x: 5.35, y: 1.55, w: 4, h: 0.3,
+      fontSize: 10.5, fontFace: F, bold: true, color: P.blueLight,
+    });
+    s.addText(
+      [
+        "CC Agent: landing, history, patients, appointments, performance, sidebar, sign-out (7)",
+        "Supervisor: landing, patients, appointments, campaigns, settings (5)",
+        "Auth setup with auto session unlock (1)",
+      ].map(t => ({ text: t, options: { fontSize: 8.5, fontFace: FB, color: P.inkOnDark, bullet: { code: "25B8" }, paraSpaceAfter: 5, breakLine: true } })),
+      { x: 5.35, y: 1.9, w: 4.0, h: 1.8, valign: "top" }
+    );
+
+    // Self-healing footer
+    s.addShape("roundRect", {
+      x: 0.4, y: 4.15, w: 9.2, h: 0.85,
+      fill: { color: P.navyMid }, line: { color: P.navyLight, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addText("Self-Healing", {
+      x: 0.65, y: 4.2, w: 2, h: 0.25,
+      fontSize: 9, fontFace: F, bold: true, color: P.emerald,
+    });
+    s.addText("Auto-clears session locks before login  |  Completes sign-out after tests  |  Runs against live EC2, not mocked  |  ~6 min on Woodpecker CI", {
+      x: 0.65, y: 4.5, w: 8.5, h: 0.3,
+      fontSize: 8, fontFace: FB, color: P.inkLight,
+    });
+    sn(s, 6);
+  }
+
+  // ─── SLIDE 7: CI/CD (Light) ───────────────────────────────────
+  {
+    const s = lightSlide(pptx);
+    topLine(s, P.indigo);
+    sectionHead(s, "CI/CD Pipeline", "Automated testing, report publishing, and team notifications");
+
+    // Flow bar
+    s.addShape("roundRect", {
+      x: 0.5, y: 1.15, w: 9.0, h: 0.4,
+      fill: { color: P.mist }, line: { color: P.silver, width: 0.5 }, rectRadius: 0.06,
+    });
+    s.addText("Azure DevOps   \u2192   Gitea Mirror   \u2192   Woodpecker Pipeline   \u2192   MinIO Reports   \u2192   Teams Alert", {
+      x: 0.5, y: 1.15, w: 9.0, h: 0.4,
+      fontSize: 9.5, fontFace: F, bold: true, color: P.indigo, align: "center", valign: "middle",
+    });
+
+    card(s, {
+      x: 0.4, y: 1.75, w: 4.4, h: 1.7,
+      title: "Frontend Pipeline", accent: P.blue,
+      items: [
+        "TypeScript typecheck (yarn tsc --noEmit)",
+        "40 Playwright E2E tests against live EC2",
+        "HTML report uploaded to MinIO (S3 plugin)",
+        "Teams Adaptive Card with report link",
+      ],
+    });
+
+    card(s, {
+      x: 5.1, y: 1.75, w: 4.5, h: 1.7,
+      title: "Sidecar Pipeline", accent: P.violet,
+      items: [
+        "Jest unit tests (npm ci + jest --ci)",
+        "Teams notification on pass or fail",
+        "Triggered on push or manual run",
+      ],
+    });
+
+    card(s, {
+      x: 0.4, y: 3.65, w: 9.2, h: 1.4,
+      title: "Operations Dashboard", accent: P.teal,
+      items: [
+        "operations.healix360.net — Woodpecker CI with full build history and logs",
+        "operations.healix360.net/reports/{run}/ — Playwright HTML reports with screenshots (basic auth protected)",
+        "git.healix360.net — Gitea forge mirroring Azure DevOps every 15 minutes",
+        "Teams 'Deployment updates' channel receives Adaptive Cards with pass/fail count and report link",
+      ],
+    });
+    sn(s, 7);
+  }
+
+  // ─── SLIDE 8: Timeline (Light) ────────────────────────────────
+  {
+    const s = lightSlide(pptx);
+    topLine(s, P.teal);
+    sectionHead(s, "Development Timeline");
+
+    const timeline = [
+      { date: "Apr 6 Sun", title: "Onboarding Wizard", desc: "6-phase setup wizard, widget config, telephony/AI CRUD, team invite, clinic/doctor management", color: P.blue },
+      { date: "Apr 7 Mon", title: "SIP & ACW Fixes", desc: "3-layer ACW protection, SIP disconnect guard, dispose agentId, setup wizard polish", color: P.teal },
+      { date: "Apr 8 Tue", title: "Master Data", desc: "Dynamic clinic/doctor fetching, appointment form overhaul, Ramaiah 195 doctor seed", color: P.amber },
+      { date: "Apr 9 Wed", title: "EC2 Deployment", desc: "Multi-tenant architecture, telephony dispatcher, Caddy host routing, 14 containers", color: P.indigo },
+      { date: "Apr 10 Thu", title: "Defect Sprint", desc: "9 bugs fixed, 40 E2E tests, architecture docs, runbook, cross-tenant discovery", color: P.rose },
+      { date: "Apr 11 Fri", title: "CI/CD Pipeline", desc: "Woodpecker + Gitea + MinIO, Teams notifications, defaultAgentId security patch", color: P.emerald },
+    ];
+
+    // Vertical line
+    s.addShape("rect", { x: 1.25, y: 1.2, w: 0.02, h: 3.9, fill: { color: P.silver } });
+
+    timeline.forEach((e, i) => {
+      const y = 1.2 + i * 0.65;
+      // Dot
+      s.addShape("ellipse", {
+        x: 1.18, y: y + 0.06, w: 0.16, h: 0.16,
+        fill: { color: e.color }, line: { color: P.white, width: 2 },
+      });
+      // Date
+      s.addText(e.date, {
+        x: 1.55, y, w: 1.2, h: 0.22,
+        fontSize: 7.5, fontFace: F, bold: true, color: e.color,
+      });
+      // Title
+      s.addText(e.title, {
+        x: 2.8, y, w: 1.8, h: 0.22,
+        fontSize: 9.5, fontFace: F, bold: true, color: P.inkDark,
+      });
+      // Desc
+      s.addText(e.desc, {
+        x: 4.7, y, w: 4.8, h: 0.55,
+        fontSize: 8, fontFace: FB, color: P.inkMid, valign: "top",
+      });
+    });
+    sn(s, 8);
+  }
+
+  // ─── SLIDE 9: Closing (Dark) ──────────────────────────────────
+  {
+    const s = darkSlide(pptx);
+    topLine(s, P.teal);
+
+    s.addShape("rect", { x: 0.6, y: 1.6, w: 0.035, h: 1.8, fill: { color: P.teal } });
+
+    s.addText("57 commits across 3 repositories", {
+      x: 0.85, y: 1.6, w: 8, h: 0.6,
+      fontSize: 28, fontFace: F, bold: true, color: P.white,
+    });
+
+    s.addText("From single-tenant VPS to multi-tenant EC2 with automated CI/CD,\n40 end-to-end tests, and a fully integrated operations dashboard.", {
+      x: 0.85, y: 2.3, w: 7, h: 0.7,
+      fontSize: 12, fontFace: FB, color: P.inkLight, lineSpacingMultiple: 1.4,
+    });
+
+    // Achievement pills
+    const items = [
+      { text: "Multi-Tenant EC2", color: P.blue },
+      { text: "40 E2E Tests", color: P.emerald },
+      { text: "CI/CD Pipeline", color: P.indigo },
+      { text: "9 Bugs Fixed", color: P.rose },
+      { text: "Teams Alerts", color: P.violet },
+    ];
+    items.forEach((a, i) => {
+      const x = 0.85 + i * 1.7;
+      s.addShape("roundRect", {
+        x, y: 3.4, w: 1.5, h: 0.32,
+        fill: { color: P.navyMid },
+        line: { color: a.color, width: 1 },
+        rectRadius: 0.16,
+      });
+      s.addText(a.text, {
+        x, y: 3.4, w: 1.5, h: 0.32,
+        fontSize: 8, fontFace: F, bold: true, color: a.color,
+        align: "center", valign: "middle",
+      });
+    });
+
+    s.addText("Satya Suman Sari  |  FortyTwo Platform", {
+      x: 0.85, y: 4.8, w: 5, h: 0.25,
+      fontSize: 8, fontFace: FB, color: P.inkLight,
+    });
+    sn(s, 9);
+  }
+
+  await pptx.writeFile({ fileName: "docs/weekly-update-apr06-11.pptx" });
+  console.log("Generated: docs/weekly-update-apr06-11.pptx");
+}
+
+build().catch(err => { console.error(err); process.exit(1); });

docs/plans/2026-04-17-ai-coaching-panel.md

@@ -0,0 +1,140 @@
+# AI Coaching Panel Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Replace the AI chat panel with a three-zone coaching surface — structured summary card, rule-driven suggestions with scripts, and contextual chat with progressive suggestion updates.
+
+**Architecture:** CallerContextService (already built) pre-fetches caller data into Redis. Rules engine evaluates caller facts against seeded suggestion rules, producing triggers. AI system prompt includes caller context + suggestion triggers + structured output instructions. Every AI response returns `{ message, suggestions }` JSON. Frontend parses and renders across three zones.
+
+**Tech Stack:** React 19 + Tailwind (frontend), NestJS + Vercel AI SDK + json-rules-engine + Redis (sidecar), FontAwesome Pro icons
+
+---
+
+## File Structure
+
+### Sidecar (helix-engage-server)
+
+| File | Responsibility |
+|------|----------------|
+| `src/rules-engine/suggestion-rules.ts` | NEW: Default suggestion rule definitions + evaluator function |
+| `src/caller/caller-context.service.ts` | MODIFY: Add suggestion evaluation, render suggestions for prompt |
+| `src/ai/ai-chat.controller.ts` | MODIFY: Inject suggestion rules into system prompt |
+| `src/config/ai.defaults.ts` | MODIFY: Update ccAgentHelper prompt with structured JSON output format |
+
+### Frontend (helix-engage)
+
+| File | Responsibility |
+|------|----------------|
+| `src/components/call-desk/ai-summary-card.tsx` | NEW: Zone 1 patient profile card |
+| `src/components/call-desk/ai-suggestions.tsx` | NEW: Zone 2 suggestion pills with expand/script/tell-me-more |
+| `src/components/call-desk/ai-chat-panel.tsx` | REWRITE: Orchestrates 3 zones, parses structured JSON responses |
+| `src/components/call-desk/context-panel.tsx` | MODIFY: Remove P360 tab toggle, single surface |
+| `src/pages/rules-settings.tsx` | MODIFY: Display suggestion rules in Automations tab |
+
+---
+
+## Task 1: Suggestion Rules Engine (Sidecar)
+
+**Files:**
+- Create: `helix-engage-server/src/rules-engine/suggestion-rules.ts`
+- Modify: `helix-engage-server/src/caller/caller-context.service.ts`
+
+- [ ] **Step 1:** Create `suggestion-rules.ts` with types (`SuggestionType`, `SuggestionPriority`, `SuggestionTrigger`), department-to-package mapping, cross-sell mapping, and `evaluateSuggestionRules(facts)` function that evaluates 5 default rules: (1) package upsell by department, (2) reschedule missed appointments, (3) cross-sell related departments, (4) first-visit health checkup, (5) returning patient re-engagement. Max 4 triggers returned. Also export `SUGGESTION_RULE_DEFINITIONS` array for Settings UI display.
+
+- [ ] **Step 2:** In `caller-context.service.ts`, add `suggestionTriggers: SuggestionTrigger[]` to the `CallerContext` type. Import `evaluateSuggestionRules`. Call it in the `build()` method after fetching all data, passing caller facts (isNew, appointments, calls, interestedService, contactAttempts, leadSource, utmCampaign). Add `renderSuggestionsForPrompt(triggers)` method that formats triggers for the AI system prompt.
+
+- [ ] **Step 3:** Build and verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 4:** Commit: `feat: suggestion rules engine + caller context evaluation`
+
+---
+
+## Task 2: Structured Output in AI System Prompt (Sidecar)
+
+**Files:**
+- Modify: `helix-engage-server/src/config/ai.defaults.ts`
+- Modify: `helix-engage-server/src/ai/ai-chat.controller.ts`
+
+- [ ] **Step 1:** In `ai.defaults.ts`, append structured output instructions to `CC_AGENT_HELPER_DEFAULT` template. The AI must respond with valid JSON: `{"message": "...", "suggestions": [{"id", "type", "title", "script", "priority"}]}`. Rules: always include suggestions on first response, update on subsequent, no markdown in message field, max 4 suggestions, personalized scripts using caller's name/doctor/department.
+
+- [ ] **Step 2:** In `ai-chat.controller.ts` stream endpoint, after the caller context injection block, inject suggestion rules: `if (callerCtx.suggestionTriggers?.length) systemPrompt += this.callerContext.renderSuggestionsForPrompt(callerCtx.suggestionTriggers)`
+
+- [ ] **Step 3:** Build and verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 4:** Commit: `feat: structured JSON output + suggestion rules in AI system prompt`
+
+---
+
+## Task 3: AI Summary Card Component (Frontend)
+
+**Files:**
+- Create: `helix-engage/src/components/call-desk/ai-summary-card.tsx`
+
+- [ ] **Step 1:** Create Zone 1 component. Props: `caller: CallerSummary | null`. Renders: patient avatar + name + NEW/RETURNING badge, phone number, 2-line AI summary (line-clamped), source + campaign badges, compact appointment pills (next upcoming with green bg, last completed with gray bg). For null caller: centered placeholder text. Uses Badge component, FontAwesome icons (faUser, faCalendarCheck, faPhone).
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: AI summary card component (Zone 1)`
+
+---
+
+## Task 4: Suggestions Component (Frontend)
+
+**Files:**
+- Create: `helix-engage/src/components/call-desk/ai-suggestions.tsx`
+
+- [ ] **Step 1:** Create Zone 2 component. Props: `suggestions: Suggestion[]`, `onTellMeMore: (suggestion) => void`. Exports `Suggestion` type (id, type, title, script, priority). Renders: collapsible section header "Suggestions (N)", list of compact pill cards. Each pill: type icon (faArrowUp/faTag/faRotate/faClipboardCheck), title, priority dot (red/yellow/green). Click toggles expand with script text + "Tell me more" link. Collapse/expand toggle for entire section.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: AI suggestions component (Zone 2)`
+
+---
+
+## Task 5: Rewrite AI Chat Panel (Frontend)
+
+**Files:**
+- Rewrite: `helix-engage/src/components/call-desk/ai-chat-panel.tsx`
+
+- [ ] **Step 1:** Rewrite to orchestrate 3 zones. New props: `callerSummary?: CallerSummary | null`. Adds `suggestions` state managed from parsed AI responses. `parseAiResponse(content)` extracts `{ message, suggestions }` from JSON, falls back to raw text on parse failure. Zone 1: AiSummaryCard (not shown for supervisor). Zone 2: AiSuggestions with `onTellMeMore` that appends "Tell me more about X" as chat message. Zone 3: chat with `displayMessages` that strips JSON wrapper showing only the message field. Auto-fire kept. Supervisor mode unchanged (quick actions, no summary/suggestions). Keep existing MessageContent + parseLine helpers.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: rewrite AI chat panel — 3-zone coaching surface`
+
+---
+
+## Task 6: Wire Context Panel (Frontend)
+
+**Files:**
+- Modify: `helix-engage/src/components/call-desk/context-panel.tsx`
+
+- [ ] **Step 1:** Remove P360 tab toggle (activeTab state, tab buttons, P360 sections — appointments list, call history list, follow-ups list). Build `callerSummary` object from `selectedLead` + `appointments` data: name, phone, isNew, aiSummary, leadSource, utmCampaign, nextAppointment (first SCHEDULED after now), lastAppointment (first COMPLETED). Pass `callerSummary` to AiChatPanel as new prop. Single surface — AiChatPanel is the only content.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: remove P360 toggle, single coaching surface`
+
+---
+
+## Task 7: Settings UI — Suggestion Rules Display
+
+**Files:**
+- Modify: `helix-engage/src/pages/rules-settings.tsx`
+
+- [ ] **Step 1:** Add `SUGGESTION_RULES` array (5 items: name, category, description, enabled) to the Automations tab. Render below existing automation rules with "AI Suggestions" subheading. Same card pattern: category badge, name, description, enabled/disabled dot. All enabled, read-only.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: display suggestion rules in Settings > Automations`
+
+---
+
+## Task 8: Build, Deploy, Test
+
+- [ ] **Step 1:** Build sidecar: `cd helix-engage-server && npm run build`
+- [ ] **Step 2:** Build frontend: `cd helix-engage && npm run build`
+- [ ] **Step 3:** Deploy sidecar to ECR + pull on EC2
+- [ ] **Step 4:** Deploy frontend to EC2 via rsync + restart Caddy
+- [ ] **Step 5:** Test on Tauri: rebuild frontend with Global URL, launch, trigger call. Verify: Zone 1 summary card, Zone 2 suggestions from rules, click expand shows script, "Tell me more" sends to chat, progressive suggestion updates, server logs show cache hits and no tool calls for patient data
+- [ ] **Step 6:** Final commit and push both repos

docs/specs/2026-04-17-ai-coaching-panel-design.md

@@ -0,0 +1,188 @@
+# AI Coaching Panel — Design Spec
+
+## Goal
+
+Replace the current AI chat panel with a proactive coaching surface that shows structured patient summaries, rule-driven upsell/cross-sell/retention suggestions with clickable scripts, and a contextual chat — all in the existing 400px right-hand panel.
+
+## Architecture
+
+Single scrollable panel, three zones. No tabs or toggles. Caller context pre-fetched and cached in Redis (CallerContextService). Rules engine produces suggestion triggers. AI renders triggers into natural language scripts. Every AI response includes updated suggestions (progressive).
+
+## Panel Layout
+
+### Zone 1 — Summary Card (pinned top, ~120px)
+
+- Patient name, age, gender, patient type badge (NEW / RETURNING)
+- 2-line AI summary (from `aiSummary` field on lead record)
+- Campaign badge + source tag (e.g., "Cervical Cancer Screening Drive" / "Google")
+- Compact appointment pills: next upcoming appointment (date + doctor), last completed (date + outcome)
+- Renders from CallerContextService data — no AI call needed for this zone
+
+For new callers (no lead/patient): shows phone number, "New Caller" badge, and a prompt to collect name.
+
+### Zone 2 — Suggestions (collapsible, below summary)
+
+- 2-4 suggestion pills as compact cards
+- Each pill: type icon (tag/arrow-up/rotate-cw), one-line title, priority dot (high/medium/low)
+- Click expands inline with a 2-3 sentence ready-to-read script
+- Expanded state has a "Tell me more" link that sends the suggestion as a chat message
+- Suggestions refresh with every AI response (progressive)
+- Collapse/expand toggle for the entire section ("Suggestions (3)")
+
+Suggestion types:
+- **upsell** — premium packages, add-on services
+- **crosssell** — related services in other departments
+- **retention** — reschedule missed appointments, follow up on lapsed visits
+- **operational** — fasting reminders, insurance docs, directions
+
+### Zone 3 — Chat (fills remaining space)
+
+- Streaming chat, same UX as today
+- Agent types questions or clicks "Tell me more" from a suggestion
+- Each AI response may include updated suggestions (Zone 2 refreshes)
+- Quick action pills at bottom, contextual to conversation state
+- Auto-fires patient summary on call connect (existing behavior, kept)
+
+## Structured AI Response Format
+
+Every AI response is structured JSON (not free-form text):
+
+```json
+{
+  "message": "Priya Sharma is a returning patient...",
+  "suggestions": [
+    {
+      "id": "s1",
+      "type": "upsell",
+      "title": "Cardiac Wellness Package",
+      "script": "Since you're already seeing Dr. Lakshmi for cardiology, we have a comprehensive cardiac wellness package...",
+      "priority": "high"
+    },
+    {
+      "id": "s2",
+      "type": "retention",
+      "title": "Reschedule missed appointment",
+      "script": "I see your last appointment on April 10th was rescheduled. Would you like me to book a new slot?",
+      "priority": "medium"
+    }
+  ]
+}
+```
+
+The `message` field renders as a chat bubble in Zone 3. The `suggestions` array replaces the current set in Zone 2. If `suggestions` is empty or absent, Zone 2 retains the previous set.
+
+The initial auto-fired response includes the summary message + first set of suggestions. Subsequent responses update suggestions based on conversation context.
+
+## Rules Engine to AI Prompt Pipeline
+
+### Step 1: Rules evaluation
+
+CallerContextService already builds the caller facts (appointments, campaigns, call history, lead status, interested service). The rules engine evaluates these facts against configured suggestion rules.
+
+Each rule produces a raw trigger:
+```json
+{
+  "type": "upsell",
+  "product": "cardiac-wellness-package",
+  "reason": "Patient has cardiology appointment, no wellness package booked",
+  "priority": "high"
+}
+```
+
+### Step 2: Prompt injection
+
+Raw triggers are appended to the system prompt as a `SUGGESTION RULES` section:
+
+```
+SUGGESTION RULES (from business configuration):
+Based on this caller's profile, the following suggestions should be offered.
+Generate a natural, conversational script for each that the agent can read aloud.
+Return them in the `suggestions` array of your JSON response.
+
+1. [upsell/high] Cardiac Wellness Package — patient has cardiology appointment, no wellness package booked
+2. [retention/medium] Reschedule missed appointment — last appointment was rescheduled, no new booking
+```
+
+### Step 3: AI generates scripts
+
+The AI turns the raw triggers into conversational scripts using the caller's context (name, history, doctor, department). Scripts are personalized, not templated.
+
+### Step 4: Seeded rules
+
+Default suggestion rules seeded in the rules engine config:
+- Package upsell by department (cardiology → cardiac wellness, ortho → physio package)
+- Reschedule missed/cancelled appointments
+- Cross-sell related departments (ortho → physio, cardio → dietician)
+- First-visit patient: suggest health checkup package
+- Returning patient with no recent visit: re-engagement prompt
+
+These rules are displayed read-only in Settings > Automations tab (same card pattern as existing automation rules — visible but not editable in v1).
+
+## Data Flow
+
+```
+Call arrives
+  -> CallerResolutionController.resolve()
+    -> CallerContextService.prewarm() (parallel fetch + Redis cache)
+  -> Frontend auto-fires AI chat
+    -> POST /api/ai/stream
+      -> buildCallerContext() — Redis cache hit
+      -> rulesEngine.evaluate(callerFacts) — produces suggestion triggers
+      -> buildSystemPrompt(KB + callerContext + suggestionRules + structuredOutputInstructions)
+      -> streamText() — AI returns structured JSON { message, suggestions }
+    -> Frontend parses response
+      -> Zone 1: summary card from CallerContextService (no AI needed)
+      -> Zone 2: suggestions from AI response
+      -> Zone 3: message as chat bubble
+
+Agent clicks "Tell me more" on a suggestion
+  -> Sent as chat message: "Tell me more about the Cardiac Wellness Package"
+  -> AI responds with detailed info + updated suggestions
+  -> Zone 2 refreshes with new suggestions
+
+Agent books appointment (via disposition/form)
+  -> System message injected into chat: "Agent booked appointment with Dr. Lakshmi on Apr 24"
+  -> Next AI response reflects the action + updates suggestions
+    (e.g., removes "reschedule" suggestion, adds "send appointment reminder via WhatsApp")
+```
+
+## Surface Area
+
+### Sidecar (helix-engage-server)
+
+| File | Change |
+|------|--------|
+| `ai-chat.controller.ts` | Add structured output instructions to system prompt. Add suggestion rules injection from rules engine. Parse/pass suggestion triggers. |
+| `caller-context.service.ts` | Add rules evaluation method that runs caller facts against suggestion rules. Return triggers alongside context. |
+| `rules-engine/` | Seed default suggestion rules (JSON config in Redis or file). |
+| `config/ai.defaults.ts` | Update `ccAgentHelper` prompt template with structured output format instructions and suggestion generation rules. |
+
+### Frontend (helix-engage)
+
+| File | Change |
+|------|--------|
+| NEW: `ai-summary-card.tsx` | Zone 1 — patient profile card rendered from CallerContextService data |
+| NEW: `ai-suggestions.tsx` | Zone 2 — suggestion pills with expand/collapse, script display, "Tell me more" |
+| REWRITE: `ai-chat-panel.tsx` | Orchestrates all 3 zones. Parses structured JSON responses. Manages suggestion state. Passes "Tell me more" clicks as chat messages. |
+| `context-panel.tsx` | Remove P360 tab toggle. Single surface — AI coaching panel is the only mode. |
+
+### No changes needed
+
+- `call-desk.tsx` — panel wrapper stays the same
+- `app-shell.tsx` — no changes
+- `CallerContextService` — already built, just add rules evaluation call
+- Frontend build pipeline — no new dependencies
+
+## What this replaces
+
+- P360 context tab (appointments, call history, follow-ups tables) — replaced by AI summary card
+- AI chat toggle — removed (single surface)
+- Tool-based patient lookups during chat — replaced by pre-fetched context in KB
+- Static quick action pills — replaced by rule-driven contextual suggestions
+
+## Out of scope for v1
+
+- Editable suggestion rules UI (shown read-only in Settings)
+- Supervisor AI coaching (different tool set, different panel)
+- Real-time transcript-driven suggestions (requires live call transcription)
+- Suggestion analytics (which suggestions agents click, conversion tracking)

docs/weekly-status-apr06-11.md

@@ -0,0 +1,162 @@
+# Helix Engage — Weekly Status Update
+
+**Period:** April 6 – April 11, 2026
+**Team:** Engineering
+
+---
+
+## Executive Summary
+
+Major infrastructure milestone — Helix Engage is now running on AWS EC2 with multi-tenant architecture supporting both Ramaiah Hospitals and Global Hospital on a single instance. A full CI/CD pipeline with automated E2E testing and Teams notifications is operational. 17 defects from QA were triaged, 8 fixed and deployed, and a cross-tenant security vulnerability in the telephony layer was discovered and patched.
+
+---
+
+## 1. AWS EC2 Deployment (Multi-Tenant)
+
+**Status: Live**
+
+Migrated from single-tenant VPS to multi-tenant EC2 architecture:
+
+- **Instance:** m6i.xlarge, Mumbai (ap-south-1), 15GB RAM
+- **14 Docker containers** running: platform, 2 sidecars, telephony dispatcher, 4 Redis instances, Caddy, PostgreSQL, ClickHouse, Redpanda, MinIO
+- **Strict tenant isolation:** each hospital has its own sidecar container, Redis instance, and data volume
+- **Host-routed Caddy:** cross-tenant webhook routing is physically impossible
+
+**URLs deployed:**
+- ramaiah.engage.healix360.net (Ramaiah Hospitals)
+- global.engage.healix360.net (Global Hospital)
+- ramaiah.app.healix360.net / global.app.healix360.net (Platform)
+- telephony.engage.healix360.net (Event dispatcher)
+- operations.healix360.net (CI/CD dashboard)
+- git.healix360.net (Git forge)
+
+---
+
+## 2. Telephony Event Dispatcher
+
+**Status: Live**
+
+Built a NestJS service that routes Ozonetel agent/call events to the correct hospital's sidecar:
+
+- Ozonetel event subscriptions are **account-level** (not per-campaign) — one URL for all agents
+- Dispatcher receives all events, looks up `agentId` in Redis, forwards to the correct sidecar
+- Sidecars self-register on boot with their agent list; heartbeat every 30s, TTL 90s
+- No manual configuration needed when adding new hospitals
+
+---
+
+## 3. Cross-Tenant Security Fix (defaultAgentId)
+
+**Status: Fixed and deployed**
+
+Discovered that 6 sidecar endpoints used a hardcoded `OZONETEL_AGENT_ID` env var as a fallback when `agentId` wasn't provided by the frontend. In a multi-tenant setup, this caused Ramaiah sidecar operations to silently affect Global Hospital's agent.
+
+**Impact:** Agent state changes, call disposition, outbound dialing, performance metrics, and maintenance commands could operate on the wrong hospital's agent with no error or warning.
+
+**Fix:**
+- Removed `defaultAgentId` getter and all hardcoded fallbacks (`agent3`, `Test123$`, `521814`)
+- All 6 endpoints now require `agentId` from the caller (400 if missing)
+- Frontend updated to send `agentId` from `localStorage.helix_agent_config` in all calls
+- `OZONETEL_AGENT_ID` removed from env config entirely
+
+---
+
+## 4. Defect Fixes (8 of 17)
+
+| Bug | Title | Status |
+|-----|-------|--------|
+| #527 | Appointment creation updates existing patient incorrectly | Fixed |
+| #529 | Break/Training status doesn't block outbound calls | Fixed |
+| #531 | Agent can log out during active call | Fixed |
+| #533 | Redundant "Call History" header | Fixed |
+| #534 | Redundant "Patients" header | Fixed |
+| #536 | My Performance shows wrong agent's data | Fixed |
+| #538 | Supervisor dashboard metrics incorrect | Fixed |
+| #540 | Ghost calls visible for logged-out agents | Fixed |
+| #547 | SLA rules not reflected in Call Desk | Fixed (config seeded) |
+
+**Deferred (by product):** #516 (recordings real-time), #517/#548 (AI transcription), #519 (supervisor call — needs SIP seat), #539 (missed calls real-time), #541 (whisper/barge/listen)
+
+---
+
+## 5. E2E Test Suite (Playwright)
+
+**Status: 40 tests, all passing**
+
+Automated smoke tests covering every page for both hospitals:
+
+- **Login (4):** branding, invalid creds, supervisor login, auth guard
+- **Ramaiah CC Agent (10):** call desk, call history, patients, appointments, my performance, sidebar, sign-out
+- **Ramaiah Supervisor (12):** dashboard, team performance, live monitor, leads, patients, appointments, call log, recordings, missed calls, campaigns, settings, sidebar
+- **Global CC Agent (7):** all pages + sign-out
+- **Global Supervisor (5):** all pages
+
+Self-healing: auto-clears agent session locks before login, completes sign-out after tests.
+
+---
+
+## 6. CI/CD Pipeline (Woodpecker + Gitea)
+
+**Status: Operational**
+
+End-to-end CI/CD on EC2:
+
+- **Gitea** mirrors Azure DevOps repos every 15 minutes
+- **Woodpecker CI** triggers pipelines on push or manual run
+- **Frontend pipeline:** TypeScript typecheck → 40 E2E tests → HTML report published to MinIO → Teams notification
+- **Sidecar pipeline:** Jest unit tests → Teams notification
+- **Reports:** Playwright HTML reports with screenshots at `operations.healix360.net/reports/{run}/index.html`
+- **Teams notifications:** Adaptive Cards to "Deployment updates" channel with pass/fail summary + report link
+
+---
+
+## 7. Documentation
+
+Three docs committed to the repo:
+
+- **architecture.md** — Multi-tenant topology with Mermaid diagram, telephony dispatcher, failure modes
+- **developer-operations-runbook.md** — SSH access, accounts, deploy steps, Redis ops, DB access, troubleshooting
+- **ci-cd-operations.md** — Gitea, Woodpecker, MinIO, Teams notification setup and troubleshooting
+
+---
+
+## 8. Data Seeding
+
+- **Ramaiah:** 195 real doctors scraped from msrmh.com, clinics, visit slots, campaign data
+- **Global:** CC agent accounts (rekha.cc, ganesh.cc), marketing (sanjay), supervisor (dr.ramesh) created with proper roles
+- **Rules engine:** 6 priority scoring rules seeded (missed call, follow-up, campaign lead, 2nd/3rd attempt, spam deprioritize)
+- **Seed script:** idempotent `mkMember`, cleanup phase before seeding, runs against any workspace via env vars
+
+---
+
+## 9. Other Improvements
+
+- **SIP agent tracing:** Browser console logs `agent=ramaiahadmin ext=524435` on every SIP connect/disconnect/state change for multi-agent debugging
+- **ACW 3-layer protection:** beforeunload warning → sendBeacon auto-dispose → server 30s timer
+- **Maint endpoints:** `force-ready` and `unlock-agent` now accept `agentId` from body (was hardcoded)
+- **Security group automation:** SSH IP auto-updated via AWS CLI when ISP changes
+
+---
+
+## Metrics
+
+| Metric | Value |
+|--------|-------|
+| Commits (frontend) | 35 |
+| Commits (sidecar) | 20 |
+| Commits (SDK app) | 2 |
+| Bugs fixed | 9 |
+| E2E tests | 40 |
+| Docker containers | 17 (14 app + 3 CI) |
+| DNS records | 6 |
+| Uptime | EC2 live since Apr 9 |
+
+---
+
+## Next Week Priorities
+
+1. Merge `feature/omnichannel-widget` → `master` (frontend)
+2. Frontend Docker image (stop rsync, bake into image)
+3. Appointment date validation (no past dates, auto-tomorrow after hours)
+4. Pre-built CI Docker image (skip `yarn install` on every run)
+5. Deferred defects: #516, #539 (real-time updates)

scripts/seed-new-entities.ts

@@ -5,11 +5,13 @@
  * Prerequisites: doctors already seeded via seed-data.ts
  *
  * Platform field mapping (SDK name → platform name):
- *   Clinic: address→addressCustom, operatingHoursWeekday→weekdayHours,
- *     operatingHoursSaturday→saturdayHours, operatingHoursSunday→sundayHours,
+ *   Clinic: address→addressCustom,
+ *     per-day booleans openMonday..openSunday + opensAt/closesAt (HH:MM),
  *     clinicStatus→status, onlineBookingEnabled→onlineBooking,
  *     arriveEarlyMinutes→arriveEarlyMin, paymentCash→acceptsCash,
- *     paymentCard→acceptsCard, paymentUpi→acceptsUpi
+ *     paymentCard→acceptsCard, paymentUpi→acceptsUpi.
+ *     requiredDocuments is a RELATION (ClinicRequiredDocument); seed rows
+ *     separately — not a string on the Clinic itself.
  *   HealthPackage: packageDepartment→department, durationMinutes→durationMin, isActive→active
  *   InsurancePartner: planTypes→planTypesAccepted
  */
@@ -68,15 +70,16 @@ async function main() {
         },
         phone: { primaryPhoneNumber: '08041234567', primaryPhoneCallingCode: '+91', primaryPhoneCountryCode: 'IN' },
         email: { primaryEmail: 'koramangala@globalhospital.com' },
-        weekdayHours: '8:00 AM – 8:00 PM',
-        saturdayHours: '8:00 AM – 8:00 PM',
-        sundayHours: '9:00 AM – 2:00 PM',
+        openMonday: true, openTuesday: true, openWednesday: true,
+        openThursday: true, openFriday: true, openSaturday: true, openSunday: true,
+        opensAt: '08:00',
+        closesAt: '20:00',
         status: 'ACTIVE',
         walkInAllowed: true,
         onlineBooking: true,
         cancellationWindowHours: 4,
         arriveEarlyMin: 15,
-        requiredDocuments: 'ID proof + medical records',
+        // requiredDocuments is a relation (ClinicRequiredDocument) — seed separately
         acceptsCash: 'YES',
         acceptsCard: 'YES',
         acceptsUpi: 'YES',
@@ -95,15 +98,15 @@ async function main() {
         },
         phone: { primaryPhoneNumber: '08041234568', primaryPhoneCallingCode: '+91', primaryPhoneCountryCode: 'IN' },
         email: { primaryEmail: 'whitefield@globalhospital.com' },
-        weekdayHours: '8:00 AM – 8:00 PM',
-        saturdayHours: '8:00 AM – 8:00 PM',
-        sundayHours: 'Closed',
+        openMonday: true, openTuesday: true, openWednesday: true,
+        openThursday: true, openFriday: true, openSaturday: true, openSunday: false,
+        opensAt: '08:00',
+        closesAt: '20:00',
         status: 'ACTIVE',
         walkInAllowed: true,
         onlineBooking: true,
         cancellationWindowHours: 4,
         arriveEarlyMin: 15,
-        requiredDocuments: 'ID proof + medical records',
         acceptsCash: 'YES',
         acceptsCard: 'YES',
         acceptsUpi: 'YES',
@@ -122,15 +125,15 @@ async function main() {
         },
         phone: { primaryPhoneNumber: '08041234569', primaryPhoneCallingCode: '+91', primaryPhoneCountryCode: 'IN' },
         email: { primaryEmail: 'indiranagar@globalhospital.com' },
-        weekdayHours: '9:00 AM – 7:00 PM',
-        saturdayHours: '9:00 AM – 7:00 PM',
-        sundayHours: '10:00 AM – 1:00 PM',
+        openMonday: true, openTuesday: true, openWednesday: true,
+        openThursday: true, openFriday: true, openSaturday: true, openSunday: true,
+        opensAt: '09:00',
+        closesAt: '19:00',
         status: 'ACTIVE',
         walkInAllowed: true,
         onlineBooking: true,
         cancellationWindowHours: 4,
         arriveEarlyMin: 15,
-        requiredDocuments: 'ID proof + medical records',
         acceptsCash: 'YES',
         acceptsCard: 'YES',
         acceptsUpi: 'YES',

scripts/seed-ramaiah-slots.ts

@@ -0,0 +1,114 @@
+/**
+ * Seed DoctorVisitSlots for all Ramaiah doctors.
+ * Assigns default visiting hours based on department patterns.
+ * Run after seed-ramaiah.ts has populated doctors + clinic.
+ *
+ * Run: cd helix-engage && SEED_GQL=https://ramaiah.app.healix360.net/graphql SEED_SUB=ramaiah SEED_ORIGIN=https://ramaiah.app.healix360.net npx tsx scripts/seed-ramaiah-slots.ts
+ */
+
+const GQL = process.env.SEED_GQL ?? 'http://localhost:4000/graphql';
+const SUB = process.env.SEED_SUB ?? 'ramaiah';
+const ORIGIN = process.env.SEED_ORIGIN ?? 'http://ramaiah.localhost:5080';
+
+let token = '';
+
+async function gql(query: string, variables?: any) {
+    const h: Record<string, string> = { 'Content-Type': 'application/json', 'X-Workspace-Subdomain': SUB };
+    if (token) h['Authorization'] = `Bearer ${token}`;
+    const r = await fetch(GQL, { method: 'POST', headers: h, body: JSON.stringify({ query, variables }) });
+    const d: any = await r.json();
+    if (d.errors) throw new Error(d.errors[0].message);
+    return d.data;
+}
+
+async function auth() {
+    const d1 = await gql(`mutation { getLoginTokenFromCredentials(email: "dev@fortytwo.dev", password: "tim@apple.dev", origin: "${ORIGIN}") { loginToken { token } } }`);
+    const lt = d1.getLoginTokenFromCredentials.loginToken.token;
+    const d2 = await gql(`mutation { getAuthTokensFromLoginToken(loginToken: "${lt}", origin: "${ORIGIN}") { tokens { accessOrWorkspaceAgnosticToken { token } } } }`);
+    token = d2.getAuthTokensFromLoginToken.tokens.accessOrWorkspaceAgnosticToken.token;
+}
+
+// Default schedule patterns by department type
+const schedulePatterns: Record<string, { days: string[]; start: string; end: string }> = {
+    // Surgical departments: morning OPD
+    surgery: { days: ['MONDAY', 'WEDNESDAY', 'FRIDAY', 'SATURDAY'], start: '09:00', end: '13:00' },
+    // Medical departments: afternoon OPD
+    medicine: { days: ['MONDAY', 'TUESDAY', 'WEDNESDAY', 'THURSDAY', 'FRIDAY'], start: '14:00', end: '17:00' },
+    // High-traffic: full day Mon-Sat
+    fullDay: { days: ['MONDAY', 'TUESDAY', 'WEDNESDAY', 'THURSDAY', 'FRIDAY', 'SATURDAY'], start: '09:00', end: '17:00' },
+    // Emergency/Critical: all week
+    allWeek: { days: ['MONDAY', 'TUESDAY', 'WEDNESDAY', 'THURSDAY', 'FRIDAY', 'SATURDAY', 'SUNDAY'], start: '08:00', end: '20:00' },
+    // Specialists: limited days
+    specialist: { days: ['TUESDAY', 'THURSDAY', 'SATURDAY'], start: '10:00', end: '14:00' },
+};
+
+function getPattern(department: string): { days: string[]; start: string; end: string } {
+    const d = department.toLowerCase();
+    if (d.includes('emergency') || d.includes('critical care')) return schedulePatterns.allWeek;
+    if (d.includes('general medicine') || d.includes('paediatrics') || d.includes('obstetrics')) return schedulePatterns.fullDay;
+    if (d.includes('surgery') || d.includes('ortho') || d.includes('neuro')) return schedulePatterns.surgery;
+    if (d.includes('cardiology') || d.includes('nephrology') || d.includes('oncology')) return schedulePatterns.medicine;
+    if (d.includes('dermatology') || d.includes('psychiatry') || d.includes('rheumatology') || d.includes('endocrinology')) return schedulePatterns.specialist;
+    // Default: Mon-Fri mornings
+    return { days: ['MONDAY', 'TUESDAY', 'WEDNESDAY', 'THURSDAY', 'FRIDAY'], start: '09:00', end: '13:00' };
+}
+
+async function main() {
+    console.log('🕐 Seeding visit slots for Ramaiah doctors...\n');
+    await auth();
+    console.log('✅ Auth OK\n');
+
+    // Fetch all doctors
+    const docData = await gql(`{ doctors(first: 500) { edges { node { id name department } } } }`);
+    const doctors = docData.doctors.edges.map((e: any) => e.node);
+    console.log(`📋 Found ${doctors.length} doctors\n`);
+
+    // Fetch clinic
+    const clinicData = await gql(`{ clinics(first: 1) { edges { node { id clinicName } } } }`);
+    const clinicId = clinicData.clinics.edges[0]?.node.id;
+    const clinicName = clinicData.clinics.edges[0]?.node.clinicName ?? 'Clinic';
+    if (!clinicId) { console.error('No clinic found!'); process.exit(1); }
+    console.log(`🏥 Clinic: ${clinicName} (${clinicId})\n`);
+
+    let created = 0;
+    let failed = 0;
+
+    for (let i = 0; i < doctors.length; i++) {
+        if (i > 0 && i % 40 === 0) {
+            await auth();
+            console.log(`   (re-authed at ${i})`);
+        }
+
+        const doc = doctors[i];
+        const pattern = getPattern(doc.department ?? '');
+
+        for (const day of pattern.days) {
+            try {
+                await gql(
+                    `mutation($data: DoctorVisitSlotCreateInput!) { createDoctorVisitSlot(data: $data) { id } }`,
+                    {
+                        data: {
+                            name: `${doc.name} — ${day} ${pattern.start}–${pattern.end}`,
+                            doctorId: doc.id,
+                            clinicId,
+                            dayOfWeek: day,
+                            startTime: pattern.start,
+                            endTime: pattern.end,
+                        },
+                    },
+                );
+                created++;
+            } catch (err: any) {
+                failed++;
+                if (failed <= 5) console.error(`   ✗ ${doc.name} ${day}: ${err.message?.slice(0, 60)}`);
+            }
+        }
+
+        if ((i + 1) % 30 === 0) console.log(`   ${i + 1}/${doctors.length} doctors processed (${created} slots)...`);
+    }
+
+    console.log(`\n✅ ${created} visit slots created, ${failed} failed`);
+    console.log(`   ${doctors.length} doctors × avg ${Math.round(created / doctors.length)} days each`);
+}
+
+main().catch(e => { console.error('💥', e.message); process.exit(1); });

src/components/application/date-picker/date-picker.tsx

@@ -19,9 +19,12 @@ interface DatePickerProps extends AriaDatePickerProps<DateValue> {
     onApply?: () => void;
     /** The function to call when the cancel button is clicked. */
     onCancel?: () => void;
+    /** Override popover placement — use "top start" in narrow panels
+     *  where "bottom start" would overflow the viewport. */
+    popoverPlacement?: 'bottom start' | 'top start' | 'top end' | 'bottom end';
 }
 
-export const DatePicker = ({ value: valueProp, defaultValue, onChange, onApply, onCancel, ...props }: DatePickerProps) => {
+export const DatePicker = ({ value: valueProp, defaultValue, onChange, onApply, onCancel, popoverPlacement, ...props }: DatePickerProps) => {
     const formatter = useDateFormatter({
         month: "short",
         day: "numeric",
@@ -40,7 +43,7 @@ export const DatePicker = ({ value: valueProp, defaultValue, onChange, onApply,
             </AriaGroup>
             <AriaPopover
                 offset={8}
-                placement="bottom start"
+                placement={popoverPlacement ?? "bottom start"}
                 shouldFlip
                 className={({ isEntering, isExiting }) =>
                     cx(

src/components/call-desk/active-call-card.tsx

@@ -1,10 +1,11 @@
-import { useState, useRef, useEffect } from 'react';
+import { useState, useRef, useEffect, useMemo } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import {
     faPhone, faPhoneHangup, faMicrophone, faMicrophoneSlash,
-    faPause, faPlay, faCalendarPlus,
+    faPause, faPlay, faCalendarPlus, faPlus, faPenToSquare,
     faPhoneArrowRight, faRecordVinyl, faClipboardQuestion,
 } from '@fortawesome/pro-duotone-svg-icons';
+import { useData } from '@/providers/data-provider';
 import { Button } from '@/components/base/buttons/button';
 import { Badge } from '@/components/base/badges/badges';
 import { useSetAtom } from 'jotai';
@@ -12,13 +13,16 @@ import { sipCallStateAtom, sipCallerNumberAtom, sipCallUcidAtom } from '@/state/
 import { setOutboundPending } from '@/state/sip-manager';
 import { useSip } from '@/providers/sip-provider';
 import { DispositionModal } from './disposition-modal';
+import type { CallAction } from './disposition-modal';
+import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
 import { AppointmentForm } from './appointment-form';
 import { TransferDialog } from './transfer-dialog';
 import { EnquiryForm } from './enquiry-form';
-import { formatPhone } from '@/lib/format';
+import { formatPhone, formatShortDate } from '@/lib/format';
 import { apiClient } from '@/lib/api-client';
 import { useAuth } from '@/providers/auth-provider';
 import { useAgentState } from '@/hooks/use-agent-state';
+import { useNetworkStatus } from '@/hooks/use-network-status';
 import { cx } from '@/utils/cx';
 import { notify } from '@/lib/toast';
 import type { Lead, CallDisposition } from '@/types/entities';
@@ -38,24 +42,107 @@ const formatDuration = (seconds: number): string => {
 
 export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete }: ActiveCallCardProps) => {
     const { user } = useAuth();
-    const { callState, callDuration, callUcid, isMuted, isOnHold, answer, reject, hangup, toggleMute, toggleHold } = useSip();
+    const { callState, callDuration, callUcid, isMuted, isOnHold, answer, hangup, toggleMute, toggleHold } = useSip();
+    const networkQuality = useNetworkStatus();
     const setCallState = useSetAtom(sipCallStateAtom);
     const setCallerNumber = useSetAtom(sipCallerNumberAtom);
     const setCallUcid = useSetAtom(sipCallUcidAtom);
     const [appointmentOpen, setAppointmentOpen] = useState(false);
+    // Which existing appointment is being edited (null = creating a new one).
+    // The Book Appt drawer shows pills: [+ New] + one per upcoming appointment.
+    // Clicking Edit on a pill sets this; clicking + New clears it.
+    const [editingApptId, setEditingApptId] = useState<string | null>(null);
     const [transferOpen, setTransferOpen] = useState(false);
     const [recordingPaused, setRecordingPaused] = useState(false);
     const [enquiryOpen, setEnquiryOpen] = useState(false);
     const [dispositionOpen, setDispositionOpen] = useState(false);
     const [callerDisconnected, setCallerDisconnected] = useState(false);
-    const [suggestedDisposition, setSuggestedDisposition] = useState<CallDisposition | null>(null);
+    // Actions actually recorded during this call. Drives the disposition
+    // modal's priority-lock: if the agent booked an appointment and logged
+    // an enquiry, both badges render and the primary disposition is
+    // locked to APPOINTMENT_BOOKED.
+    const [actionsTaken, setActionsTaken] = useState<CallAction[]>([]);
+    const addActions = (...newActions: CallAction[]) => {
+        setActionsTaken((prev) => {
+            const next = new Set(prev);
+            for (const a of newActions) next.add(a);
+            return Array.from(next);
+        });
+    };
+
+    // Upcoming appointments for this caller (if returning patient) — drives
+    // the pill row above AppointmentForm so the agent can edit existing
+    // bookings in addition to creating new ones.
+    const { appointments, refresh } = useData();
+    const leadAppointments = useMemo(() => {
+        const patientId = (lead as any)?.patientId;
+        if (!patientId) return [];
+        const now = Date.now();
+        return appointments
+            .filter((a) =>
+                a.patientId === patientId
+                && a.appointmentStatus !== 'CANCELLED'
+                && a.appointmentStatus !== 'NO_SHOW'
+                && a.appointmentStatus !== 'COMPLETED'
+                // Only future appointments make sense as reschedule targets.
+                // Past ones can't be edited — they already happened.
+                && a.scheduledAt
+                && new Date(a.scheduledAt).getTime() >= now,
+            )
+            .sort((a, b) => new Date(a.scheduledAt ?? '').getTime() - new Date(b.scheduledAt ?? '').getTime());
+    }, [appointments, lead]);
+
+    const editingAppt = useMemo(
+        () => (editingApptId ? leadAppointments.find((a) => a.id === editingApptId) ?? null : null),
+        [leadAppointments, editingApptId],
+    );
+
+    // Pending pill click awaiting the reschedule-confirm modal. When the
+    // agent clicks a pill, we store the appointment id here + open the modal.
+    // Yes → promote to editingApptId in edit mode. No → promote in view mode.
+    const [pendingApptId, setPendingApptId] = useState<string | null>(null);
+    const [apptMode, setApptMode] = useState<'edit' | 'view'>('edit');
 
     const agentConfig = localStorage.getItem('helix_agent_config');
     const agentIdForState = agentConfig ? (() => { try { return JSON.parse(agentConfig).ozonetelAgentId; } catch { return null; } })() : null;
-    const { supervisorPresence } = useAgentState(agentIdForState);
-
+    const { state: ozonetelState, supervisorPresence } = useAgentState(agentIdForState);
     const callDirectionRef = useRef(callState === 'ringing-out' ? 'OUTBOUND' : 'INBOUND');
-    const wasAnsweredRef = useRef(callState === 'active');
+    const isOutbound = callDirectionRef.current === 'OUTBOUND';
+
+    // customerAnswered — live signal (is customer on the line RIGHT NOW?)
+    const customerAnswered = callState === 'active' && (!isOutbound || ozonetelState === 'in-call');
+
+    // confirmedAnswered — latched state (did a real conversation happen?)
+    // Inbound: set true on active (immediate). Outbound: set true after
+    // in-call holds 5+ seconds (filters voicemail). Never resets — survives
+    // the acw→ended timing gap. Used for disposition routing AND outbound
+    // button gating.
+    const [confirmedAnswered, setConfirmedAnswered] = useState(false);
+    const unansweredDisposeFired = useRef(false);
+
+    useEffect(() => {
+        if (!isOutbound && callState === 'active') {
+            setConfirmedAnswered(true);
+        }
+    }, [callState, isOutbound]);
+
+    useEffect(() => {
+        if (isOutbound && customerAnswered && !confirmedAnswered) {
+            const timer = setTimeout(() => {
+                console.log(`[CALL-DBG] ▶ Outbound debounce passed — customer confirmed answered`);
+                setConfirmedAnswered(true);
+            }, 3000);
+            return () => clearTimeout(timer);
+        }
+    }, [customerAnswered, isOutbound, confirmedAnswered]);
+
+    // Button gating: inbound uses live signal, outbound uses debounced latch
+    const buttonsEnabled = isOutbound ? confirmedAnswered : customerAnswered;
+
+    // ── DEBUG: trace every state change ──
+    useEffect(() => {
+        console.log(`[CALL-DBG] callState=${callState} ozonetel=${ozonetelState} direction=${callDirectionRef.current} isOutbound=${isOutbound} customerAnswered=${customerAnswered} confirmedAnswered=${confirmedAnswered} buttonsEnabled=${buttonsEnabled}`);
+    }, [callState, ozonetelState, isOutbound, customerAnswered, confirmedAnswered, buttonsEnabled]);
 
     useEffect(() => {
         console.log(`[ACTIVE-CALL-CARD] Mounted: state=${callState} direction=${callDirectionRef.current} ucid=${callUcid ?? 'none'} lead=${lead?.id ?? 'none'} phone=${callerPhone}`);
@@ -73,13 +160,16 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
         };
     }, [callUcid]);
 
-    // Detect caller disconnect: call was active and ended without agent pressing End
+    // Detect caller disconnect: call ended without agent pressing End.
+    // Uses confirmedAnsweredRef (stable latch) — not the live customerAnswered.
     useEffect(() => {
-        if (wasAnsweredRef.current && !dispositionOpen && (callState === 'ended' || callState === 'failed')) {
+        if (!(callState === 'ended' || callState === 'failed') || dispositionOpen) return;
+        console.log(`[CALL-DBG] ▶ CALL ENDED: confirmedAnswered=${confirmedAnswered} isOutbound=${isOutbound} customerAnswered=${customerAnswered} callState=${callState}`);
+        if (confirmedAnswered) {
             setCallerDisconnected(true);
             setDispositionOpen(true);
         }
-    }, [callState, dispositionOpen]);
+    }, [callState, dispositionOpen]); // eslint-disable-line react-hooks/exhaustive-deps
 
     const firstName = lead?.contactName?.firstName ?? '';
     const lastName = lead?.contactName?.lastName ?? '';
@@ -104,6 +194,7 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                 direction: callDirectionRef.current,
                 durationSec: callDuration,
                 leadId: lead?.id ?? null,
+                leadName: fullName || null,
                 notes,
                 missedCallId: missedCallId ?? undefined,
             };
@@ -115,24 +206,9 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
             console.warn('[DISPOSE] No callUcid — skipping disposition');
         }
 
-        // Side effects
-        if (disposition === 'FOLLOW_UP_SCHEDULED') {
-            try {
-                await apiClient.graphql(`mutation($data: FollowUpCreateInput!) { createFollowUp(data: $data) { id } }`, {
-                    data: {
-                        name: `Follow-up — ${fullName || phoneDisplay}`,
-                        typeCustom: 'CALLBACK',
-                        status: 'PENDING',
-                        assignedAgent: null,
-                        priority: 'NORMAL',
-                        scheduledAt: new Date(Date.now() + 24 * 60 * 60 * 1000).toISOString(),
-                    },
-                }, { silent: true });
-                notify.success('Follow-up Created', 'Callback scheduled for tomorrow');
-            } catch {
-                notify.info('Follow-up', 'Could not auto-create follow-up');
-            }
-        }
+        // Follow-ups are created by the enquiry form (where the agent picks
+        // the date + context). No second creation here — that was causing
+        // duplicate entries on every FOLLOW_UP_SCHEDULED call.
 
         // Clear persisted UCID — disposition was submitted, no need for sendBeacon fallback
         localStorage.removeItem('helix_active_ucid');
@@ -141,15 +217,30 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
         handleReset();
     };
 
-    const handleAppointmentSaved = () => {
+    const handleAppointmentSaved = (outcome: 'BOOKED' | 'RESCHEDULED' | 'CANCELLED') => {
         setAppointmentOpen(false);
-        setSuggestedDisposition('APPOINTMENT_BOOKED');
-        notify.success('Appointment Booked', 'Payment link will be sent to the patient');
+        refresh();
+        // Invalidate sidecar's caller context cache so AI gets fresh appointment data
+        if (lead?.id) {
+            apiClient.post('/api/caller/invalidate-context', { leadId: lead.id }, { silent: true }).catch(() => {});
+        }
+        if (outcome === 'RESCHEDULED') {
+            addActions('RESCHEDULE');
+            notify.success('Appointment Rescheduled');
+        } else if (outcome === 'CANCELLED') {
+            addActions('CANCEL');
+            notify.success('Appointment Cancelled');
+        } else {
+            addActions('APPOINTMENT');
+            notify.success('Appointment Booked', 'Payment link will be sent to the patient');
+        }
     };
 
     const handleReset = () => {
         setDispositionOpen(false);
         setCallerDisconnected(false);
+        setConfirmedAnswered(false);
+        setActionsTaken([]);
         setCallState('idle');
         setCallerNumber(null);
         setCallUcid(null);
@@ -157,6 +248,26 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
         onCallComplete?.();
     };
 
+    // Auto-dispose unanswered outbound calls to release agent from ACW immediately
+    useEffect(() => {
+        if (!confirmedAnswered && isOutbound && (callState === 'ended' || callState === 'failed') && callUcid && !unansweredDisposeFired.current) {
+            unansweredDisposeFired.current = true;
+            const agentCfg = JSON.parse(localStorage.getItem('helix_agent_config') ?? '{}');
+            console.log(`[CALL-DBG] ▶ Auto-disposing unanswered outbound: ucid=${callUcid} agent=${agentCfg.ozonetelAgentId}`);
+            apiClient.post('/api/ozonetel/dispose', {
+                ucid: callUcid,
+                disposition: 'NO_ANSWER',
+                agentId: agentCfg.ozonetelAgentId,
+                callerPhone,
+                direction: 'OUTBOUND',
+                durationSec: 0,
+                leadId: lead?.id ?? null,
+                leadName: fullName || null,
+                notes: 'Auto-disposed — customer did not answer',
+            }).catch((err) => console.error('[CALL-DBG] Auto-dispose failed:', err));
+        }
+    }, [callState, callUcid]); // eslint-disable-line react-hooks/exhaustive-deps
+
     // Outbound ringing
     if (callState === 'ringing-out') {
         return (
@@ -174,11 +285,9 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                         {fullName && <p className="text-sm text-secondary">{phoneDisplay}</p>}
                     </div>
                 </div>
-                <div className="mt-3 flex gap-2">
-                    <Button size="sm" color="primary-destructive" onClick={() => { hangup(); handleReset(); }}>
-                        Cancel
-                    </Button>
-                </div>
+                {/* Cancel button removed per product — risk: agent can't abort
+                    a misdialled outbound call before the customer answers.
+                    <Button size="sm" color="primary-destructive" onClick={() => { hangup(); handleReset(); }}>Cancel</Button> */}
             </div>
         );
     }
@@ -202,18 +311,18 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                 </div>
                 <div className="mt-3 flex gap-2">
                     <Button size="sm" color="primary" onClick={answer}>Answer</Button>
-                    <Button size="sm" color="tertiary-destructive" onClick={reject}>Decline</Button>
+                    {/* Decline hidden per product — reject returns call to Ozonetel queue */}
                 </div>
             </div>
         );
     }
 
-    // Unanswered call (ringing → ended without ever reaching active)
-    if (!wasAnsweredRef.current && (callState === 'ended' || callState === 'failed')) {
+    if (!confirmedAnswered && (callState === 'ended' || callState === 'failed')) {
+        console.log(`[CALL-DBG] ▶ BACK-TO-WORKLIST PATH: confirmedAnswered=${confirmedAnswered} isOutbound=${isOutbound}`);
         return (
             <div className="rounded-xl border border-secondary bg-primary p-4 text-center">
                 <FontAwesomeIcon icon={faPhoneHangup} className="size-6 text-fg-quaternary mb-2" />
-                <p className="text-sm font-semibold text-primary">Missed Call</p>
+                <p className="text-sm font-semibold text-primary">{fullName || 'Missed Call'}</p>
                 <p className="text-xs text-tertiary mt-1">{phoneDisplay} — not answered</p>
                 <Button size="sm" color="secondary" className="mt-3" onClick={handleReset}>
                     Back to Worklist
@@ -224,10 +333,23 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
 
     // Active call
     if (callState === 'active' || dispositionOpen) {
-        wasAnsweredRef.current = true;
         return (
             <>
                 <div className={cx('flex flex-col rounded-xl border border-brand bg-primary overflow-hidden', (appointmentOpen || enquiryOpen || transferOpen) && 'flex-1 min-h-0')}>
+                    {/* Network loss alert — prominent banner during active call */}
+                    {networkQuality !== 'good' && (
+                        <div className={cx(
+                            'shrink-0 px-4 py-2 text-xs font-medium text-center',
+                            networkQuality === 'offline'
+                                ? 'bg-error-solid text-white'
+                                : 'bg-warning-secondary text-warning-primary',
+                        )}>
+                            {networkQuality === 'offline'
+                                ? 'Network connection lost — call may have dropped'
+                                : 'Network unstable — call quality may be affected'}
+                        </div>
+                    )}
+
                     {/* Pinned: caller info + controls */}
                     <div className="shrink-0 p-4">
                         <div className="flex items-center justify-between">
@@ -292,12 +414,17 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
 
                             <Button size="sm" color={appointmentOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faCalendarPlus} className={className} {...rest} />}
-                                onClick={() => { setAppointmentOpen(!appointmentOpen); setEnquiryOpen(false); setTransferOpen(false); }}>Book Appt</Button>
+                                isDisabled={!buttonsEnabled}
+                                onClick={() => { setAppointmentOpen(!appointmentOpen); setEnquiryOpen(false); setTransferOpen(false); }}>
+                                {leadAppointments.length > 0 ? 'New / Reschedule Appt' : 'New Appt'}
+                            </Button>
                             <Button size="sm" color={enquiryOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faClipboardQuestion} className={className} {...rest} />}
+                                isDisabled={!buttonsEnabled}
                                 onClick={() => { setEnquiryOpen(!enquiryOpen); setAppointmentOpen(false); setTransferOpen(false); }}>Enquiry</Button>
                             <Button size="sm" color={transferOpen ? 'primary' : 'secondary'}
                                 iconLeading={({ className, ...rest }: any) => <FontAwesomeIcon icon={faPhoneArrowRight} className={className} {...rest} />}
+                                isDisabled={!buttonsEnabled}
                                 onClick={() => { setTransferOpen(!transferOpen); setAppointmentOpen(false); setEnquiryOpen(false); }}>Transfer</Button>
 
                             <Button size="sm" color="primary-destructive" className="ml-auto"
@@ -317,19 +444,92 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                                 onClose={() => setTransferOpen(false)}
                                 onTransferred={() => {
                                     setTransferOpen(false);
-                                    setSuggestedDisposition('FOLLOW_UP_SCHEDULED');
+                                    // A transfer implies the original agent handed the call
+                                    // off — treat that as a follow-up action so the
+                                    // disposition pre-locks to FOLLOW_UP_SCHEDULED.
+                                    addActions('FOLLOWUP');
                                     setDispositionOpen(true);
                                 }}
                             />
                         )}
+                            {appointmentOpen && leadAppointments.length > 0 && (
+                                <div className="flex flex-wrap gap-2 mb-3">
+                                    <button
+                                        type="button"
+                                        onClick={() => setEditingApptId(null)}
+                                        className={cx(
+                                            'flex items-center gap-1.5 rounded-lg border-2 px-3 py-2 text-xs font-semibold transition duration-100 ease-linear',
+                                            !editingApptId
+                                                ? 'border-brand bg-brand-primary text-brand-secondary'
+                                                : 'border-secondary bg-primary text-secondary hover:bg-primary_hover',
+                                        )}
+                                    >
+                                        <FontAwesomeIcon icon={faPlus} className="size-3" />
+                                        New
+                                    </button>
+                                    {leadAppointments.map((appt) => (
+                                        <div
+                                            key={appt.id}
+                                            className={cx(
+                                                'flex items-center gap-2 rounded-lg border-2 px-3 py-2 text-xs',
+                                                editingApptId === appt.id
+                                                    ? 'border-brand bg-brand-primary'
+                                                    : 'border-secondary bg-primary',
+                                            )}
+                                        >
+                                            <div className="flex flex-col">
+                                                <span className="font-semibold text-primary">
+                                                    {appt.scheduledAt ? formatShortDate(appt.scheduledAt) : 'No date'}
+                                                </span>
+                                                <span className="text-[11px] text-tertiary">
+                                                    {appt.doctorName ?? 'Doctor'}
+                                                </span>
+                                            </div>
+                                            <button
+                                                type="button"
+                                                onClick={() => setPendingApptId(appt.id)}
+                                                className="flex items-center gap-1 rounded-md px-2 py-1 text-[11px] font-semibold text-brand-secondary hover:bg-brand-primary_hover transition duration-100 ease-linear"
+                                            >
+                                                <FontAwesomeIcon icon={faPenToSquare} className="size-3" />
+                                                Edit
+                                            </button>
+                                        </div>
+                                    ))}
+                                </div>
+                            )}
+
+                            {/* Key forces a full remount when switching between
+                                pills (or between edit/view modes) so the form's
+                                internal state re-initializes from the new
+                                existingAppointment prop instead of staying
+                                stuck on the first-mounted values. */}
                             <AppointmentForm
+                                key={`${editingApptId ?? 'new'}-${apptMode}`}
                                 isOpen={appointmentOpen}
-                                onOpenChange={setAppointmentOpen}
+                                onOpenChange={(open) => {
+                                    setAppointmentOpen(open);
+                                    if (!open) { setEditingApptId(null); setApptMode('edit'); }
+                                }}
                                 callerNumber={callerPhone}
                                 leadName={fullName || null}
                                 leadId={lead?.id ?? null}
                                 patientId={(lead as any)?.patientId ?? null}
-                                onSaved={handleAppointmentSaved}
+                                readOnly={apptMode === 'view'}
+                                existingAppointment={editingAppt ? {
+                                    id: editingAppt.id,
+                                    scheduledAt: editingAppt.scheduledAt ?? '',
+                                    doctorName: editingAppt.doctorName ?? '',
+                                    doctorId: editingAppt.doctorId ?? undefined,
+                                    department: editingAppt.department ?? '',
+                                    clinicId: editingAppt.clinicId ?? undefined,
+                                    reasonForVisit: editingAppt.reasonForVisit ?? undefined,
+                                    status: editingAppt.appointmentStatus ?? 'SCHEDULED',
+                                } : null}
+                                onSaved={(outcome) => {
+                                    setEditingApptId(null);
+                                    setApptMode('edit');
+                                    handleAppointmentSaved(outcome);
+                                }}
                             />
 
                             <EnquiryForm
@@ -340,22 +540,74 @@ export const ActiveCallCard = ({ lead, callerPhone, missedCallId, onCallComplete
                                 leadId={lead?.id ?? null}
                                 patientId={(lead as any)?.patientId ?? null}
                                 agentName={user.name}
-                                onSaved={() => {
+                                onSaved={(actions) => {
                                     setEnquiryOpen(false);
-                                    setSuggestedDisposition('INFO_PROVIDED');
-                                    notify.success('Enquiry Logged');
+                                    addActions(...actions);
                                 }}
                             />
                         </div>
                     )}
                 </div>
 
+                {/* Reschedule confirm modal — fires when the agent clicks Edit
+                    on an upcoming-appointment pill. Yes → open the form in
+                    edit mode (fields editable, Save button). No → open in
+                    view-only mode (fields disabled, Close button). */}
+                <ModalOverlay
+                    isOpen={pendingApptId !== null}
+                    onOpenChange={(open) => { if (!open) setPendingApptId(null); }}
+                    isDismissable
+                >
+                    <Modal className="sm:max-w-md">
+                        <Dialog>
+                            {() => (
+                                <div className="flex flex-col gap-4 rounded-xl bg-primary p-6 shadow-xl ring-1 ring-secondary">
+                                    <h2 className="text-lg font-semibold text-primary">Reschedule this appointment?</h2>
+                                    <p className="text-sm text-tertiary">
+                                        Choose "Yes, reschedule" to change the date, time, or doctor.
+                                        Choose "No, just view" to see the details without changing anything.
+                                    </p>
+                                    <div className="flex items-center gap-2 justify-end">
+                                        <Button
+                                            size="sm"
+                                            color="secondary"
+                                            onClick={() => {
+                                                if (pendingApptId) {
+                                                    setEditingApptId(pendingApptId);
+                                                    setApptMode('view');
+                                                    setPendingApptId(null);
+                                                }
+                                            }}
+                                        >
+                                            No, just view
+                                        </Button>
+                                        <Button
+                                            size="sm"
+                                            color="primary"
+                                            onClick={() => {
+                                                if (pendingApptId) {
+                                                    setEditingApptId(pendingApptId);
+                                                    setApptMode('edit');
+                                                    setPendingApptId(null);
+                                                }
+                                            }}
+                                        >
+                                            Yes, reschedule
+                                        </Button>
+                                    </div>
+                                </div>
+                            )}
+                        </Dialog>
+                    </Modal>
+                </ModalOverlay>
+
                 {/* Disposition Modal — the ONLY path to end a call */}
                 <DispositionModal
                     isOpen={dispositionOpen}
                     callerName={fullName || phoneDisplay}
                     callerDisconnected={callerDisconnected}
-                    defaultDisposition={suggestedDisposition}
+                    callAnswered={confirmedAnswered}
+                    actionsTaken={actionsTaken}
                     onSubmit={handleDisposition}
                     onDismiss={() => {
                         // Agent wants to continue the call — close modal, call stays active

src/components/call-desk/agent-status-toggle.tsx

@@ -1,6 +1,6 @@
 import { useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faCircle, faChevronDown } from '@fortawesome/pro-duotone-svg-icons';
+import { faCircle, faChevronDown, faSpinnerThird } from '@fortawesome/pro-duotone-svg-icons';
 import { useAgentState } from '@/hooks/use-agent-state';
 import type { OzonetelState } from '@/hooks/use-agent-state';
 import { apiClient } from '@/lib/api-client';
@@ -50,6 +50,15 @@ export const AgentStatusToggle = ({ isRegistered, connectionStatus }: AgentStatu
                 console.log('[AGENT-STATE] Ready response:', JSON.stringify(res));
             } else {
                 const pauseReason = newStatus === 'break' ? 'Break' : 'Training';
+                // Ozonetel rejects Pause→Pause (Break↔Training) — the agent must
+                // transit through Ready. Insert a Ready hop whenever we're
+                // moving between two paused sub-states.
+                const isPauseToPause = ozonetelState === 'break' || ozonetelState === 'training';
+                if (isPauseToPause) {
+                    console.log(`[AGENT-STATE] ${ozonetelState}→${newStatus}: sending Ready first, then Pause(${pauseReason})`);
+                    await apiClient.post('/api/ozonetel/agent-state', { agentId, state: 'Ready' });
+                    await new Promise(resolve => setTimeout(resolve, 400));
+                }
                 console.log(`[AGENT-STATE] Changing to Pause: ${pauseReason}`);
                 const res = await apiClient.post('/api/ozonetel/agent-state', { agentId, state: 'Pause', pauseReason });
                 console.log('[AGENT-STATE] Pause response:', JSON.stringify(res));
@@ -89,13 +98,18 @@ export const AgentStatusToggle = ({ isRegistered, connectionStatus }: AgentStatu
                 disabled={changing || !canToggle}
                 className={cx(
                     'flex items-center gap-1.5 rounded-full bg-secondary px-3 py-1 transition duration-100 ease-linear',
-                    canToggle ? 'hover:bg-secondary_hover cursor-pointer' : 'cursor-default',
-                    changing && 'opacity-50',
+                    canToggle && !changing ? 'hover:bg-secondary_hover cursor-pointer' : 'cursor-default',
                 )}
             >
-                <FontAwesomeIcon icon={faCircle} className={cx('size-2', current.dotColor)} />
-                <span className={cx('text-xs font-medium', current.color)}>{current.label}</span>
-                {canToggle && <FontAwesomeIcon icon={faChevronDown} className="size-2.5 text-fg-quaternary" />}
+                {changing ? (
+                    <FontAwesomeIcon icon={faSpinnerThird} spin className="size-2.5 text-fg-brand-primary" />
+                ) : (
+                    <FontAwesomeIcon icon={faCircle} className={cx('size-2', current.dotColor)} />
+                )}
+                <span className={cx('text-xs font-medium', changing ? 'text-brand-secondary' : current.color)}>
+                    {changing ? 'Changing…' : current.label}
+                </span>
+                {canToggle && !changing && <FontAwesomeIcon icon={faChevronDown} className="size-2.5 text-fg-quaternary" />}
             </button>
 
             {menuOpen && (

src/components/call-desk/ai-chat-panel.tsx

@@ -1,9 +1,11 @@
 import type { ReactNode } from 'react';
-import { useRef, useEffect } from 'react';
+import { useState, useRef, useEffect, useCallback } from 'react';
 import { useThemeTokens } from '@/providers/theme-token-provider';
 import { useChat } from '@ai-sdk/react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faPaperPlaneTop, faSparkles, faUserHeadset } from '@fortawesome/pro-duotone-svg-icons';
+import { AiSummaryCard, type CallerSummary } from './ai-summary-card';
+import { AiSuggestions, type Suggestion } from './ai-suggestions';
 
 const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
 
@@ -16,28 +18,62 @@ type CallerContext = {
 
 interface AiChatPanelProps {
     callerContext?: CallerContext;
+    callerSummary?: CallerSummary | null;
     onChatStart?: () => void;
 }
 
-export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) => {
+const SUPERVISOR_QUICK_ACTIONS = [
+    { label: 'Agent performance', prompt: 'Show me agent performance this week.' },
+    { label: 'Call summary', prompt: 'Summarize call activity this week.' },
+    { label: 'Campaign stats', prompt: 'How are the campaigns performing?' },
+    { label: 'Who needs attention?', prompt: 'Which agents are underperforming or need attention?' },
+];
+
+const SUPERVISOR_INTRO = 'Ask me about agent performance, call trends, or campaign stats.';
+
+const parseAiResponse = (content: string): { message: string; suggestions: Suggestion[] } => {
+    const trimmed = content.trim();
+    try {
+        const parsed = JSON.parse(trimmed);
+        if (parsed.message) {
+            return {
+                message: parsed.message,
+                suggestions: Array.isArray(parsed.suggestions) ? parsed.suggestions : [],
+            };
+        }
+    } catch {}
+    return { message: content, suggestions: [] };
+};
+
+export const AiChatPanel = ({ callerContext, callerSummary, onChatStart }: AiChatPanelProps) => {
     const { tokens } = useThemeTokens();
-    const quickActions = tokens.ai.quickActions;
+    const isSupervisor = callerContext?.type === 'supervisor';
+    const quickActions = isSupervisor ? SUPERVISOR_QUICK_ACTIONS : tokens.ai.quickActions;
+    const introText = isSupervisor ? SUPERVISOR_INTRO : 'Ask me about doctors, clinics, packages, or patient info.';
     const messagesEndRef = useRef<HTMLDivElement>(null);
     const chatStartedRef = useRef(false);
+    const [suggestions, setSuggestions] = useState<Suggestion[]>([]);
 
     const token = localStorage.getItem('helix_access_token') ?? '';
 
-    const { messages, input, handleSubmit, handleInputChange, isLoading, append } = useChat({
+    const { messages, input, handleSubmit, handleInputChange, isLoading, append, setMessages } = useChat({
         api: `${API_URL}/api/ai/stream`,
         streamProtocol: 'text',
-        headers: {
-            'Authorization': `Bearer ${token}`,
-        },
-        body: {
-            context: callerContext,
-        },
+        headers: { 'Authorization': `Bearer ${token}` },
+        body: { context: callerContext },
     });
 
+    useEffect(() => {
+        if (isLoading) return;
+        const lastAssistant = [...messages].reverse().find(m => m.role === 'assistant');
+        if (lastAssistant) {
+            const parsed = parseAiResponse(lastAssistant.content);
+            if (parsed.suggestions.length > 0) {
+                setSuggestions(parsed.suggestions);
+            }
+        }
+    }, [messages, isLoading]);
+
     useEffect(() => {
         const el = messagesEndRef.current;
         if (el?.parentElement) {
@@ -49,19 +85,65 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         }
     }, [messages, onChatStart]);
 
+    const autoFiredForLeadRef = useRef<string | null>(null);
+    useEffect(() => {
+        const leadId = callerContext?.leadId ?? null;
+        if (!leadId) {
+            if (autoFiredForLeadRef.current !== null) {
+                autoFiredForLeadRef.current = null;
+                setMessages([]);
+                setSuggestions([]);
+                chatStartedRef.current = false;
+            }
+            return;
+        }
+        if (autoFiredForLeadRef.current === leadId) return;
+        autoFiredForLeadRef.current = leadId;
+        setMessages([]);
+        setSuggestions([]);
+        chatStartedRef.current = false;
+        const name = callerContext?.leadName ?? 'this caller';
+        append({
+            role: 'user',
+            content: `Give me a quick summary of ${name} and suggest relevant actions for this call.`,
+        });
+    }, [callerContext?.leadId, callerContext?.leadName, append, setMessages]);
+
     const handleQuickAction = (prompt: string) => {
         append({ role: 'user', content: prompt });
     };
 
+    const handleTellMeMore = useCallback((suggestion: Suggestion) => {
+        append({
+            role: 'user',
+            content: `Tell me more about "${suggestion.title}" — give me a detailed script and any relevant details.`,
+        });
+    }, [append]);
+
+    // Filter out the currently-streaming assistant message (shows raw JSON).
+    // Only display completed assistant messages with parsed content.
+    const displayMessages = messages
+        .filter((msg, i) => {
+            if (msg.role === 'assistant' && isLoading && i === messages.length - 1) return false;
+            return true;
+        })
+        .map(msg => {
+            if (msg.role === 'assistant') {
+                const parsed = parseAiResponse(msg.content);
+                return { ...msg, content: parsed.message };
+            }
+            return msg;
+        });
+
     return (
-        <div className="flex h-full flex-col p-3">
+        <div className="flex h-full flex-col gap-2 p-3">
+            {!isSupervisor && <AiSummaryCard caller={callerSummary ?? null} />}
+
             <div className="flex-1 space-y-3 overflow-y-auto min-h-0">
-                {messages.length === 0 && (
+                {displayMessages.length === 0 && (
                     <div className="flex flex-col items-center justify-center py-6 text-center">
                         <FontAwesomeIcon icon={faSparkles} className="mb-2 size-6 text-fg-brand-primary" />
-                        <p className="text-xs text-tertiary">
-                            Ask me about doctors, clinics, packages, or patient info.
-                        </p>
+                        <p className="text-xs text-tertiary">{introText}</p>
                         <div className="mt-3 flex flex-wrap justify-center gap-1.5">
                             {quickActions.map((action) => (
                                 <button
@@ -77,18 +159,11 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
                     </div>
                 )}
 
-                {messages.map((msg) => (
-                    <div
-                        key={msg.id}
-                        className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}
-                    >
-                        <div
-                            className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
-                                msg.role === 'user'
-                                    ? 'bg-brand-solid text-white'
-                                    : 'bg-secondary text-primary'
-                            }`}
-                        >
+                {displayMessages.map((msg) => (
+                    <div key={msg.id} className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}>
+                        <div className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
+                            msg.role === 'user' ? 'bg-brand-solid text-white' : 'bg-secondary text-primary'
+                        }`}>
                             {msg.role === 'assistant' && (
                                 <div className="mb-1 flex items-center gap-1">
                                     <FontAwesomeIcon icon={faSparkles} className="size-2.5 text-fg-brand-primary" />
@@ -115,7 +190,11 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
                 <div ref={messagesEndRef} />
             </div>
 
-            <form onSubmit={handleSubmit} className="mt-2 flex items-center gap-2 shrink-0">
+            {!isSupervisor && suggestions.length > 0 && (
+                <AiSuggestions suggestions={suggestions} onTellMeMore={handleTellMeMore} />
+            )}
+
+            <form onSubmit={handleSubmit} className="flex items-center gap-2 shrink-0">
                 <div className="flex flex-1 items-center rounded-lg border border-secondary bg-primary shadow-xs transition duration-100 ease-linear focus-within:border-brand focus-within:ring-4 focus-within:ring-brand-100">
                     <FontAwesomeIcon icon={faUserHeadset} className="ml-2.5 size-3.5 text-fg-quaternary" />
                     <input
@@ -138,20 +217,17 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         </div>
     );
 };
-// Tool result cards will be added in Phase 2 when SDK versions are aligned for data stream protocol
 
 const parseLine = (text: string): ReactNode[] => {
     const parts: ReactNode[] = [];
     const boldPattern = /\*\*(.+?)\*\*/g;
     let lastIndex = 0;
     let match: RegExpExecArray | null;
-
     while ((match = boldPattern.exec(text)) !== null) {
         if (match.index > lastIndex) parts.push(text.slice(lastIndex, match.index));
         parts.push(<strong key={match.index} className="font-semibold">{match[1]}</strong>);
         lastIndex = boldPattern.lastIndex;
     }
-
     if (lastIndex < text.length) parts.push(text.slice(lastIndex));
     return parts.length > 0 ? parts : [text];
 };
@@ -159,7 +235,6 @@ const parseLine = (text: string): ReactNode[] => {
 const MessageContent = ({ content }: { content: string }) => {
     if (!content) return null;
     const lines = content.split('\n');
-
     return (
         <div className="space-y-1">
             {lines.map((line, i) => {

src/components/call-desk/ai-suggestions.tsx

@@ -0,0 +1,102 @@
+import { useState } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faTag, faArrowUp, faRotate, faClipboardCheck, faChevronDown, faChevronUp } from '@fortawesome/pro-duotone-svg-icons';
+import { cx } from '@/utils/cx';
+
+export type Suggestion = {
+    id: string;
+    type: 'upsell' | 'crosssell' | 'retention' | 'operational';
+    title: string;
+    script: string;
+    priority: 'high' | 'medium' | 'low';
+};
+
+interface AiSuggestionsProps {
+    suggestions: Suggestion[];
+    onTellMeMore: (suggestion: Suggestion) => void;
+}
+
+const TYPE_ICONS = {
+    upsell: faArrowUp,
+    crosssell: faTag,
+    retention: faRotate,
+    operational: faClipboardCheck,
+};
+
+const PRIORITY_COLORS = {
+    high: 'bg-error-solid',
+    medium: 'bg-warning-solid',
+    low: 'bg-success-solid',
+};
+
+export const AiSuggestions = ({ suggestions, onTellMeMore }: AiSuggestionsProps) => {
+    const [collapsed, setCollapsed] = useState(false);
+    const [expandedId, setExpandedId] = useState<string | null>(null);
+
+    if (suggestions.length === 0) return null;
+
+    return (
+        <div className="rounded-xl border border-secondary bg-primary">
+            <button
+                onClick={() => setCollapsed(!collapsed)}
+                className="flex w-full items-center justify-between px-3 py-2 text-left"
+            >
+                <span className="text-[10px] font-semibold uppercase tracking-wider text-tertiary">
+                    Suggestions ({suggestions.length})
+                </span>
+                <FontAwesomeIcon
+                    icon={collapsed ? faChevronDown : faChevronUp}
+                    className="size-2.5 text-fg-quaternary"
+                />
+            </button>
+
+            {!collapsed && (
+                <div className="space-y-1 px-2 pb-2">
+                    {suggestions.map((s) => {
+                        const isExpanded = expandedId === s.id;
+                        return (
+                            <div
+                                key={s.id}
+                                className={cx(
+                                    'rounded-lg border transition duration-100 ease-linear',
+                                    isExpanded ? 'border-brand bg-brand-primary' : 'border-secondary hover:border-tertiary',
+                                )}
+                            >
+                                <button
+                                    onClick={() => setExpandedId(isExpanded ? null : s.id)}
+                                    className="flex w-full items-center gap-2 px-2.5 py-2 text-left"
+                                >
+                                    <FontAwesomeIcon
+                                        icon={TYPE_ICONS[s.type]}
+                                        className="size-3 text-fg-brand-secondary shrink-0"
+                                    />
+                                    <span className="flex-1 text-xs font-medium text-primary truncate">
+                                        {s.title}
+                                    </span>
+                                    <span className={cx('size-1.5 rounded-full shrink-0', PRIORITY_COLORS[s.priority])} />
+                                </button>
+
+                                {isExpanded && (
+                                    <div className="px-2.5 pb-2.5">
+                                        <p className="text-xs text-secondary leading-relaxed mb-2">
+                                            {s.script}
+                                        </p>
+                                        <button
+                                            onClick={(e) => {
+                                                e.stopPropagation();
+                                                onTellMeMore(s);
+                                            }}
+                                            className="text-[10px] font-medium text-brand-secondary hover:text-brand-primary transition"
+                                        >
+                                            Tell me more &rarr;
+                                        </button>
+                                    </div>
+                                )}
+                            </div>
+                        );
+                    })}
+                </div>
+            )}
+        </div>
+    );
+};

src/components/call-desk/ai-summary-card.tsx

@@ -0,0 +1,88 @@
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faUser, faCalendarCheck, faPhone } from '@fortawesome/pro-duotone-svg-icons';
+import { Badge } from '@/components/base/badges/badges';
+
+export type CallerSummary = {
+    name: string;
+    phone: string;
+    isNew: boolean;
+    aiSummary?: string | null;
+    leadSource?: string | null;
+    utmCampaign?: string | null;
+    nextAppointment?: { scheduledAt: string; doctorName: string; department: string } | null;
+    lastAppointment?: { scheduledAt: string; status: string; department: string } | null;
+};
+
+interface AiSummaryCardProps {
+    caller: CallerSummary | null;
+}
+
+const formatDate = (dateStr: string): string => {
+    const d = new Date(dateStr);
+    return d.toLocaleDateString('en-IN', { day: 'numeric', month: 'short' });
+};
+
+export const AiSummaryCard = ({ caller }: AiSummaryCardProps) => {
+    if (!caller) {
+        return (
+            <div className="rounded-xl border border-secondary bg-secondary_alt p-3">
+                <p className="text-xs text-quaternary text-center">Select a patient or receive a call</p>
+            </div>
+        );
+    }
+
+    return (
+        <div className="rounded-xl border border-secondary bg-secondary_alt p-3 space-y-2">
+            <div className="flex items-center gap-2">
+                <div className="flex size-8 shrink-0 items-center justify-center rounded-full bg-brand-primary">
+                    <FontAwesomeIcon icon={faUser} className="size-3 text-fg-brand-primary" />
+                </div>
+                <div className="min-w-0 flex-1">
+                    <div className="flex items-center gap-1.5">
+                        <span className="text-sm font-semibold text-primary truncate">{caller.name || caller.phone}</span>
+                        <Badge size="sm" color={caller.isNew ? 'brand' : 'success'} type="pill-color">
+                            {caller.isNew ? 'New' : 'Returning'}
+                        </Badge>
+                    </div>
+                    {caller.name && (
+                        <span className="text-[10px] text-tertiary">{caller.phone}</span>
+                    )}
+                </div>
+            </div>
+
+            {caller.aiSummary && (
+                <p className="text-xs text-secondary leading-relaxed line-clamp-2">{caller.aiSummary}</p>
+            )}
+
+            {(caller.leadSource || caller.utmCampaign) && (
+                <div className="flex flex-wrap gap-1">
+                    {caller.leadSource && (
+                        <Badge size="sm" color="gray" type="pill-color">{caller.leadSource}</Badge>
+                    )}
+                    {caller.utmCampaign && (
+                        <Badge size="sm" color="purple" type="pill-color">{caller.utmCampaign}</Badge>
+                    )}
+                </div>
+            )}
+
+            <div className="flex gap-2">
+                {caller.nextAppointment && (
+                    <div className="flex items-center gap-1.5 rounded-lg bg-success-primary px-2 py-1">
+                        <FontAwesomeIcon icon={faCalendarCheck} className="size-2.5 text-fg-success-primary" />
+                        <span className="text-[10px] font-medium text-success-primary">
+                            {formatDate(caller.nextAppointment.scheduledAt)} &middot; {caller.nextAppointment.doctorName}
+                        </span>
+                    </div>
+                )}
+                {caller.lastAppointment && (
+                    <div className="flex items-center gap-1.5 rounded-lg bg-secondary px-2 py-1">
+                        <FontAwesomeIcon icon={faPhone} className="size-2.5 text-fg-quaternary" />
+                        <span className="text-[10px] text-tertiary">
+                            Last: {formatDate(caller.lastAppointment.scheduledAt)} &middot; {caller.lastAppointment.status}
+                        </span>
+                    </div>
+                )}
+            </div>
+        </div>
+    );
+};

src/components/call-desk/appointment-form.tsx

@@ -1,4 +1,4 @@
-import { useState, useEffect } from 'react';
+import { useState, useEffect, useMemo } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faUserPen } from '@fortawesome/pro-duotone-svg-icons';
 import { Input } from '@/components/base/input/input';
@@ -6,7 +6,7 @@ import { Select } from '@/components/base/select/select';
 import { TextArea } from '@/components/base/textarea/textarea';
 import { Button } from '@/components/base/buttons/button';
 import { DatePicker } from '@/components/application/date-picker/date-picker';
-import { parseDate } from '@internationalized/date';
+import { parseDate, today, getLocalTimeZone } from '@internationalized/date';
 import { apiClient } from '@/lib/api-client';
 import { cx } from '@/utils/cx';
 import { notify } from '@/lib/toast';
@@ -18,6 +18,7 @@ type ExistingAppointment = {
     doctorName: string;
     doctorId?: string;
     department: string;
+    clinicId?: string;
     reasonForVisit?: string;
     status: string;
 };
@@ -29,8 +30,16 @@ type AppointmentFormProps = {
     leadName?: string | null;
     leadId?: string | null;
     patientId?: string | null;
-    onSaved?: () => void;
+    // Called after a successful save. Passes back what actually happened so
+    // the parent can pre-lock the disposition (BOOKED vs RESCHEDULED vs
+    // CANCELLED each map to distinct disposition outcomes).
+    onSaved?: (outcome: 'BOOKED' | 'RESCHEDULED' | 'CANCELLED') => void;
     existingAppointment?: ExistingAppointment | null;
+    // When true, the form shows the existing appointment's data in a
+    // disabled state — no input editing, no Save/Cancel. Only a Close
+    // button. Used by the reschedule-confirm flow when the agent picks
+    // "No, just view" on an upcoming-appointment pill.
+    readOnly?: boolean;
 };
 
 type DoctorRecord = { id: string; name: string; department: string; clinic: string };
@@ -56,6 +65,7 @@ export const AppointmentForm = ({
     patientId,
     onSaved,
     existingAppointment,
+    readOnly = false,
 }: AppointmentFormProps) => {
     const isEditMode = !!existingAppointment;
 
@@ -79,7 +89,11 @@ export const AppointmentForm = ({
     const [patientPhone, setPatientPhone] = useState(callerNumber ?? '');
     const [age, setAge] = useState('');
     const [gender, setGender] = useState<string | null>(null);
-    const [clinic, setClinic] = useState<string | null>(null);
+    // Preload clinic from the existing appointment when editing — so the
+    // select lands on the right branch instead of being empty and forcing
+    // the agent to re-pick. Only historical rows that predate clinicId
+    // persistence will fall through to the auto-select-from-slot logic.
+    const [clinic, setClinic] = useState<string | null>(existingAppointment?.clinicId ?? null);
     const [clinicItems, setClinicItems] = useState<Array<{ id: string; label: string }>>([]);
     const [department, setDepartment] = useState<string | null>(existingAppointment?.department ?? null);
     const [doctor, setDoctor] = useState<string | null>(existingAppointment?.doctorId ?? null);
@@ -108,12 +122,35 @@ export const AppointmentForm = ({
         apiClient.get<Array<{ time: string; label: string; clinicId: string; clinicName: string }>>(
             `/api/masterdata/slots?doctorId=${doctor}&date=${date}`,
         ).then(slots => {
-            setTimeSlotItems(slots.map(s => ({ id: s.time, label: s.label })));
-            // Auto-select clinic from the slot's clinic
-            if (slots.length > 0 && !clinic) {
+            // Filter by selected clinic — doctor may visit multiple branches
+            const filtered = clinic ? slots.filter(s => s.clinicId === clinic) : slots;
+            let items = filtered.map(s => ({ id: s.time, label: s.label }));
+
+            // In edit mode, the saved timeSlot may have been filtered out
+            // (past-slot filter, schedule change, clinic mismatch). Inject
+            // it as a synthetic option so the dropdown still shows the
+            // existing value — otherwise the agent sees a cleared field
+            // and assumes the save-time was lost.
+            if (timeSlot && !items.some(i => i.id === timeSlot)) {
+                items = [{ id: timeSlot, label: `${timeSlot} (current)` }, ...items];
+            }
+
+            setTimeSlotItems(items);
+            // Auto-select clinic from the slot's clinic only if no clinic chosen
+            if (filtered.length === 0 && slots.length > 0 && !clinic) {
                 setClinic(slots[0].clinicId);
+                const autoItems = slots.filter(s => s.clinicId === slots[0].clinicId).map(s => ({ id: s.time, label: s.label }));
+                if (timeSlot && !autoItems.some(i => i.id === timeSlot)) {
+                    autoItems.unshift({ id: timeSlot, label: `${timeSlot} (current)` });
+                }
+                setTimeSlotItems(autoItems);
             }
         }).catch(() => setTimeSlotItems([]));
+    // eslint-disable-next-line react-hooks/exhaustive-deps — clinic and timeSlot
+    // deliberately excluded. Including clinic causes a loop: the effect calls
+    // setClinic() for auto-selection → clinic changes → effect re-fires → loop.
+    // timeSlot is only needed for the synthetic "current" option injection which
+    // is a read, not a trigger. Re-fetch should only happen on doctor/date change.
     }, [doctor, date]);
 
     // Availability state
@@ -210,13 +247,25 @@ export const AppointmentForm = ({
     const filteredDoctors = department
         ? doctors.filter(d => d.department === department)
         : doctors;
-    const doctorSelectItems = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
+    // Always include the currently-selected doctor even if the department
+    // filter would exclude them. Needed for edit mode: the saved
+    // Appointment.department may be stored as a display string ("ENT") or
+    // a legacy value that doesn't match the doctor's current department
+    // enum — without this, the Select renders blank.
+    const doctorSelectItems = useMemo(() => {
+        const items = filteredDoctors.map(d => ({ id: d.id, label: d.name }));
+        if (doctor && !items.some(i => i.id === doctor)) {
+            const selected = doctors.find(d => d.id === doctor);
+            if (selected) items.unshift({ id: selected.id, label: selected.name });
+        }
+        return items;
+    }, [filteredDoctors, doctors, doctor]);
 
-    const timeSlotSelectItems = timeSlotItems.map(slot => ({
+    const timeSlotSelectItems = useMemo(() => timeSlotItems.map(slot => ({
         ...slot,
         isDisabled: bookedSlots.includes(slot.id),
         label: bookedSlots.includes(slot.id) ? `${slot.label} (Booked)` : slot.label,
-    }));
+    })), [timeSlotItems, bookedSlots]);
 
     const handleSave = async () => {
         if (!date || !timeSlot || !doctor || !department) {
@@ -238,7 +287,9 @@ export const AppointmentForm = ({
             const selectedDoctor = doctors.find(d => d.id === doctor);
 
             if (isEditMode && existingAppointment) {
-                // Update existing appointment
+                // Update existing appointment. Flip status to RESCHEDULED so
+                // the Appointments > Rescheduled tab reflects it and the
+                // patient timeline records the reschedule event.
                 await apiClient.graphql(
                     `mutation UpdateAppointment($id: UUID!, $data: AppointmentUpdateInput!) {
                         updateAppointment(id: $id, data: $data) { id }
@@ -251,29 +302,84 @@ export const AppointmentForm = ({
                             department: selectedDoctor?.department ?? '',
                             doctorId: doctor,
                             reasonForVisit: chiefComplaint || null,
+                            status: 'RESCHEDULED',
                         },
                     },
                 );
+
+                // Propagate name change during reschedule. Same gate as the
+                // create branch — nameChanged implies isNameEditable=true,
+                // which means the agent went through EditPatientConfirmModal.
+                const trimmedName = patientName.trim();
+                const nameChanged = isNameEditable && trimmedName.length > 0 && trimmedName !== initialLeadName;
+                if (nameChanged) {
+                    const nameParts = { firstName: trimmedName.split(' ')[0], lastName: trimmedName.split(' ').slice(1).join(' ') || '' };
+                    if (patientId) {
+                        await apiClient.graphql(
+                            `mutation($id: UUID!, $data: PatientUpdateInput!) { updatePatient(id: $id, data: $data) { id } }`,
+                            { id: patientId, data: { fullName: nameParts } },
+                        ).catch((err: unknown) => console.warn('Failed to update patient name:', err));
+                    }
+                    if (leadId) {
+                        await apiClient.graphql(
+                            `mutation($id: UUID!, $data: LeadUpdateInput!) { updateLead(id: $id, data: $data) { id } }`,
+                            { id: leadId, data: { contactName: nameParts } },
+                        ).catch((err: unknown) => console.warn('Failed to update lead name:', err));
+                    }
+                }
+
                 notify.success('Appointment Updated');
             } else {
+                // If no patient record exists yet (new caller), create one now
+                let resolvedPatientId = patientId;
+                if (!resolvedPatientId && callerNumber) {
+                    const trimmedName = patientName.trim();
+                    const nameParts = {
+                        firstName: trimmedName.split(' ')[0] || '',
+                        lastName: trimmedName.split(' ').slice(1).join(' ') || '',
+                    };
+                    // Normalize phone to +91XXXXXXXXXX format
+                    const phoneDigits = callerNumber.replace(/\D/g, '').slice(-10);
+                    const phoneE164 = `+91${phoneDigits}`;
+                    try {
+                        const patientData: Record<string, any> = {
+                            fullName: nameParts,
+                            phones: { primaryPhoneNumber: phoneE164 },
+                            patientType: 'NEW',
+                        };
+                        if (age) patientData.dateOfBirth = new Date(Date.now() - parseInt(age) * 365.25 * 86400000).toISOString().split('T')[0];
+                        if (gender) patientData.gender = gender.toUpperCase();
+                        const created = await apiClient.graphql<{ createPatient: { id: string } }>(
+                            `mutation($data: PatientCreateInput!) { createPatient(data: $data) { id } }`,
+                            { data: patientData },
+                        );
+                        resolvedPatientId = created.createPatient.id;
+                    } catch (err) {
+                        console.warn('Failed to create patient:', err);
+                    }
+                }
+
                 // Create appointment
+                const appointmentData: Record<string, any> = {
+                    scheduledAt,
+                    durationMin: 30,
+                    appointmentType: 'CONSULTATION',
+                    status: 'SCHEDULED',
+                    doctorName: selectedDoctor?.name ?? '',
+                    department: selectedDoctor?.department ?? '',
+                    doctorId: doctor,
+                    reasonForVisit: chiefComplaint || null,
+                    ...(resolvedPatientId ? { patientId: resolvedPatientId } : {}),
+                    ...(clinic ? { clinicId: clinic } : {}),
+                    ...(agentNotes ? { agentNotes } : {}),
+                    ...(source ? { source } : {}),
+                };
+                console.log('[APPOINTMENT] Creating appointment:', JSON.stringify(appointmentData));
                 await apiClient.graphql(
                     `mutation CreateAppointment($data: AppointmentCreateInput!) {
                         createAppointment(data: $data) { id }
                     }`,
-                    {
-                        data: {
-                            scheduledAt,
-                            durationMin: 30,
-                            appointmentType: 'CONSULTATION',
-                            status: 'SCHEDULED',
-                            doctorName: selectedDoctor?.name ?? '',
-                            department: selectedDoctor?.department ?? '',
-                            doctorId: doctor,
-                            reasonForVisit: chiefComplaint || null,
-                            ...(patientId ? { patientId } : {}),
-                        },
-                    },
+                    { data: appointmentData },
                 );
 
                 // Determine whether the agent actually renamed the patient.
@@ -283,13 +389,19 @@ export const AppointmentForm = ({
                 const trimmedName = patientName.trim();
                 const nameChanged = isNameEditable && trimmedName.length > 0 && trimmedName !== initialLeadName;
 
-                // DO NOT update the shared Patient entity when name changes
-                // during appointment creation. The Patient record is shared
-                // across all appointments — modifying it here would
-                // retroactively change the name on all past appointments.
-                // The patient name for THIS appointment is stored on the
-                // Appointment entity itself (via doctorName/department).
-                // Bug #527: removed updatePatient() call.
+                // Update patient name when the agent explicitly renamed.
+                // `nameChanged` already requires isNameEditable=true (the
+                // agent went through EditPatientConfirmModal), so the
+                // rename intent is unambiguous. Bug #527's silent-overwrite
+                // case can no longer happen because the confirm modal
+                // gates the input.
+                if (nameChanged && patientId) {
+                    const nameParts = { firstName: trimmedName.split(' ')[0], lastName: trimmedName.split(' ').slice(1).join(' ') || '' };
+                    apiClient.graphql(
+                        `mutation($id: UUID!, $data: PatientUpdateInput!) { updatePatient(id: $id, data: $data) { id } }`,
+                        { id: patientId, data: { fullName: nameParts } },
+                    ).catch((err: unknown) => console.warn('Failed to update patient name:', err));
+                }
 
                 // Update lead status/lastContacted on every appointment book
                 // (those are genuinely about this appointment), but only
@@ -316,21 +428,14 @@ export const AppointmentForm = ({
 
                 // If the agent actually renamed the patient, kick off the
                 // side-effect chain: regenerate the AI summary against the
-                // corrected identity AND invalidate the Redis caller
-                // resolution cache so the next incoming call from this
-                // phone picks up fresh data. Both are fire-and-forget —
-                // the save toast fires immediately either way.
+                // corrected identity. Fire-and-forget; the save toast
+                // fires immediately regardless.
                 if (nameChanged && leadId) {
                     apiClient.post(`/api/lead/${leadId}/enrich`, { phone: callerNumber ?? undefined }, { silent: true }).catch(() => {});
-                } else if (callerNumber) {
-                    // No rename but still invalidate the cache so status +
-                    // lastContacted updates propagate cleanly to the next
-                    // lookup.
-                    apiClient.post('/api/caller/invalidate', { phone: callerNumber }, { silent: true }).catch(() => {});
                 }
             }
 
-            onSaved?.();
+            onSaved?.(isEditMode ? 'RESCHEDULED' : 'BOOKED');
         } catch (err) {
             console.error('Failed to save appointment:', err);
             setError(err instanceof Error ? err.message : 'Failed to save appointment. Please try again.');
@@ -353,7 +458,7 @@ export const AppointmentForm = ({
                 },
             );
             notify.success('Appointment Cancelled');
-            onSaved?.();
+            onSaved?.('CANCELLED');
         } catch (err) {
             setError(err instanceof Error ? err.message : 'Failed to cancel appointment');
         } finally {
@@ -389,7 +494,7 @@ export const AppointmentForm = ({
                                     placeholder="Full name"
                                     value={patientName}
                                     onChange={setPatientName}
-                                    isDisabled={!isNameEditable}
+                                    isDisabled={readOnly || !isNameEditable}
                                 />
                             </div>
                             {!isNameEditable && initialLeadName.length > 0 && (
@@ -462,7 +567,7 @@ export const AppointmentForm = ({
                         items={departmentItems}
                         selectedKey={department}
                         onSelectionChange={(key) => setDepartment(key as string)}
-                        isDisabled={doctors.length === 0}
+                        isDisabled={readOnly || doctors.length === 0}
                     >
                         {(item) => <Select.Item id={item.id} label={item.label} />}
                     </Select>
@@ -473,7 +578,7 @@ export const AppointmentForm = ({
                         items={doctorSelectItems}
                         selectedKey={doctor}
                         onSelectionChange={(key) => setDoctor(key as string)}
-                        isDisabled={!department}
+                        isDisabled={readOnly || !department}
                     >
                         {(item) => <Select.Item id={item.id} label={item.label} />}
                     </Select>
@@ -485,7 +590,12 @@ export const AppointmentForm = ({
                         value={date ? parseDate(date) : null}
                         onChange={(val) => setDate(val ? val.toString() : '')}
                         granularity="day"
-                        isDisabled={!doctor}
+                        isDisabled={readOnly || !doctor}
+                        // Block past dates — appointments can't be booked or
+                        // rescheduled into the past. React Aria's DatePicker
+                        // honours minValue in both the calendar grid and the
+                        // typed-input fallback.
+                        minValue={today(getLocalTimeZone())}
                     />
                 </div>
 
@@ -503,7 +613,7 @@ export const AppointmentForm = ({
                                     <button
                                         key={slot.id}
                                         type="button"
-                                        disabled={isBooked}
+                                        disabled={readOnly || isBooked}
                                         onClick={() => setTimeSlot(slot.id)}
                                         className={cx(
                                             'rounded-lg py-2 px-1 text-xs font-medium transition duration-100 ease-linear',
@@ -531,6 +641,7 @@ export const AppointmentForm = ({
                     placeholder="Describe the reason for visit..."
                     value={chiefComplaint}
                     onChange={setChiefComplaint}
+                    isDisabled={readOnly}
                     rows={2}
                 />
 
@@ -567,7 +678,7 @@ export const AppointmentForm = ({
             {/* Footer — pinned */}
             <div className="shrink-0 flex items-center justify-between pt-4 border-t border-secondary">
                 <div>
-                    {isEditMode && (
+                    {isEditMode && !readOnly && (
                         <Button size="sm" color="primary-destructive" isLoading={isSaving} onClick={handleCancel}>
                             Cancel Appointment
                         </Button>
@@ -577,9 +688,11 @@ export const AppointmentForm = ({
                     <Button size="sm" color="secondary" onClick={() => onOpenChange(false)}>
                         Close
                     </Button>
-                    <Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
-                        {isSaving ? 'Saving...' : isEditMode ? 'Update Appointment' : 'Book Appointment'}
-                    </Button>
+                    {!readOnly && (
+                        <Button size="sm" color="primary" isLoading={isSaving} showTextWhileLoading onClick={handleSave}>
+                            {isSaving ? 'Saving...' : isEditMode ? 'Update Appointment' : 'Book Appointment'}
+                        </Button>
+                    )}
                 </div>
             </div>
 

src/components/call-desk/call-log.tsx

@@ -14,11 +14,15 @@ interface CallLogProps {
 
 const dispositionConfig: Record<CallDisposition, { label: string; color: 'success' | 'brand' | 'blue-light' | 'warning' | 'gray' | 'error' }> = {
     APPOINTMENT_BOOKED: { label: 'Booked', color: 'success' },
+    APPOINTMENT_RESCHEDULED: { label: 'Rescheduled', color: 'warning' },
+    APPOINTMENT_CANCELLED: { label: 'Cancelled', color: 'error' },
     FOLLOW_UP_SCHEDULED: { label: 'Follow-up', color: 'brand' },
     INFO_PROVIDED: { label: 'Info', color: 'blue-light' },
     NO_ANSWER: { label: 'No Answer', color: 'warning' },
     WRONG_NUMBER: { label: 'Wrong #', color: 'gray' },
-    CALLBACK_REQUESTED: { label: 'Not Interested', color: 'error' },
+    NOT_INTERESTED: { label: 'Not Interested', color: 'error' },
+    CALLBACK_REQUESTED: { label: 'Callback', color: 'brand' },
+    CALL_DROPPED: { label: 'Call Dropped', color: 'gray' },
 };
 
 const formatDuration = (seconds: number | null): string => {

src/components/call-desk/context-panel.tsx

@@ -1,69 +1,34 @@
 import { useState, useCallback, useMemo } from 'react';
-import { useNavigate } from 'react-router';
-import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import {
-    faSparkles, faPhone, faChevronDown, faChevronUp,
-    faCalendarCheck, faClockRotateLeft, faPhoneMissed,
-    faPhoneArrowDown, faPhoneArrowUp, faListCheck,
-} from '@fortawesome/pro-duotone-svg-icons';
 import { AiChatPanel } from './ai-chat-panel';
-import { Badge } from '@/components/base/badges/badges';
-import { formatPhone, formatShortDate } from '@/lib/format';
-import { cx } from '@/utils/cx';
-import type { Lead, LeadActivity, Call, FollowUp, Patient, Appointment } from '@/types/entities';
+import type { Appointment } from '@/types/entities';
 import { AppointmentForm } from './appointment-form';
 
+export type ContextPanelSubject = {
+    id: string;
+    contactName?: { firstName: string; lastName: string } | null;
+    contactPhone?: Array<{ number: string; callingCode: string }> | null;
+    patientId?: string | null;
+    leadSource?: string | null;
+    leadStatus?: string | null;
+    aiSummary?: string | null;
+    aiSuggestedAction?: string | null;
+    utmCampaign?: string | null;
+    campaignId?: string | null;
+};
+
 interface ContextPanelProps {
-    selectedLead: Lead | null;
-    activities: LeadActivity[];
-    calls: Call[];
-    followUps: FollowUp[];
+    selectedLead: ContextPanelSubject | null;
+    activities: any[];
+    calls: any[];
+    followUps: any[];
     appointments: Appointment[];
-    patients: Patient[];
+    patients: any[];
     callerPhone?: string;
     isInCall?: boolean;
     callUcid?: string | null;
 }
 
-const formatTimeAgo = (dateStr: string): string => {
-    const minutes = Math.round((Date.now() - new Date(dateStr).getTime()) / 60000);
-    if (minutes < 1) return 'Just now';
-    if (minutes < 60) return `${minutes}m ago`;
-    const hours = Math.floor(minutes / 60);
-    if (hours < 24) return `${hours}h ago`;
-    return `${Math.floor(hours / 24)}d ago`;
-};
-
-const formatDuration = (sec: number): string => {
-    if (sec < 60) return `${sec}s`;
-    return `${Math.floor(sec / 60)}m ${sec % 60}s`;
-};
-
-const SectionHeader = ({ icon, label, count, expanded, onToggle }: {
-    icon: any; label: string; count?: number; expanded: boolean; onToggle: () => void;
-}) => (
-    <button
-        onClick={onToggle}
-        className="flex w-full items-center gap-1.5 py-1.5 text-left group"
-    >
-        <FontAwesomeIcon icon={icon} className="size-3 text-fg-quaternary" />
-        <span className="text-[11px] font-bold uppercase tracking-wider text-tertiary">{label}</span>
-        {count !== undefined && count > 0 && (
-            <span className="text-[10px] font-semibold text-brand-secondary bg-brand-primary px-1.5 py-0.5 rounded-full">{count}</span>
-        )}
-        <FontAwesomeIcon
-            icon={expanded ? faChevronUp : faChevronDown}
-            className="size-2.5 text-fg-quaternary ml-auto opacity-0 group-hover:opacity-100 transition duration-100 ease-linear"
-        />
-    </button>
-);
-
-export const ContextPanel = ({ selectedLead, activities, calls, followUps, appointments, patients, callerPhone, isInCall }: ContextPanelProps) => {
-    const navigate = useNavigate();
-    const [contextExpanded, setContextExpanded] = useState(true);
-    const [insightExpanded, setInsightExpanded] = useState(true);
-    const [actionsExpanded, setActionsExpanded] = useState(true);
-    const [recentExpanded, setRecentExpanded] = useState(true);
+export const ContextPanel = ({ selectedLead, appointments, callerPhone }: ContextPanelProps) => {
     const [editingAppointment, setEditingAppointment] = useState<Appointment | null>(null);
 
     const lead = selectedLead;
@@ -78,23 +43,8 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
         leadName: fullName,
     } : callerPhone ? { callerPhone } : undefined;
 
-    // Filter data for this lead
-    const leadCalls = useMemo(() =>
-        calls.filter(c => c.leadId === lead?.id || (callerPhone && c.callerNumber?.[0]?.number?.endsWith(callerPhone)))
-            .sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime())
-            .slice(0, 5),
-        [calls, lead, callerPhone],
-    );
-
-    const leadFollowUps = useMemo(() =>
-        followUps.filter(f => f.patientId === (lead as any)?.patientId && f.followUpStatus !== 'COMPLETED' && f.followUpStatus !== 'CANCELLED')
-            .sort((a, b) => new Date(a.scheduledAt ?? '').getTime() - new Date(b.scheduledAt ?? '').getTime())
-            .slice(0, 3),
-        [followUps, lead],
-    );
-
     const leadAppointments = useMemo(() => {
-        const patientId = (lead as any)?.patientId;
+        const patientId = lead?.patientId;
         if (!patientId) return [];
         return appointments
             .filter(a => a.patientId === patientId && a.appointmentStatus !== 'CANCELLED' && a.appointmentStatus !== 'NO_SHOW')
@@ -102,225 +52,23 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
             .slice(0, 3);
     }, [appointments, lead]);
 
-    const leadActivities = useMemo(() =>
-        activities.filter(a => a.leadId === lead?.id)
-            .sort((a, b) => new Date(b.occurredAt ?? '').getTime() - new Date(a.occurredAt ?? '').getTime())
-            .slice(0, 5),
-        [activities, lead],
-    );
+    const handleChatStart = useCallback(() => {}, []);
 
-    // Linked patient
-    const linkedPatient = useMemo(() =>
-        patients.find(p => p.id === (lead as any)?.patientId),
-        [patients, lead],
-    );
-
-    // Auto-collapse context sections when chat starts
-    const handleChatStart = useCallback(() => {
-        setContextExpanded(false);
-    }, []);
-
-    const hasContext = !!(lead?.aiSummary || leadCalls.length || leadFollowUps.length || leadAppointments.length || leadActivities.length);
-
-    return (
-        <div className="flex h-full flex-col">
-            {/* Lead header — always visible */}
-            {lead && (
-                <div className="shrink-0 border-b border-secondary">
+    // Edit mode takes over the whole right panel
+    if (editingAppointment) {
+        return (
+            <div className="flex h-full flex-col">
+                <div className="shrink-0 border-b border-secondary px-3 py-2 flex items-center justify-between">
+                    <span className="text-sm font-semibold text-primary">Edit Appointment</span>
                     <button
-                        onClick={() => setContextExpanded(!contextExpanded)}
-                        className="flex w-full items-center gap-2 px-4 py-2.5 text-left hover:bg-primary_hover transition duration-100 ease-linear"
+                        onClick={() => setEditingAppointment(null)}
+                        className="text-xs font-medium text-tertiary hover:text-primary transition duration-100 ease-linear"
                     >
-                        {isInCall && (
-                            <FontAwesomeIcon icon={faPhone} className="size-3 text-fg-success-primary shrink-0" />
-                        )}
-                        <span className="text-sm font-semibold text-primary truncate">{fullName || 'Unknown'}</span>
-                        {phone && (
-                            <span className="text-xs text-tertiary shrink-0">{formatPhone(phone)}</span>
-                        )}
-                        {lead.leadStatus && (
-                            <Badge size="sm" color="brand" type="pill-color" className="shrink-0">{lead.leadStatus.replace(/_/g, ' ')}</Badge>
-                        )}
-                        <FontAwesomeIcon
-                            icon={contextExpanded ? faChevronUp : faChevronDown}
-                            className="size-3 text-fg-quaternary ml-auto shrink-0"
-                        />
+                        Back to context
                     </button>
-
-                    {/* Expanded context sections */}
-                    {contextExpanded && (
-                        <div className="px-4 pb-3 space-y-1 overflow-y-auto" style={{ maxHeight: '50vh' }}>
-                            {/* AI Insight */}
-                            {lead.aiSummary && (
-                                <div>
-                                    <SectionHeader icon={faSparkles} label="AI Insight" expanded={insightExpanded} onToggle={() => setInsightExpanded(!insightExpanded)} />
-                                    {insightExpanded && (
-                                        <div className="rounded-lg bg-brand-primary p-2.5 mb-1">
-                                            <p className="text-xs leading-relaxed text-primary">{lead.aiSummary}</p>
-                                            {lead.aiSuggestedAction && (
-                                                <p className="mt-1.5 text-xs font-semibold text-brand-secondary">{lead.aiSuggestedAction}</p>
-                                            )}
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* Campaign info */}
-                            {(lead.utmCampaign || lead.campaignId) && (
-                                <div className="flex items-center gap-1.5 px-1 py-1">
-                                    <span className="text-[11px] font-semibold uppercase tracking-wider text-tertiary">Campaign</span>
-                                    <Badge size="sm" color="brand" type="pill-color">
-                                        {lead.utmCampaign ?? lead.campaignId}
-                                    </Badge>
-                                </div>
-                            )}
-
-                            {/* Quick Actions — upcoming appointments + follow-ups + linked patient */}
-                            {(leadAppointments.length > 0 || leadFollowUps.length > 0 || linkedPatient) && (
-                                <div>
-                                    <SectionHeader icon={faListCheck} label="Upcoming" count={leadAppointments.length + leadFollowUps.length} expanded={actionsExpanded} onToggle={() => setActionsExpanded(!actionsExpanded)} />
-                                    {actionsExpanded && (
-                                        <div className="space-y-1 mb-1">
-                                            {leadAppointments.map(appt => (
-                                                <div key={appt.id} className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faCalendarCheck} className="size-3 text-fg-brand-primary shrink-0" />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs font-medium text-primary">
-                                                            {appt.doctorName ?? 'Appointment'}
-                                                        </span>
-                                                        <span className="text-[11px] text-tertiary ml-1">
-                                                            {appt.department}
-                                                        </span>
-                                                        {appt.scheduledAt && (
-                                                            <span className="text-[11px] text-tertiary ml-1">
-                                                                — {formatShortDate(appt.scheduledAt)}
-                                                            </span>
-                                                        )}
-                                                    </div>
-                                                    <Badge size="sm" color={appt.appointmentStatus === 'COMPLETED' ? 'success' : 'brand'} type="pill-color">
-                                                        {appt.appointmentStatus?.replace(/_/g, ' ') ?? 'Scheduled'}
-                                                    </Badge>
-                                                    <button
-                                                        onClick={() => setEditingAppointment(appt)}
-                                                        className="text-[11px] font-medium text-brand-secondary hover:text-brand-secondary_hover shrink-0"
-                                                    >
-                                                        Edit
-                                                    </button>
-                                                </div>
-                                            ))}
-                                            {leadFollowUps.map(fu => (
-                                                <div key={fu.id} className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faClockRotateLeft} className="size-3 text-fg-warning-primary shrink-0" />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs font-medium text-primary">
-                                                            {fu.followUpType?.replace(/_/g, ' ') ?? 'Follow-up'}
-                                                        </span>
-                                                        {fu.scheduledAt && (
-                                                            <span className="text-[11px] text-tertiary ml-1.5">
-                                                                {formatShortDate(fu.scheduledAt)}
-                                                            </span>
-                                                        )}
-                                                    </div>
-                                                    <Badge size="sm" color={fu.followUpStatus === 'OVERDUE' ? 'error' : 'gray'} type="pill-color">
-                                                        {fu.followUpStatus?.replace(/_/g, ' ') ?? 'Pending'}
-                                                    </Badge>
-                                                </div>
-                                            ))}
-                                            {linkedPatient && (
-                                                <div className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faPhone} className="size-3 text-fg-success-primary shrink-0" />
-                                                    <span className="text-xs text-primary">
-                                                        Patient: <span className="font-medium">{linkedPatient.fullName?.firstName} {linkedPatient.fullName?.lastName}</span>
-                                                    </span>
-                                                    {linkedPatient.patientType && (
-                                                        <Badge size="sm" color="gray" type="pill-color" className="ml-auto">{linkedPatient.patientType}</Badge>
-                                                    )}
-                                                    <button
-                                                        onClick={() => navigate(`/patient/${linkedPatient.id}`)}
-                                                        className="text-[11px] font-medium text-brand-secondary hover:text-brand-secondary_hover shrink-0"
-                                                    >
-                                                        View 360
-                                                    </button>
-                                                </div>
-                                            )}
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* Recent calls + activities */}
-                            {(leadCalls.length > 0 || leadActivities.length > 0) && (
-                                <div>
-                                    <SectionHeader
-                                        icon={faClockRotateLeft}
-                                        label="Recent"
-                                        count={leadCalls.length + leadActivities.length}
-                                        expanded={recentExpanded}
-                                        onToggle={() => setRecentExpanded(!recentExpanded)}
-                                    />
-                                    {recentExpanded && (
-                                        <div className="space-y-0.5 mb-1">
-                                            {leadCalls.map(call => (
-                                                <div key={call.id} className="flex items-center gap-2 py-1.5 px-1">
-                                                    <FontAwesomeIcon
-                                                        icon={call.callStatus === 'MISSED' ? faPhoneMissed : call.callDirection === 'INBOUND' ? faPhoneArrowDown : faPhoneArrowUp}
-                                                        className={cx('size-3 shrink-0',
-                                                            call.callStatus === 'MISSED' ? 'text-fg-error-primary' :
-                                                            call.callDirection === 'INBOUND' ? 'text-fg-success-secondary' : 'text-fg-brand-secondary'
-                                                        )}
-                                                    />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs text-primary">
-                                                            {call.callStatus === 'MISSED' ? 'Missed' : call.callDirection === 'INBOUND' ? 'Inbound' : 'Outbound'} call
-                                                        </span>
-                                                        {call.durationSeconds != null && call.durationSeconds > 0 && (
-                                                            <span className="text-[11px] text-tertiary ml-1">— {formatDuration(call.durationSeconds)}</span>
-                                                        )}
-                                                        {call.disposition && (
-                                                            <span className="text-[11px] text-tertiary ml-1">, {call.disposition.replace(/_/g, ' ')}</span>
-                                                        )}
-                                                    </div>
-                                                    <span className="text-[11px] text-quaternary shrink-0">
-                                                        {formatTimeAgo(call.startedAt ?? call.createdAt)}
-                                                    </span>
-                                                </div>
-                                            ))}
-                                            {leadActivities
-                                                .filter(a => !leadCalls.some(c => a.summary?.includes(c.callerNumber?.[0]?.number ?? '---')))
-                                                .slice(0, 3)
-                                                .map(a => (
-                                                    <div key={a.id} className="flex items-center gap-2 py-1.5 px-1">
-                                                        <span className="size-1.5 rounded-full bg-fg-quaternary shrink-0" />
-                                                        <span className="text-xs text-tertiary truncate flex-1">{a.summary}</span>
-                                                        {a.occurredAt && (
-                                                            <span className="text-[11px] text-quaternary shrink-0">{formatTimeAgo(a.occurredAt)}</span>
-                                                        )}
-                                                    </div>
-                                                ))
-                                            }
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* No context available */}
-                            {!hasContext && (
-                                <p className="text-xs text-quaternary py-2">No history for this lead yet.</p>
-                            )}
-                        </div>
-                    )}
                 </div>
-            )}
-
-            {/* AI Chat — fills remaining space */}
-            <div className="flex flex-1 flex-col min-h-0 overflow-hidden">
-                <AiChatPanel callerContext={callerContext} onChatStart={handleChatStart} />
-            </div>
-
-            {/* Appointment edit form */}
-            {editingAppointment && (
                 <AppointmentForm
-                    isOpen={!!editingAppointment}
+                    isOpen={true}
                     onOpenChange={(open) => { if (!open) setEditingAppointment(null); }}
                     callerNumber={callerPhone}
                     leadName={fullName}
@@ -332,12 +80,39 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
                         doctorName: editingAppointment.doctorName ?? '',
                         doctorId: editingAppointment.doctorId ?? undefined,
                         department: editingAppointment.department ?? '',
+                        clinicId: editingAppointment.clinicId ?? undefined,
                         reasonForVisit: editingAppointment.reasonForVisit ?? undefined,
                         status: editingAppointment.appointmentStatus ?? 'SCHEDULED',
                     }}
                     onSaved={() => setEditingAppointment(null)}
                 />
-            )}
+            </div>
+        );
+    }
+
+    // Build callerSummary for the AI coaching panel
+    const nextAppt = leadAppointments.find(a => a.appointmentStatus === 'SCHEDULED' && new Date(a.scheduledAt ?? '') > new Date());
+    const lastAppt = leadAppointments.find(a => a.appointmentStatus === 'COMPLETED');
+    const callerSummary = lead ? {
+        name: fullName,
+        phone: phone?.number ?? callerPhone ?? '',
+        isNew: false,
+        aiSummary: (lead as any).aiSummary ?? null,
+        leadSource: (lead as any).leadSource ?? null,
+        utmCampaign: (lead as any).utmCampaign ?? null,
+        nextAppointment: nextAppt ? { scheduledAt: nextAppt.scheduledAt ?? '', doctorName: nextAppt.doctorName ?? '', department: nextAppt.department ?? '' } : null,
+        lastAppointment: lastAppt ? { scheduledAt: lastAppt.scheduledAt ?? '', status: lastAppt.appointmentStatus ?? '', department: lastAppt.department ?? '' } : null,
+    } : callerPhone ? {
+        name: '',
+        phone: callerPhone,
+        isNew: true,
+    } : null;
+
+    return (
+        <div className="flex h-full flex-col">
+            <div className="flex flex-1 flex-col min-h-0 overflow-hidden">
+                <AiChatPanel callerContext={callerContext} callerSummary={callerSummary} onChatStart={handleChatStart} />
+            </div>
         </div>
     );
 };

src/components/call-desk/disposition-form.tsx

@@ -20,6 +20,18 @@ const dispositionOptions: Array<{
         activeClass: 'bg-success-solid text-white ring-transparent',
         defaultClass: 'bg-success-primary text-success-primary border-success',
     },
+    {
+        value: 'APPOINTMENT_RESCHEDULED',
+        label: 'Appt Rescheduled',
+        activeClass: 'bg-warning-solid text-white ring-transparent',
+        defaultClass: 'bg-warning-primary text-warning-primary border-warning',
+    },
+    {
+        value: 'APPOINTMENT_CANCELLED',
+        label: 'Appt Cancelled',
+        activeClass: 'bg-error-solid text-white ring-transparent',
+        defaultClass: 'bg-error-primary text-error-primary border-error',
+    },
     {
         value: 'FOLLOW_UP_SCHEDULED',
         label: 'Follow-up Needed',
@@ -45,11 +57,17 @@ const dispositionOptions: Array<{
         defaultClass: 'bg-secondary text-secondary border-secondary',
     },
     {
-        value: 'CALLBACK_REQUESTED',
+        value: 'NOT_INTERESTED',
         label: 'Not Interested',
         activeClass: 'bg-error-solid text-white ring-transparent',
         defaultClass: 'bg-error-primary text-error-primary border-error',
     },
+    {
+        value: 'CALLBACK_REQUESTED',
+        label: 'Callback Requested',
+        activeClass: 'bg-utility-blue-600 text-white ring-transparent',
+        defaultClass: 'bg-utility-blue-50 text-utility-blue-700 border-utility-blue-200',
+    },
 ];
 
 export const DispositionForm = ({ onSubmit, defaultDisposition }: DispositionFormProps) => {

src/components/call-desk/disposition-modal.tsx

@@ -1,13 +1,43 @@
 import { useState, useRef } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faPhoneHangup } from '@fortawesome/pro-duotone-svg-icons';
+import { faPhoneHangup, faCalendarCheck, faCalendarXmark, faCalendarArrowDown, faClipboardCheck, faClockRotateLeft } from '@fortawesome/pro-duotone-svg-icons';
 import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/modal';
 import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
+import { Badge } from '@/components/base/badges/badges';
 import { TextArea } from '@/components/base/textarea/textarea';
 import type { FC } from 'react';
 import type { CallDisposition } from '@/types/entities';
 import { cx } from '@/utils/cx';
 
+export type CallAction = 'APPOINTMENT' | 'RESCHEDULE' | 'CANCEL' | 'FOLLOWUP' | 'ENQUIRY';
+
+// Maps a recorded action to the disposition it implies. The first action in
+// the priority list (highest-ranked entry in actionsTaken) becomes the
+// primary disposition. When any action is present, all other dispositions
+// are locked out — an agent can't mark a call as "Not Interested" after
+// they've already booked an appointment.
+const ACTION_TO_DISPOSITION: Record<CallAction, CallDisposition> = {
+    APPOINTMENT: 'APPOINTMENT_BOOKED',
+    RESCHEDULE: 'APPOINTMENT_RESCHEDULED',
+    CANCEL: 'APPOINTMENT_CANCELLED',
+    FOLLOWUP: 'FOLLOW_UP_SCHEDULED',
+    ENQUIRY: 'INFO_PROVIDED',
+};
+
+const ACTION_META: Record<CallAction, { label: string; icon: typeof faCalendarCheck; color: 'success' | 'warning' | 'error' | 'brand' | 'blue-light' }> = {
+    APPOINTMENT: { label: 'Appointment booked', icon: faCalendarCheck, color: 'success' },
+    RESCHEDULE: { label: 'Appointment rescheduled', icon: faCalendarArrowDown, color: 'warning' },
+    CANCEL: { label: 'Appointment cancelled', icon: faCalendarXmark, color: 'error' },
+    FOLLOWUP: { label: 'Follow-up scheduled', icon: faClockRotateLeft, color: 'brand' },
+    ENQUIRY: { label: 'Enquiry logged', icon: faClipboardCheck, color: 'blue-light' },
+};
+
+// Priority order — highest-rank action wins when multiple are taken. Booked
+// > Rescheduled > Cancelled > Follow-up > Enquiry. A cancel inherently means
+// no booking, so it ranks below booking/rescheduling; but above a follow-up
+// because cancellation is a definitive outcome on this call.
+const ACTION_PRIORITY: CallAction[] = ['APPOINTMENT', 'RESCHEDULE', 'CANCEL', 'FOLLOWUP', 'ENQUIRY'];
+
 const PhoneHangUpIcon: FC<{ className?: string }> = ({ className }) => (
     <FontAwesomeIcon icon={faPhoneHangup} className={className} />
 );
@@ -24,6 +54,18 @@ const dispositionOptions: Array<{
         activeClass: 'bg-success-solid text-white border-transparent',
         defaultClass: 'bg-success-primary text-success-primary border-success',
     },
+    {
+        value: 'APPOINTMENT_RESCHEDULED',
+        label: 'Appt Rescheduled',
+        activeClass: 'bg-warning-solid text-white border-transparent',
+        defaultClass: 'bg-warning-primary text-warning-primary border-warning',
+    },
+    {
+        value: 'APPOINTMENT_CANCELLED',
+        label: 'Appt Cancelled',
+        activeClass: 'bg-error-solid text-white border-transparent',
+        defaultClass: 'bg-error-primary text-error-primary border-error',
+    },
     {
         value: 'FOLLOW_UP_SCHEDULED',
         label: 'Follow-up Needed',
@@ -49,31 +91,74 @@ const dispositionOptions: Array<{
         defaultClass: 'bg-secondary text-secondary border-secondary',
     },
     {
-        value: 'CALLBACK_REQUESTED',
+        value: 'NOT_INTERESTED',
         label: 'Not Interested',
         activeClass: 'bg-error-solid text-white border-transparent',
         defaultClass: 'bg-error-primary text-error-primary border-error',
     },
+    {
+        value: 'CALLBACK_REQUESTED',
+        label: 'Callback Requested',
+        activeClass: 'bg-utility-blue-600 text-white border-transparent',
+        defaultClass: 'bg-utility-blue-50 text-utility-blue-700 border-utility-blue-200',
+    },
+    {
+        value: 'CALL_DROPPED',
+        label: 'Call Dropped',
+        activeClass: 'bg-secondary-solid text-white border-transparent',
+        defaultClass: 'bg-secondary text-secondary border-secondary',
+    },
 ];
 
 type DispositionModalProps = {
     isOpen: boolean;
     callerName: string;
     callerDisconnected: boolean;
-    defaultDisposition?: CallDisposition | null;
+    // True once the call reached the active (answered) state. When false,
+    // the customer never picked up — only no-answer dispositions are
+    // valid; conversation-implying ones (Info Provided, Appointment
+    // Booked, Follow-up, Not Interested) are disabled. Defaults to
+    // true so existing callers don't accidentally lock everything out.
+    callAnswered?: boolean;
+    // Actions actually performed during the call (appointment booked, enquiry
+    // logged, follow-up scheduled). Drives the priority-based disposition
+    // lock — when any action is present, the primary disposition is forced
+    // and the other options are disabled.
+    actionsTaken?: CallAction[];
     onSubmit: (disposition: CallDisposition, notes: string) => void;
     onDismiss?: () => void;
 };
 
-export const DispositionModal = ({ isOpen, callerName, callerDisconnected, defaultDisposition, onSubmit, onDismiss }: DispositionModalProps) => {
+// Dispositions that only make sense when the customer actually connected.
+// Selecting these on an unanswered call would misrepresent SLA and
+// conversation metrics.
+const ANSWERED_ONLY_DISPOSITIONS: ReadonlySet<CallDisposition> = new Set([
+    'INFO_PROVIDED',
+    'APPOINTMENT_BOOKED',
+    'APPOINTMENT_RESCHEDULED',
+    'APPOINTMENT_CANCELLED',
+    'FOLLOW_UP_SCHEDULED',
+    'NOT_INTERESTED',
+]);
+
+export const DispositionModal = ({ isOpen, callerName, callerDisconnected, callAnswered = true, actionsTaken, onSubmit, onDismiss }: DispositionModalProps) => {
     const [selected, setSelected] = useState<CallDisposition | null>(null);
     const [notes, setNotes] = useState('');
-    const appliedDefaultRef = useRef<CallDisposition | null | undefined>(undefined);
+    const appliedLockRef = useRef<CallDisposition | null | undefined>(undefined);
 
-    // Pre-select when modal opens with a suggestion
-    if (isOpen && defaultDisposition && appliedDefaultRef.current !== defaultDisposition) {
-        appliedDefaultRef.current = defaultDisposition;
-        setSelected(defaultDisposition);
+    // Rank actionsTaken to pick the primary (highest-priority) action. When
+    // any action is present, that action's disposition becomes locked —
+    // the agent cannot override it to a contradictory outcome.
+    const primaryAction = actionsTaken && actionsTaken.length > 0
+        ? ACTION_PRIORITY.find((a) => actionsTaken.includes(a)) ?? null
+        : null;
+    const lockedDisposition = primaryAction ? ACTION_TO_DISPOSITION[primaryAction] : null;
+
+    // Apply the lock once per open — agent can still re-select the same
+    // option, but switching to another value is prevented in the click handler.
+    if (isOpen && lockedDisposition && appliedLockRef.current !== lockedDisposition) {
+        appliedLockRef.current = lockedDisposition;
+        setSelected(lockedDisposition);
     }
 
     const handleSubmit = () => {
@@ -81,11 +166,20 @@ export const DispositionModal = ({ isOpen, callerName, callerDisconnected, defau
         onSubmit(selected, notes);
         setSelected(null);
         setNotes('');
-        appliedDefaultRef.current = undefined;
+        appliedLockRef.current = undefined;
     };
 
     return (
-        <ModalOverlay isOpen={isOpen} isDismissable onOpenChange={(open) => { if (!open && onDismiss) onDismiss(); }}>
+        <ModalOverlay
+            isOpen={isOpen}
+            // When the caller disconnected on their own, dismissing the
+            // modal discards the call without any disposition — no record,
+            // no SLA signal. Force a selection in that path. When the
+            // agent opened the modal via End Call (callerDisconnected=false),
+            // dismissing just returns to the active call, so it's safe.
+            isDismissable={!callerDisconnected}
+            onOpenChange={(open) => { if (!open && onDismiss) onDismiss(); }}
+        >
             <Modal className="sm:max-w-md">
                 <Dialog>
                     {() => (
@@ -108,16 +202,47 @@ export const DispositionModal = ({ isOpen, callerName, callerDisconnected, defau
 
                             {/* Disposition options */}
                             <div className="px-6 pb-4">
+                                {actionsTaken && actionsTaken.length > 0 && (
+                                    <div className="mb-3 flex flex-col gap-2 rounded-lg bg-secondary p-3">
+                                        <span className="text-xs font-semibold uppercase tracking-wide text-tertiary">
+                                            Actions taken on this call
+                                        </span>
+                                        <div className="flex flex-wrap gap-1.5">
+                                            {ACTION_PRIORITY.filter((a) => actionsTaken.includes(a)).map((action) => {
+                                                const meta = ACTION_META[action];
+                                                return (
+                                                    <Badge key={action} size="sm" color={meta.color} type="pill-color">
+                                                        <FontAwesomeIcon icon={meta.icon} className="size-3 mr-1" />
+                                                        {meta.label}
+                                                    </Badge>
+                                                );
+                                            })}
+                                        </div>
+                                    </div>
+                                )}
+
                                 <div className="grid grid-cols-2 gap-2">
                                     {dispositionOptions.map((option) => {
                                         const isSelected = selected === option.value;
+                                        // Two reasons an option can be disabled:
+                                        //   (1) action lock — the agent already booked / scheduled
+                                        //       something, so only the matching disposition is valid.
+                                        //   (2) unanswered call — dispositions that imply the customer
+                                        //       actually spoke with the agent (Info Provided, etc.)
+                                        //       are disabled to prevent SLA-gaming.
+                                        const isLockedOut = lockedDisposition !== null && option.value !== lockedDisposition;
+                                        const isAnsweredOnlyBlocked = !callAnswered && ANSWERED_ONLY_DISPOSITIONS.has(option.value);
+                                        const isDisabled = isLockedOut || isAnsweredOnlyBlocked;
                                         return (
                                             <button
                                                 key={option.value}
                                                 type="button"
-                                                onClick={() => setSelected(option.value)}
+                                                disabled={isDisabled}
+                                                onClick={() => !isDisabled && setSelected(option.value)}
                                                 className={cx(
-                                                    'cursor-pointer rounded-xl border-2 p-3 text-sm font-semibold transition duration-100 ease-linear',
+                                                    'rounded-xl border-2 p-3 text-sm font-semibold transition duration-100 ease-linear',
+                                                    isDisabled && 'cursor-not-allowed opacity-40',
+                                                    !isDisabled && 'cursor-pointer',
                                                     isSelected
                                                         ? cx(option.activeClass, 'ring-2 ring-brand')
                                                         : option.defaultClass,

src/components/call-desk/enquiry-form.tsx

@@ -22,7 +22,11 @@ type EnquiryFormProps = {
     leadId?: string | null;
     patientId?: string | null;
     agentName?: string | null;
-    onSaved?: () => void;
+    // Called after a successful save. Passes back the list of actions that
+    // were actually recorded — the parent uses this to drive the disposition
+    // priority + lock logic. Always includes 'ENQUIRY'; adds 'FOLLOWUP' when
+    // the agent scheduled a callback.
+    onSaved?: (actions: Array<'ENQUIRY' | 'FOLLOWUP'>) => void;
 };
 
 
@@ -79,17 +83,20 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
         setError(null);
 
         try {
-            // Use passed leadId or resolve from phone
+            // Resolve caller. Resolver returns isNew=true when no Lead/
+            // Patient exists for this phone — in that case we create both
+            // records inline with the typed name. Otherwise we update the
+            // existing records.
             let leadId: string | null = propLeadId ?? null;
-            if (!leadId && registeredPhone) {
-                const resolved = await apiClient.post<{ leadId: string; patientId: string }>('/api/caller/resolve', { phone: registeredPhone }, { silent: true });
-                leadId = resolved.leadId;
+            let resolvedPatientId: string | null = patientId || null;
+            let isNew = false;
+            if ((!leadId || !resolvedPatientId) && registeredPhone) {
+                const resolved = await apiClient.post<{ leadId: string; patientId: string; isNew: boolean }>('/api/caller/resolve', { phone: registeredPhone }, { silent: true });
+                leadId = leadId || resolved.leadId || null;
+                resolvedPatientId = resolvedPatientId || resolved.patientId || null;
+                isNew = !!resolved.isNew && !leadId;
             }
 
-            // Determine whether the agent actually renamed the patient.
-            // Only a non-empty, changed-from-initial name counts — empty
-            // strings or an unchanged name never trigger the rename
-            // chain, even if the field was unlocked.
             const trimmedName = patientName.trim();
             const nameChanged = isNameEditable && trimmedName.length > 0 && trimmedName !== initialLeadName;
             const nameParts = {
@@ -97,10 +104,49 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                 lastName: trimmedName.split(' ').slice(1).join(' ') || '',
             };
 
-            if (leadId) {
-                // Update existing lead with enquiry details. Only touches
-                // contactName if the agent explicitly renamed — otherwise
-                // we leave the existing caller identity alone.
+            if (isNew) {
+                // Net-new caller — create Patient + Lead with the typed
+                // name. Name is required (validated above).
+                if (!trimmedName) {
+                    setError('Please enter the patient name.');
+                    setIsSaving(false);
+                    return;
+                }
+                try {
+                    const phoneE164 = registeredPhone ? `+91${registeredPhone.replace(/^\+?91/, '').replace(/\D/g, '').slice(-10)}` : undefined;
+                    const patientData: Record<string, any> = {
+                        name: trimmedName,
+                        fullName: nameParts,
+                        patientType: 'NEW',
+                    };
+                    if (phoneE164) patientData.phones = { primaryPhoneNumber: phoneE164 };
+                    const pResult = await apiClient.graphql<{ createPatient: { id: string } }>(
+                        `mutation($data: PatientCreateInput!) { createPatient(data: $data) { id } }`,
+                        { data: patientData },
+                    );
+                    resolvedPatientId = pResult.createPatient.id;
+                } catch (err) {
+                    console.warn('Failed to create patient:', err);
+                }
+                const leadData: Record<string, any> = {
+                    name: `Enquiry — ${trimmedName}`,
+                    contactName: nameParts,
+                    source: 'PHONE',
+                    status: 'CONTACTED',
+                    interestedService: queryAsked.substring(0, 100),
+                };
+                if (registeredPhone) leadData.contactPhone = { primaryPhoneNumber: registeredPhone };
+                if (resolvedPatientId) leadData.patientId = resolvedPatientId;
+                const lResult = await apiClient.graphql<{ createLead: { id: string } }>(
+                    `mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
+                    { data: leadData },
+                );
+                leadId = lResult.createLead.id;
+            } else if (leadId) {
+                // Existing lead — update with enquiry details. Only touch
+                // contactName when the agent explicitly renamed (the name
+                // field is locked behind the Edit confirm modal for
+                // existing records).
                 await apiClient.graphql(
                     `mutation($id: UUID!, $data: LeadUpdateInput!) { updateLead(id: $id, data: $data) { id } }`,
                     {
@@ -114,34 +160,16 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                         },
                     },
                 );
-            } else {
-                // No matched lead — create a fresh one. For net-new leads
-                // we always populate contactName from the typed value
-                // (there's no existing record to protect).
-                await apiClient.graphql(
-                    `mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
-                    {
-                        data: {
-                            name: `Enquiry — ${trimmedName || 'Unknown caller'}`,
-                            contactName: nameParts,
-                            contactPhone: registeredPhone ? { primaryPhoneNumber: registeredPhone } : undefined,
-                            source: 'PHONE',
-                            status: 'CONTACTED',
-                            interestedService: queryAsked.substring(0, 100),
-                        },
-                    },
-                );
             }
 
-            // Update linked patient's name ONLY if the agent explicitly
-            // renamed. Fixes the long-standing bug where typing a name
-            // into this form silently overwrote the existing patient
-            // record.
-            if (nameChanged && patientId) {
+            // Update linked patient's name when the agent renamed (edit
+            // confirm path) on an existing record. Skipped for isNew
+            // because the patient was just created with the right name.
+            if (!isNew && nameChanged && resolvedPatientId && trimmedName) {
                 await apiClient.graphql(
                     `mutation($id: UUID!, $data: PatientUpdateInput!) { updatePatient(id: $id, data: $data) { id } }`,
                     {
-                        id: patientId,
+                        id: resolvedPatientId,
                         data: {
                             fullName: nameParts,
                         },
@@ -149,14 +177,10 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                 ).catch((err: unknown) => console.warn('Failed to update patient name:', err));
             }
 
-            // Post-save side-effects. If the agent actually renamed the
-            // patient, kick off AI summary regen + cache invalidation.
-            // Otherwise just invalidate the cache so the status update
-            // propagates.
+            // Post-save side-effect. If the agent actually renamed the
+            // patient, kick off AI summary regen. Fire-and-forget.
             if (nameChanged && leadId) {
                 apiClient.post(`/api/lead/${leadId}/enrich`, { phone: callerPhone ?? undefined }, { silent: true }).catch(() => {});
-            } else if (callerPhone) {
-                apiClient.post('/api/caller/invalidate', { phone: callerPhone }, { silent: true }).catch(() => {});
             }
 
             // Create follow-up if needed
@@ -166,6 +190,12 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                     setIsSaving(false);
                     return;
                 }
+                const today = new Date().toISOString().split('T')[0];
+                if (followUpDate < today) {
+                    setError('Follow-up date cannot be in the past.');
+                    setIsSaving(false);
+                    return;
+                }
                 await apiClient.graphql(
                     `mutation($data: FollowUpCreateInput!) { createFollowUp(data: $data) { id } }`,
                     {
@@ -176,7 +206,7 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                             priority: 'NORMAL',
                             assignedAgent: agentName ?? undefined,
                             scheduledAt: new Date(`${followUpDate}T09:00:00`).toISOString(),
-                            patientId: patientId ?? undefined,
+                            patientId: resolvedPatientId || undefined,
                         },
                     },
                     { silent: true },
@@ -184,7 +214,9 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
             }
 
             notify.success('Enquiry Logged', 'Contact details and query captured');
-            onSaved?.();
+            const actions: Array<'ENQUIRY' | 'FOLLOWUP'> = ['ENQUIRY'];
+            if (followUpNeeded) actions.push('FOLLOWUP');
+            onSaved?.(actions);
         } catch (err) {
             setError(err instanceof Error ? err.message : 'Failed to save enquiry');
         } finally {
@@ -251,11 +283,22 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                     </Select>
                 </div>
 
-                <Checkbox isSelected={followUpNeeded} onChange={setFollowUpNeeded} label="Follow-up Needed" />
-
-                {followUpNeeded && (
-                    <Input label="Follow-up Date" type="date" value={followUpDate} onChange={setFollowUpDate} isRequired />
-                )}
+                <div className="flex items-center gap-3">
+                    <Checkbox isSelected={followUpNeeded} onChange={setFollowUpNeeded} label="Follow-up Needed" />
+                    {followUpNeeded && (
+                        <div className="flex-1 max-w-[180px]">
+                            <input
+                                type="date"
+                                value={followUpDate}
+                                min={new Date().toISOString().split('T')[0]}
+                                onChange={(e) => setFollowUpDate(e.target.value)}
+                                required
+                                aria-label="Follow-up Date"
+                                className="w-full rounded-lg border border-primary bg-primary px-3 py-2 text-sm text-primary outline-none focus:border-brand-primary"
+                            />
+                        </div>
+                    )}
+                </div>
 
                 {error && (
                     <div className="rounded-lg bg-error-primary p-3 text-sm text-error-primary">{error}</div>

src/components/call-desk/incoming-call-card.tsx

@@ -51,11 +51,15 @@ const ActivityIcon = ({ type }: { type: string }) => {
 
 const dispositionLabels: Record<CallDisposition, string> = {
     APPOINTMENT_BOOKED: 'Appointment Booked',
+    APPOINTMENT_RESCHEDULED: 'Appointment Rescheduled',
+    APPOINTMENT_CANCELLED: 'Appointment Cancelled',
     FOLLOW_UP_SCHEDULED: 'Follow-up Needed',
     INFO_PROVIDED: 'Info Provided',
     NO_ANSWER: 'No Answer',
     WRONG_NUMBER: 'Wrong Number',
-    CALLBACK_REQUESTED: 'Not Interested',
+    NOT_INTERESTED: 'Not Interested',
+    CALLBACK_REQUESTED: 'Callback Requested',
+    CALL_DROPPED: 'Call Dropped',
 };
 
 export const IncomingCallCard = ({ callState, lead, activities, campaigns, onDisposition, completedDisposition }: IncomingCallCardProps) => {

src/components/call-desk/phone-action-cell.tsx

@@ -74,43 +74,33 @@ export const PhoneActionCell = ({ phoneNumber, displayNumber, leadId: _leadId, o
             {/* Clickable phone number — calls directly */}
             <button
                 type="button"
-                onClick={handleCall}
+                onClick={canCall ? handleCall : undefined}
                 onTouchStart={onTouchStart}
                 onTouchEnd={onTouchEnd}
                 onContextMenu={(e) => { e.preventDefault(); setMenuOpen(true); }}
-                disabled={!canCall}
                 className={cx(
-                    'flex items-center gap-1.5 rounded-md px-1.5 py-1 text-sm transition duration-100 ease-linear',
+                    'flex items-center gap-1.5 rounded-md px-1.5 py-1 text-sm text-brand-secondary transition duration-100 ease-linear',
                     canCall
-                        ? 'cursor-pointer text-brand-secondary hover:bg-brand-primary hover:text-brand-secondary'
-                        : 'cursor-default text-tertiary',
+                        ? 'cursor-pointer hover:bg-brand-primary'
+                        : 'cursor-default',
                 )}
             >
                 <FontAwesomeIcon icon={faPhone} className="size-3" />
                 <span className="whitespace-nowrap">{displayNumber}</span>
             </button>
 
-            {/* Kebab menu trigger — desktop */}
+            {/* Kebab menu trigger — SMS + WhatsApp */}
             <button
                 type="button"
                 onClick={(e) => { e.stopPropagation(); setMenuOpen(!menuOpen); }}
-                className="flex size-6 items-center justify-center rounded-md text-fg-quaternary opacity-0 group-hover/row:opacity-100 hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                className="flex size-6 items-center justify-center rounded-md text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
             >
                 <FontAwesomeIcon icon={faEllipsisVertical} className="size-3" />
             </button>
 
-            {/* Context menu */}
+            {/* Context menu — SMS + WhatsApp only (dial is the primary click) */}
             {menuOpen && (
                 <div className="absolute left-0 top-full z-50 mt-1 w-40 rounded-lg bg-primary shadow-lg ring-1 ring-secondary py-1">
-                    <button
-                        type="button"
-                        onClick={handleCall}
-                        disabled={!canCall}
-                        className="flex w-full items-center gap-2 px-3 py-2 text-sm text-secondary hover:bg-primary_hover disabled:text-disabled"
-                    >
-                        <FontAwesomeIcon icon={faPhone} className="size-3.5 text-fg-success-secondary" />
-                        Call
-                    </button>
                     <button
                         type="button"
                         onClick={handleSms}

src/components/call-desk/transfer-dialog.tsx

@@ -56,18 +56,18 @@ export const TransferDialog = ({ ucid, currentAgentId, onClose, onTransferred }:
         const fetchTargets = async () => {
             try {
                 const [agentsRes, doctorsRes] = await Promise.all([
-                    apiClient.graphql<any>(`{ agents(first: 20) { edges { node { id name ozonetelagentid sipextension } } } }`),
+                    apiClient.graphql<any>(`{ agents(first: 20) { edges { node { id name ozonetelAgentId sipExtension } } } }`),
                     apiClient.graphql<any>(`{ doctors(first: 20) { edges { node { id name department phone { primaryPhoneNumber } } } } }`),
                 ]);
 
                 const agents: TransferTarget[] = (agentsRes.agents?.edges ?? [])
                     .map((e: any) => e.node)
-                    .filter((a: any) => a.ozonetelagentid !== currentAgentId)
+                    .filter((a: any) => a.ozonetelAgentId !== currentAgentId)
                     .map((a: any) => ({
                         id: a.id,
                         name: a.name,
                         type: 'agent' as const,
-                        phoneNumber: `0${a.sipextension}`,
+                        phoneNumber: `0${a.sipExtension}`,
                         status: 'offline' as const,
                     }));
 

src/components/call-desk/worklist-panel.tsx

@@ -1,13 +1,9 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
-import { faPhoneArrowDown, faPhoneArrowUp, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
+import { faPhoneArrowDown, faPhoneArrowUp } from '@fortawesome/pro-duotone-svg-icons';
 import type { SortDescriptor } from 'react-aria-components';
 import { faIcon } from '@/lib/icon-wrapper';
 import { Table } from '@/components/application/table/table';
-
-const SearchLg = faIcon(faMagnifyingGlass);
 import { Badge } from '@/components/base/badges/badges';
-import { Input } from '@/components/base/input/input';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PhoneActionCell } from './phone-action-cell';
 import { formatPhone, formatTimeOnly, formatShortDate } from '@/lib/format';
 import { notify } from '@/lib/toast';
@@ -36,6 +32,9 @@ type WorklistFollowUp = {
     followUpStatus: string | null;
     scheduledAt: string | null;
     priority: string | null;
+    patientId?: string | null;
+    patientName?: string;
+    patientPhone?: string;
 };
 
 type MissedCall = {
@@ -45,23 +44,40 @@ type MissedCall = {
     callerNumber: { number: string; callingCode: string }[] | null;
     startedAt: string | null;
     leadId: string | null;
+    leadName: string | null;
     disposition: string | null;
-    callbackstatus: string | null;
-    callsourcenumber: string | null;
-    missedcallcount: number | null;
-    callbackattemptedat: string | null;
+    callbackStatus: string | null;
+    callSourceNumber: string | null;
+    missedCallCount: number | null;
+    callbackAttemptedAt: string | null;
+    campaign?: { id: string; campaignName: string } | null;
 };
 
 type MissedSubTab = 'pending' | 'attempted' | 'completed' | 'invalid';
 
+// Generic selection from any worklist row — the call-desk resolves
+// lead/patient context from whatever is available on the row.
+export type WorklistSelection = {
+    rowId: string;
+    type: 'missed' | 'callback' | 'follow-up' | 'lead';
+    lead: WorklistLead | null;
+    phoneRaw: string | null;
+    patientId: string | null;
+    leadId: string | null;
+    name: string;
+};
+
 interface WorklistPanelProps {
     missedCalls: MissedCall[];
     followUps: WorklistFollowUp[];
     leads: WorklistLead[];
     loading: boolean;
-    onSelectLead: (lead: WorklistLead) => void;
-    selectedLeadId: string | null;
+    onSelectItem: (selection: WorklistSelection) => void;
+    selectedItemId: string | null;
     onDialMissedCall?: (missedCallId: string) => void;
+    // Lifted from internal state — owned by call-desk.tsx so the search
+    // input can live in the PageHeader row alongside other controls.
+    search: string;
 }
 
 type TabKey = 'all' | 'missed' | 'leads' | 'follow-ups';
@@ -79,6 +95,7 @@ type WorklistRow = {
     createdAt: string;
     taskState: 'PENDING' | 'ATTEMPTED' | 'SCHEDULED';
     leadId: string | null;
+    patientId: string | null;
     originalLead: WorklistLead | null;
     lastContactedAt: string | null;
     contactAttempts: number;
@@ -107,7 +124,9 @@ const followUpLabel: Record<string, string> = {
     REVIEW_REQUEST: 'Review',
 };
 
-const computeSla = (dateStr: string): { label: string; color: 'success' | 'warning' | 'error' } => {
+// SLA for reactive work — missed calls / unanswered leads. Measures time
+// elapsed since the trigger: longer wait = worse SLA.
+const computeReactiveSla = (dateStr: string): { label: string; color: 'success' | 'warning' | 'error' } => {
     const minutes = Math.max(0, Math.round((Date.now() - new Date(dateStr).getTime()) / 60000));
     if (minutes < 1) return { label: '<1m', color: 'success' };
     if (minutes < 15) return { label: `${minutes}m`, color: 'success' };
@@ -118,6 +137,34 @@ const computeSla = (dateStr: string): { label: string; color: 'success' | 'warni
     return { label: `${Math.floor(hours / 24)}d`, color: 'error' };
 };
 
+// SLA for scheduled work — follow-ups / callbacks. Measures time remaining
+// until the scheduled slot. Green when comfortably ahead, warning when
+// due soon, error when overdue.
+const computeScheduledSla = (scheduledAt: string): { label: string; color: 'success' | 'warning' | 'error' } => {
+    const minutes = Math.round((new Date(scheduledAt).getTime() - Date.now()) / 60000);
+    if (minutes < 0) {
+        const overdueMins = -minutes;
+        if (overdueMins < 60) return { label: `Overdue ${overdueMins}m`, color: 'error' };
+        const overdueHrs = Math.floor(overdueMins / 60);
+        if (overdueHrs < 24) return { label: `Overdue ${overdueHrs}h`, color: 'error' };
+        return { label: `Overdue ${Math.floor(overdueHrs / 24)}d`, color: 'error' };
+    }
+    if (minutes < 60) return { label: `Due in ${minutes}m`, color: 'warning' };
+    const hours = Math.floor(minutes / 60);
+    if (hours < 24) return { label: `Due in ${hours}h`, color: hours < 4 ? 'warning' : 'success' };
+    return { label: `Due in ${Math.floor(hours / 24)}d`, color: 'success' };
+};
+
+const computeSla = (
+    row: Pick<WorklistRow, 'type' | 'lastContactedAt' | 'createdAt'>,
+): { label: string; color: 'success' | 'warning' | 'error' } => {
+    if (row.type === 'follow-up' || row.type === 'callback') {
+        // scheduledAt was written into lastContactedAt during row construction.
+        return computeScheduledSla(row.lastContactedAt ?? row.createdAt);
+    }
+    return computeReactiveSla(row.lastContactedAt ?? row.createdAt);
+};
+
 const formatTimeAgo = (dateStr: string): string => {
     const minutes = Math.round((Date.now() - new Date(dateStr).getTime()) / 60000);
     if (minutes < 1) return 'Just now';
@@ -130,17 +177,9 @@ const formatTimeAgo = (dateStr: string): string => {
 const formatDisposition = (disposition: string): string =>
     disposition.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase());
 
-const formatSource = (source: string): string => {
-    const map: Record<string, string> = {
-        FACEBOOK_AD: 'Facebook',
-        GOOGLE_AD: 'Google',
-        WALK_IN: 'Walk-in',
-        REFERRAL: 'Referral',
-        WEBSITE: 'Website',
-        PHONE_INQUIRY: 'Phone',
-    };
-    return map[source] ?? source.replace(/_/g, ' ');
-};
+// formatSource + formatDid kept for reference but no longer rendered
+// in the table — SOURCE/BRANCH column removed from display per user
+// request. Data stays on the row for future use.
 
 const IconInbound = faIcon(faPhoneArrowDown);
 const IconOutbound = faIcon(faPhoneArrowUp);
@@ -150,13 +189,13 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
 
     for (const call of missedCalls) {
         const phone = call.callerNumber?.[0];
-        const countBadge = call.missedcallcount && call.missedcallcount > 1 ? ` (${call.missedcallcount}x)` : '';
-        const sourceSuffix = call.callsourcenumber ? ` • ${call.callsourcenumber}` : '';
+        const countBadge = call.missedCallCount && call.missedCallCount > 1 ? ` (${call.missedCallCount}x)` : '';
+        const sourceSuffix = call.callSourceNumber ? ` • ${call.callSourceNumber}` : '';
         rows.push({
             id: `mc-${call.id}`,
             type: 'missed',
             priority: 'HIGH',
-            name: (phone ? formatPhone(phone) : 'Unknown') + countBadge,
+            name: (call.leadName || (phone ? formatPhone(phone) : 'Unknown')) + countBadge,
             phone: phone ? formatPhone(phone) : '',
             phoneRaw: phone?.number ?? '',
             direction: call.callDirection === 'OUTBOUND' ? 'outbound' : 'inbound',
@@ -165,12 +204,16 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
                 ? `Missed at ${formatTimeOnly(call.startedAt)}${sourceSuffix}`
                 : 'Missed call',
             createdAt: call.createdAt,
-            taskState: call.callbackstatus === 'CALLBACK_ATTEMPTED' ? 'ATTEMPTED' : 'PENDING',
+            taskState: call.callbackStatus === 'CALLBACK_ATTEMPTED' ? 'ATTEMPTED' : 'PENDING',
             leadId: call.leadId,
+            patientId: (call as any).patientId ?? null,
             originalLead: null,
-            lastContactedAt: call.callbackattemptedat ?? call.startedAt ?? call.createdAt,
+            lastContactedAt: call.callbackAttemptedAt ?? call.startedAt ?? call.createdAt,
             contactAttempts: 0,
-            source: call.callsourcenumber ?? null,
+            // Branch column: prefer the campaign name (e.g. "Cervical Cancer
+            // Screening Drive") over the raw DID. Falls back to formatted DID
+            // for organic calls with no campaign.
+            source: call.campaign?.campaignName ?? call.callSourceNumber ?? null,
             lastDisposition: call.disposition ?? null,
             missedCallId: call.id,
         });
@@ -179,13 +222,20 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
     for (const fu of followUps) {
         const isOverdue = fu.followUpStatus === 'OVERDUE' || (fu.scheduledAt !== null && new Date(fu.scheduledAt) < new Date());
         const label = followUpLabel[fu.followUpType ?? ''] ?? fu.followUpType ?? 'Follow-up';
+        // Sidecar enriches follow-ups with patient name/phone when a
+        // patientId is linked. Fall back to the generic type label when
+        // no patient is attached.
+        const displayName = fu.patientName?.trim() || label;
+        const phoneFormatted = fu.patientPhone
+            ? formatPhone({ number: fu.patientPhone, callingCode: '+91' })
+            : '';
         rows.push({
             id: `fu-${fu.id}`,
             type: fu.followUpType === 'CALLBACK' ? 'callback' : 'follow-up',
             priority: (fu.priority as WorklistRow['priority']) ?? (isOverdue ? 'HIGH' : 'NORMAL'),
-            name: label,
-            phone: '',
-            phoneRaw: '',
+            name: displayName,
+            phone: phoneFormatted,
+            phoneRaw: fu.patientPhone ?? '',
             direction: null,
             typeLabel: fu.followUpType === 'CALLBACK' ? 'Callback' : 'Follow-up',
             reason: fu.scheduledAt
@@ -194,6 +244,7 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
             createdAt: fu.createdAt ?? fu.scheduledAt ?? new Date().toISOString(),
             taskState: isOverdue ? 'PENDING' : (fu.followUpStatus === 'COMPLETED' ? 'ATTEMPTED' : 'SCHEDULED'),
             leadId: null,
+            patientId: fu.patientId ?? null,
             originalLead: null,
             lastContactedAt: fu.scheduledAt ?? fu.createdAt ?? null,
             contactAttempts: 0,
@@ -221,6 +272,7 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
             createdAt: lead.createdAt,
             taskState: 'PENDING',
             leadId: lead.id,
+            patientId: (lead as any).patientId ?? null,
             originalLead: lead,
             lastContactedAt: lead.lastContacted ?? null,
             contactAttempts: lead.contactAttempts ?? 0,
@@ -230,8 +282,9 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
         });
     }
 
-    // Remove rows without a phone number — agent can't act on them
-    const actionableRows = rows.filter(r => r.phoneRaw);
+    // Keep all rows — follow-ups may have no phone and still need to be visible.
+    // The PhoneActionCell renders a "No phone" placeholder when phoneRaw is empty.
+    const actionableRows = rows;
 
     // Sort by rules engine score if available, otherwise by priority + createdAt
     actionableRows.sort((a, b) => {
@@ -245,17 +298,21 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
     return actionableRows;
 };
 
-export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectLead, selectedLeadId, onDialMissedCall }: WorklistPanelProps) => {
+export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectItem, selectedItemId, onDialMissedCall, search }: WorklistPanelProps) => {
     const [tab, setTab] = useState<TabKey>('all');
-    const [search, setSearch] = useState('');
-    const [missedSubTab, setMissedSubTab] = useState<MissedSubTab>('pending');
-    const [sortDescriptor, setSortDescriptor] = useState<SortDescriptor>({ column: 'sla', direction: 'descending' });
+    // Missed tab always shows PENDING callbacks. Attempted/Completed/Invalid
+    // sub-tabs were removed per QA feedback — pending callbacks are the only
+    // ones agents need to act on from the worklist.
+    const missedSubTab: MissedSubTab = 'pending';
+    // Default SLA sort is ascending — the bucket-sorted result puts the
+    // most-urgent rows at the top (overdue → oldest reactive → soonest due).
+    const [sortDescriptor, setSortDescriptor] = useState<SortDescriptor>({ column: 'sla', direction: 'ascending' });
 
     const missedByStatus = useMemo(() => ({
-        pending: missedCalls.filter(c => c.callbackstatus === 'PENDING_CALLBACK' || !c.callbackstatus),
-        attempted: missedCalls.filter(c => c.callbackstatus === 'CALLBACK_ATTEMPTED'),
-        completed: missedCalls.filter(c => c.callbackstatus === 'CALLBACK_COMPLETED' || c.callbackstatus === 'WRONG_NUMBER'),
-        invalid: missedCalls.filter(c => c.callbackstatus === 'INVALID'),
+        pending: missedCalls.filter(c => c.callbackStatus === 'PENDING_CALLBACK' || !c.callbackStatus),
+        attempted: missedCalls.filter(c => c.callbackStatus === 'CALLBACK_ATTEMPTED'),
+        completed: missedCalls.filter(c => c.callbackStatus === 'CALLBACK_COMPLETED' || c.callbackStatus === 'WRONG_NUMBER'),
+        invalid: missedCalls.filter(c => c.callbackStatus === 'INVALID'),
     }), [missedCalls]);
 
     const allRows = useMemo(
@@ -273,7 +330,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
         let rows = allRows;
         if (tab === 'missed') rows = missedSubTabRows;
         else if (tab === 'leads') rows = rows.filter((r) => r.type === 'lead');
-        else if (tab === 'follow-ups') rows = rows.filter((r) => r.type === 'follow-up');
+        else if (tab === 'follow-ups') rows = rows.filter((r) => r.type === 'follow-up' || r.type === 'callback');
 
         if (search.trim()) {
             const q = search.toLowerCase();
@@ -295,8 +352,27 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
                     case 'name':
                         return a.name.localeCompare(b.name) * dir;
                     case 'sla': {
+                        // Mixed SLA sort: SLA means different things by row type
+                        // (elapsed for reactive, remaining for scheduled). Bucket
+                        // rows by urgency, then sort within bucket — Overdue
+                        // first, then reactive (oldest-first), then scheduled
+                        // (soonest-due first). `dir` flips the whole ordering
+                        // so the user can still toggle ascending/descending.
+                        const urgencyBucket = (row: WorklistRow): number => {
+                            const isScheduled = row.type === 'follow-up' || row.type === 'callback';
+                            if (isScheduled) {
+                                const t = new Date(row.lastContactedAt ?? row.createdAt).getTime();
+                                return t < Date.now() ? 0 : 2; // 0 = overdue, 2 = upcoming
+                            }
+                            return 1; // reactive (missed / lead)
+                        };
+                        const ba = urgencyBucket(a);
+                        const bb = urgencyBucket(b);
+                        if (ba !== bb) return (ba - bb) * dir;
                         const ta = new Date(a.lastContactedAt ?? a.createdAt).getTime();
                         const tb = new Date(b.lastContactedAt ?? b.createdAt).getTime();
+                        // Within a bucket, ascending time = most urgent first
+                        // (oldest overdue, oldest reactive, soonest upcoming).
                         return (ta - tb) * dir;
                     }
                     default:
@@ -310,7 +386,7 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
 
     const missedCount = allRows.filter((r) => r.type === 'missed').length;
     const leadCount = allRows.filter((r) => r.type === 'lead').length;
-    const followUpCount = allRows.filter((r) => r.type === 'follow-up').length;
+    const followUpCount = allRows.filter((r) => r.type === 'follow-up' || r.type === 'callback').length;
 
     // Notification for new missed calls
     const prevMissedCount = useRef(missedCount);
@@ -324,8 +400,10 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
     const PAGE_SIZE = 15;
     const [page, setPage] = useState(1);
 
+    // Reset page when search changes from parent
+    useEffect(() => { setPage(1); }, [search]);
+
     const handleTabChange = useCallback((key: TabKey) => { setTab(key); setPage(1); }, []);
-    const handleSearch = useCallback((value: string) => { setSearch(value); setPage(1); }, []);
 
     const totalPages = Math.max(1, Math.ceil(filteredRows.length / PAGE_SIZE));
     const pagedRows = filteredRows.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
@@ -358,49 +436,27 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
 
     return (
         <div className="flex flex-1 flex-col min-h-0 overflow-hidden">
-            {/* Filter tabs + search */}
-            <div className="flex shrink-0 items-end justify-between border-b border-secondary px-5 pt-3 pb-0.5">
-                <Tabs selectedKey={tab} onSelectionChange={(key) => handleTabChange(key as TabKey)}>
-                    <TabList items={tabItems} type="underline" size="sm">
-                        {(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
-                    </TabList>
-                </Tabs>
-                <div className="w-44 shrink-0">
-                    <Input
-                        placeholder="Search..."
-                        icon={SearchLg}
-                        size="sm"
-                        value={search}
-                        onChange={handleSearch}
-                        aria-label="Search worklist"
-                    />
-                </div>
+            {/* Filter pills — custom buttons matching All Leads pattern */}
+            <div className="flex shrink-0 items-center gap-1.5 px-5 py-2">
+                {tabItems.map((item) => (
+                    <button
+                        key={item.id}
+                        onClick={() => handleTabChange(item.id)}
+                        className={cx(
+                            'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
+                            tab === item.id
+                                ? 'bg-brand-solid text-white'
+                                : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
+                        )}
+                    >
+                        {item.label}{item.badge ? ` (${item.badge})` : ''}
+                    </button>
+                ))}
             </div>
 
-            {/* Missed call status sub-tabs */}
-            {tab === 'missed' && (
-                <div className="flex shrink-0 gap-1 px-5 py-2 border-b border-secondary">
-                    {(['pending', 'attempted', 'completed', 'invalid'] as MissedSubTab[]).map(sub => (
-                        <button
-                            key={sub}
-                            onClick={() => { setMissedSubTab(sub); setPage(1); }}
-                            className={cx(
-                                'px-3 py-1 text-xs font-medium rounded-md capitalize transition duration-100 ease-linear',
-                                missedSubTab === sub
-                                    ? 'bg-brand-50 text-brand-700 border border-brand-200'
-                                    : 'text-tertiary hover:text-secondary hover:bg-secondary',
-                            )}
-                        >
-                            {sub}
-                            {sub === 'pending' && missedByStatus.pending.length > 0 && (
-                                <span className="ml-1.5 bg-error-50 text-error-700 text-xs px-1.5 py-0.5 rounded-full">
-                                    {missedByStatus.pending.length}
-                                </span>
-                            )}
-                        </button>
-                    ))}
-                </div>
-            )}
+            {/* Missed-call sub-tabs removed per QA feedback — the Missed tab
+                now only shows pending callbacks. Attempted is redundant once
+                the worklist is the single source of truth. */}
 
             {filteredRows.length === 0 ? (
                 <div className="flex items-center justify-center py-12">
@@ -415,14 +471,13 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
                         <Table.Head id="priority" label="SCORE" className="w-20" isRowHeader allowsSorting />
                         <Table.Head id="name" label="PATIENT" allowsSorting />
                         <Table.Head label="PHONE" />
-                        <Table.Head label={tab === 'missed' ? 'BRANCH' : 'SOURCE'} className="w-28" />
                         <Table.Head id="sla" label="SLA" className="w-24" allowsSorting />
                     </Table.Header>
                     <Table.Body items={pagedRows}>
                         {(row) => {
                             const priority = priorityConfig[row.priority] ?? priorityConfig.NORMAL;
-                            const sla = computeSla(row.lastContactedAt ?? row.createdAt);
-                            const isSelected = row.originalLead !== null && row.originalLead.id === selectedLeadId;
+                            const sla = computeSla(row);
+                            const isSelected = row.id === selectedItemId;
 
                             // Sub-line: last interaction context
                             const subLine = row.lastContactedAt
@@ -437,7 +492,15 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
                                         isSelected && 'bg-brand-primary',
                                     )}
                                     onAction={() => {
-                                        if (row.originalLead) onSelectLead(row.originalLead);
+                                        onSelectItem({
+                                            rowId: row.id,
+                                            type: row.type,
+                                            lead: row.originalLead,
+                                            phoneRaw: row.phoneRaw || null,
+                                            patientId: row.patientId,
+                                            leadId: row.leadId,
+                                            name: row.name,
+                                        });
                                     }}
                                 >
                                     <Table.Cell>
@@ -488,15 +551,6 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
                                             <span className="text-xs text-quaternary italic">No phone</span>
                                         )}
                                     </Table.Cell>
-                                    <Table.Cell>
-                                        {row.source ? (
-                                            <span className="text-xs text-tertiary truncate block max-w-[100px]">
-                                                {formatSource(row.source)}
-                                            </span>
-                                        ) : (
-                                            <span className="text-xs text-quaternary">—</span>
-                                        )}
-                                    </Table.Cell>
                                     <Table.Cell>
                                         <Badge size="sm" color={sla.color} type="pill-color">
                                             {sla.label}

src/components/campaigns/campaign-hero.tsx

@@ -91,13 +91,6 @@ export const CampaignHero = ({ campaign }: CampaignHeroProps) => {
                             View on Platform
                         </Button>
                     )}
-                    <Button
-                        color="primary"
-                        size="sm"
-                        href={`/leads`}
-                    >
-                        View Leads
-                    </Button>
                 </div>
             </div>
         </div>

src/components/dashboard/agent-table.tsx

@@ -26,14 +26,27 @@ interface AgentTableProps {
 
 export const AgentTable = ({ calls }: AgentTableProps) => {
     const agents = useMemo(() => {
-        const agentMap = new Map<string, Call[]>();
+        // Bucket by authoritative agent.id when present (from CDR enrichment);
+        // fall back to raw agentName for legacy rows that haven't been
+        // enriched yet. Skips rows with no agent info at all.
+        const agentMap = new Map<string, { displayName: string; calls: Call[] }>();
         for (const call of calls) {
-            const agent = call.agentName ?? 'Unknown';
-            if (!agentMap.has(agent)) agentMap.set(agent, []);
-            agentMap.get(agent)!.push(call);
+            let key: string;
+            let displayName: string;
+            if (call.agent?.id) {
+                key = call.agent.id;
+                displayName = call.agent.name ?? call.agent.ozonetelAgentId ?? 'Unknown';
+            } else if (call.agentName) {
+                key = `legacy:${call.agentName}`;
+                displayName = call.agentName;
+            } else {
+                continue;
+            }
+            if (!agentMap.has(key)) agentMap.set(key, { displayName, calls: [] });
+            agentMap.get(key)!.calls.push(call);
         }
 
-        return Array.from(agentMap.entries()).map(([name, agentCalls]) => {
+        return Array.from(agentMap.entries()).map(([key, { displayName, calls: agentCalls }]) => {
             const inbound = agentCalls.filter((c) => c.callDirection === 'INBOUND').length;
             const outbound = agentCalls.filter((c) => c.callDirection === 'OUTBOUND').length;
             const missed = agentCalls.filter((c) => c.callStatus === 'MISSED').length;
@@ -43,11 +56,11 @@ export const AgentTable = ({ calls }: AgentTableProps) => {
             const avgHandle = completedCalls.length > 0 ? Math.round(totalDuration / completedCalls.length) : 0;
             const booked = agentCalls.filter((c) => c.disposition === 'APPOINTMENT_BOOKED').length;
             const conversion = total > 0 ? (booked / total) * 100 : 0;
-            const nameParts = name.split(' ');
+            const nameParts = displayName.split(' ');
 
             return {
-                id: name,
-                name,
+                id: key,
+                name: displayName,
                 initials: getInitials(nameParts[0] ?? '', nameParts[1] ?? ''),
                 inbound, outbound, missed, total, avgHandle, conversion,
             };
@@ -82,7 +95,7 @@ export const AgentTable = ({ calls }: AgentTableProps) => {
                     {(agent) => (
                         <Table.Row id={agent.id}>
                             <Table.Cell>
-                                <Link to={`/agent/${encodeURIComponent(agent.name)}`} className="no-underline">
+                                <Link to={`/agent/${encodeURIComponent(agent.id)}`} className="no-underline">
                                     <div className="flex items-center gap-2">
                                         <Avatar size="xs" initials={agent.initials} />
                                         <span className="text-sm font-medium text-brand-secondary hover:text-brand-secondary_hover transition duration-100 ease-linear">{agent.name}</span>

src/components/dashboard/supervisor-rollup.tsx

@@ -0,0 +1,401 @@
+import { useEffect, useMemo, useState } from 'react';
+import ReactECharts from 'echarts-for-react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faTriangleExclamation } from '@fortawesome/pro-duotone-svg-icons';
+import { Badge } from '@/components/base/badges/badges';
+import { Table } from '@/components/application/table/table';
+import { apiClient } from '@/lib/api-client';
+import { cx } from '@/utils/cx';
+
+// Shared rollup surfaces for the supervisor dashboard: agent performance
+// table (richer — NPS, idle, follow-ups, leads), per-agent time breakdown,
+// NPS gauge + conversion metrics, and performance alerts. Kept in one file
+// so both the Team Dashboard and the legacy Team Performance page render
+// identically from a single data fetch.
+
+type DateRange = 'today' | 'week' | 'month' | 'year';
+
+type AgentPerf = {
+    name: string;
+    ozonetelAgentId: string;
+    npsScore: number | null;
+    maxIdleMinutes: number | null;
+    minNpsThreshold: number | null;
+    minConversionPercent: number | null;
+    calls: number;
+    inbound: number;
+    missed: number;
+    followUps: number;
+    leads: number;
+    appointments: number;
+    convPercent: number;
+    idleMinutes: number;
+    activeMinutes: number;
+    wrapMinutes: number;
+    breakMinutes: number;
+};
+
+const getDateRange = (range: DateRange): { gte: string; lte: string } => {
+    const now = new Date();
+    const lte = now.toISOString();
+    const start = new Date(now);
+    if (range === 'today') start.setHours(0, 0, 0, 0);
+    else if (range === 'week') { start.setDate(start.getDate() - start.getDay() + 1); start.setHours(0, 0, 0, 0); }
+    else if (range === 'month') { start.setDate(1); start.setHours(0, 0, 0, 0); }
+    else if (range === 'year') { start.setMonth(0, 1); start.setHours(0, 0, 0, 0); }
+    return { gte: start.toISOString(), lte };
+};
+
+const parseTime = (timeStr: string): number => {
+    if (!timeStr) return 0;
+    const parts = timeStr.split(':').map(Number);
+    if (parts.length === 3) return parts[0] * 3600 + parts[1] * 60 + parts[2];
+    return 0;
+};
+
+export const useSupervisorRollup = (range: DateRange) => {
+    const [agents, setAgents] = useState<AgentPerf[]>([]);
+    const [loading, setLoading] = useState(true);
+
+    useEffect(() => {
+        const load = async () => {
+            setLoading(true);
+            const { gte, lte } = getDateRange(range);
+            const dateStr = new Date().toISOString().split('T')[0];
+
+            try {
+                const [callsData, leadsData, followUpsData, teamData] = await Promise.all([
+                    apiClient.graphql<any>(`{ calls(first: 500, filter: { startedAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id direction callStatus agentName startedAt agentId agent { id name ozonetelAgentId } } } } }`, undefined, { silent: true }),
+                    apiClient.graphql<any>(`{ leads(first: 200) { edges { node { id assignedAgent status } } } }`, undefined, { silent: true }),
+                    apiClient.graphql<any>(`{ followUps(first: 200) { edges { node { id assignedAgent } } } }`, undefined, { silent: true }),
+                    apiClient.get<any>(`/api/supervisor/team-performance?date=${dateStr}`, { silent: true }).catch(() => ({ agents: [] })),
+                ]);
+
+                const calls = callsData?.calls?.edges?.map((e: any) => e.node) ?? [];
+                const leads = leadsData?.leads?.edges?.map((e: any) => e.node) ?? [];
+                const followUps = followUpsData?.followUps?.edges?.map((e: any) => e.node) ?? [];
+                const teamAgents = teamData?.agents ?? [];
+
+                let agentPerfs: AgentPerf[];
+
+                if (teamAgents.length > 0) {
+                    agentPerfs = teamAgents.map((agent: any) => {
+                        const agentCalls = calls.filter((c: any) => {
+                            if (c.agentId && c.agentId === agent.id) return true;
+                            if (!c.agentId && (c.agentName === agent.name || c.agentName === agent.ozonetelAgentId)) return true;
+                            return false;
+                        });
+                        const agentLeads = leads.filter((l: any) => l.assignedAgent === agent.name);
+                        const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === agent.name);
+                        const agentAppts = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;
+                        const totalCalls = agentCalls.length;
+                        const inbound = agentCalls.filter((c: any) => c.direction === 'INBOUND').length;
+                        const missed = agentCalls.filter((c: any) => c.callStatus === 'MISSED').length;
+
+                        const tb = agent.timeBreakdown;
+                        const idleSec = tb ? parseTime(tb.totalIdleTime ?? '0:0:0') : 0;
+                        const activeSec = tb ? parseTime(tb.totalBusyTime ?? '0:0:0') : 0;
+                        const wrapSec = tb ? parseTime(tb.totalWrapupTime ?? '0:0:0') : 0;
+                        const breakSec = tb ? parseTime(tb.totalPauseTime ?? '0:0:0') : 0;
+
+                        return {
+                            name: agent.name ?? agent.ozonetelAgentId,
+                            ozonetelAgentId: agent.ozonetelAgentId,
+                            npsScore: agent.npsScore,
+                            maxIdleMinutes: agent.maxIdleMinutes,
+                            minNpsThreshold: agent.minNpsThreshold,
+                            minConversionPercent: agent.minConversionPercent,
+                            calls: totalCalls,
+                            inbound,
+                            missed,
+                            followUps: agentFollowUps.length,
+                            leads: agentLeads.length,
+                            appointments: agentAppts,
+                            convPercent: totalCalls > 0 ? Math.round((agentAppts / totalCalls) * 100) : 0,
+                            idleMinutes: Math.round(idleSec / 60),
+                            activeMinutes: Math.round(activeSec / 60),
+                            wrapMinutes: Math.round(wrapSec / 60),
+                            breakMinutes: Math.round(breakSec / 60),
+                        };
+                    });
+                } else {
+                    const byKey = new Map<string, { key: string; name: string }>();
+                    for (const c of calls) {
+                        if (c.agent?.id) byKey.set(c.agent.id, { key: c.agent.id, name: c.agent.name ?? c.agent.ozonetelAgentId });
+                        else if (c.agentName) byKey.set(`legacy:${c.agentName}`, { key: `legacy:${c.agentName}`, name: c.agentName });
+                    }
+                    agentPerfs = Array.from(byKey.values()).map(({ key, name }) => {
+                        const agentCalls = calls.filter((c: any) => {
+                            if (key.startsWith('legacy:')) return c.agentName === name && !c.agent?.id;
+                            return c.agent?.id === key;
+                        });
+                        const agentLeads = leads.filter((l: any) => l.assignedAgent === name);
+                        const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === name);
+                        const completed = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;
+                        const totalCalls = agentCalls.length;
+
+                        return {
+                            name,
+                            ozonetelAgentId: name,
+                            npsScore: null,
+                            maxIdleMinutes: null,
+                            minNpsThreshold: null,
+                            minConversionPercent: null,
+                            calls: totalCalls,
+                            inbound: agentCalls.filter((c: any) => c.direction === 'INBOUND').length,
+                            missed: agentCalls.filter((c: any) => c.callStatus === 'MISSED').length,
+                            followUps: agentFollowUps.length,
+                            leads: agentLeads.length,
+                            appointments: completed,
+                            convPercent: totalCalls > 0 ? Math.round((completed / totalCalls) * 100) : 0,
+                            idleMinutes: 0,
+                            activeMinutes: 0,
+                            wrapMinutes: 0,
+                            breakMinutes: 0,
+                        };
+                    });
+                }
+
+                setAgents(agentPerfs);
+            } catch (err) {
+                console.error('Failed to load supervisor rollup:', err);
+            } finally {
+                setLoading(false);
+            }
+        };
+        load();
+    }, [range]);
+
+    return { agents, loading };
+};
+
+export const RichAgentTable = ({ agents }: { agents: AgentPerf[] }) => (
+    <div className="rounded-xl border border-secondary bg-primary p-4">
+        <h3 className="text-sm font-semibold text-secondary mb-3">Agent Performance</h3>
+        <Table size="sm">
+            <Table.Header>
+                <Table.Head label="Agent" isRowHeader />
+                <Table.Head label="Calls" />
+                <Table.Head label="Inbound" />
+                <Table.Head label="Missed" />
+                <Table.Head label="Follow-ups" />
+                <Table.Head label="Leads" />
+                <Table.Head label="Conv%" />
+                <Table.Head label="NPS" />
+                <Table.Head label="Idle" />
+            </Table.Header>
+            <Table.Body items={agents}>
+                {(agent) => (
+                    <Table.Row id={agent.ozonetelAgentId || agent.name}>
+                        <Table.Cell><span className="text-sm font-medium text-primary">{agent.name}</span></Table.Cell>
+                        <Table.Cell><span className="text-sm text-primary">{agent.calls}</span></Table.Cell>
+                        <Table.Cell><span className="text-sm text-primary">{agent.inbound}</span></Table.Cell>
+                        <Table.Cell><span className="text-sm text-primary">{agent.missed}</span></Table.Cell>
+                        <Table.Cell><span className="text-sm text-primary">{agent.followUps}</span></Table.Cell>
+                        <Table.Cell><span className="text-sm text-primary">{agent.leads}</span></Table.Cell>
+                        <Table.Cell>
+                            <span className={cx('text-sm font-medium', agent.convPercent >= 25 ? 'text-success-primary' : 'text-error-primary')}>
+                                {agent.convPercent}%
+                            </span>
+                        </Table.Cell>
+                        <Table.Cell>
+                            <span className={cx('text-sm font-bold', (agent.npsScore ?? 0) >= 70 ? 'text-success-primary' : (agent.npsScore ?? 0) >= 50 ? 'text-warning-primary' : 'text-error-primary')}>
+                                {agent.npsScore ?? '—'}
+                            </span>
+                        </Table.Cell>
+                        <Table.Cell>
+                            <span className={cx('text-sm', agent.maxIdleMinutes && agent.idleMinutes > agent.maxIdleMinutes ? 'text-error-primary font-bold' : 'text-primary')}>
+                                {agent.idleMinutes}m
+                            </span>
+                        </Table.Cell>
+                    </Table.Row>
+                )}
+            </Table.Body>
+        </Table>
+    </div>
+);
+
+export const TimeBreakdown = ({ agents }: { agents: AgentPerf[] }) => {
+    const teamAvg = useMemo(() => {
+        if (agents.length === 0) return { active: 0, wrap: 0, idle: 0, break_: 0 };
+        return {
+            active: Math.round(agents.reduce((s, a) => s + a.activeMinutes, 0) / agents.length),
+            wrap: Math.round(agents.reduce((s, a) => s + a.wrapMinutes, 0) / agents.length),
+            idle: Math.round(agents.reduce((s, a) => s + a.idleMinutes, 0) / agents.length),
+            break_: Math.round(agents.reduce((s, a) => s + a.breakMinutes, 0) / agents.length),
+        };
+    }, [agents]);
+
+    // QA flagged the earlier stacked-bar rendering as misleading — per-agent
+    // totals varied wildly, making the visual width comparison meaningless.
+    // Rendered as a table so the numbers speak for themselves; team-average
+    // row sits at the top as the reference point.
+    return (
+        <div className="rounded-xl border border-secondary bg-primary p-4">
+            <h3 className="text-sm font-semibold text-secondary mb-3">Time Breakdown</h3>
+            {teamAvg.active === 0 && teamAvg.idle === 0 && teamAvg.wrap === 0 && teamAvg.break_ === 0 && (
+                <p className="text-xs text-tertiary mb-3">Time utilisation data unavailable — requires Ozonetel agent session data.</p>
+            )}
+            <Table size="sm">
+                <Table.Header>
+                    <Table.Head label="Agent" isRowHeader />
+                    <Table.Head label="Active" />
+                    <Table.Head label="Wrap" />
+                    <Table.Head label="Idle" />
+                    <Table.Head label="Break" />
+                    <Table.Head label="Total" />
+                </Table.Header>
+                <Table.Body
+                    items={[
+                        { id: '__team_avg__', name: 'Team average', isAvg: true, agent: null },
+                        ...agents.map((a) => ({ id: a.ozonetelAgentId || a.name, name: a.name, isAvg: false, agent: a })),
+                    ]}
+                >
+                    {(item) => {
+                        const active = item.isAvg ? teamAvg.active : item.agent!.activeMinutes;
+                        const wrap = item.isAvg ? teamAvg.wrap : item.agent!.wrapMinutes;
+                        const idle = item.isAvg ? teamAvg.idle : item.agent!.idleMinutes;
+                        const breakM = item.isAvg ? teamAvg.break_ : item.agent!.breakMinutes;
+                        const total = active + wrap + idle + breakM;
+                        const isHighIdle = !item.isAvg && item.agent!.maxIdleMinutes && idle > (item.agent!.maxIdleMinutes ?? 0);
+                        return (
+                            <Table.Row id={item.id}>
+                                <Table.Cell>
+                                    <span className={cx('text-sm', item.isAvg ? 'font-bold text-secondary' : 'font-medium text-primary')}>
+                                        {item.name}
+                                    </span>
+                                </Table.Cell>
+                                <Table.Cell><span className="text-sm text-primary">{active}m</span></Table.Cell>
+                                <Table.Cell><span className="text-sm text-primary">{wrap}m</span></Table.Cell>
+                                <Table.Cell>
+                                    <span className={cx('text-sm', isHighIdle ? 'font-bold text-error-primary' : 'text-primary')}>
+                                        {idle}m
+                                    </span>
+                                </Table.Cell>
+                                <Table.Cell><span className="text-sm text-primary">{breakM}m</span></Table.Cell>
+                                <Table.Cell><span className="text-sm text-secondary">{total}m</span></Table.Cell>
+                            </Table.Row>
+                        );
+                    }}
+                </Table.Body>
+            </Table>
+        </div>
+    );
+};
+
+export const NpsConversion = ({ agents, convRate }: { agents: AgentPerf[]; convRate: number }) => {
+    const avgNps = useMemo(() => {
+        const withNps = agents.filter(a => a.npsScore != null);
+        if (withNps.length === 0) return 0;
+        return Math.round(withNps.reduce((sum, a) => sum + (a.npsScore ?? 0), 0) / withNps.length);
+    }, [agents]);
+
+    const npsOption = useMemo(() => ({
+        tooltip: { trigger: 'item' },
+        series: [{
+            type: 'gauge', startAngle: 180, endAngle: 0,
+            min: 0, max: 100,
+            pointer: { show: false },
+            progress: { show: true, width: 18, roundCap: true, itemStyle: { color: avgNps >= 70 ? '#22C55E' : avgNps >= 50 ? '#F59E0B' : '#EF4444' } },
+            axisLine: { lineStyle: { width: 18, color: [[1, '#E5E7EB']] } },
+            axisTick: { show: false }, splitLine: { show: false }, axisLabel: { show: false },
+            detail: { valueAnimation: true, fontSize: 28, fontWeight: 'bold', offsetCenter: [0, '-10%'], formatter: '{value}' },
+            data: [{ value: avgNps }],
+        }],
+    }), [avgNps]);
+
+    return (
+        <div className="flex gap-4">
+            <div className="flex-1 rounded-xl border border-secondary bg-primary p-4">
+                <h3 className="text-sm font-semibold text-secondary mb-2">Overall NPS</h3>
+                {agents.every(a => a.npsScore == null) ? (
+                    <div className="flex items-center justify-center py-8">
+                        <p className="text-xs text-tertiary">NPS data unavailable — configure NPS scores on agent profiles.</p>
+                    </div>
+                ) : (
+                    <>
+                        <ReactECharts option={npsOption} style={{ height: 150 }} />
+                        <div className="space-y-1 mt-2">
+                            {agents.filter(a => a.npsScore != null).map(a => (
+                                <div key={a.name} className="flex items-center gap-2">
+                                    <span className="text-xs text-secondary w-28 truncate">{a.name}</span>
+                                    <div className="flex-1 h-2 rounded-full bg-tertiary overflow-hidden">
+                                        <div className={cx('h-full rounded-full', (a.npsScore ?? 0) >= 70 ? 'bg-success-solid' : (a.npsScore ?? 0) >= 50 ? 'bg-warning-solid' : 'bg-error-solid')} style={{ width: `${a.npsScore ?? 0}%` }} />
+                                    </div>
+                                    <span className="text-xs font-bold text-primary w-8 text-right">{a.npsScore}</span>
+                                </div>
+                            ))}
+                        </div>
+                    </>
+                )}
+            </div>
+            <div className="flex-1 rounded-xl border border-secondary bg-primary p-4">
+                <h3 className="text-sm font-semibold text-secondary mb-3">Conversion Metrics</h3>
+                <div className="flex gap-3 mb-4">
+                    <div className="flex-1 rounded-lg bg-secondary p-4 text-center">
+                        <p className="text-2xl font-bold text-brand-secondary">{convRate}%</p>
+                        <p className="text-xs text-tertiary">Call → Appointment</p>
+                    </div>
+                    <div className="flex-1 rounded-lg bg-secondary p-4 text-center">
+                        <p className="text-2xl font-bold text-brand-secondary">
+                            {agents.length > 0 ? Math.round(agents.reduce((s, a) => s + (a.leads > 0 ? 1 : 0), 0) / agents.length * 100) : 0}%
+                        </p>
+                        <p className="text-xs text-tertiary">Lead → Contact</p>
+                    </div>
+                </div>
+                <div className="space-y-1">
+                    {agents.map(a => (
+                        <div key={a.name} className="flex items-center gap-2 text-xs">
+                            <span className="text-secondary w-28 truncate">{a.name}</span>
+                            <Badge size="sm" color={a.convPercent >= 25 ? 'success' : 'error'}>{a.convPercent}%</Badge>
+                        </div>
+                    ))}
+                </div>
+            </div>
+        </div>
+    );
+};
+
+export const PerformanceAlerts = ({ agents }: { agents: AgentPerf[] }) => {
+    const alerts = useMemo(() => {
+        const list: { agent: string; type: string; value: string; severity: 'error' | 'warning' }[] = [];
+        for (const a of agents) {
+            if (a.maxIdleMinutes && a.idleMinutes > a.maxIdleMinutes) {
+                list.push({ agent: a.name, type: 'Excessive Idle Time', value: `${a.idleMinutes}m`, severity: 'error' });
+            }
+            if (a.minNpsThreshold && (a.npsScore ?? 100) < a.minNpsThreshold) {
+                list.push({ agent: a.name, type: 'Low NPS', value: String(a.npsScore ?? 0), severity: 'warning' });
+            }
+            if (a.minConversionPercent && a.convPercent < a.minConversionPercent) {
+                list.push({ agent: a.name, type: 'Low Conversion', value: `${a.convPercent}%`, severity: 'warning' });
+            }
+        }
+        return list;
+    }, [agents]);
+
+    if (alerts.length === 0) return null;
+
+    return (
+        <div className="rounded-xl border border-secondary bg-primary p-4">
+            <h3 className="text-sm font-semibold text-error-primary mb-3">
+                <FontAwesomeIcon icon={faTriangleExclamation} className="size-3.5 mr-1.5" />
+                Performance Alerts ({alerts.length})
+            </h3>
+            <div className="space-y-2">
+                {alerts.map((alert, i) => (
+                    <div key={i} className={cx(
+                        'flex items-center justify-between rounded-lg px-4 py-3',
+                        alert.severity === 'error' ? 'bg-error-secondary' : 'bg-warning-secondary',
+                    )}>
+                        <div className="flex items-center gap-2">
+                            <FontAwesomeIcon icon={faTriangleExclamation} className={cx('size-3.5', alert.severity === 'error' ? 'text-fg-error-primary' : 'text-fg-warning-primary')} />
+                            <span className="text-sm font-medium text-primary">{alert.agent}</span>
+                            <span className="text-sm text-secondary">— {alert.type}</span>
+                        </div>
+                        <Badge size="sm" color={alert.severity}>{alert.value}</Badge>
+                    </div>
+                ))}
+            </div>
+        </div>
+    );
+};

src/components/forms/clinic-form.tsx

@@ -399,6 +399,9 @@ export const ClinicForm = ({ value, onChange }: ClinicFormProps) => {
                                 onChange={(dv: DateValue | null) =>
                                     updateHoliday(idx, { date: dv ? dv.toString() : '' })
                                 }
+                                // Holidays must be today or in the future — you
+                                // can't observe a holiday that already passed.
+                                minValue={today(getLocalTimeZone())}
                             />
                         </div>
                         <div className="flex-1">

src/components/layout/app-shell.tsx

@@ -8,14 +8,14 @@ import { useSip } from '@/providers/sip-provider';
 import { CallWidget } from '@/components/call-desk/call-widget';
 import { MaintOtpModal } from '@/components/modals/maint-otp-modal';
 import { AgentStatusToggle } from '@/components/call-desk/agent-status-toggle';
-import { NotificationBell } from './notification-bell';
 import { ResumeSetupBanner } from '@/components/setup/resume-setup-banner';
 import { Badge } from '@/components/base/badges/badges';
 import { useAuth } from '@/providers/auth-provider';
 import { useData } from '@/providers/data-provider';
 import { useMaintShortcuts } from '@/hooks/use-maint-shortcuts';
 import { useNetworkStatus } from '@/hooks/use-network-status';
-import { GlobalSearch } from '@/components/shared/global-search';
+// import { GlobalSearch } from '@/components/shared/global-search';
+import { AiFloatingButton } from '@/components/shared/ai-floating-button';
 import { apiClient } from '@/lib/api-client';
 import { cx } from '@/utils/cx';
 
@@ -118,31 +118,25 @@ export const AppShell = ({ children }: AppShellProps) => {
             <div className="flex h-screen bg-primary">
                 <Sidebar activeUrl={pathname} />
                 <div className="flex flex-1 flex-col overflow-hidden">
-                    {/* Persistent top bar — visible on all pages */}
-                    {(hasAgentConfig || isAdmin) && (
+                    {/* Agent top bar — network indicator + status toggle (agents only) */}
+                    {hasAgentConfig && (
                         <div className="flex shrink-0 items-center gap-2 border-b border-secondary px-4 py-2">
-                            <GlobalSearch />
                             <div className="ml-auto flex items-center gap-2">
-                            {isAdmin && <NotificationBell />}
-                            {hasAgentConfig && (
-                                <>
-                                    <div className={cx(
-                                        'flex items-center gap-1.5 rounded-full px-2.5 py-1 text-xs font-medium',
-                                        networkQuality === 'good'
-                                            ? 'bg-success-primary text-success-primary'
-                                            : networkQuality === 'offline'
-                                                ? 'bg-error-secondary text-error-primary'
-                                                : 'bg-warning-secondary text-warning-primary',
-                                    )}>
-                                        <FontAwesomeIcon
-                                            icon={networkQuality === 'offline' ? faWifiSlash : faWifi}
-                                            className="size-3"
-                                        />
-                                        {networkQuality === 'good' ? 'Connected' : networkQuality === 'offline' ? 'No connection' : 'Unstable'}
-                                    </div>
-                                    <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
-                                </>
-                            )}
+                                <div className={cx(
+                                    'flex items-center gap-1.5 rounded-full px-2.5 py-1 text-xs font-medium',
+                                    networkQuality === 'good'
+                                        ? 'bg-success-primary text-success-primary'
+                                        : networkQuality === 'offline'
+                                            ? 'bg-error-secondary text-error-primary'
+                                            : 'bg-warning-secondary text-warning-primary',
+                                )}>
+                                    <FontAwesomeIcon
+                                        icon={networkQuality === 'offline' ? faWifiSlash : faWifi}
+                                        className="size-3"
+                                    />
+                                    {networkQuality === 'good' ? 'Connected' : networkQuality === 'offline' ? 'No connection' : 'Unstable'}
+                                </div>
+                                <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
                             </div>
                         </div>
                     )}
@@ -150,6 +144,7 @@ export const AppShell = ({ children }: AppShellProps) => {
                     <main className="flex flex-1 flex-col overflow-hidden">{children}</main>
                 </div>
                 {isCCAgent && pathname !== '/' && pathname !== '/call-desk' && <CallWidget />}
+                {isAdmin && !isCCAgent && <AiFloatingButton />}
             </div>
             <MaintOtpModal
                 isOpen={isOpen}

src/components/layout/notification-bell.tsx

@@ -2,46 +2,14 @@ import { useState, useRef, useEffect } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faBell, faTriangleExclamation, faXmark, faCheck } from '@fortawesome/pro-duotone-svg-icons';
 import { Badge } from '@/components/base/badges/badges';
-import { usePerformanceAlerts, type PerformanceAlert } from '@/hooks/use-performance-alerts';
+import { usePerformanceAlerts } from '@/hooks/use-performance-alerts';
 import { cx } from '@/utils/cx';
 
-const DEMO_ALERTS: PerformanceAlert[] = [
-    { id: 'demo-1', agent: 'Riya Mehta', type: 'Excessive Idle Time', value: '120m', severity: 'error', dismissed: false },
-    { id: 'demo-2', agent: 'Arjun Kapoor', type: 'Excessive Idle Time', value: '180m', severity: 'error', dismissed: false },
-    { id: 'demo-3', agent: 'Sneha Iyer', type: 'Excessive Idle Time', value: '250m', severity: 'error', dismissed: false },
-    { id: 'demo-4', agent: 'Vikrant Desai', type: 'Excessive Idle Time', value: '300m', severity: 'error', dismissed: false },
-    { id: 'demo-5', agent: 'Vikrant Desai', type: 'Low NPS', value: '35', severity: 'warning', dismissed: false },
-    { id: 'demo-6', agent: 'Vikrant Desai', type: 'Low Conversion', value: '40%', severity: 'warning', dismissed: false },
-    { id: 'demo-7', agent: 'Pooja Rao', type: 'Excessive Idle Time', value: '200m', severity: 'error', dismissed: false },
-    { id: 'demo-8', agent: 'Mohammed Rizwan', type: 'Excessive Idle Time', value: '80m', severity: 'error', dismissed: false },
-];
-
 export const NotificationBell = () => {
-    const { alerts: liveAlerts, dismiss: liveDismiss, dismissAll: liveDismissAll } = usePerformanceAlerts();
-    const [demoAlerts, setDemoAlerts] = useState<PerformanceAlert[]>(DEMO_ALERTS);
-    const [open, setOpen] = useState(true);
+    const { alerts, dismiss, dismissAll } = usePerformanceAlerts();
+    const [open, setOpen] = useState(false);
     const panelRef = useRef<HTMLDivElement>(null);
 
-    // Use live alerts if available, otherwise demo
-    const alerts = liveAlerts.length > 0 ? liveAlerts : demoAlerts.filter(a => !a.dismissed);
-    const isDemo = liveAlerts.length === 0;
-
-    const dismiss = (id: string) => {
-        if (isDemo) {
-            setDemoAlerts(prev => prev.map(a => a.id === id ? { ...a, dismissed: true } : a));
-        } else {
-            liveDismiss(id);
-        }
-    };
-
-    const dismissAll = () => {
-        if (isDemo) {
-            setDemoAlerts(prev => prev.map(a => ({ ...a, dismissed: true })));
-        } else {
-            liveDismissAll();
-        }
-    };
-
     // Close on outside click
     useEffect(() => {
         if (!open) return;
@@ -123,7 +91,7 @@ export const NotificationBell = () => {
                                         <p className="text-sm font-medium text-primary">{alert.agent}</p>
                                         <p className="text-xs text-tertiary">{alert.type}</p>
                                     </div>
-                                    <Badge size="sm" color={alert.severity} type="pill-color">{alert.value}</Badge>
+                                    <Badge size="sm" color={alert.severity === 'error' ? 'error' : alert.severity === 'warning' ? 'warning' : 'gray'} type="pill-color">{alert.value}</Badge>
                                     <button
                                         onClick={() => dismiss(alert.id)}
                                         className="text-fg-quaternary hover:text-fg-secondary shrink-0 transition duration-100 ease-linear"

src/components/layout/page-header.tsx

@@ -0,0 +1,102 @@
+// PageHeader — consistent header layout for all list pages.
+//
+// Row 1: Title (+ optional badge + info icon) on the left,
+//         controls (search, columns, export, etc.) on the right.
+// Row 2: Optional tabs (underline style) — no extra borders.
+//
+// The `infoText` prop renders as a hoverable info icon (ⓘ) next to
+// the title. Long descriptive text goes here instead of inline
+// subtitle — keeps the header compact.
+//
+// Usage:
+//   <PageHeader
+//       title="Contacts"
+//       badge={16}
+//       infoText="People who reached out directly — phone, walk-in, referral."
+//       controls={<><Input .../> <Button .../></>}
+//       tabs={<Tabs ...><TabList ...>{...}</TabList></Tabs>}
+//   />
+
+import { useState, useRef, useEffect, type ReactNode } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faCircleInfo } from '@fortawesome/pro-duotone-svg-icons';
+import { NotificationBell } from './notification-bell';
+import { useAuth } from '@/providers/auth-provider';
+
+interface PageHeaderProps {
+    title: string;
+    badge?: number | string;
+    /** Short inline text next to badge — use sparingly (e.g. "17 total") */
+    subtitle?: string;
+    /** Longer descriptive text shown on info icon hover/click */
+    infoText?: string;
+    controls?: ReactNode;
+    tabs?: ReactNode;
+}
+
+const InfoTooltip = ({ text }: { text: string }) => {
+    const [open, setOpen] = useState(false);
+    const ref = useRef<HTMLDivElement>(null);
+
+    useEffect(() => {
+        if (!open) return;
+        const handler = (e: MouseEvent) => {
+            if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false);
+        };
+        document.addEventListener('mousedown', handler);
+        return () => document.removeEventListener('mousedown', handler);
+    }, [open]);
+
+    return (
+        <div className="relative" ref={ref}>
+            <button
+                onClick={() => setOpen(!open)}
+                onMouseEnter={() => setOpen(true)}
+                onMouseLeave={() => setOpen(false)}
+                className="flex size-5 items-center justify-center rounded-full text-fg-quaternary hover:text-fg-secondary transition duration-100 ease-linear"
+                title={text}
+            >
+                <FontAwesomeIcon icon={faCircleInfo} className="size-4" />
+            </button>
+            {open && (
+                <div className="absolute left-0 top-full mt-1 z-50 w-72 rounded-lg bg-primary px-3 py-2 text-xs text-tertiary shadow-lg ring-1 ring-secondary">
+                    {text}
+                </div>
+            )}
+        </div>
+    );
+};
+
+export const PageHeader = ({ title, badge, subtitle, infoText, controls, tabs }: PageHeaderProps) => {
+    const { isAdmin } = useAuth();
+    return (
+    <div className="shrink-0">
+        {/* Row 1: title + controls */}
+        <div className="flex items-center justify-between px-6 py-3">
+            <div className="flex items-center gap-2">
+                <h1 className="text-lg font-bold text-primary">{title}</h1>
+                {badge != null && (
+                    <span className="inline-flex items-center justify-center rounded-full bg-brand-secondary px-2 py-0.5 text-xs font-semibold text-white">
+                        {badge}
+                    </span>
+                )}
+                {subtitle && (
+                    <span className="text-sm text-tertiary ml-1">{subtitle}</span>
+                )}
+                {infoText && <InfoTooltip text={infoText} />}
+            </div>
+            <div className="flex items-center gap-2">
+                {controls}
+                {isAdmin && <NotificationBell />}
+            </div>
+        </div>
+
+        {/* Row 2: optional tabs — no container border, tab underline is the separator */}
+        {tabs && (
+            <div className="px-6">
+                {tabs}
+            </div>
+        )}
+    </div>
+    );
+};

src/components/layout/sidebar.tsx

@@ -12,10 +12,10 @@ import {
     faHospitalUser,
     faCalendarCheck,
     faPhone,
+    faAddressBook,
     faUsers,
     faArrowRightFromBracket,
     faTowerBroadcast,
-    faChartLine,
     faFileAudio,
     faPhoneMissed,
 } from "@fortawesome/pro-duotone-svg-icons";
@@ -30,6 +30,7 @@ import { NavItemBase } from "@/components/application/app-navigation/base-compon
 import type { NavItemType } from "@/components/application/app-navigation/config";
 import { Avatar } from "@/components/base/avatar/avatar";
 import { useAuth } from "@/providers/auth-provider";
+import { useUiFlags } from "@/hooks/use-ui-flags";
 import { useAgentState } from "@/hooks/use-agent-state";
 import { useThemeTokens } from "@/providers/theme-token-provider";
 import { sidebarCollapsedAtom } from "@/state/sidebar-state";
@@ -44,12 +45,12 @@ const IconCommentDots = faIcon(faCommentDots);
 const IconChartMixed = faIcon(faChartMixed);
 const IconGear = faIcon(faGear);
 const IconPhone = faIcon(faPhone);
+const IconAddressBook = faIcon(faAddressBook);
 const IconClockRewind = faIcon(faClockRotateLeft);
 const IconUsers = faIcon(faUsers);
 const IconHospitalUser = faIcon(faHospitalUser);
 const IconCalendarCheck = faIcon(faCalendarCheck);
 const IconTowerBroadcast = faIcon(faTowerBroadcast);
-const IconChartLine = faIcon(faChartLine);
 const IconFileAudio = faIcon(faFileAudio);
 const IconPhoneMissed = faIcon(faPhoneMissed);
 
@@ -62,12 +63,16 @@ const getNavSections = (role: string): NavSection[] => {
     if (role === 'admin') {
         return [
             { label: 'Supervisor', items: [
+                // Team Performance retired as a nav entry — its surfaces
+                // (time breakdown, NPS/conversion, alerts, richer agent
+                // table) are now rolled into the Dashboard. The route is
+                // kept alive for reference but not linked in the sidebar.
                 { label: 'Dashboard', href: '/', icon: IconGrid2 },
-                { label: 'Team Performance', href: '/team-performance', icon: IconChartLine },
                 { label: 'Live Call Monitor', href: '/live-monitor', icon: IconTowerBroadcast },
             ]},
             { label: 'Data & Reports', items: [
                 { label: 'Leads', href: '/leads', icon: IconUsers },
+                { label: 'Contacts', href: '/contacts', icon: IconAddressBook },
                 { label: 'Patients', href: '/patients', icon: IconHospitalUser },
                 { label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
                 { label: 'Call Log', href: '/call-history', icon: IconClockRewind },
@@ -91,6 +96,8 @@ const getNavSections = (role: string): NavSection[] => {
             { label: 'Call Center', items: [
                 { label: 'Call Desk', href: '/', icon: IconPhone },
                 { label: 'Call History', href: '/call-history', icon: IconClockRewind },
+                { label: 'Leads', href: '/leads', icon: IconUsers },
+                { label: 'Contacts', href: '/contacts', icon: IconAddressBook },
                 { label: 'Patients', href: '/patients', icon: IconHospitalUser },
                 { label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
                 { label: 'My Performance', href: '/my-performance', icon: IconChartMixed },
@@ -102,6 +109,7 @@ const getNavSections = (role: string): NavSection[] => {
         { label: 'Main', items: [
             { label: 'Lead Workspace', href: '/', icon: IconGrid2 },
             { label: 'All Leads', href: '/leads', icon: IconUsers },
+            { label: 'Contacts', href: '/contacts', icon: IconAddressBook },
             { label: 'Patients', href: '/patients', icon: IconHospitalUser },
             { label: 'Appointments', href: '/appointments', icon: IconCalendarCheck },
             { label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
@@ -149,7 +157,16 @@ export const Sidebar = ({ activeUrl = "/" }: SidebarProps) => {
         navigate('/login');
     };
 
-    const navSections = getNavSections(user.role);
+    const uiFlags = useUiFlags();
+    const navSections = getNavSections(user.role).map((section) => ({
+        ...section,
+        items: uiFlags.setupManaged
+            // When setup is managed by the product team (per-tenant flag),
+            // hide the Settings entry from the nav. The route is also
+            // blocked in router-provider so a stray bookmark doesn't work.
+            ? section.items.filter((item) => item.href !== '/settings')
+            : section.items,
+    })).filter((section) => section.items.length > 0);
 
     const content = (
         <aside
@@ -280,7 +297,7 @@ export const Sidebar = ({ activeUrl = "/" }: SidebarProps) => {
                                 <div>
                                     <h3 className="text-lg font-semibold text-primary">Sign out?</h3>
                                     <p className="mt-1 text-sm text-tertiary">
-                                        You will be logged out of Helix Engage and your Ozonetel agent session will end. Any active calls will be disconnected.
+                                        You will be logged out of Helix Engage and your telephony account. Any active calls will be disconnected.
                                     </p>
                                 </div>
                                 <div className="flex w-full gap-3">

src/components/leads/lead-table.tsx

@@ -1,17 +1,12 @@
-import type { FC } from 'react';
 import { useMemo, useState } from 'react';
 import { TableBody as AriaTableBody } from 'react-aria-components';
 import type { SortDescriptor, Selection } from 'react-aria-components';
-import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faEllipsisVertical } from '@fortawesome/pro-duotone-svg-icons';
-
-const DotsVertical: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faEllipsisVertical} className={className} />;
 import { Badge } from '@/components/base/badges/badges';
-import { Button } from '@/components/base/buttons/button';
 import { Table } from '@/components/application/table/table';
 import { LeadStatusBadge } from '@/components/shared/status-badge';
 import { SourceTag } from '@/components/shared/source-tag';
 import { AgeIndicator } from '@/components/shared/age-indicator';
+import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { formatPhone, formatShortDate } from '@/lib/format';
 import { cx } from '@/utils/cx';
 import type { Lead } from '@/types/entities';
@@ -25,6 +20,7 @@ type LeadTableProps = {
     onSort: (field: string) => void;
     onViewActivity?: (lead: Lead) => void;
     visibleColumns?: Set<string>;
+    selectionMode?: 'multiple' | 'none';
 };
 
 type TableRow = {
@@ -55,6 +51,7 @@ export const LeadTable = ({
     onSort,
     onViewActivity,
     visibleColumns,
+    selectionMode,
 }: LeadTableProps) => {
     const [expandedDupId, setExpandedDupId] = useState<string | null>(null);
 
@@ -107,18 +104,17 @@ export const LeadTable = ({
         { id: 'createdAt', label: 'Age', allowsSorting: true, defaultWidth: 80 },
         { id: 'spamScore', label: 'Spam', allowsSorting: true, defaultWidth: 70 },
         { id: 'dups', label: 'Dups', allowsSorting: false, defaultWidth: 60 },
-        { id: 'actions', label: '', allowsSorting: false, defaultWidth: 50 },
     ];
 
     const columns = visibleColumns
-        ? allColumns.filter(c => visibleColumns.has(c.id) || c.id === 'actions')
+        ? allColumns.filter(c => visibleColumns.has(c.id))
         : allColumns;
 
     return (
         <div className="flex flex-1 flex-col min-h-0 overflow-hidden rounded-xl ring-1 ring-secondary">
             <Table
                 aria-label="Leads table"
-                selectionMode="multiple"
+                selectionMode={selectionMode ?? 'multiple'}
                 selectionBehavior="toggle"
                 selectedKeys={selectedKeys}
                 onSelectionChange={handleSelectionChange}
@@ -143,6 +139,7 @@ export const LeadTable = ({
                         const firstName = lead.contactName?.firstName ?? '';
                         const lastName = lead.contactName?.lastName ?? '';
                         const name = `${firstName} ${lastName}`.trim() || '\u2014';
+                        const phoneRaw = lead.contactPhone?.[0]?.number ?? '';
                         const phone = lead.contactPhone?.[0]
                             ? formatPhone(lead.contactPhone[0])
                             : '\u2014';
@@ -189,17 +186,6 @@ export const LeadTable = ({
                                     <Table.Cell />
                                     <Table.Cell />
                                     <Table.Cell />
-                                    <Table.Cell />
-                                    <Table.Cell>
-                                        <div className="flex gap-2">
-                                            <Button size="sm" color="primary">
-                                                Merge
-                                            </Button>
-                                            <Button size="sm" color="secondary">
-                                                Keep Separate
-                                            </Button>
-                                        </div>
-                                    </Table.Cell>
                                 </Table.Row>
                             );
                         }
@@ -217,12 +203,18 @@ export const LeadTable = ({
                                 key={row.id}
                                 id={row.id}
                                 className={cx(
+                                    'group/row cursor-pointer',
                                     isSpamRow && !isSelected && 'bg-warning-primary',
                                     isSelected && 'bg-brand-primary',
                                 )}
+                                onAction={() => onViewActivity?.(lead)}
                             >
                                 {isCol('phone') && <Table.Cell>
-                                    <span className="font-semibold text-primary">{phone}</span>
+                                    {phoneRaw ? (
+                                        <PhoneActionCell phoneNumber={phoneRaw} displayNumber={phone} />
+                                    ) : (
+                                        <span className="text-sm text-quaternary">{'\u2014'}</span>
+                                    )}
                                 </Table.Cell>}
                                 {isCol('name') && <Table.Cell>
                                     <span className="text-secondary">{name}</span>
@@ -306,15 +298,6 @@ export const LeadTable = ({
                                         <span className="text-tertiary">0</span>
                                     )}
                                 </Table.Cell>}
-                                <Table.Cell>
-                                    <Button
-                                        size="sm"
-                                        color="tertiary"
-                                        iconLeading={DotsVertical}
-                                        aria-label="Row actions"
-                                        onClick={() => onViewActivity?.(lead)}
-                                    />
-                                </Table.Cell>
                             </Table.Row>
                         );
                     }}

src/components/modals/maint-otp-modal.tsx

@@ -5,9 +5,10 @@ import { Dialog, Modal, ModalOverlay } from '@/components/application/modals/mod
 import { PinInput } from '@/components/base/pin-input/pin-input';
 import { FeaturedIcon } from '@/components/foundations/featured-icon/featured-icon';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faShieldKeyhole } from '@fortawesome/pro-duotone-svg-icons';
+import { faShieldKeyhole, faLock, faLockOpen } from '@fortawesome/pro-duotone-svg-icons';
 import type { FC } from 'react';
 import { notify } from '@/lib/toast';
+import { cx } from '@/utils/cx';
 
 const ShieldIcon: FC<{ className?: string }> = ({ className }) => (
     <FontAwesomeIcon icon={faShieldKeyhole} className={className} />
@@ -20,9 +21,14 @@ type MaintAction = {
     label: string;
     description: string;
     needsPreStep?: boolean;
+    agentPickerEndpoint?: string;
     clientSideHandler?: (payload: any) => Promise<{ status: string; message: string }>;
 };
 
+type LockedRow = { agentId: string; displayName: string; heldByIp: string; lockedAt: string };
+type FreeRow = { agentId: string; displayName: string };
+type SessionStatus = { locked: LockedRow[]; free: FreeRow[] };
+
 type MaintOtpModalProps = {
     isOpen: boolean;
     onOpenChange: (open: boolean) => void;
@@ -36,6 +42,55 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
     const [otp, setOtp] = useState('');
     const [loading, setLoading] = useState(false);
     const [error, setError] = useState<string | null>(null);
+    // Phase-2 state: once the OTP passes and the action uses an agent
+    // picker, we swap the PIN input for a two-bucket list (Locked / Free)
+    // fetched from `agentPickerEndpoint`. The operator picks a locked
+    // agent, then Confirm posts to the real `endpoint`.
+    const [sessionStatus, setSessionStatus] = useState<SessionStatus | null>(null);
+    const [pickedAgentId, setPickedAgentId] = useState<string | null>(null);
+    // OTP is held across the two-phase flow so we don't force the user
+    // to re-enter it after the picker loads.
+    const [verifiedOtp, setVerifiedOtp] = useState<string | null>(null);
+
+    const reset = () => {
+        setOtp('');
+        setError(null);
+        setSessionStatus(null);
+        setPickedAgentId(null);
+        setVerifiedOtp(null);
+        setLoading(false);
+    };
+
+    const handleClose = () => {
+        onOpenChange(false);
+        reset();
+    };
+
+    const postMaint = async (endpoint: string, body: Record<string, any>, otpHeader: string) => {
+        const res = await fetch(`${API_URL}/api/maint/${endpoint}`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json', 'x-maint-otp': otpHeader },
+            body: JSON.stringify(body),
+        });
+        const data = await res.json().catch(() => ({}));
+        return { ok: res.ok, data };
+    };
+
+    const runPickerAction = async (pickedId: string, otpHeader: string) => {
+        if (!action) return;
+        setLoading(true);
+        setError(null);
+        const payload = { ...preStepPayload, agentId: pickedId };
+        const { ok, data } = await postMaint(action.endpoint, payload, otpHeader);
+        setLoading(false);
+        if (ok) {
+            notify.success(action.label, data.message ?? 'Completed successfully');
+            onOpenChange(false);
+            reset();
+        } else {
+            setError(data.message ?? 'Failed');
+        }
+    };
 
     const handleSubmit = async () => {
         if (!action || otp.length < 6) return;
@@ -43,44 +98,49 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
         setError(null);
 
         try {
+            // Two-phase agent-picker flow — OTP first, then fetch list,
+            // then the operator picks which agent to act on.
+            if (action.agentPickerEndpoint) {
+                const { ok, data } = await postMaint(action.agentPickerEndpoint, {}, otp);
+                if (!ok) {
+                    setError(data.message ?? 'Invalid maintenance code');
+                    setLoading(false);
+                    return;
+                }
+                setSessionStatus(data as SessionStatus);
+                setVerifiedOtp(otp);
+                setLoading(false);
+                return;
+            }
+
             if (action.clientSideHandler) {
-                // Client-side action — OTP verified by calling a dummy maint endpoint first
-                const otpRes = await fetch(`${API_URL}/api/maint/force-ready`, {
-                    method: 'POST',
-                    headers: { 'Content-Type': 'application/json', 'x-maint-otp': otp },
-                });
-                if (!otpRes.ok) {
-                    setError('Invalid maintenance code');
+                const { ok, data } = await postMaint('force-ready', {}, otp);
+                if (!ok) {
+                    setError(data.message ?? 'Invalid maintenance code');
                     setLoading(false);
                     return;
                 }
                 const result = await action.clientSideHandler(preStepPayload);
                 notify.success(action.label, result.message ?? 'Completed');
                 onOpenChange(false);
-                setOtp('');
-            } else {
-                // Standard sidecar endpoint — include agentId from agent config
-                const agentCfg = localStorage.getItem('helix_agent_config');
-                const agentId = agentCfg ? JSON.parse(agentCfg).ozonetelAgentId : undefined;
-                const payload = { ...preStepPayload, ...(agentId ? { agentId } : {}) };
+                reset();
+                return;
+            }
 
-                const res = await fetch(`${API_URL}/api/maint/${action.endpoint}`, {
-                    method: 'POST',
-                    headers: {
-                        'Content-Type': 'application/json',
-                        'x-maint-otp': otp,
-                    },
-                    body: JSON.stringify(payload),
-                });
-                const data = await res.json();
-                if (res.ok) {
-                    console.log(`[MAINT] ${action.label}:`, data);
-                    notify.success(action.label, data.message ?? 'Completed successfully');
-                    onOpenChange(false);
-                    setOtp('');
-                } else {
-                    setError(data.message ?? 'Failed');
-                }
+            // Default: single-shot endpoint with agentId from the CC agent's
+            // own local config (cc-agent context). Supervisors hitting this
+            // path without agent config used to get 400 — the agent-picker
+            // branch above is the fix.
+            const agentCfg = localStorage.getItem('helix_agent_config');
+            const agentId = agentCfg ? JSON.parse(agentCfg).ozonetelAgentId : undefined;
+            const payload = { ...preStepPayload, ...(agentId ? { agentId } : {}) };
+            const { ok, data } = await postMaint(action.endpoint, payload, otp);
+            if (ok) {
+                notify.success(action.label, data.message ?? 'Completed successfully');
+                onOpenChange(false);
+                reset();
+            } else {
+                setError(data.message ?? 'Failed');
             }
         } catch {
             setError('Request failed');
@@ -94,19 +154,25 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
         setError(null);
     };
 
-    const handleClose = () => {
-        onOpenChange(false);
-        setOtp('');
-        setError(null);
-    };
-
     if (!action) return null;
 
-    const showOtp = !action.needsPreStep || preStepReady;
+    const showPicker = Boolean(action.agentPickerEndpoint && sessionStatus && verifiedOtp);
+    const showOtp = (!action.needsPreStep || preStepReady) && !showPicker;
+    const confirmDisabled = showPicker
+        ? !pickedAgentId || loading
+        : otp.length < 6 || loading || (action.needsPreStep && !preStepReady);
+
+    const handleConfirm = async () => {
+        if (showPicker && pickedAgentId && verifiedOtp) {
+            await runPickerAction(pickedAgentId, verifiedOtp);
+        } else {
+            await handleSubmit();
+        }
+    };
 
     return (
         <ModalOverlay isOpen={isOpen} onOpenChange={handleClose} isDismissable>
-            <Modal className="sm:max-w-[400px]">
+            <Modal className="sm:max-w-[440px]">
                 <Dialog>
                     {() => (
                         <div className="flex w-full flex-col rounded-xl bg-primary shadow-xl ring-1 ring-secondary overflow-hidden">
@@ -120,13 +186,12 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
                             </div>
 
                             {/* Pre-step content (e.g., campaign selection) */}
-                            {action.needsPreStep && preStepContent && (
+                            {action.needsPreStep && preStepContent && !showPicker && (
                                 <div className="px-6 pb-4">
                                     {preStepContent}
                                 </div>
                             )}
 
-                            {/* Pin Input — shown when pre-step is ready (or no pre-step needed) */}
                             {showOtp && (
                                 <div className="flex flex-col items-center gap-2 px-6 pb-5">
                                     <PinInput size="sm">
@@ -154,6 +219,87 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
                                 </div>
                             )}
 
+                            {showPicker && sessionStatus && (
+                                <div className="px-6 pb-5 space-y-4">
+                                    <div>
+                                        <div className="flex items-center gap-2 mb-2">
+                                            <FontAwesomeIcon icon={faLock} className="size-3.5 text-fg-error-primary" />
+                                            <p className="text-xs font-semibold uppercase text-secondary">
+                                                Locked ({sessionStatus.locked.length})
+                                            </p>
+                                        </div>
+                                        {sessionStatus.locked.length === 0 ? (
+                                            <p className="text-sm text-tertiary pl-5">No active session locks.</p>
+                                        ) : (
+                                            <div className="space-y-1.5">
+                                                {sessionStatus.locked.map((row) => {
+                                                    const selected = pickedAgentId === row.agentId;
+                                                    return (
+                                                        <button
+                                                            key={row.agentId}
+                                                            type="button"
+                                                            onClick={() => setPickedAgentId(row.agentId)}
+                                                            className={cx(
+                                                                'w-full flex items-start justify-between gap-3 rounded-lg border p-3 text-left transition duration-100 ease-linear',
+                                                                selected
+                                                                    ? 'border-brand bg-brand-primary_alt'
+                                                                    : 'border-secondary hover:border-brand hover:bg-secondary',
+                                                            )}
+                                                        >
+                                                            <div className="min-w-0">
+                                                                <p className="text-sm font-medium text-primary truncate">{row.displayName}</p>
+                                                                <p className="text-xs text-tertiary truncate">
+                                                                    <code className="font-mono">{row.agentId}</code> — held by {row.heldByIp}
+                                                                </p>
+                                                                <p className="text-xs text-quaternary">
+                                                                    since {new Date(row.lockedAt).toLocaleString()}
+                                                                </p>
+                                                            </div>
+                                                            {selected && (
+                                                                <span className="shrink-0 text-xs font-semibold text-brand-secondary">Selected</span>
+                                                            )}
+                                                        </button>
+                                                    );
+                                                })}
+                                            </div>
+                                        )}
+                                    </div>
+
+                                    <div>
+                                        <div className="flex items-center gap-2 mb-2">
+                                            <FontAwesomeIcon icon={faLockOpen} className="size-3.5 text-fg-success-primary" />
+                                            <p className="text-xs font-semibold uppercase text-secondary">
+                                                Free ({sessionStatus.free.length})
+                                            </p>
+                                        </div>
+                                        {sessionStatus.free.length === 0 ? (
+                                            <p className="text-sm text-tertiary pl-5">No free agents.</p>
+                                        ) : (
+                                            <div className="space-y-1.5">
+                                                {sessionStatus.free.map((row) => (
+                                                    <div
+                                                        key={row.agentId}
+                                                        className="flex items-center justify-between gap-3 rounded-lg border border-secondary bg-disabled_subtle p-3 opacity-70"
+                                                    >
+                                                        <div className="min-w-0">
+                                                            <p className="text-sm font-medium text-secondary truncate">{row.displayName}</p>
+                                                            <p className="text-xs text-quaternary truncate">
+                                                                <code className="font-mono">{row.agentId}</code>
+                                                            </p>
+                                                        </div>
+                                                        <span className="shrink-0 text-xs font-medium text-success-primary">Already free</span>
+                                                    </div>
+                                                ))}
+                                            </div>
+                                        )}
+                                    </div>
+
+                                    {error && (
+                                        <p className="text-sm text-error-primary">{error}</p>
+                                    )}
+                                </div>
+                            )}
+
                             {/* Footer */}
                             <div className="flex items-center gap-3 border-t border-secondary px-6 py-4">
                                 <Button size="md" color="secondary" onClick={handleClose} className="flex-1">
@@ -162,9 +308,9 @@ export const MaintOtpModal = ({ isOpen, onOpenChange, action, preStepContent, pr
                                 <Button
                                     size="md"
                                     color="primary"
-                                    isDisabled={otp.length < 6 || loading || (action.needsPreStep && !preStepReady)}
+                                    isDisabled={confirmDisabled}
                                     isLoading={loading}
-                                    onClick={handleSubmit}
+                                    onClick={handleConfirm}
                                     className="flex-1"
                                 >
                                     Confirm

src/components/setup/resume-setup-banner.tsx

@@ -4,6 +4,7 @@ import { faCircleInfo, faXmark, faArrowRight } from '@fortawesome/pro-duotone-sv
 import { Button } from '@/components/base/buttons/button';
 import { getSetupState, SETUP_STEP_NAMES, type SetupState } from '@/lib/setup-state';
 import { useAuth } from '@/providers/auth-provider';
+import { useUiFlags } from '@/hooks/use-ui-flags';
 
 // Dismissible banner shown across the top of authenticated pages when
 // the hospital workspace has incomplete setup steps AND the admin has
@@ -19,22 +20,23 @@ import { useAuth } from '@/providers/auth-provider';
 //   - Not dismissed in the current browser session (resets on reload)
 export const ResumeSetupBanner = () => {
     const { isAdmin } = useAuth();
+    const { setupManaged } = useUiFlags();
     const [state, setState] = useState<SetupState | null>(null);
     const [dismissed, setDismissed] = useState(
         () => sessionStorage.getItem('helix_resume_setup_dismissed') === '1',
     );
 
     useEffect(() => {
-        if (!isAdmin || dismissed) return;
+        if (!isAdmin || dismissed || setupManaged) return;
         getSetupState()
             .then(setState)
             .catch(() => {
                 // Non-fatal — if setup-state isn't reachable, just
                 // skip the banner. The wizard still works.
             });
-    }, [isAdmin, dismissed]);
+    }, [isAdmin, dismissed, setupManaged]);
 
-    if (!isAdmin || !state || dismissed) return null;
+    if (!isAdmin || !state || dismissed || setupManaged) return null;
 
     const incompleteCount = SETUP_STEP_NAMES.filter((s) => !state.steps[s].completed).length;
     if (incompleteCount === 0) return null;

src/components/setup/section-card.tsx

@@ -10,41 +10,53 @@ type SectionCardProps = {
     description: string;
     icon: any;
     iconColor?: string;
-    href: string;
+    // Either navigate (href) OR intercept the click (onClick). When onClick
+    // is provided, href is ignored and the card renders as a button. Used
+    // while self-serve setup is disabled — all clicks go through a
+    // "contact product team" modal in settings.tsx.
+    href?: string;
+    onClick?: () => void;
     status?: SectionStatus;
+    disabled?: boolean;
 };
 
 // Settings hub card. Each card represents one setup-able section (Branding,
-// Clinics, Doctors, Team, Telephony, AI, Widget, Rules) and links to its
-// dedicated page. The status badge mirrors the wizard's setup-state so an
-// admin can see at a glance which sections still need attention.
+// Clinics, Doctors, Team, Telephony, AI, Widget, Rules) and either links to
+// its dedicated page or triggers a parent-owned callback.
 export const SectionCard = ({
     title,
     description,
     icon,
     iconColor = 'text-brand-primary',
     href,
+    onClick,
     status = 'unknown',
+    disabled = false,
 }: SectionCardProps) => {
-    return (
-        <Link
-            to={href}
-            className="group block rounded-xl border border-secondary bg-primary p-5 shadow-xs transition hover:border-brand hover:shadow-md"
-        >
+    const className = cx(
+        'group block w-full text-left rounded-xl border border-secondary p-5 shadow-xs transition',
+        disabled
+            ? 'cursor-not-allowed opacity-50 bg-disabled_subtle'
+            : 'bg-primary hover:border-brand hover:shadow-md',
+    );
+    const body = (
+        <>
             <div className="flex items-start justify-between gap-4">
                 <div className="flex items-start gap-4">
                     <div className="flex size-11 shrink-0 items-center justify-center rounded-lg bg-secondary">
-                        <FontAwesomeIcon icon={icon} className={cx('size-5', iconColor)} />
+                        <FontAwesomeIcon icon={icon} className={cx('size-5', disabled ? 'text-fg-disabled' : iconColor)} />
                     </div>
                     <div className="min-w-0">
-                        <h3 className="text-sm font-semibold text-primary">{title}</h3>
+                        <h3 className={cx('text-sm font-semibold', disabled ? 'text-disabled' : 'text-primary')}>{title}</h3>
                         <p className="mt-1 text-xs text-tertiary">{description}</p>
                     </div>
                 </div>
-                <FontAwesomeIcon
-                    icon={faArrowRight}
-                    className="size-4 shrink-0 text-quaternary transition group-hover:translate-x-0.5 group-hover:text-brand-primary"
-                />
+                {!disabled && (
+                    <FontAwesomeIcon
+                        icon={faArrowRight}
+                        className="size-4 shrink-0 text-quaternary transition group-hover:translate-x-0.5 group-hover:text-brand-primary"
+                    />
+                )}
             </div>
 
             {status !== 'unknown' && (
@@ -62,6 +74,26 @@ export const SectionCard = ({
                     )}
                 </div>
             )}
+        </>
+    );
+
+    if (disabled) {
+        return (
+            <div className={className}>
+                {body}
+            </div>
+        );
+    }
+    if (onClick) {
+        return (
+            <button type="button" onClick={onClick} className={className}>
+                {body}
+            </button>
+        );
+    }
+    return (
+        <Link to={href ?? '#'} className={className}>
+            {body}
         </Link>
     );
 };

src/components/shared/ai-floating-button.tsx

@@ -0,0 +1,50 @@
+import { useState } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faSparkles, faXmark } from '@fortawesome/pro-duotone-svg-icons';
+import { AiChatPanel } from '@/components/call-desk/ai-chat-panel';
+import { cx } from '@/utils/cx';
+
+export const AiFloatingButton = () => {
+    const [open, setOpen] = useState(false);
+
+    return (
+        <>
+            {/* FAB — bottom right, hidden when drawer is open */}
+            {!open && (
+                <button
+                    onClick={() => setOpen(true)}
+                    className="fixed bottom-6 right-6 z-50 flex size-12 items-center justify-center rounded-full bg-brand-solid text-white shadow-lg hover:bg-brand-solid_hover transition duration-100 ease-linear"
+                    title="AI Assistant"
+                >
+                    <FontAwesomeIcon icon={faSparkles} className="size-5" />
+                </button>
+            )}
+
+            {/* Drawer — slides in from right */}
+            <div className={cx(
+                'fixed top-0 right-0 z-50 h-full bg-primary border-l border-secondary shadow-xl transition-all duration-200 ease-linear flex flex-col',
+                open ? 'w-[400px]' : 'w-0 overflow-hidden border-l-0',
+            )}>
+                {open && (
+                    <>
+                        <div className="flex shrink-0 items-center justify-between border-b border-secondary px-4 py-3">
+                            <div className="flex items-center gap-2">
+                                <FontAwesomeIcon icon={faSparkles} className="size-3.5 text-fg-brand-primary" />
+                                <span className="text-sm font-semibold text-primary">AI Assistant</span>
+                            </div>
+                            <button
+                                onClick={() => setOpen(false)}
+                                className="flex size-7 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                            >
+                                <FontAwesomeIcon icon={faXmark} className="size-4" />
+                            </button>
+                        </div>
+                        <div className="flex-1 min-h-0 overflow-hidden">
+                            <AiChatPanel callerContext={{ type: 'supervisor' }} />
+                        </div>
+                    </>
+                )}
+            </div>
+        </>
+    );
+};

src/hooks/use-agent-state.ts

@@ -52,7 +52,7 @@ export const useAgentState = (agentId: string | null): { state: OzonetelState; s
                     localStorage.removeItem('helix_agent_config');
                     localStorage.removeItem('helix_user');
 
-                    import('@/state/sip-manager').then(({ disconnectSip }) => disconnectSip()).catch(() => {});
+                    import('@/state/sip-manager').then(({ disconnectSip }) => disconnectSip(false, 'agent-state-offline')).catch(() => {});
 
                     setTimeout(() => { window.location.href = '/login'; }, 1500);
                     return;

src/hooks/use-leads.ts

@@ -5,6 +5,7 @@ import { useData } from '@/providers/data-provider';
 
 type UseLeadsFilters = {
     source?: LeadSource;
+    excludeSources?: Set<LeadSource>;
     status?: LeadStatus;
     search?: string;
 };
@@ -17,7 +18,7 @@ type UseLeadsResult = {
 
 export const useLeads = (filters: UseLeadsFilters = {}): UseLeadsResult => {
     const { leads, updateLead } = useData();
-    const { source, status, search } = filters;
+    const { source, excludeSources, status, search } = filters;
 
     const filteredLeads = useMemo(() => {
         return leads.filter((lead) => {
@@ -25,6 +26,10 @@ export const useLeads = (filters: UseLeadsFilters = {}): UseLeadsResult => {
                 return false;
             }
 
+            if (excludeSources && lead.leadSource && excludeSources.has(lead.leadSource)) {
+                return false;
+            }
+
             if (status !== undefined && lead.leadStatus !== status) {
                 return false;
             }
@@ -46,7 +51,7 @@ export const useLeads = (filters: UseLeadsFilters = {}): UseLeadsResult => {
 
             return true;
         });
-    }, [leads, source, status, search]);
+    }, [leads, source, excludeSources, status, search]);
 
     return {
         leads: filteredLeads,

src/hooks/use-maint-shortcuts.ts

@@ -5,6 +5,10 @@ export type MaintAction = {
     label: string;
     description: string;
     needsPreStep?: boolean;
+    // When set, after OTP passes the modal calls this endpoint to fetch
+    // `{ locked, free }` agent buckets and shows a picker. Confirm then
+    // POSTs to `endpoint` with { agentId } from the selection.
+    agentPickerEndpoint?: string;
     clientSideHandler?: (payload: any) => Promise<{ status: string; message: string }>;
 };
 
@@ -13,11 +17,13 @@ const MAINT_ACTIONS: Record<string, MaintAction> = {
         endpoint: 'force-ready',
         label: 'Force Ready',
         description: 'Logout and re-login the agent to force Ready state on Ozonetel.',
+        agentPickerEndpoint: 'session-status',
     },
     unlockAgent: {
         endpoint: 'unlock-agent',
         label: 'Unlock Agent',
         description: 'Release the Redis session lock so the agent can log in again.',
+        agentPickerEndpoint: 'session-status',
     },
     backfill: {
         endpoint: 'backfill-missed-calls',

src/hooks/use-performance-alerts.ts

@@ -1,102 +1,101 @@
-import { useEffect, useMemo, useRef, useState } from 'react';
-import { useData } from '@/providers/data-provider';
+import { useEffect, useRef, useState, useCallback } from 'react';
 import { useAuth } from '@/providers/auth-provider';
 import { notify } from '@/lib/toast';
 
 export type PerformanceAlert = {
     id: string;
     agent: string;
-    type: 'Excessive Idle Time' | 'Low NPS' | 'Low Conversion';
+    agentId: string | null;
+    type: string;
     value: string;
-    severity: 'error' | 'warning';
+    severity: 'error' | 'warning' | 'info';
+    message?: string | null;
+    firedAt?: string;
     dismissed: boolean;
 };
 
 const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
+const POLL_INTERVAL_MS = 60_000;
+
+const sevToFront = (s: string): 'error' | 'warning' | 'info' => {
+    const v = (s ?? '').toLowerCase();
+    if (v === 'critical') return 'error';
+    if (v === 'warning') return 'warning';
+    return 'info';
+};
 
 export const usePerformanceAlerts = () => {
     const { isAdmin } = useAuth();
-    const { calls, leads } = useData();
     const [alerts, setAlerts] = useState<PerformanceAlert[]>([]);
-    const [teamPerf, setTeamPerf] = useState<any>(null);
-    const toastsFiredRef = useRef(false);
+    const lastSeenIdsRef = useRef<Set<string>>(new Set());
 
-    // Fetch team performance data from sidecar (same as team-performance page)
-    useEffect(() => {
+    const load = useCallback(async () => {
         if (!isAdmin) return;
-        const today = new Date().toISOString().split('T')[0];
         const token = localStorage.getItem('helix_access_token') ?? '';
-        fetch(`${API_URL}/api/supervisor/team-performance?date=${today}`, {
-            headers: { Authorization: `Bearer ${token}` },
-        })
-            .then(r => r.ok ? r.json() : null)
-            .then(data => setTeamPerf(data))
-            .catch(() => {});
+        try {
+            const res = await fetch(`${API_URL}/api/supervisor/performance-alerts`, {
+                headers: { Authorization: `Bearer ${token}` },
+            });
+            if (!res.ok) return;
+            const json = await res.json();
+            const list: PerformanceAlert[] = (json?.alerts ?? []).map((a: any) => ({
+                id: a.id,
+                agent: a.agent,
+                agentId: a.agentId ?? null,
+                type: a.type,
+                value: a.value ?? '',
+                severity: sevToFront(a.severity),
+                message: a.message,
+                firedAt: a.firedAt,
+                dismissed: false,
+            }));
+            setAlerts(list);
+
+            // Toast for newly arrived alerts
+            const fresh = list.filter((a) => !lastSeenIdsRef.current.has(a.id));
+            if (fresh.length > 0 && lastSeenIdsRef.current.size > 0) {
+                notify.error('Performance Alerts', `${fresh.length} new alert(s)`);
+            }
+            lastSeenIdsRef.current = new Set(list.map((a) => a.id));
+        } catch {
+            // Silent — sidecar may be temporarily down
+        }
     }, [isAdmin]);
 
-    // Compute alerts from team performance + entity data
-    useMemo(() => {
-        if (!isAdmin || !teamPerf?.agents) return;
-
-        const parseTime = (t: string): number => {
-            const parts = t.split(':').map(Number);
-            return (parts[0] ?? 0) * 3600 + (parts[1] ?? 0) * 60 + (parts[2] ?? 0);
-        };
-
-        const list: PerformanceAlert[] = [];
-        let idx = 0;
-
-        for (const agent of teamPerf.agents) {
-            const agentCalls = calls.filter(c => c.agentName === agent.name || c.agentName === agent.ozonetelagentid);
-            const totalCalls = agentCalls.length;
-            const agentAppts = agentCalls.filter((c: any) => c.disposition === 'APPOINTMENT_BOOKED').length;
-            const convPercent = totalCalls > 0 ? Math.round((agentAppts / totalCalls) * 100) : 0;
-
-            const tb = agent.timeBreakdown;
-            const idleMinutes = tb ? Math.round(parseTime(tb.totalIdleTime ?? '0:0:0') / 60) : 0;
-
-            if (agent.maxidleminutes && idleMinutes > agent.maxidleminutes) {
-                list.push({ id: `idle-${idx++}`, agent: agent.name ?? agent.ozonetelagentid, type: 'Excessive Idle Time', value: `${idleMinutes}m`, severity: 'error', dismissed: false });
-            }
-            if (agent.minnpsthreshold && (agent.npsscore ?? 100) < agent.minnpsthreshold) {
-                list.push({ id: `nps-${idx++}`, agent: agent.name ?? agent.ozonetelagentid, type: 'Low NPS', value: String(agent.npsscore ?? 0), severity: 'warning', dismissed: false });
-            }
-            if (agent.minconversionpercent && convPercent < agent.minconversionpercent) {
-                list.push({ id: `conv-${idx++}`, agent: agent.name ?? agent.ozonetelagentid, type: 'Low Conversion', value: `${convPercent}%`, severity: 'warning', dismissed: false });
-            }
-        }
-
-        setAlerts(list);
-    }, [isAdmin, teamPerf, calls, leads]);
-
-    // Fire toasts once when alerts first load
     useEffect(() => {
-        if (toastsFiredRef.current || alerts.length === 0) return;
-        toastsFiredRef.current = true;
+        if (!isAdmin) return;
+        load();
+        const id = setInterval(load, POLL_INTERVAL_MS);
+        return () => clearInterval(id);
+    }, [isAdmin, load]);
 
-        const idleCount = alerts.filter(a => a.type === 'Excessive Idle Time').length;
-        const npsCount = alerts.filter(a => a.type === 'Low NPS').length;
-        const convCount = alerts.filter(a => a.type === 'Low Conversion').length;
-
-        const parts: string[] = [];
-        if (idleCount > 0) parts.push(`${idleCount} excessive idle`);
-        if (npsCount > 0) parts.push(`${npsCount} low NPS`);
-        if (convCount > 0) parts.push(`${convCount} low conversion`);
-
-        if (parts.length > 0) {
-            notify.error('Performance Alerts', `${alerts.length} alert(s): ${parts.join(', ')}`);
+    const dismiss = useCallback(async (id: string) => {
+        // Optimistic
+        setAlerts((prev) => prev.filter((a) => a.id !== id));
+        const token = localStorage.getItem('helix_access_token') ?? '';
+        try {
+            await fetch(`${API_URL}/api/supervisor/performance-alerts/${id}/dismiss`, {
+                method: 'POST',
+                headers: { Authorization: `Bearer ${token}` },
+            });
+        } catch {
+            // Reload on failure to restore truth
+            load();
         }
-    }, [alerts]);
+    }, [load]);
 
-    const dismiss = (id: string) => {
-        setAlerts(prev => prev.map(a => a.id === id ? { ...a, dismissed: true } : a));
-    };
+    const dismissAll = useCallback(async () => {
+        setAlerts([]);
+        const token = localStorage.getItem('helix_access_token') ?? '';
+        try {
+            await fetch(`${API_URL}/api/supervisor/performance-alerts/dismiss-all`, {
+                method: 'POST',
+                headers: { Authorization: `Bearer ${token}` },
+            });
+        } catch {
+            load();
+        }
+    }, [load]);
 
-    const dismissAll = () => {
-        setAlerts(prev => prev.map(a => ({ ...a, dismissed: true })));
-    };
-
-    const activeAlerts = alerts.filter(a => !a.dismissed);
-
-    return { alerts: activeAlerts, allAlerts: alerts, dismiss, dismissAll };
+    return { alerts, allAlerts: alerts, dismiss, dismissAll };
 };

src/hooks/use-ui-flags.ts

@@ -0,0 +1,50 @@
+import { useEffect, useState } from 'react';
+import { apiClient } from '@/lib/api-client';
+
+// Per-tenant UI flags the sidecar controls via env vars. Read once at
+// app mount; cached in module scope so every consumer gets the same
+// snapshot without re-fetching. Safe defaults when the sidecar doesn't
+// respond (all flags off) so the UI stays functional.
+export type UiFlags = {
+    setupManaged: boolean;
+};
+
+const DEFAULT_FLAGS: UiFlags = {
+    setupManaged: false,
+};
+
+let cachedFlags: UiFlags | null = null;
+let inflight: Promise<UiFlags> | null = null;
+
+export const getUiFlags = (): Promise<UiFlags> => fetchFlags();
+
+const fetchFlags = (): Promise<UiFlags> => {
+    if (cachedFlags) return Promise.resolve(cachedFlags);
+    if (inflight) return inflight;
+    inflight = apiClient
+        .get<UiFlags>('/api/config/ui-flags', { silent: true })
+        .then((res) => {
+            cachedFlags = { ...DEFAULT_FLAGS, ...res };
+            return cachedFlags;
+        })
+        .catch(() => {
+            cachedFlags = { ...DEFAULT_FLAGS };
+            return cachedFlags;
+        })
+        .finally(() => {
+            inflight = null;
+        });
+    return inflight;
+};
+
+export const useUiFlags = (): UiFlags => {
+    const [flags, setFlags] = useState<UiFlags>(cachedFlags ?? DEFAULT_FLAGS);
+    useEffect(() => {
+        if (cachedFlags) {
+            setFlags(cachedFlags);
+            return;
+        }
+        fetchFlags().then(setFlags);
+    }, []);
+    return flags;
+};

src/hooks/use-worklist.ts

@@ -1,6 +1,7 @@
 import { useState, useEffect, useCallback } from 'react';
 
 import { apiClient } from '@/lib/api-client';
+import { notify } from '@/lib/toast';
 
 type MissedCall = {
     id: string;
@@ -15,10 +16,11 @@ type MissedCall = {
     disposition: string | null;
     callNotes: string | null;
     leadId: string | null;
-    callbackstatus: string | null;
-    callsourcenumber: string | null;
-    missedcallcount: number | null;
-    callbackattemptedat: string | null;
+    leadName: string | null;
+    callbackStatus: string | null;
+    callSourceNumber: string | null;
+    missedCallCount: number | null;
+    callbackAttemptedAt: string | null;
 };
 
 type WorklistFollowUp = {
@@ -32,6 +34,8 @@ type WorklistFollowUp = {
     assignedAgent: string | null;
     patientId: string | null;
     callId: string | null;
+    patientName?: string;
+    patientPhone?: string;
 };
 
 type WorklistLead = {
@@ -130,9 +134,30 @@ export const useWorklist = (): UseWorklistResult => {
     useEffect(() => {
         fetchWorklist();
 
-        // Refresh every 30 seconds
-        const interval = setInterval(fetchWorklist, 30000);
-        return () => clearInterval(interval);
+        // SSE stream for instant worklist updates. No polling fallback —
+        // if SSE breaks, the worklist stops updating and we fix the SSE,
+        // not paper over it with a poll.
+        const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
+        let es: EventSource | null = null;
+        try {
+            es = new EventSource(`${API_URL}/api/supervisor/worklist/stream`);
+            es.onmessage = (event) => {
+                try {
+                    const data = JSON.parse(event.data);
+                    console.log('[WORKLIST-SSE]', data);
+                    fetchWorklist();
+                    if (data.type === 'missed-call') {
+                        const name = data.callerName ?? data.callerPhone ?? 'Unknown';
+                        notify.warning('Missed Call', `${name} — needs callback`);
+                    }
+                } catch {}
+            };
+            es.onerror = () => {
+                console.warn('[WORKLIST-SSE] Connection error — EventSource will auto-reconnect');
+            };
+        } catch {}
+
+        return () => { es?.close(); };
     }, [fetchWorklist]);
 
     return { ...data, loading, error, refresh: fetchWorklist };

src/lib/api-client.ts

@@ -1,6 +1,9 @@
 import { notify } from './toast';
 
-const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
+// In production, use the current origin — Caddy routes /api/* to the
+// correct per-tenant sidecar based on hostname. Only use VITE_API_URL
+// for local dev (pointing to a specific sidecar).
+const API_URL = import.meta.env.VITE_API_URL || window.location.origin;
 
 class AuthError extends Error {
     constructor(message = 'Authentication required') {

src/lib/csv-utils.ts

@@ -1,5 +1,36 @@
 export type CSVRow = Record<string, string>;
 
+// CSV write-side. Quote every value and escape embedded quotes. Prefix
+// ="+-@ with a single quote so Excel doesn't interpret them as formulas
+// (classic CSV-injection vector on exports opened in spreadsheet apps).
+const escapeCsvCell = (raw: unknown): string => {
+    const value = raw == null ? '' : String(raw);
+    const sanitized = /^[=+\-@]/.test(value) ? `'${value}` : value;
+    return `"${sanitized.replace(/"/g, '""')}"`;
+};
+
+export const rowsToCsv = (headers: string[], rows: Array<Record<string, unknown>>): string => {
+    const lines = [headers.map(escapeCsvCell).join(',')];
+    for (const row of rows) {
+        lines.push(headers.map((h) => escapeCsvCell(row[h])).join(','));
+    }
+    return lines.join('\r\n');
+};
+
+export const downloadCsv = (filename: string, csv: string): void => {
+    // BOM prefix so Excel recognises UTF-8 for non-ASCII names/addresses.
+    const blob = new Blob(['\ufeff', csv], { type: 'text/csv;charset=utf-8' });
+    const url = URL.createObjectURL(blob);
+    const link = document.createElement('a');
+    link.href = url;
+    link.download = filename;
+    document.body.appendChild(link);
+    link.click();
+    document.body.removeChild(link);
+    URL.revokeObjectURL(url);
+};
+
+
 export type CSVParseResult = {
     headers: string[];
     rows: CSVRow[];

src/lib/queries.ts

@@ -1,7 +1,21 @@
 // GraphQL queries for platform entities
-// Platform remaps SDK field names — all LINKS/PHONES fields need subfield selection
+// Platform remaps SDK field names — all LINKS/PHONES fields need subfield selection.
+//
+// Each entity exports a query *builder* that accepts an optional `after`
+// cursor. The data-provider paginates until `hasNextPage=false` so the
+// dashboard KPIs reflect real totals instead of the first 100 rows. The
+// previous hardcoded `first: 100` caps caused supervisor KPI cards to
+// quietly plateau at 100 on busy tenants.
+//
+// `pageSize` is intentionally large (200) to keep round-trips low. The
+// platform Relay pagination accepts up to 1000 but 200 is a good balance
+// between latency per page and number of pages on active workspaces.
 
-export const LEADS_QUERY = `{ leads(first: 100, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
+const PAGE_SIZE = 200;
+
+const cursorArg = (after?: string): string => (after ? `, after: "${after}"` : '');
+
+export const leadsQuery = (after?: string) => `{ leads(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
     id name createdAt updatedAt
     contactName { firstName lastName }
     contactPhone { primaryPhoneNumber primaryPhoneCallingCode }
@@ -12,9 +26,9 @@ export const LEADS_QUERY = `{ leads(first: 100, orderBy: [{ createdAt: DescNulls
     firstContacted lastContacted contactAttempts convertedAt
     patientId campaignId
     aiSummary aiSuggestedAction
-} } } }`;
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const CAMPAIGNS_QUERY = `{ campaigns(first: 50, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
+export const campaignsQuery = (after?: string) => `{ campaigns(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
     id name createdAt updatedAt
     campaignName typeCustom status platform
     startDate endDate
@@ -22,41 +36,61 @@ export const CAMPAIGNS_QUERY = `{ campaigns(first: 50, orderBy: [{ createdAt: De
     amountSpent { amountMicros currencyCode }
     impressions clicks targetCount contacted converted leadsGenerated
     externalCampaignId platformUrl { primaryLinkUrl }
-} } } }`;
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const ADS_QUERY = `{ ads(first: 100, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
+export const adsQuery = (after?: string) => `{ ads(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ createdAt: DescNullsLast }]) { edges { node {
     id name createdAt updatedAt
     adName externalAdId status format
     headline adDescription destinationUrl { primaryLinkUrl } previewUrl { primaryLinkUrl }
     impressions clicks conversions
     spend { amountMicros currencyCode }
     campaignId
-} } } }`;
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const FOLLOW_UPS_QUERY = `{ followUps(first: 50, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
+export const followUpsQuery = (after?: string) => `{ followUps(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
     id name createdAt
     typeCustom status scheduledAt completedAt
     priority assignedAgent
     patientId
-} } } }`;
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const LEAD_ACTIVITIES_QUERY = `{ leadActivities(first: 200, orderBy: [{ occurredAt: DescNullsLast }]) { edges { node {
+export const leadActivitiesQuery = (after?: string) => `{ leadActivities(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ occurredAt: DescNullsLast }]) { edges { node {
     id name createdAt
     activityType summary occurredAt performedBy
     previousValue newValue
     channel durationSec outcome
     leadId
-} } } }`;
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const CALLS_QUERY = `{ calls(first: 100, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
+export const callsQuery = (after?: string) => `{ calls(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
     id name createdAt
     direction callStatus callerNumber { primaryPhoneNumber } agentName
     startedAt endedAt durationSec
     recording { primaryLinkUrl } disposition sla
     patientId appointmentId leadId
-} } } }`;
+    agentId agent { id name ozonetelAgentId }
+    transferredTo transferType
+} } pageInfo { hasNextPage endCursor } } }`;
 
-export const DOCTORS_QUERY = `{ doctors(first: 20) { edges { node {
+export const appointmentsQuery = (after?: string) => `{ appointments(first: ${PAGE_SIZE}${cursorArg(after)}, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
+    id name createdAt
+    scheduledAt durationMin appointmentType status
+    doctorName department reasonForVisit
+    patient { id fullName { firstName lastName } phones { primaryPhoneNumber } }
+    doctor { id fullName { firstName lastName } }
+    clinicId clinic { id clinicName }
+} } pageInfo { hasNextPage endCursor } } }`;
+
+export const patientsQuery = (after?: string) => `{ patients(first: ${PAGE_SIZE}${cursorArg(after)}) { edges { node {
+    id name fullName { firstName lastName }
+    phones { primaryPhoneNumber }
+    emails { primaryEmail }
+    dateOfBirth gender patientType
+} } pageInfo { hasNextPage endCursor } } }`;
+
+// Doctors are a small reference set (< 50 per workspace) — no pagination
+// needed. Left as a plain string for the single consumer that reads it.
+export const DOCTORS_QUERY = `{ doctors(first: 50) { edges { node {
     id name fullName { firstName lastName }
     department specialty qualifications yearsOfExperience
     visitingHours
@@ -65,18 +99,3 @@ export const DOCTORS_QUERY = `{ doctors(first: 20) { edges { node {
     active registrationNumber
     clinic { id name clinicName }
 } } } }`;
-
-export const APPOINTMENTS_QUERY = `{ appointments(first: 100, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
-    id name createdAt
-    scheduledAt durationMin appointmentType status
-    doctorName department reasonForVisit
-    patient { id fullName { firstName lastName } phones { primaryPhoneNumber } }
-    doctor { id }
-} } } }`;
-
-export const PATIENTS_QUERY = `{ patients(first: 50) { edges { node {
-    id name fullName { firstName lastName }
-    phones { primaryPhoneNumber }
-    emails { primaryEmail }
-    dateOfBirth gender patientType
-} } } }`;

src/lib/sip-client.ts

@@ -7,6 +7,10 @@ export class SIPClient {
     private ua: JsSIP.UA | null = null;
     private currentSession: RTCSession | null = null;
     private audioElement: HTMLAudioElement | null = null;
+    // Watchdog that alerts if REGISTER never completes after a connect.
+    // Cleared on 'registered' / 'registrationFailed' / disconnect.
+    private registrationWatchdog: number | null = null;
+    private readonly REGISTRATION_TIMEOUT_MS = 15_000;
 
     constructor(
         private config: SIPConfig,
@@ -36,28 +40,43 @@ export class SIPClient {
 
         this.ua = new JsSIP.UA(configuration);
 
+        console.log(`[SIP] start() uri=${this.config.uri} ws=${this.config.wsServer} expires=${configuration.register_expires}s`);
+
+        this.ua.on('connecting', () => {
+            console.log('[SIP] WebSocket connecting…');
+        });
+
         this.ua.on('connected', () => {
-            console.log('[SIP] WebSocket connected');
+            console.log('[SIP] WebSocket connected — waiting for REGISTER');
             this.onConnectionChange('connected');
         });
 
-        this.ua.on('disconnected', () => {
-            console.log('[SIP] WebSocket disconnected');
+        this.ua.on('disconnected', (e: any) => {
+            const code = e?.code ?? 'n/a';
+            const reason = e?.reason ?? 'unknown';
+            console.log(`[SIP] WebSocket disconnected — code=${code} reason=${reason}`);
+            this.clearRegistrationWatchdog();
             this.onConnectionChange('disconnected');
         });
 
         this.ua.on('registered', () => {
             console.log('[SIP] Registered successfully');
+            this.clearRegistrationWatchdog();
             this.onConnectionChange('registered');
         });
 
         this.ua.on('unregistered', () => {
             console.log('[SIP] Unregistered');
+            this.clearRegistrationWatchdog();
             this.onConnectionChange('disconnected');
         });
 
-        this.ua.on('registrationFailed', () => {
-            console.error('[SIP] Registration failed');
+        this.ua.on('registrationFailed', (e: any) => {
+            const cause = e?.cause ?? 'unknown';
+            const statusCode = e?.response?.status_code ?? 'n/a';
+            const reasonPhrase = e?.response?.reason_phrase ?? '';
+            console.error(`[SIP] Registration failed — cause=${cause} status=${statusCode} ${reasonPhrase}`);
+            this.clearRegistrationWatchdog();
             this.onConnectionChange('error');
         });
 
@@ -125,9 +144,25 @@ export class SIPClient {
         });
 
         this.ua.start();
+
+        // Arm the registration watchdog. If we don't hear 'registered' or
+        // 'registrationFailed' within the timeout, surface a visible error so
+        // the user isn't left staring at "Connecting to telephony…" forever.
+        this.registrationWatchdog = window.setTimeout(() => {
+            console.error(`[SIP] Registration timeout — no REGISTER response after ${this.REGISTRATION_TIMEOUT_MS}ms. Check SIP credentials / WebSocket reachability.`);
+            this.onConnectionChange('error');
+        }, this.REGISTRATION_TIMEOUT_MS);
+    }
+
+    private clearRegistrationWatchdog(): void {
+        if (this.registrationWatchdog !== null) {
+            window.clearTimeout(this.registrationWatchdog);
+            this.registrationWatchdog = null;
+        }
     }
 
     disconnect(): void {
+        this.clearRegistrationWatchdog();
         this.hangup();
         if (this.ua) {
             this.ua.stop();

src/lib/transforms.ts

@@ -150,26 +150,39 @@ export function transformCalls(data: any): Call[] {
         patientId: n.patientId,
         appointmentId: n.appointmentId,
         leadId: n.leadId,
+        agentId: n.agentId ?? null,
+        agent: n.agent ?? null,
+        transferredTo: n.transferredTo ?? null,
+        transferType: n.transferType ?? null,
     }));
 }
 
 export function transformAppointments(data: any): Appointment[] {
-    return extractEdges(data, 'appointments').map((n) => ({
-        id: n.id,
-        createdAt: n.createdAt,
-        scheduledAt: n.scheduledAt,
-        durationMinutes: n.durationMin ?? 30,
-        appointmentType: n.appointmentType,
-        appointmentStatus: n.status,
-        doctorName: n.doctorName,
-        doctorId: n.doctor?.id ?? null,
-        department: n.department,
-        reasonForVisit: n.reasonForVisit,
-        patientId: n.patient?.id ?? null,
-        patientName: n.patient?.fullName ? `${n.patient.fullName.firstName} ${n.patient.fullName.lastName}`.trim() : null,
-        patientPhone: n.patient?.phones?.primaryPhoneNumber ?? null,
-        clinicName: n.department ?? null,
-    }));
+    return extractEdges(data, 'appointments').map((n) => {
+        // Doctor name: prefer the relation's fullName (authoritative — pulled
+        // from the Doctor entity). Fall back to the denormalized doctorName
+        // field for legacy rows that predate the doctor relation being fetched.
+        const doctorFullName = n.doctor?.fullName
+            ? `${n.doctor.fullName.firstName ?? ''} ${n.doctor.fullName.lastName ?? ''}`.trim()
+            : '';
+        return {
+            id: n.id,
+            createdAt: n.createdAt,
+            scheduledAt: n.scheduledAt,
+            durationMinutes: n.durationMin ?? 30,
+            appointmentType: n.appointmentType,
+            appointmentStatus: n.status,
+            doctorName: doctorFullName || n.doctorName || null,
+            doctorId: n.doctor?.id ?? null,
+            department: n.department,
+            reasonForVisit: n.reasonForVisit,
+            patientId: n.patient?.id ?? null,
+            patientName: n.patient?.fullName ? `${n.patient.fullName.firstName} ${n.patient.fullName.lastName}`.trim() : null,
+            patientPhone: n.patient?.phones?.primaryPhoneNumber ?? null,
+            clinicId: n.clinicId ?? n.clinic?.id ?? null,
+            clinicName: n.clinic?.clinicName ?? null,
+        };
+    });
 }
 
 export function transformPatients(data: any): Patient[] {

src/main.tsx

@@ -5,16 +5,31 @@ import { AppShell } from "@/components/layout/app-shell";
 import { AuthGuard } from "@/components/layout/auth-guard";
 import { useAuth } from "@/providers/auth-provider";
 import { SetupWizardPage } from "@/pages/setup-wizard";
+import { useUiFlags } from "@/hooks/use-ui-flags";
 
 const AdminSetupGuard = () => {
     const { isAdmin } = useAuth();
-    return isAdmin ? <SetupWizardPage /> : <Navigate to="/" replace />;
+    const { setupManaged } = useUiFlags();
+    if (!isAdmin) return <Navigate to="/" replace />;
+    // When setup is managed by the product team for this tenant, there's
+    // nothing for an admin to do in the wizard — bounce them to the
+    // dashboard instead of rendering a dead-end page.
+    if (setupManaged) return <Navigate to="/" replace />;
+    return <SetupWizardPage />;
 };
 
 const RequireAdmin = () => {
     const { isAdmin } = useAuth();
     return isAdmin ? <Outlet /> : <Navigate to="/" replace />;
 };
+
+const RequireSelfServeSetup = () => {
+    const { setupManaged } = useUiFlags();
+    // Blocks /settings/* when the tenant's setup is product-team managed.
+    // Sidebar already hides the nav entry, but this catches stray bookmarks
+    // and deep links.
+    return setupManaged ? <Navigate to="/" replace /> : <Outlet />;
+};
 import { RoleRouter } from "@/components/layout/role-router";
 import { NotFound } from "@/pages/not-found";
 import { AllLeadsPage } from "@/pages/all-leads";
@@ -28,12 +43,14 @@ import { OutreachPage } from "@/pages/outreach";
 import { Patient360Page } from "@/pages/patient-360";
 import { ReportsPage } from "@/pages/reports";
 import { PatientsPage } from "@/pages/patients";
+import { ContactsPage } from "@/pages/contacts";
 import { TeamDashboardPage } from "@/pages/team-dashboard";
 import { IntegrationsPage } from "@/pages/integrations";
 import { AgentDetailPage } from "@/pages/agent-detail";
 import { SettingsPage } from "@/pages/settings";
 import { MyPerformancePage } from "@/pages/my-performance";
-import { AppointmentsPage } from "@/pages/appointments";
+// v2 appointments — testing locally via Tauri before replacing v1
+import { AppointmentsPageV2 as AppointmentsPage } from "@/pages/appointments-v2";
 import { TeamPerformancePage } from "@/pages/team-performance";
 import { LiveMonitorPage } from "@/pages/live-monitor";
 import { CallRecordingsPage } from "@/pages/call-recordings";
@@ -88,6 +105,7 @@ createRoot(document.getElementById("root")!).render(
                                 <Route path="/call-history" element={<CallHistoryPage />} />
                                 <Route path="/my-performance" element={<MyPerformancePage />} />
                                 <Route path="/call-desk" element={<CallDeskPage />} />
+                                <Route path="/contacts" element={<ContactsPage />} />
                                 <Route path="/patients" element={<PatientsPage />} />
                                 <Route path="/appointments" element={<AppointmentsPage />} />
                                 {/* Admin-only routes */}
@@ -99,13 +117,15 @@ createRoot(document.getElementById("root")!).render(
                                     <Route path="/team-dashboard" element={<TeamDashboardPage />} />
                                     <Route path="/reports" element={<ReportsPage />} />
                                     <Route path="/integrations" element={<IntegrationsPage />} />
-                                    <Route path="/settings" element={<SettingsPage />} />
-                                    <Route path="/settings/team" element={<TeamSettingsPage />} />
-                                    <Route path="/settings/clinics" element={<ClinicsPage />} />
-                                    <Route path="/settings/doctors" element={<DoctorsPage />} />
-                                    <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
-                                    <Route path="/settings/ai" element={<AiSettingsPage />} />
-                                    <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                    <Route element={<RequireSelfServeSetup />}>
+                                        <Route path="/settings" element={<SettingsPage />} />
+                                        <Route path="/settings/team" element={<TeamSettingsPage />} />
+                                        <Route path="/settings/clinics" element={<ClinicsPage />} />
+                                        <Route path="/settings/doctors" element={<DoctorsPage />} />
+                                        <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
+                                        <Route path="/settings/ai" element={<AiSettingsPage />} />
+                                        <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                    </Route>
                                 </Route>
 
                                 <Route path="/agent/:id" element={<AgentDetailPage />} />

src/pages/agent-detail.tsx

@@ -65,11 +65,15 @@ const formatPhoneDisplay = (call: Call): string => {
 
 const dispositionConfig: Record<CallDisposition, { label: string; color: 'success' | 'brand' | 'blue-light' | 'warning' | 'gray' | 'error' }> = {
     APPOINTMENT_BOOKED: { label: 'Appt Booked', color: 'success' },
+    APPOINTMENT_RESCHEDULED: { label: 'Appt Rescheduled', color: 'warning' },
+    APPOINTMENT_CANCELLED: { label: 'Appt Cancelled', color: 'error' },
     FOLLOW_UP_SCHEDULED: { label: 'Follow-up', color: 'brand' },
     INFO_PROVIDED: { label: 'Info Provided', color: 'blue-light' },
     NO_ANSWER: { label: 'No Answer', color: 'warning' },
     WRONG_NUMBER: { label: 'Wrong Number', color: 'gray' },
+    NOT_INTERESTED: { label: 'Not Interested', color: 'error' },
     CALLBACK_REQUESTED: { label: 'Callback', color: 'brand' },
+    CALL_DROPPED: { label: 'Call Dropped', color: 'gray' },
 };
 
 const DirectionIcon = ({ direction, status }: { direction: CallDirection | null; status: Call['callStatus'] }) => {
@@ -84,20 +88,39 @@ const DirectionIcon = ({ direction, status }: { direction: CallDirection | null;
 
 export const AgentDetailPage = () => {
     const { id } = useParams<{ id: string }>();
-    const { calls, leads, loading } = useData();
+    const { calls, leads, agents, loading } = useData();
 
-    const agentName = id ? decodeURIComponent(id) : '';
+    // Route param is either a platform Agent UUID (new bucketing) or
+    // "legacy:<rawAgentName>" for calls that haven't been enriched yet.
+    // Older bookmarks may still pass the raw display name — handle that too.
+    const rawId = id ? decodeURIComponent(id) : '';
+    const isLegacy = rawId.startsWith('legacy:');
+    const agentUuid = !isLegacy ? rawId : null;
+    const legacyName = isLegacy ? rawId.slice('legacy:'.length) : null;
+
+    // Resolve display name: prefer Agent entity name, else the legacy string.
+    const agentName = useMemo(() => {
+        if (agentUuid) {
+            const a = agents.find((x: any) => x.id === agentUuid);
+            return a?.name ?? rawId;
+        }
+        return legacyName ?? '';
+    }, [agentUuid, legacyName, agents, rawId]);
 
     const agentCalls = useMemo(
         () =>
             calls
-                .filter((c) => c.agentName === agentName)
+                .filter((c) => {
+                    if (agentUuid) return c.agentId === agentUuid;
+                    if (legacyName) return !c.agentId && c.agentName === legacyName;
+                    return false;
+                })
                 .sort((a, b) => {
                     const dateA = a.startedAt ? new Date(a.startedAt).getTime() : 0;
                     const dateB = b.startedAt ? new Date(b.startedAt).getTime() : 0;
                     return dateB - dateA;
                 }),
-        [calls, agentName],
+        [calls, agentUuid, legacyName],
     );
 
     // Build lead name map for enrichment

src/pages/all-leads.tsx

@@ -2,28 +2,32 @@ import type { FC } from 'react';
 import { useMemo, useState } from 'react';
 import { useSearchParams } from 'react-router';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faArrowLeft, faArrowDownToLine, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
+import { faArrowDownToLine, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
 
-const ArrowLeft: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faArrowLeft} className={className} />;
 const Download01: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faArrowDownToLine} className={className} />;
 const SearchLg: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faMagnifyingGlass} className={className} />;
 import { Button } from '@/components/base/buttons/button';
 import { Input } from '@/components/base/input/input';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
+// Tabs removed — campaign pills handle all filtering now
+// import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { LeadTable } from '@/components/leads/lead-table';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
-import { BulkActionBar } from '@/components/leads/bulk-action-bar';
+// Bulk actions removed — checkboxes hidden
+// import { BulkActionBar } from '@/components/leads/bulk-action-bar';
 import { FilterPills } from '@/components/leads/filter-pills';
-import { AssignModal } from '@/components/modals/assign-modal';
-import { WhatsAppSendModal } from '@/components/modals/whatsapp-send-modal';
-import { MarkSpamModal } from '@/components/modals/mark-spam-modal';
+// Bulk action modals removed — checkboxes hidden
+// import { AssignModal } from '@/components/modals/assign-modal';
+// import { WhatsAppSendModal } from '@/components/modals/whatsapp-send-modal';
+// import { MarkSpamModal } from '@/components/modals/mark-spam-modal';
 import { LeadActivitySlideout } from '@/components/leads/lead-activity-slideout';
 import { useLeads } from '@/hooks/use-leads';
 import { useAuth } from '@/providers/auth-provider';
 import { useData } from '@/providers/data-provider';
 import { cx } from '@/utils/cx';
+import { rowsToCsv, downloadCsv } from '@/lib/csv-utils';
+import { notify } from '@/lib/toast';
 import type { Lead, LeadSource, LeadStatus } from '@/types/entities';
 
 type TabKey = 'new' | 'my-leads' | 'all';
@@ -40,24 +44,28 @@ export const AllLeadsPage = () => {
     const { user } = useAuth();
     const [searchParams] = useSearchParams();
     const initialSource = searchParams.get('source') as LeadSource | null;
-    const [tab, setTab] = useState<TabKey>('new');
-    const [selectedIds, setSelectedIds] = useState<string[]>([]);
+    const tab: TabKey = 'all'; // Tabs removed — show all campaign-sourced leads
     const [sortField, setSortField] = useState('createdAt');
     const [sortDirection, setSortDirection] = useState<'asc' | 'desc'>('desc');
     const [sourceFilter, setSourceFilter] = useState<LeadSource | null>(initialSource);
     const [searchQuery, setSearchQuery] = useState('');
     const [currentPage, setCurrentPage] = useState(1);
 
-    const statusFilter: LeadStatus | undefined = tab === 'new' ? 'NEW' : undefined;
-    const myLeadsOnly = tab === 'my-leads';
+    const statusFilter: LeadStatus | undefined = undefined;
+    const myLeadsOnly = false;
 
-    const { leads: filteredLeads, total, updateLead } = useLeads({
+    // Exclude organic contact sources — those live on the Contacts page.
+    // Leads page shows campaign-sourced / marketing-qualified leads only.
+    const CONTACT_SOURCES = useMemo(() => new Set(['PHONE', 'WALK_IN', 'REFERRAL'] as const), []);
+
+    const { leads: filteredLeads, total } = useLeads({
         source: sourceFilter ?? undefined,
+        excludeSources: CONTACT_SOURCES,
         status: statusFilter,
         search: searchQuery || undefined,
     });
 
-    const { agents, templates, leadActivities, campaigns } = useData();
+    const { leadActivities, campaigns } = useData();
     const [campaignFilter, setCampaignFilter] = useState<string | null>(null);
 
     const columnDefs = [
@@ -138,9 +146,7 @@ export const AllLeadsPage = () => {
             result = result.filter((l) => l.assignedAgent === user.name);
         }
         if (campaignFilter) {
-            result = campaignFilter === '__none__'
-                ? result.filter((l) => !l.campaignId)
-                : result.filter((l) => l.campaignId === campaignFilter);
+            result = result.filter((l) => l.campaignId === campaignFilter);
         }
         return result;
     }, [sortedLeads, myLeadsOnly, user.name, campaignFilter]);
@@ -159,15 +165,47 @@ export const AllLeadsPage = () => {
         setCurrentPage(1);
     };
 
-    const handleTabChange = (key: string | number) => {
-        setTab(key as TabKey);
-        setCurrentPage(1);
-        setSelectedIds([]);
+
+    const handleExportCsv = () => {
+        // Export exactly what the user currently sees — same filters, same
+        // sort, same tab/campaign scope. Ignores pagination so the file
+        // contains every matching row, not just the current page.
+        if (displayLeads.length === 0) {
+            notify.error('Export CSV', 'No leads to export');
+            return;
+        }
+        const headers = [
+            'Phone', 'First Name', 'Last Name', 'Email',
+            'Source', 'Status', 'Campaign', 'Assigned Agent',
+            'First Contact', 'Last Contact', 'Created', 'Age (days)',
+        ];
+        const campaignNameById = new Map(campaigns.map((c) => [c.id, c.campaignName]));
+        const now = Date.now();
+        const rows = displayLeads.map((l) => {
+            const createdMs = l.createdAt ? new Date(l.createdAt).getTime() : null;
+            return {
+                'Phone': l.contactPhone?.[0]?.number ?? '',
+                'First Name': l.contactName?.firstName ?? '',
+                'Last Name': l.contactName?.lastName ?? '',
+                'Email': l.contactEmail?.[0]?.address ?? '',
+                'Source': l.leadSource ?? '',
+                'Status': l.leadStatus ?? '',
+                'Campaign': l.campaignId ? (campaignNameById.get(l.campaignId) ?? '') : '',
+                'Assigned Agent': l.assignedAgent ?? '',
+                'First Contact': l.firstContactedAt ?? '',
+                'Last Contact': l.lastContactedAt ?? '',
+                'Created': l.createdAt ?? '',
+                'Age (days)': createdMs ? String(Math.floor((now - createdMs) / 86400000)) : '',
+            };
+        });
+        const csv = rowsToCsv(headers, rows);
+        const today = new Date().toISOString().slice(0, 10);
+        downloadCsv(`leads-${tab}-${today}.csv`, csv);
+        notify.success('Export CSV', `${rows.length} lead${rows.length === 1 ? '' : 's'} exported`);
     };
 
     const handlePageChange = (page: number) => {
         setCurrentPage(page);
-        setSelectedIds([]);
     };
 
     // Build active filters for pills display
@@ -191,27 +229,6 @@ export const AllLeadsPage = () => {
         setCurrentPage(1);
     };
 
-    const myLeadsCount = sortedLeads.filter((l) => l.assignedAgent === user.name).length;
-
-    const tabItems = [
-        { id: 'new', label: 'New', badge: tab === 'new' ? total : undefined },
-        { id: 'my-leads', label: 'My Leads', badge: tab === 'my-leads' ? myLeadsCount : undefined },
-        { id: 'all', label: 'All Leads', badge: tab === 'all' ? total : undefined },
-    ];
-
-    // Bulk action modal state
-    const [isAssignOpen, setIsAssignOpen] = useState(false);
-    const [isWhatsAppOpen, setIsWhatsAppOpen] = useState(false);
-    const [isSpamOpen, setIsSpamOpen] = useState(false);
-
-    const selectedLeadsForAction = useMemo(
-        () => displayLeads.filter((l) => selectedIds.includes(l.id)),
-        [displayLeads, selectedIds],
-    );
-
-    const handleBulkAssign = () => setIsAssignOpen(true);
-    const handleBulkWhatsApp = () => setIsWhatsAppOpen(true);
-    const handleBulkSpam = () => setIsSpamOpen(true);
 
     // Activity slideout state
     const [activityLead, setActivityLead] = useState<Lead | null>(null);
@@ -224,30 +241,12 @@ export const AllLeadsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="All Leads" subtitle={`${total} total`} />
-
-            <div className="flex flex-1 flex-col overflow-hidden">
-                {/* Tabs + Controls row */}
-                <div className="flex shrink-0 items-center justify-between px-6 py-3 border-b border-secondary">
-                    <div className="flex items-center gap-3">
-                        <Button
-                            href="/"
-                            color="secondary"
-                            size="sm"
-                            iconLeading={ArrowLeft}
-                            aria-label="Back to workspace"
-                        />
-
-                        <Tabs selectedKey={tab} onSelectionChange={handleTabChange}>
-                            <TabList items={tabItems} type="button-gray" size="sm">
-                                {(item) => (
-                                    <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />
-                                )}
-                            </TabList>
-                        </Tabs>
-                    </div>
-
-                    <div className="flex items-center gap-2">
+            <PageHeader
+                title="All Leads"
+                subtitle={`${total} total`}
+                infoText="Campaign-sourced marketing leads. Organic callers are on the Contacts page."
+                controls={
+                    <>
                         <div className="w-56">
                             <Input
                                 placeholder="Search leads..."
@@ -266,11 +265,15 @@ export const AllLeadsPage = () => {
                             size="sm"
                             color="secondary"
                             iconLeading={Download01}
+                            onClick={handleExportCsv}
                         >
                             Export CSV
                         </Button>
-                    </div>
-                </div>
+                    </>
+                }
+            />
+
+            <div className="flex flex-1 flex-col overflow-hidden">
 
                 {/* Active filters */}
                 {activeFilters.length > 0 && (
@@ -315,30 +318,6 @@ export const AllLeadsPage = () => {
                                 </button>
                             );
                         })}
-                        <button
-                            onClick={() => { setCampaignFilter(campaignFilter === '__none__' ? null : '__none__'); setCurrentPage(1); }}
-                            className={cx(
-                                'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
-                                campaignFilter === '__none__'
-                                    ? 'bg-brand-solid text-white'
-                                    : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
-                            )}
-                        >
-                            No Campaign ({filteredLeads.filter(l => !l.campaignId).length})
-                        </button>
-                    </div>
-                )}
-
-                {/* Bulk action bar */}
-                {selectedIds.length > 0 && (
-                    <div className="shrink-0 px-6 pt-2">
-                        <BulkActionBar
-                            selectedCount={selectedIds.length}
-                            onAssign={handleBulkAssign}
-                            onWhatsApp={handleBulkWhatsApp}
-                            onMarkSpam={handleBulkSpam}
-                            onDeselect={() => setSelectedIds([])}
-                        />
                     </div>
                 )}
 
@@ -346,8 +325,9 @@ export const AllLeadsPage = () => {
                 <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-2">
                     <LeadTable
                         leads={pagedLeads}
-                        onSelectionChange={setSelectedIds}
-                        selectedIds={selectedIds}
+                        onSelectionChange={() => {}}
+                        selectedIds={[]}
+                        selectionMode="none"
                         sortField={sortField}
                         sortDirection={sortDirection}
                         onSort={handleSort}
@@ -368,52 +348,6 @@ export const AllLeadsPage = () => {
                 )}
             </div>
 
-            {/* Bulk action modals */}
-            {selectedLeadsForAction.length > 0 && (
-                <>
-                    <AssignModal
-                        isOpen={isAssignOpen}
-                        onOpenChange={setIsAssignOpen}
-                        selectedLeads={selectedLeadsForAction}
-                        agents={agents}
-                        onAssign={(agentId) => {
-                            const agentName = agents.find((a) => a.id === agentId)?.name ?? null;
-                            selectedIds.forEach((id) => {
-                                updateLead(id, { assignedAgent: agentName, leadStatus: 'CONTACTED' });
-                            });
-                            setIsAssignOpen(false);
-                            setSelectedIds([]);
-                        }}
-                    />
-                    <WhatsAppSendModal
-                        isOpen={isWhatsAppOpen}
-                        onOpenChange={setIsWhatsAppOpen}
-                        selectedLeads={selectedLeadsForAction}
-                        templates={templates.filter((t) => t.approvalStatus === 'APPROVED')}
-                        onSend={() => {
-                            setIsWhatsAppOpen(false);
-                            setSelectedIds([]);
-                        }}
-                    />
-                </>
-            )}
-
-            {/* Bulk spam: use first selected lead for the single-lead MarkSpamModal */}
-            {selectedLeadsForAction.length > 0 && selectedLeadsForAction[0] && (
-                <MarkSpamModal
-                    isOpen={isSpamOpen}
-                    onOpenChange={setIsSpamOpen}
-                    lead={selectedLeadsForAction[0]}
-                    onConfirm={() => {
-                        selectedIds.forEach((id) => {
-                            updateLead(id, { isSpam: true, leadStatus: 'LOST' });
-                        });
-                        setIsSpamOpen(false);
-                        setSelectedIds([]);
-                    }}
-                />
-            )}
-
             {/* Activity slideout */}
             {activityLead && (
                 <LeadActivitySlideout

src/pages/appointments-v2.tsx

@@ -0,0 +1,604 @@
+// Appointments v2 — lean table + detail side panel + reschedule
+// Uses DataProvider as single source of truth for appointment data.
+import { useEffect, useMemo, useState } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import {
+    faMagnifyingGlass, faPenToSquare, faXmark,
+    faCalendarCheck, faUserDoctor, faBuilding, faStethoscope, faNotesMedical,
+} from '@fortawesome/pro-duotone-svg-icons';
+import { faIcon } from '@/lib/icon-wrapper';
+
+const SearchLg = faIcon(faMagnifyingGlass);
+import { Badge } from '@/components/base/badges/badges';
+import { Input } from '@/components/base/input/input';
+import { Table } from '@/components/application/table/table';
+import { PaginationCardDefault } from '@/components/application/pagination/pagination';
+import { Button } from '@/components/base/buttons/button';
+import { ModalOverlay, Modal, Dialog } from '@/components/application/modals/modal';
+import { Select } from '@/components/base/select/select';
+import { DatePicker } from '@/components/application/date-picker/date-picker';
+import { parseDate, today, getLocalTimeZone } from '@internationalized/date';
+import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
+import { PageHeader } from '@/components/layout/page-header';
+import { formatPhone, formatDateOnly, formatTimeOnly } from '@/lib/format';
+import { useData } from '@/providers/data-provider';
+import { apiClient } from '@/lib/api-client';
+import { notify } from '@/lib/toast';
+import { cx } from '@/utils/cx';
+import type { Appointment } from '@/types/entities';
+
+type StatusTab = 'all' | 'SCHEDULED' | 'COMPLETED' | 'CANCELLED' | 'RESCHEDULED';
+
+const STATUS_COLORS: Record<string, 'brand' | 'success' | 'error' | 'warning' | 'gray'> = {
+    SCHEDULED: 'brand',
+    CONFIRMED: 'brand',
+    COMPLETED: 'success',
+    CANCELLED: 'error',
+    NO_SHOW: 'warning',
+    RESCHEDULED: 'warning',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+    SCHEDULED: 'Booked',
+    CONFIRMED: 'Confirmed',
+    COMPLETED: 'Completed',
+    CANCELLED: 'Cancelled',
+    NO_SHOW: 'No Show',
+    RESCHEDULED: 'Rescheduled',
+};
+
+const getPatientName = (appt: Appointment): string =>
+    appt.patientName || 'Unknown';
+
+const getPhone = (appt: Appointment): string =>
+    appt.patientPhone ?? '';
+
+const canEdit = (appt: Appointment): boolean =>
+    appt.appointmentStatus !== 'COMPLETED' && appt.appointmentStatus !== 'CANCELLED' && appt.appointmentStatus !== 'NO_SHOW';
+
+// ── Detail Panel ─────────────────────────────────────────────────
+const DetailRow = ({ icon, label, value }: { icon: any; label: string; value: string }) => (
+    <div className="flex items-start gap-3 py-2.5">
+        <FontAwesomeIcon icon={icon} className="size-4 text-fg-quaternary mt-0.5 shrink-0" />
+        <div className="min-w-0">
+            <p className="text-[11px] font-medium uppercase tracking-wider text-quaternary">{label}</p>
+            <p className="text-sm text-primary mt-0.5">{value || '—'}</p>
+        </div>
+    </div>
+);
+
+const AppointmentDetailPanel = ({
+    appointment,
+    onClose,
+    onReschedule,
+}: {
+    appointment: Appointment;
+    onClose: () => void;
+    onReschedule: () => void;
+}) => {
+    const editable = canEdit(appointment);
+    const phone = getPhone(appointment);
+    const [reschedulePromptOpen, setReschedulePromptOpen] = useState(false);
+
+    return (
+        <div className="flex flex-col h-full">
+            <div className="flex items-center justify-between border-b border-secondary px-5 py-3">
+                <h3 className="text-sm font-bold text-primary">Appointment Details</h3>
+                <div className="flex items-center gap-1">
+                    {editable && (
+                        <button
+                            onClick={() => setReschedulePromptOpen(true)}
+                            title="Reschedule appointment"
+                            className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-brand-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                        >
+                            <FontAwesomeIcon icon={faPenToSquare} className="size-4" />
+                        </button>
+                    )}
+                    <button
+                        onClick={onClose}
+                        className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                    >
+                        <FontAwesomeIcon icon={faXmark} className="size-4" />
+                    </button>
+                </div>
+            </div>
+            <div className="flex-1 overflow-y-auto px-5 py-4 space-y-1">
+                <div className="mb-4">
+                    <Badge size="md" color={STATUS_COLORS[appointment.appointmentStatus ?? ''] ?? 'gray'} type="pill-color">
+                        {STATUS_LABELS[appointment.appointmentStatus ?? ''] ?? appointment.appointmentStatus ?? '—'}
+                    </Badge>
+                </div>
+
+                <div className="flex items-start gap-3 py-2.5">
+                    <FontAwesomeIcon icon={faCalendarCheck} className="size-4 text-fg-quaternary mt-0.5 shrink-0" />
+                    <div>
+                        <p className="text-[11px] font-medium uppercase tracking-wider text-quaternary">Date & Time</p>
+                        {appointment.scheduledAt ? (
+                            <>
+                                <p className="text-sm text-primary mt-0.5">{formatDateOnly(appointment.scheduledAt)}</p>
+                                <p className="text-xs text-tertiary">{formatTimeOnly(appointment.scheduledAt)}</p>
+                            </>
+                        ) : <p className="text-sm text-quaternary mt-0.5">—</p>}
+                    </div>
+                </div>
+
+                <DetailRow icon={faUserDoctor} label="Doctor" value={appointment.doctorName ?? '—'} />
+                <DetailRow icon={faStethoscope} label="Department" value={appointment.department ?? '—'} />
+                <DetailRow icon={faBuilding} label="Branch / Clinic" value={appointment.clinicName ?? '—'} />
+                <DetailRow icon={faNotesMedical} label="Chief Complaint" value={appointment.reasonForVisit ?? '—'} />
+
+                <div className="border-t border-secondary pt-3 mt-3">
+                    <p className="text-[11px] font-medium uppercase tracking-wider text-quaternary mb-1">Patient</p>
+                    <p className="text-sm font-medium text-primary">{getPatientName(appointment)}</p>
+                    {phone && (
+                        <div className="mt-1">
+                            <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
+                        </div>
+                    )}
+                </div>
+            </div>
+
+            <ModalOverlay
+                isOpen={reschedulePromptOpen}
+                onOpenChange={(open) => { if (!open) setReschedulePromptOpen(false); }}
+                isDismissable
+            >
+                <Modal className="sm:max-w-md">
+                    <Dialog>
+                        {() => (
+                            <div className="flex flex-col gap-4 rounded-xl bg-primary p-6 shadow-xl ring-1 ring-secondary">
+                                <h2 className="text-lg font-semibold text-primary">Reschedule this appointment?</h2>
+                                <p className="text-sm text-tertiary">
+                                    Choose "Yes, reschedule" to change the date, time, or doctor.
+                                </p>
+                                <div className="flex items-center gap-2 justify-end">
+                                    <Button size="sm" color="secondary" onClick={() => setReschedulePromptOpen(false)}>
+                                        No, just view
+                                    </Button>
+                                    <Button size="sm" color="primary" onClick={() => { setReschedulePromptOpen(false); onReschedule(); }}>
+                                        Yes, reschedule
+                                    </Button>
+                                </div>
+                            </div>
+                        )}
+                    </Dialog>
+                </Modal>
+            </ModalOverlay>
+        </div>
+    );
+};
+
+// ── Reschedule Panel ─────────────────────────────────────────────
+type Doctor = { id: string; name: string; department: string };
+
+const DOCTORS_QUERY = `{ doctors(first: 50) { edges { node {
+    id name fullName { firstName lastName } department
+} } } }`;
+
+const ReschedulePanel = ({
+    appointment,
+    onClose,
+    onSaved,
+}: {
+    appointment: Appointment;
+    onClose: () => void;
+    onSaved: () => void;
+}) => {
+    const [doctors, setDoctors] = useState<Doctor[]>([]);
+    const [department, setDepartment] = useState(appointment.department ?? '');
+    const [doctor, setDoctor] = useState(appointment.doctorId ?? '');
+    const [date, setDate] = useState(() => appointment.scheduledAt?.split('T')[0] ?? '');
+    const [timeSlot, setTimeSlot] = useState(() => {
+        if (!appointment.scheduledAt) return '';
+        const dt = new Date(appointment.scheduledAt);
+        return `${String(dt.getHours()).padStart(2, '0')}:${String(dt.getMinutes()).padStart(2, '0')}`;
+    });
+    const [slots, setSlots] = useState<Array<{ id: string; label: string }>>([]);
+    const [reason, setReason] = useState(appointment.reasonForVisit ?? '');
+    const [saving, setSaving] = useState(false);
+    const [error, setError] = useState<string | null>(null);
+    const [cancelConfirm, setCancelConfirm] = useState(false);
+
+    useEffect(() => {
+        apiClient.graphql<any>(DOCTORS_QUERY, undefined, { silent: true })
+            .then(data => {
+                const docs = data.doctors.edges.map((e: any) => {
+                    const n = e.node;
+                    const name = n.fullName
+                        ? `Dr. ${n.fullName.firstName} ${n.fullName.lastName}`.trim()
+                        : n.name;
+                    return { id: n.id, name, department: n.department ?? '' };
+                });
+                setDoctors(docs);
+            })
+            .catch(() => {});
+    }, []);
+
+    const departments = useMemo(() => [...new Set(doctors.map(d => d.department).filter(Boolean))], [doctors]);
+    const filteredDoctors = useMemo(() => department ? doctors.filter(d => d.department === department) : doctors, [doctors, department]);
+
+    useEffect(() => {
+        if (!doctor || !date) { setSlots([]); return; }
+        apiClient.get<Array<{ time: string; label: string }>>(`/api/masterdata/slots?doctorId=${doctor}&date=${date}`, { silent: true })
+            .then(s => setSlots(s.map(sl => ({ id: sl.time, label: sl.label }))))
+            .catch(() => setSlots([]));
+    }, [doctor, date]);
+
+    const handleUpdate = async () => {
+        if (!doctor || !date || !timeSlot) {
+            setError('Please select doctor, date, and time slot');
+            return;
+        }
+        setSaving(true);
+        setError(null);
+        try {
+            const scheduledAt = new Date(`${date}T${timeSlot}:00`).toISOString();
+            const selectedDoc = doctors.find(d => d.id === doctor);
+            await apiClient.graphql(
+                `mutation($id: UUID!, $data: AppointmentUpdateInput!) { updateAppointment(id: $id, data: $data) { id } }`,
+                {
+                    id: appointment.id,
+                    data: {
+                        scheduledAt,
+                        doctorName: selectedDoc?.name ?? appointment.doctorName,
+                        department: department || appointment.department,
+                        reasonForVisit: reason || null,
+                        status: 'RESCHEDULED',
+                        doctorId: doctor,
+                    },
+                },
+            );
+            onSaved();
+        } catch (err: any) {
+            setError(err.message ?? 'Failed to update appointment');
+        } finally {
+            setSaving(false);
+        }
+    };
+
+    const handleCancel = async () => {
+        setSaving(true);
+        try {
+            await apiClient.graphql(
+                `mutation($id: UUID!, $data: AppointmentUpdateInput!) { updateAppointment(id: $id, data: $data) { id } }`,
+                { id: appointment.id, data: { status: 'CANCELLED' } },
+            );
+            notify.success('Appointment Cancelled');
+            onSaved();
+        } catch {
+            setError('Failed to cancel appointment');
+        } finally {
+            setSaving(false);
+        }
+    };
+
+    return (
+        <div className="flex flex-col h-full">
+            <div className="flex items-center justify-between border-b border-secondary px-5 py-3">
+                <h3 className="text-sm font-bold text-primary">Reschedule Appointment</h3>
+                <button
+                    onClick={onClose}
+                    className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                >
+                    <FontAwesomeIcon icon={faXmark} className="size-4" />
+                </button>
+            </div>
+
+            <div className="flex-1 overflow-y-auto px-5 py-4 space-y-4">
+                <div>
+                    <span className="text-xs font-medium text-secondary">Department</span>
+                    <Select
+                        size="sm"
+                        placeholder="Select department"
+                        selectedKey={department}
+                        onSelectionChange={(key) => { setDepartment(String(key)); setDoctor(''); }}
+                        items={departments.map(d => ({ id: d, label: d.replace(/_/g, ' ') }))}
+                    >
+                        {(item) => <Select.Item id={item.id}>{item.label}</Select.Item>}
+                    </Select>
+                </div>
+
+                <div>
+                    <span className="text-xs font-medium text-secondary">Doctor <span className="text-error-primary">*</span></span>
+                    <Select
+                        size="sm"
+                        placeholder="Select doctor"
+                        selectedKey={doctor}
+                        onSelectionChange={(key) => setDoctor(String(key))}
+                        items={filteredDoctors.map(d => ({ id: d.id, label: d.name }))}
+                    >
+                        {(item) => <Select.Item id={item.id}>{item.label}</Select.Item>}
+                    </Select>
+                </div>
+
+                <div>
+                    <span className="text-xs font-medium text-secondary">Date <span className="text-error-primary">*</span></span>
+                    <DatePicker
+                        value={date ? parseDate(date) : null}
+                        onChange={(val) => setDate(val ? val.toString() : '')}
+                        granularity="day"
+                        minValue={today(getLocalTimeZone())}
+                        isDisabled={!doctor}
+                        popoverPlacement="top start"
+                    />
+                </div>
+
+                {doctor && date && slots.length > 0 && (
+                    <div>
+                        <span className="text-xs font-medium text-secondary">Time Slot <span className="text-error-primary">*</span></span>
+                        <div className="mt-1 grid grid-cols-3 gap-1.5">
+                            {slots.map(s => (
+                                <button
+                                    key={s.id}
+                                    onClick={() => setTimeSlot(s.id)}
+                                    className={cx(
+                                        'rounded-lg border px-2 py-1.5 text-xs font-medium transition duration-100 ease-linear',
+                                        timeSlot === s.id
+                                            ? 'border-brand bg-brand-primary text-brand-secondary'
+                                            : 'border-secondary text-secondary hover:border-brand hover:text-brand-secondary',
+                                    )}
+                                >
+                                    {s.label}
+                                </button>
+                            ))}
+                        </div>
+                    </div>
+                )}
+                {doctor && date && slots.length === 0 && (
+                    <p className="text-xs text-tertiary">No available slots for this date</p>
+                )}
+
+                <div>
+                    <span className="text-xs font-medium text-secondary">Chief Complaint</span>
+                    <textarea
+                        value={reason}
+                        onChange={(e) => setReason(e.target.value)}
+                        rows={3}
+                        className="mt-1 w-full rounded-lg border border-primary bg-primary px-3 py-2 text-sm text-primary outline-none focus:border-brand-primary resize-y"
+                        placeholder="Reason for visit..."
+                    />
+                </div>
+
+                {error && <p className="text-sm text-error-primary">{error}</p>}
+            </div>
+
+            <div className="flex items-center justify-between gap-2 border-t border-secondary px-5 py-3">
+                <Button size="sm" color="primary-destructive" onClick={() => setCancelConfirm(true)} isDisabled={saving}>
+                    Cancel Appointment
+                </Button>
+                <Button size="sm" color="primary" onClick={handleUpdate} isLoading={saving} isDisabled={!doctor || !date || !timeSlot}>
+                    Update Appointment
+                </Button>
+            </div>
+
+            <ModalOverlay
+                isOpen={cancelConfirm}
+                onOpenChange={(open) => { if (!open) setCancelConfirm(false); }}
+                isDismissable
+            >
+                <Modal className="sm:max-w-md">
+                    <Dialog>
+                        {() => (
+                            <div className="flex flex-col gap-4 rounded-xl bg-primary p-6 shadow-xl ring-1 ring-secondary">
+                                <h2 className="text-lg font-semibold text-primary">Cancel this appointment?</h2>
+                                <p className="text-sm text-tertiary">
+                                    This will mark the appointment as cancelled. The patient will need to book a new appointment.
+                                </p>
+                                <div className="flex items-center gap-2 justify-end">
+                                    <Button size="sm" color="secondary" onClick={() => setCancelConfirm(false)}>
+                                        No, keep it
+                                    </Button>
+                                    <Button size="sm" color="primary-destructive" onClick={() => { setCancelConfirm(false); handleCancel(); }} isLoading={saving}>
+                                        Yes, cancel appointment
+                                    </Button>
+                                </div>
+                            </div>
+                        )}
+                    </Dialog>
+                </Modal>
+            </ModalOverlay>
+        </div>
+    );
+};
+
+// ── Page ─────────────────────────────────────────────────────────
+export const AppointmentsPageV2 = () => {
+    const { appointments, loading, refresh } = useData();
+    const [tab, setTab] = useState<StatusTab>('all');
+    const [search, setSearch] = useState('');
+    const [page, setPage] = useState(1);
+    const [selectedAppt, setSelectedAppt] = useState<Appointment | null>(null);
+    const [panelOpen, setPanelOpen] = useState(false);
+    const [rescheduleOpen, setRescheduleOpen] = useState(false);
+    const PAGE_SIZE = 20;
+
+    const statusCounts = useMemo(() => {
+        const counts: Record<string, number> = {};
+        for (const a of appointments) {
+            const s = a.appointmentStatus ?? 'UNKNOWN';
+            counts[s] = (counts[s] ?? 0) + 1;
+        }
+        return counts;
+    }, [appointments]);
+
+    const filtered = useMemo(() => {
+        let rows = [...appointments].sort((a, b) => {
+            const da = a.scheduledAt ? new Date(a.scheduledAt).getTime() : 0;
+            const db = b.scheduledAt ? new Date(b.scheduledAt).getTime() : 0;
+            return db - da;
+        });
+        if (tab !== 'all') rows = rows.filter(a => a.appointmentStatus === tab);
+        if (search.trim()) {
+            const q = search.toLowerCase();
+            rows = rows.filter(a => {
+                const name = getPatientName(a).toLowerCase();
+                const phone = getPhone(a);
+                const doctor = (a.doctorName ?? '').toLowerCase();
+                return name.includes(q) || phone.includes(q) || doctor.includes(q);
+            });
+        }
+        return rows;
+    }, [appointments, tab, search]);
+
+    const totalPages = Math.max(1, Math.ceil(filtered.length / PAGE_SIZE));
+    const pagedRows = filtered.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
+
+    useEffect(() => { setPage(1); }, [tab, search]);
+
+    const tabItems = [
+        { id: 'all' as const, label: 'All', badge: appointments.length > 0 ? String(appointments.length) : undefined },
+        { id: 'SCHEDULED' as const, label: 'Booked', badge: statusCounts.SCHEDULED ? String(statusCounts.SCHEDULED) : undefined },
+        { id: 'COMPLETED' as const, label: 'Completed', badge: statusCounts.COMPLETED ? String(statusCounts.COMPLETED) : undefined },
+        { id: 'CANCELLED' as const, label: 'Cancelled', badge: statusCounts.CANCELLED ? String(statusCounts.CANCELLED) : undefined },
+        { id: 'RESCHEDULED' as const, label: 'Rescheduled', badge: statusCounts.RESCHEDULED ? String(statusCounts.RESCHEDULED) : undefined },
+    ];
+
+    const handleEditClick = (appt: Appointment) => {
+        setSelectedAppt(appt);
+        setPanelOpen(true);
+        setRescheduleOpen(false);
+    };
+
+    const handleRescheduleSaved = () => {
+        setRescheduleOpen(false);
+        setPanelOpen(false);
+        setSelectedAppt(null);
+        refresh();
+        notify.success('Appointment Rescheduled');
+    };
+
+    return (
+        <>
+            <PageHeader
+                title="Appointments"
+                badge={filtered.length}
+                infoText="All scheduled, completed, cancelled, and rescheduled appointments. Click a row to view details or reschedule."
+                controls={
+                    <div className="w-56">
+                        <Input
+                            placeholder="Search patient, doctor..."
+                            icon={SearchLg}
+                            size="sm"
+                            value={search}
+                            onChange={setSearch}
+                            aria-label="Search appointments"
+                        />
+                    </div>
+                }
+                tabs={
+                    <div className="flex items-center gap-1.5">
+                        {tabItems.map((item) => (
+                            <button
+                                key={item.id}
+                                onClick={() => setTab(item.id)}
+                                className={cx(
+                                    'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
+                                    tab === item.id
+                                        ? 'bg-brand-solid text-white'
+                                        : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
+                                )}
+                            >
+                                {item.label}{item.badge ? ` ${item.badge}` : ''}
+                            </button>
+                        ))}
+                    </div>
+                }
+            />
+
+            <div className="flex flex-1 overflow-hidden">
+                <div className="flex flex-1 flex-col overflow-hidden">
+                    <div className="flex flex-1 flex-col overflow-hidden px-4 pt-3">
+                        {loading ? (
+                            <div className="flex items-center justify-center py-12">
+                                <p className="text-sm text-tertiary">Loading appointments...</p>
+                            </div>
+                        ) : filtered.length === 0 ? (
+                            <div className="flex items-center justify-center py-12">
+                                <p className="text-sm text-quaternary">{search ? 'No matching appointments' : 'No appointments found'}</p>
+                            </div>
+                        ) : (
+                            <Table size="sm">
+                                <Table.Header>
+                                    <Table.Head label="PATIENT" className="min-w-[180px]" isRowHeader />
+                                    <Table.Head label="DATE & TIME" className="w-28" />
+                                    <Table.Head label="DOCTOR" className="min-w-[160px]" />
+                                    <Table.Head label="STATUS" className="w-24" />
+                                </Table.Header>
+                                <Table.Body items={pagedRows}>
+                                    {(appt) => {
+                                        const name = getPatientName(appt);
+                                        const phone = getPhone(appt);
+                                        const statusLabel = STATUS_LABELS[appt.appointmentStatus ?? ''] ?? appt.appointmentStatus ?? '—';
+                                        const statusColor = STATUS_COLORS[appt.appointmentStatus ?? ''] ?? 'gray';
+                                        const isSelected = selectedAppt?.id === appt.id;
+
+                                        return (
+                                            <Table.Row
+                                                id={appt.id}
+                                                className={cx('group/row cursor-pointer', isSelected && 'bg-brand-primary')}
+                                                onAction={() => handleEditClick(appt)}
+                                            >
+                                                <Table.Cell>
+                                                    <div className="min-w-0">
+                                                        <p className="text-sm font-medium text-primary truncate">{name}</p>
+                                                        {phone && <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />}
+                                                    </div>
+                                                </Table.Cell>
+                                                <Table.Cell>
+                                                    {appt.scheduledAt ? (
+                                                        <div>
+                                                            <p className="text-sm text-primary">{formatDateOnly(appt.scheduledAt)}</p>
+                                                            <p className="text-xs text-tertiary">{formatTimeOnly(appt.scheduledAt)}</p>
+                                                        </div>
+                                                    ) : <span className="text-sm text-quaternary">—</span>}
+                                                </Table.Cell>
+                                                <Table.Cell>
+                                                    <div className="min-w-0">
+                                                        <p className="text-sm text-primary truncate">{appt.doctorName ?? '—'}</p>
+                                                        {appt.department && <p className="text-xs text-tertiary truncate">{appt.department}</p>}
+                                                    </div>
+                                                </Table.Cell>
+                                                <Table.Cell>
+                                                    <Badge size="sm" color={statusColor} type="pill-color">
+                                                        {statusLabel}
+                                                    </Badge>
+                                                </Table.Cell>
+                                            </Table.Row>
+                                        );
+                                    }}
+                                </Table.Body>
+                            </Table>
+                        )}
+                        <div className="shrink-0">
+                            <PaginationCardDefault
+                                page={page}
+                                total={totalPages}
+                                onPageChange={setPage}
+                            />
+                        </div>
+                    </div>
+                </div>
+
+                <div className={cx(
+                    "shrink-0 border-l border-secondary bg-primary flex flex-col overflow-hidden transition-all duration-200 ease-linear",
+                    panelOpen && selectedAppt ? "w-[380px]" : "w-0 border-l-0",
+                )}>
+                    {panelOpen && selectedAppt && !rescheduleOpen && (
+                        <AppointmentDetailPanel
+                            appointment={selectedAppt}
+                            onClose={() => { setPanelOpen(false); setSelectedAppt(null); }}
+                            onReschedule={() => setRescheduleOpen(true)}
+                        />
+                    )}
+                    {panelOpen && selectedAppt && rescheduleOpen && (
+                        <ReschedulePanel
+                            appointment={selectedAppt}
+                            onClose={() => setRescheduleOpen(false)}
+                            onSaved={handleRescheduleSaved}
+                        />
+                    )}
+                </div>
+            </div>
+        </>
+    );
+};

src/pages/appointments.tsx

@@ -27,8 +27,11 @@ type AppointmentRecord = {
         fullName: { firstName: string; lastName: string } | null;
         phones: { primaryPhoneNumber: string } | null;
     } | null;
+    clinic: {
+        clinicName: string;
+    } | null;
     doctor: {
-        clinic: { clinicName: string } | null;
+        id: string;
     } | null;
 };
 
@@ -58,6 +61,7 @@ const QUERY = `{ appointments(first: 100, orderBy: [{ scheduledAt: DescNullsLast
     id scheduledAt durationMin appointmentType status
     doctorName department reasonForVisit
     patient { id fullName { firstName lastName } phones { primaryPhoneNumber } }
+    clinic { clinicName }
     doctor { id }
 } } } }`;
 
@@ -103,7 +107,7 @@ export const AppointmentsPage = () => {
                 const phone = a.patient?.phones?.primaryPhoneNumber ?? '';
                 const doctor = (a.doctorName ?? '').toLowerCase();
                 const dept = (a.department ?? '').toLowerCase();
-                const branch = (a.department ?? '').toLowerCase();
+                const branch = (a.clinic?.clinicName ?? '').toLowerCase();
                 return patientName.includes(q) || phone.includes(q) || doctor.includes(q) || dept.includes(q) || branch.includes(q);
             });
         }
@@ -177,7 +181,7 @@ export const AppointmentsPage = () => {
                                         ? `${appt.patient.fullName?.firstName ?? ''} ${appt.patient.fullName?.lastName ?? ''}`.trim() || 'Unknown'
                                         : 'Unknown';
                                     const phone = appt.patient?.phones?.primaryPhoneNumber ?? '';
-                                    const branch = appt.department ?? '—';
+                                    const branch = appt.clinic?.clinicName ?? '—';
                                     const statusLabel = STATUS_LABELS[appt.status ?? ''] ?? appt.status ?? '—';
                                     const statusColor = STATUS_COLORS[appt.status ?? ''] ?? 'gray';
 
@@ -213,7 +217,7 @@ export const AppointmentsPage = () => {
                                                 <span className="text-xs text-tertiary">{appt.department ?? '—'}</span>
                                             </Table.Cell>
                                             <Table.Cell>
-                                                <span className="text-xs text-tertiary truncate block max-w-[130px]">{branch}</span>
+                                                <span className="text-xs text-tertiary truncate block max-w-[180px]" title={branch}>{branch}</span>
                                             </Table.Cell>
                                             <Table.Cell>
                                                 <Badge size="sm" color={statusColor} type="pill-color">

src/pages/call-desk.tsx

@@ -1,6 +1,6 @@
 import { useState, useEffect, useRef, useCallback } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faSidebarFlip, faSidebar, faPhone, faXmark, faDeleteLeft, faFlask } from '@fortawesome/pro-duotone-svg-icons';
+import { faSidebarFlip, faSidebar, faPhone, faXmark, faDeleteLeft, faFlask, faMagnifyingGlass, faCircleInfo } from '@fortawesome/pro-duotone-svg-icons';
 import { useSetAtom } from 'jotai';
 import { sipCallStateAtom, sipCallerNumberAtom, sipCallUcidAtom, sipCallDurationAtom } from '@/state/sip-state';
 import { useAuth } from '@/providers/auth-provider';
@@ -8,26 +8,33 @@ import { useData } from '@/providers/data-provider';
 import { useWorklist } from '@/hooks/use-worklist';
 import { useSip } from '@/providers/sip-provider';
 import { WorklistPanel } from '@/components/call-desk/worklist-panel';
-import type { WorklistLead } from '@/components/call-desk/worklist-panel';
+import type { WorklistSelection } from '@/components/call-desk/worklist-panel';
 import { ContextPanel } from '@/components/call-desk/context-panel';
+import type { ContextPanelSubject } from '@/components/call-desk/context-panel';
 import { ActiveCallCard } from '@/components/call-desk/active-call-card';
+import { Input } from '@/components/base/input/input';
+import { faIcon } from '@/lib/icon-wrapper';
 
 import { apiClient } from '@/lib/api-client';
 import { notify } from '@/lib/toast';
 import { cx } from '@/utils/cx';
 
+const SearchLg = faIcon(faMagnifyingGlass);
+
 export const CallDeskPage = () => {
     const { user } = useAuth();
     const { leadActivities, calls, followUps: dataFollowUps, patients, appointments } = useData();
-    const { callState, callerNumber, callUcid, dialOutbound } = useSip();
+    const { callState, callerNumber, callUcid, dialOutbound, isRegistered } = useSip();
     const { missedCalls, followUps, marketingLeads, loading } = useWorklist();
-    const [selectedLead, setSelectedLead] = useState<WorklistLead | null>(null);
+    const [selectedLead, setSelectedLead] = useState<ContextPanelSubject | null>(null);
+    const [selectedItemId, setSelectedItemId] = useState<string | null>(null);
     const [contextOpen, setContextOpen] = useState(true);
     const [activeMissedCallId, setActiveMissedCallId] = useState<string | null>(null);
     const [callDismissed, setCallDismissed] = useState(false);
     const [diallerOpen, setDiallerOpen] = useState(false);
     const [dialNumber, setDialNumber] = useState('');
     const [dialling, setDialling] = useState(false);
+    const [search, setSearch] = useState('');
 
     // DEV: simulate incoming call
     const setSimCallState = useSetAtom(sipCallStateAtom);
@@ -91,7 +98,7 @@ export const CallDeskPage = () => {
             .then((result) => {
                 setResolvedCaller(result);
                 if (result.isNew) {
-                    notify.info('New Caller', 'Lead and patient records created');
+                    notify.info('New Caller', 'No existing records found for this number');
                 }
             })
             .catch((err) => {
@@ -108,14 +115,22 @@ export const CallDeskPage = () => {
         }
     }, [isInCall]);
 
-    // Build activeLead from resolved caller or fallback to client-side match
+    // Build activeLead from resolved caller or fallback to client-side match.
+    // The resolver is the authoritative source for patientId (it just joined
+    // lead↔patient by phone), so overlay it on top of any worklist row that
+    // pre-dates the linkage. Without this, the Book Appt pills can't find
+    // a returning caller's prior appointments because the frontend loses
+    // sight of which patient they are.
+    const workLead = resolvedCaller ? marketingLeads.find((l) => l.id === resolvedCaller.leadId) : null;
     const callerLead = resolvedCaller
-        ? marketingLeads.find((l) => l.id === resolvedCaller.leadId) ?? {
-            id: resolvedCaller.leadId,
-            contactName: { firstName: resolvedCaller.firstName, lastName: resolvedCaller.lastName },
-            contactPhone: [{ number: resolvedCaller.phone, callingCode: '+91' }],
-            patientId: resolvedCaller.patientId,
-        }
+        ? workLead
+            ? { ...workLead, patientId: (workLead as any).patientId ?? resolvedCaller.patientId }
+            : {
+                id: resolvedCaller.leadId,
+                contactName: { firstName: resolvedCaller.firstName, lastName: resolvedCaller.lastName },
+                contactPhone: [{ number: resolvedCaller.phone, callingCode: '+91' }],
+                patientId: resolvedCaller.patientId,
+            }
         : callerNumber
             ? marketingLeads.find((l) => l.contactPhone?.[0]?.number?.endsWith(callerNumber) || callerNumber.endsWith(l.contactPhone?.[0]?.number ?? '---'))
             : null;
@@ -126,16 +141,59 @@ export const CallDeskPage = () => {
         : selectedLead;
     const activeLeadFull = activeLead as any;
 
+    // Handle selection from any worklist row type. Leads use the lead
+    // object directly; missed calls and follow-ups build a synthetic
+    // lead-like object from their phone/patientId so the P360 context
+    // panel can render for any row type.
+    const handleSelectItem = useCallback((selection: WorklistSelection) => {
+        setSelectedItemId(selection.rowId);
+
+        if (selection.lead) {
+            // Lead row — use the full lead object as before
+            setSelectedLead(selection.lead);
+            return;
+        }
+
+        // Non-lead row (missed call, follow-up, callback) — build a
+        // ContextPanelSubject from the row's available data. The panel
+        // uses contactPhone for call-history matching and patientId for
+        // appointment/follow-up lookups. No type cast needed — the
+        // ContextPanelSubject type accepts these optional fields.
+        const phone = selection.phoneRaw ? selection.phoneRaw.replace(/\D/g, '').slice(-10) : '';
+        const subject: ContextPanelSubject = {
+            id: selection.leadId ?? selection.rowId,
+            contactName: { firstName: selection.name.split(' ')[0] || '', lastName: selection.name.split(' ').slice(1).join(' ') || '' },
+            contactPhone: phone ? [{ number: phone, callingCode: '+91' }] : [],
+            patientId: selection.patientId,
+        };
+        setSelectedLead(subject);
+    }, []);
+
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            {/* Compact header: title + name on left, status + toggle on right */}
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
-                <div className="flex items-center gap-3">
+            {/* Header — matches PageHeader visual pattern */}
+            <div className="flex shrink-0 items-center justify-between px-6 py-3">
+                <div className="flex items-center gap-2">
                     <h1 className="text-lg font-bold text-primary">Call Desk</h1>
-                    <span className="text-sm text-tertiary">{user.name}</span>
+                    <span className="text-sm text-tertiary ml-1">{user.name}</span>
+                    <span className="flex size-5 items-center justify-center text-fg-quaternary" title="Your active worklist — missed calls, leads, and follow-ups prioritised by SLA.">
+                        <FontAwesomeIcon icon={faCircleInfo} className="size-4" />
+                    </span>
                 </div>
 
                 <div className="flex items-center gap-2">
+                    {!isInCall && (
+                        <div className="w-52">
+                            <Input
+                                placeholder="Search worklist..."
+                                icon={SearchLg}
+                                size="sm"
+                                value={search}
+                                onChange={setSearch}
+                                aria-label="Search worklist"
+                            />
+                        </div>
+                    )}
                     {import.meta.env.DEV && (!isInCall ? (
                         <button
                             onClick={startSimCall}
@@ -204,11 +262,11 @@ export const CallDeskPage = () => {
                                     </div>
                                     <button
                                         onClick={handleDial}
-                                        disabled={dialling || dialNumber.replace(/[^0-9]/g, '').length < 10}
+                                        disabled={!isRegistered || dialling || dialNumber.replace(/[^0-9]/g, '').length < 10}
                                         className="w-full flex items-center justify-center gap-2 rounded-lg bg-success-solid py-2.5 text-sm font-medium text-white hover:opacity-90 disabled:bg-disabled disabled:cursor-not-allowed transition duration-100 ease-linear"
                                     >
                                         <FontAwesomeIcon icon={faPhone} className="size-3.5" />
-                                        {dialling ? 'Dialling...' : 'Call'}
+                                        {dialling ? 'Dialling...' : !isRegistered ? 'Telephony unavailable' : 'Call'}
                                     </button>
                                 </div>
                             )}
@@ -242,9 +300,10 @@ export const CallDeskPage = () => {
                             followUps={followUps}
                             leads={marketingLeads}
                             loading={loading}
-                            onSelectLead={(lead) => setSelectedLead(lead)}
-                            selectedLeadId={selectedLead?.id ?? null}
+                            onSelectItem={handleSelectItem}
+                            selectedItemId={selectedItemId}
                             onDialMissedCall={(id) => setActiveMissedCallId(id)}
+                            search={search}
                         />
                     )}
                 </div>

src/pages/call-history.tsx

@@ -11,35 +11,46 @@ import {
 } from '@fortawesome/pro-duotone-svg-icons';
 
 const SearchLg: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faMagnifyingGlass} className={className} />;
-import { Table, TableCard } from '@/components/application/table/table';
+import { Table } from '@/components/application/table/table';
 import { Badge } from '@/components/base/badges/badges';
 import { Button } from '@/components/base/buttons/button';
 import { Input } from '@/components/base/input/input';
 import { Select } from '@/components/base/select/select';
-import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
+import { PageHeader } from '@/components/layout/page-header';
+import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { formatShortDate, formatPhone } from '@/lib/format';
-import { computeSlaStatus } from '@/lib/scoring';
-import { cx } from '@/utils/cx';
+// cx removed — no longer used after SLA column removal
 import { useData } from '@/providers/data-provider';
+import { useAuth } from '@/providers/auth-provider';
 import { PaginationCardDefault } from '@/components/application/pagination/pagination';
 import type { Call, CallDirection, CallDisposition } from '@/types/entities';
 
 type FilterKey = 'all' | 'inbound' | 'outbound' | 'missed';
 
-const filterItems = [
+const allFilterItems = [
     { id: 'all' as const, label: 'All Calls' },
     { id: 'inbound' as const, label: 'Inbound' },
     { id: 'outbound' as const, label: 'Outbound' },
     { id: 'missed' as const, label: 'Missed' },
 ];
 
+const agentFilterItems = [
+    { id: 'all' as const, label: 'All Calls' },
+    { id: 'inbound' as const, label: 'Inbound' },
+    { id: 'outbound' as const, label: 'Outbound' },
+];
+
 const dispositionConfig: Record<CallDisposition, { label: string; color: 'success' | 'brand' | 'blue-light' | 'warning' | 'gray' | 'error' }> = {
     APPOINTMENT_BOOKED: { label: 'Appt Booked', color: 'success' },
+    APPOINTMENT_RESCHEDULED: { label: 'Appt Rescheduled', color: 'warning' },
+    APPOINTMENT_CANCELLED: { label: 'Appt Cancelled', color: 'error' },
     FOLLOW_UP_SCHEDULED: { label: 'Follow-up', color: 'brand' },
     INFO_PROVIDED: { label: 'Info Provided', color: 'blue-light' },
     NO_ANSWER: { label: 'No Answer', color: 'warning' },
     WRONG_NUMBER: { label: 'Wrong Number', color: 'gray' },
+    NOT_INTERESTED: { label: 'Not Interested', color: 'error' },
     CALLBACK_REQUESTED: { label: 'Callback', color: 'brand' },
+    CALL_DROPPED: { label: 'Call Dropped', color: 'gray' },
 };
 
 const formatDuration = (seconds: number | null): string => {
@@ -50,13 +61,6 @@ const formatDuration = (seconds: number | null): string => {
     return secs > 0 ? `${mins}m ${secs}s` : `${mins}m`;
 };
 
-const formatPhoneDisplay = (call: Call): string => {
-    if (call.callerNumber && call.callerNumber.length > 0) {
-        return formatPhone(call.callerNumber[0]);
-    }
-    return '\u2014';
-};
-
 const DirectionIcon: FC<{ direction: CallDirection | null; status: Call['callStatus'] }> = ({ direction, status }) => {
     if (status === 'MISSED') {
         return <FontAwesomeIcon icon={faPhoneXmark} className="size-4 text-fg-error-secondary" />;
@@ -67,12 +71,6 @@ const DirectionIcon: FC<{ direction: CallDirection | null; status: Call['callSta
     return <FontAwesomeIcon icon={faPhoneArrowDown} className="size-4 text-fg-success-secondary" />;
 };
 
-const getCallSla = (call: Call): { percent: number; status: 'low' | 'medium' | 'high' | 'critical' } | null => {
-    if (call.sla == null) return null;
-    const percent = Math.round(call.sla);
-    return { percent, status: computeSlaStatus(percent) };
-};
-
 const RecordingPlayer: FC<{ url: string }> = ({ url }) => {
     const audioRef = useRef<HTMLAudioElement>(null);
     const [isPlaying, setIsPlaying] = useState(false);
@@ -84,8 +82,7 @@ const RecordingPlayer: FC<{ url: string }> = ({ url }) => {
             audio.pause();
             setIsPlaying(false);
         } else {
-            audio.play().catch(() => setIsPlaying(false));
-            setIsPlaying(true);
+            audio.play().then(() => setIsPlaying(true)).catch(() => {});
         }
     };
 
@@ -115,11 +112,11 @@ const PAGE_SIZE = 20;
 
 export const CallHistoryPage = () => {
     const { calls, leads } = useData();
+    const { user, isAdmin } = useAuth();
     const [search, setSearch] = useState('');
     const [filter, setFilter] = useState<FilterKey>('all');
     const [page, setPage] = useState(1);
 
-    // Build a map of lead names by ID for enrichment
     const leadNameMap = useMemo(() => {
         const map = new Map<string, string>();
         for (const lead of leads) {
@@ -131,7 +128,10 @@ export const CallHistoryPage = () => {
         return map;
     }, [leads]);
 
-    // Sort by time (newest first) and apply filters
+    // Agent sees only their own calls; supervisor sees all
+    const agentConfig = localStorage.getItem('helix_agent_config');
+    const myAgentId = agentConfig ? (() => { try { return JSON.parse(agentConfig).ozonetelAgentId; } catch { return null; } })() : null;
+
     const filteredCalls = useMemo(() => {
         let result = [...calls].sort((a, b) => {
             const dateA = a.startedAt ? new Date(a.startedAt).getTime() : 0;
@@ -139,78 +139,95 @@ export const CallHistoryPage = () => {
             return dateB - dateA;
         });
 
-        // Direction / status filter
-        if (filter === 'inbound') result = result.filter((c) => c.callDirection === 'INBOUND');
+        // CC agent: filter to own calls only.
+        // Match on the authoritative agent relation (set by CDR enrichment)
+        // or the raw agentName for unenriched rows. Chain names like
+        // "RamaiahAdmin -> GlobalHealthX" are split — last segment is
+        // the final handler. Missed calls have no handler and are excluded
+        // from the agent's personal history (they belong on the Missed
+        // Calls queue).
+        if (!isAdmin && myAgentId) {
+            const myId = myAgentId.toLowerCase();
+            result = result.filter((c) => {
+                // Missed calls have no handler — exclude from agent history
+                if (c.callStatus === 'MISSED') return false;
+                // Authoritative: agent relation from CDR enrichment
+                if (c.agent?.ozonetelAgentId?.toLowerCase() === myId) return true;
+                // Fallback: parse chain in agentName, match last segment
+                if (c.agentName) {
+                    const segments = c.agentName.split('->').map(s => s.trim().toLowerCase());
+                    const finalHandler = segments[segments.length - 1];
+                    if (finalHandler === myId) return true;
+                }
+                return false;
+            });
+        }
+
+        if (filter === 'inbound') result = result.filter((c) => c.callDirection === 'INBOUND' && c.callStatus !== 'MISSED');
         else if (filter === 'outbound') result = result.filter((c) => c.callDirection === 'OUTBOUND');
         else if (filter === 'missed') result = result.filter((c) => c.callStatus === 'MISSED');
 
-        // Search filter
         if (search.trim()) {
             const q = search.toLowerCase();
             result = result.filter((c) => {
                 const name = c.leadName ?? leadNameMap.get(c.leadId ?? '') ?? '';
                 const phone = c.callerNumber?.[0]?.number ?? '';
                 const agent = c.agentName ?? '';
-                return (
-                    name.toLowerCase().includes(q) ||
-                    phone.includes(q) ||
-                    agent.toLowerCase().includes(q)
-                );
+                return name.toLowerCase().includes(q) || phone.includes(q) || agent.toLowerCase().includes(q);
             });
         }
 
         return result;
-    }, [calls, filter, search, leadNameMap]);
+    }, [calls, filter, search, leadNameMap, isAdmin, myAgentId, user.id]);
 
-    const completedCount = filteredCalls.filter((c) => c.callStatus !== 'MISSED').length;
+    const completedCount = filteredCalls.filter((c) => c.callStatus === 'COMPLETED').length;
     const missedCount = filteredCalls.filter((c) => c.callStatus === 'MISSED').length;
 
     const totalPages = Math.max(1, Math.ceil(filteredCalls.length / PAGE_SIZE));
     const pagedCalls = filteredCalls.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
 
-    // Reset page when filter/search changes
     useEffect(() => { setPage(1); }, [filter, search]); // eslint-disable-line react-hooks/exhaustive-deps
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <div className="flex flex-1 flex-col overflow-hidden p-7">
-                <TableCard.Root size="md" className="flex-1 min-h-0">
-                    <TableCard.Header
-                        title="Call History"
-                        badge={String(filteredCalls.length)}
-                        description={`${completedCount} completed \u00B7 ${missedCount} missed`}
-                        contentTrailing={
-                            <div className="flex items-center gap-2">
-                                <div className="w-44">
-                                    <Select
-                                        size="sm"
-                                        placeholder="All Calls"
-                                        selectedKey={filter}
-                                        onSelectionChange={(key) => setFilter(key as FilterKey)}
-                                        items={filterItems}
-                                        aria-label="Filter calls"
-                                    >
-                                        {(item) => (
-                                            <Select.Item id={item.id} label={item.label}>
-                                                {item.label}
-                                            </Select.Item>
-                                        )}
-                                    </Select>
-                                </div>
-                                <div className="w-56">
-                                    <Input
-                                        placeholder="Search calls..."
-                                        icon={SearchLg}
-                                        size="sm"
-                                        value={search}
-                                        onChange={(value) => setSearch(value)}
-                                        aria-label="Search calls"
-                                    />
-                                </div>
+                <PageHeader
+                    title={isAdmin ? 'Call History' : 'My Call History'}
+                    badge={filteredCalls.length}
+                    subtitle={isAdmin ? `${completedCount} completed \u00B7 ${missedCount} missed` : `${completedCount} completed`}
+                    infoText={isAdmin ? 'All calls across all agents with recordings and dispositions.' : 'Your answered inbound and outbound calls.'}
+                    controls={
+                        <>
+                            <div className="w-44">
+                                <Select
+                                    size="sm"
+                                    placeholder="All Calls"
+                                    selectedKey={filter}
+                                    onSelectionChange={(key) => setFilter(key as FilterKey)}
+                                    items={isAdmin ? allFilterItems : agentFilterItems}
+                                    aria-label="Filter calls"
+                                >
+                                    {(item) => (
+                                        <Select.Item id={item.id} label={item.label}>
+                                            {item.label}
+                                        </Select.Item>
+                                    )}
+                                </Select>
                             </div>
-                        }
-                    />
+                            <div className="w-56">
+                                <Input
+                                    placeholder="Search calls..."
+                                    icon={SearchLg}
+                                    size="sm"
+                                    value={search}
+                                    onChange={(value) => setSearch(value)}
+                                    aria-label="Search calls"
+                                />
+                            </div>
+                        </>
+                    }
+                />
 
+            <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
                     {filteredCalls.length === 0 ? (
                         <div className="flex flex-col items-center justify-center py-16">
                             <h3 className="text-sm font-semibold text-primary">No calls found</h3>
@@ -226,17 +243,15 @@ export const CallHistoryPage = () => {
                                 <Table.Head label="PHONE" />
                                 <Table.Head label="DURATION" className="w-24" />
                                 <Table.Head label="OUTCOME" />
-                                <Table.Head label="SLA" className="w-24" />
-                                <Table.Head label="AGENT" />
-                                <Table.Head label="RECORDING" className="w-24" />
+                                {/* Agent columns — only visible for supervisor */}
+                                {isAdmin && <Table.Head label="AGENT" />}
+                                {isAdmin && <Table.Head label="RECORDING" className="w-24" />}
                                 <Table.Head label="TIME" />
-                                <Table.Head label="ACTIONS" className="w-24" />
                             </Table.Header>
                             <Table.Body items={pagedCalls}>
                                 {(call) => {
-                                    const patientName = call.leadName ?? leadNameMap.get(call.leadId ?? '') ?? 'Unknown';
-                                    const phoneDisplay = formatPhoneDisplay(call);
                                     const phoneRaw = call.callerNumber?.[0]?.number ?? '';
+                                    const patientName = call.leadName ?? leadNameMap.get(call.leadId ?? '') ?? (phoneRaw ? formatPhone({ number: phoneRaw, callingCode: '+91' }) : 'Unknown');
                                     const dispositionCfg = call.disposition !== null ? dispositionConfig[call.disposition] : null;
 
                                     return (
@@ -250,9 +265,14 @@ export const CallHistoryPage = () => {
                                                 </span>
                                             </Table.Cell>
                                             <Table.Cell>
-                                                <span className="text-sm text-tertiary whitespace-nowrap">
-                                                    {phoneDisplay}
-                                                </span>
+                                                {phoneRaw ? (
+                                                    <PhoneActionCell
+                                                        phoneNumber={phoneRaw}
+                                                        displayNumber={formatPhone({ number: phoneRaw, callingCode: '+91' })}
+                                                    />
+                                                ) : (
+                                                    <span className="text-sm text-quaternary">{'\u2014'}</span>
+                                                )}
                                             </Table.Cell>
                                             <Table.Cell>
                                                 <span className="text-sm text-secondary whitespace-nowrap">
@@ -268,68 +288,43 @@ export const CallHistoryPage = () => {
                                                     <span className="text-sm text-quaternary">{'\u2014'}</span>
                                                 )}
                                             </Table.Cell>
-                                            <Table.Cell>
-                                                {(() => {
-                                                    const sla = getCallSla(call);
-                                                    if (!sla) return <span className="text-xs text-quaternary">—</span>;
-                                                    return (
-                                                        <span className="inline-flex items-center gap-1.5 text-xs font-medium">
-                                                            <span className={cx(
-                                                                'size-2 rounded-full',
-                                                                sla.status === 'low' && 'bg-success-solid',
-                                                                sla.status === 'medium' && 'bg-warning-solid',
-                                                                sla.status === 'high' && 'bg-error-solid',
-                                                                sla.status === 'critical' && 'bg-error-solid animate-pulse',
-                                                            )} />
-                                                            <span className="text-secondary">{sla.percent}%</span>
-                                                        </span>
-                                                    );
-                                                })()}
-                                            </Table.Cell>
-                                            <Table.Cell>
-                                                <span className="text-sm text-secondary">
-                                                    {call.agentName ?? '\u2014'}
-                                                </span>
-                                            </Table.Cell>
-                                            <Table.Cell>
-                                                {call.recordingUrl ? (
-                                                    <RecordingPlayer url={call.recordingUrl} />
-                                                ) : (
-                                                    <span className="text-xs text-quaternary">{'\u2014'}</span>
-                                                )}
-                                            </Table.Cell>
+                                            {isAdmin && (
+                                                <Table.Cell>
+                                                    <span className="text-sm text-secondary">
+                                                        {call.agent?.name ?? call.agentName ?? '\u2014'}
+                                                    </span>
+                                                </Table.Cell>
+                                            )}
+                                            {isAdmin && (
+                                                <Table.Cell>
+                                                    {call.recordingUrl ? (
+                                                        <RecordingPlayer url={call.recordingUrl} />
+                                                    ) : (
+                                                        <span className="text-xs text-quaternary">{'\u2014'}</span>
+                                                    )}
+                                                </Table.Cell>
+                                            )}
                                             <Table.Cell>
                                                 <span className="text-sm text-tertiary whitespace-nowrap">
                                                     {call.startedAt ? formatShortDate(call.startedAt) : '\u2014'}
                                                 </span>
                                             </Table.Cell>
-                                            <Table.Cell>
-                                                {phoneRaw ? (
-                                                    <ClickToCallButton
-                                                        phoneNumber={phoneRaw}
-                                                        leadId={call.leadId ?? undefined}
-                                                        label="Call"
-                                                        size="sm"
-                                                    />
-                                                ) : (
-                                                    <span className="text-xs text-quaternary">{'\u2014'}</span>
-                                                )}
-                                            </Table.Cell>
                                         </Table.Row>
                                     );
                                 }}
                             </Table.Body>
                         </Table>
                     )}
-                    <div className="shrink-0">
-                        <PaginationCardDefault
-                            page={page}
-                            total={totalPages}
-                            onPageChange={setPage}
-                        />
-                    </div>
-                </TableCard.Root>
             </div>
+            {totalPages > 1 && (
+                <div className="shrink-0 border-t border-secondary px-6 py-3">
+                    <PaginationCardDefault
+                        page={page}
+                        total={totalPages}
+                        onPageChange={setPage}
+                    />
+                </div>
+            )}
         </div>
     );
 };

src/pages/call-recordings.tsx

@@ -9,7 +9,7 @@ import { Badge } from '@/components/base/badges/badges';
 import { Input } from '@/components/base/input/input';
 import { Table } from '@/components/application/table/table';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { RecordingAnalysisSlideout } from '@/components/call-desk/recording-analysis';
@@ -26,6 +26,7 @@ type RecordingRecord = {
     callStatus: string | null;
     callerNumber: { primaryPhoneNumber: string } | null;
     agentName: string | null;
+    agent: { id: string; name: string; ozonetelAgentId: string } | null;
     startedAt: string | null;
     durationSec: number | null;
     disposition: string | null;
@@ -35,7 +36,8 @@ type RecordingRecord = {
 
 const QUERY = `{ calls(first: 200, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
     id createdAt direction callStatus callerNumber { primaryPhoneNumber }
-    agentName startedAt durationSec disposition sla
+    agentName agent { id name ozonetelAgentId }
+    startedAt durationSec disposition sla
     recording { primaryLinkUrl primaryLinkLabel }
 } } } }`;
 
@@ -76,13 +78,13 @@ const RecordingPlayer = ({ url }: { url: string }) => {
 };
 
 const columnDefs = [
-    { id: 'agent', label: 'Agent', defaultVisible: true },
+    { id: 'agent', label: 'Agent', defaultVisible: true, allowsSorting: true, isRowHeader: true },
     { id: 'caller', label: 'Caller', defaultVisible: true },
     { id: 'ai', label: 'AI', defaultVisible: true },
     { id: 'type', label: 'Type', defaultVisible: true },
-    { id: 'sla', label: 'SLA', defaultVisible: true },
-    { id: 'dateTime', label: 'Date & Time', defaultVisible: true },
-    { id: 'duration', label: 'Duration', defaultVisible: true },
+    { id: 'sla', label: 'SLA', defaultVisible: true, allowsSorting: true },
+    { id: 'dateTime', label: 'Date & Time', defaultVisible: true, allowsSorting: true },
+    { id: 'duration', label: 'Duration', defaultVisible: true, allowsSorting: true },
     { id: 'disposition', label: 'Disposition', defaultVisible: true },
     { id: 'recording', label: 'Recording', defaultVisible: true },
 ];
@@ -96,6 +98,85 @@ export const CallRecordingsPage = () => {
     const [sortDescriptor, setSortDescriptor] = useState<SortDescriptor>({ column: 'dateTime', direction: 'descending' });
     const { visibleColumns, toggle: toggleColumn } = useColumnVisibility(columnDefs);
 
+    // Dynamic columns for React Aria — filter by visibility, pass as prop
+    const activeColumns = useMemo(
+        () => columnDefs.filter(c => visibleColumns.has(c.id)),
+        [visibleColumns],
+    );
+
+    // Cell renderer — lives inside the component so it can access setSlideoutCallId
+    const renderRecordingCell = useCallback((call: RecordingRecord, colId: string) => {
+        const phone = call.callerNumber?.primaryPhoneNumber ?? '';
+        const dirLabel = call.direction === 'INBOUND' ? 'In' : 'Out';
+        const dirColor: 'blue' | 'brand' = call.direction === 'INBOUND' ? 'blue' : 'brand';
+        switch (colId) {
+            case 'agent':
+                return <span className="text-sm text-primary">{call.agent?.name ?? call.agentName ?? '—'}</span>;
+            case 'caller':
+                return phone
+                    ? <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
+                    : <span className="text-xs text-quaternary">—</span>;
+            case 'ai':
+                return (
+                    <span
+                        role="button"
+                        tabIndex={0}
+                        onPointerDown={(e) => {
+                            e.stopPropagation();
+                            let longPressed = false;
+                            const timer = setTimeout(() => {
+                                longPressed = true;
+                                window.dispatchEvent(new CustomEvent('maint:trigger', { detail: 'clearAnalysisCache' }));
+                            }, 1000);
+                            const up = () => { clearTimeout(timer); if (!longPressed) setSlideoutCallId(call.id); };
+                            document.addEventListener('pointerup', up, { once: true });
+                        }}
+                        className="inline-flex items-center gap-1 rounded-full bg-brand-primary px-2.5 py-1 text-xs font-semibold text-brand-secondary hover:bg-brand-secondary hover:text-white cursor-pointer transition duration-100 ease-linear"
+                        title="AI Analysis (long-press to regenerate)"
+                    >
+                        <FontAwesomeIcon icon={faSparkles} className="size-3" />
+                        AI
+                    </span>
+                );
+            case 'type':
+                return <Badge size="sm" color={dirColor} type="pill-color">{dirLabel}</Badge>;
+            case 'sla': {
+                const sla = getCallSla(call);
+                if (!sla) return <span className="text-xs text-quaternary">—</span>;
+                return (
+                    <span className="inline-flex items-center gap-1.5 text-xs font-medium">
+                        <span className={cx('size-2 rounded-full',
+                            sla.status === 'low' && 'bg-success-solid',
+                            sla.status === 'medium' && 'bg-warning-solid',
+                            sla.status === 'high' && 'bg-error-solid',
+                            sla.status === 'critical' && 'bg-error-solid animate-pulse',
+                        )} />
+                        <span className="text-secondary">{sla.percent}%</span>
+                    </span>
+                );
+            }
+            case 'dateTime':
+                return call.startedAt ? (
+                    <div>
+                        <span className="text-sm text-primary">{formatDateOrdinal(call.startedAt)}</span>
+                        <span className="block text-xs text-tertiary">{formatTimeOnly(call.startedAt)}</span>
+                    </div>
+                ) : <span className="text-xs text-quaternary">—</span>;
+            case 'duration':
+                return <span className="text-sm text-primary">{formatDuration(call.durationSec)}</span>;
+            case 'disposition':
+                return call.disposition
+                    ? <Badge size="sm" color="gray" type="pill-color">{call.disposition.replace(/_/g, ' ').toLowerCase().replace(/\b\w/g, c => c.toUpperCase())}</Badge>
+                    : <span className="text-xs text-quaternary">—</span>;
+            case 'recording':
+                return call.recording?.primaryLinkUrl
+                    ? <RecordingPlayer url={call.recording.primaryLinkUrl} />
+                    : null;
+            default:
+                return null;
+        }
+    }, []);
+
     const fetchRecordings = useCallback(() => {
         apiClient.graphql<{ calls: { edges: Array<{ node: RecordingRecord }> } }>(QUERY, undefined, { silent: true })
             .then(data => {
@@ -128,7 +209,7 @@ export const CallRecordingsPage = () => {
         if (search.trim()) {
             const q = search.toLowerCase();
             result = result.filter(c =>
-                (c.agentName ?? '').toLowerCase().includes(q) ||
+                (c.agent?.name ?? c.agentName ?? '').toLowerCase().includes(q) ||
                 (c.callerNumber?.primaryPhoneNumber ?? '').includes(q) ||
                 (c.disposition ?? '').toLowerCase().includes(q),
             );
@@ -138,7 +219,7 @@ export const CallRecordingsPage = () => {
             const dir = sortDescriptor.direction === 'ascending' ? 1 : -1;
             result = [...result].sort((a, b) => {
                 switch (sortDescriptor.column) {
-                    case 'agent': return (a.agentName ?? '').localeCompare(b.agentName ?? '') * dir;
+                    case 'agent': return (a.agent?.name ?? a.agentName ?? '').localeCompare(b.agent?.name ?? b.agentName ?? '') * dir;
                     case 'dateTime': {
                         const ta = a.startedAt ? new Date(a.startedAt).getTime() : 0;
                         const tb = b.startedAt ? new Date(b.startedAt).getTime() : 0;
@@ -159,19 +240,20 @@ export const CallRecordingsPage = () => {
     const handleSearch = (val: string) => { setSearch(val); setCurrentPage(1); };
 
     return (
-        <>
-            <TopBar title="Call Recordings" />
-            <div className="flex flex-1 flex-col overflow-hidden">
-                {/* Toolbar */}
-                <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
-                    <span className="text-sm text-tertiary">{filtered.length} recordings</span>
-                    <div className="flex items-center gap-3">
+        <div className="flex flex-1 flex-col overflow-hidden">
+            <PageHeader
+                title="Call Recordings"
+                badge={filtered.length}
+                infoText="All call recordings with AI analysis, dispositions, and playback."
+                controls={
+                    <>
                         <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
                         <div className="w-56">
                             <Input placeholder="Search agent, phone, disposition..." icon={SearchLg} size="sm" value={search} onChange={handleSearch} />
                         </div>
-                    </div>
-                </div>
+                    </>
+                }
+            />
 
                 {/* Table */}
                 <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
@@ -185,120 +267,28 @@ export const CallRecordingsPage = () => {
                         </div>
                     ) : (
                         <div className="flex flex-1 flex-col min-h-0 overflow-auto">
-                            <Table size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
-                                <Table.Header>
-                                    {visibleColumns.has('agent') && <Table.Head id="agent" label="Agent" isRowHeader allowsSorting />}
-                                    {visibleColumns.has('caller') && <Table.Head label="Caller" />}
-                                    {visibleColumns.has('ai') && <Table.Head label="AI" className="w-14" />}
-                                    {visibleColumns.has('type') && <Table.Head label="Type" className="w-16" />}
-                                    {visibleColumns.has('sla') && <Table.Head id="sla" label="SLA" className="w-24" allowsSorting />}
-                                    {visibleColumns.has('dateTime') && <Table.Head id="dateTime" label="Date & Time" className="w-28" allowsSorting />}
-                                    {visibleColumns.has('duration') && <Table.Head id="duration" label="Duration" className="w-20" allowsSorting />}
-                                    {visibleColumns.has('disposition') && <Table.Head label="Disposition" className="w-32" />}
-                                    {visibleColumns.has('recording') && <Table.Head label="Recording" className="w-24" />}
+                            <Table key={Array.from(visibleColumns).sort().join(',')} size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
+                                <Table.Header columns={activeColumns}>
+                                    {(col) => (
+                                        <Table.Head
+                                            key={col.id}
+                                            id={col.id}
+                                            label={col.label}
+                                            isRowHeader={col.isRowHeader}
+                                            allowsSorting={col.allowsSorting}
+                                        />
+                                    )}
                                 </Table.Header>
                                 <Table.Body items={pagedRows}>
-                                    {(call) => {
-                                        const phone = call.callerNumber?.primaryPhoneNumber ?? '';
-                                        const dirLabel = call.direction === 'INBOUND' ? 'In' : 'Out';
-                                        const dirColor = call.direction === 'INBOUND' ? 'blue' : 'brand';
-
-                                        return (
-                                            <Table.Row id={call.id}>
-                                                {visibleColumns.has('agent') && (
-                                                    <Table.Cell>
-                                                        <span className="text-sm text-primary">{call.agentName || '—'}</span>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('caller') && (
-                                                    <Table.Cell>
-                                                        {phone ? (
-                                                            <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
-                                                        ) : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('ai') && (
-                                                    <Table.Cell>
-                                                        <span
-                                                            role="button"
-                                                            tabIndex={0}
-                                                            onPointerDown={(e) => {
-                                                                e.stopPropagation();
-                                                                let longPressed = false;
-                                                                const timer = setTimeout(() => {
-                                                                    longPressed = true;
-                                                                    window.dispatchEvent(new CustomEvent('maint:trigger', { detail: 'clearAnalysisCache' }));
-                                                                }, 1000);
-                                                                const up = () => { clearTimeout(timer); if (!longPressed) setSlideoutCallId(call.id); };
-                                                                document.addEventListener('pointerup', up, { once: true });
-                                                            }}
-                                                            className="inline-flex items-center gap-1 rounded-full bg-brand-primary px-2.5 py-1 text-xs font-semibold text-brand-secondary hover:bg-brand-secondary hover:text-white cursor-pointer transition duration-100 ease-linear"
-                                                            title="AI Analysis (long-press to regenerate)"
-                                                        >
-                                                            <FontAwesomeIcon icon={faSparkles} className="size-3" />
-                                                            AI
-                                                        </span>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('type') && (
-                                                    <Table.Cell>
-                                                        <Badge size="sm" color={dirColor} type="pill-color">{dirLabel}</Badge>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('sla') && (
-                                                    <Table.Cell>
-                                                        {(() => {
-                                                            const sla = getCallSla(call);
-                                                            if (!sla) return <span className="text-xs text-quaternary">—</span>;
-                                                            return (
-                                                                <span className="inline-flex items-center gap-1.5 text-xs font-medium">
-                                                                    <span className={cx(
-                                                                        'size-2 rounded-full',
-                                                                        sla.status === 'low' && 'bg-success-solid',
-                                                                        sla.status === 'medium' && 'bg-warning-solid',
-                                                                        sla.status === 'high' && 'bg-error-solid',
-                                                                        sla.status === 'critical' && 'bg-error-solid animate-pulse',
-                                                                    )} />
-                                                                    <span className="text-secondary">{sla.percent}%</span>
-                                                                </span>
-                                                            );
-                                                        })()}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('dateTime') && (
-                                                    <Table.Cell>
-                                                        {call.startedAt ? (
-                                                            <div>
-                                                                <span className="text-sm text-primary">{formatDateOrdinal(call.startedAt)}</span>
-                                                                <span className="block text-xs text-tertiary">{formatTimeOnly(call.startedAt)}</span>
-                                                            </div>
-                                                        ) : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('duration') && (
-                                                    <Table.Cell>
-                                                        <span className="text-sm text-primary">{formatDuration(call.durationSec)}</span>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('disposition') && (
-                                                    <Table.Cell>
-                                                        {call.disposition ? (
-                                                            <Badge size="sm" color="gray" type="pill-color">
-                                                                {call.disposition.replace(/_/g, ' ').toLowerCase().replace(/\b\w/g, c => c.toUpperCase())}
-                                                            </Badge>
-                                                        ) : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('recording') && (
-                                                    <Table.Cell>
-                                                        {call.recording?.primaryLinkUrl && (
-                                                            <RecordingPlayer url={call.recording.primaryLinkUrl} />
-                                                        )}
-                                                    </Table.Cell>
-                                                )}
-                                            </Table.Row>
-                                        );
-                                    }}
+                                    {(call) => (
+                                        <Table.Row id={call.id} columns={activeColumns} className="group/row">
+                                            {(col) => (
+                                                <Table.Cell key={col.id}>
+                                                    {renderRecordingCell(call, col.id)}
+                                                </Table.Cell>
+                                            )}
+                                        </Table.Row>
+                                    )}
                                 </Table.Body>
                             </Table>
                         </div>
@@ -335,7 +325,6 @@ export const CallRecordingsPage = () => {
                         />
                     );
                 })()}
-            </div>
-        </>
+        </div>
     );
 };

src/pages/campaign-detail.tsx

@@ -1,7 +1,6 @@
 import { useMemo, useState } from 'react';
 import { useParams } from 'react-router';
 
-import { Tabs, TabList, Tab, TabPanel } from '@/components/application/tabs/tabs';
 import { CampaignHero } from '@/components/campaigns/campaign-hero';
 import { KpiStrip } from '@/components/campaigns/kpi-strip';
 import { AdCard } from '@/components/campaigns/ad-card';
@@ -9,28 +8,52 @@ import { ConversionFunnel } from '@/components/campaigns/conversion-funnel';
 import { SourceBreakdown } from '@/components/campaigns/source-breakdown';
 import { BudgetBar } from '@/components/campaigns/budget-bar';
 import { HealthIndicator } from '@/components/campaigns/health-indicator';
-import { Button } from '@/components/base/buttons/button';
+import { LeadTable } from '@/components/leads/lead-table';
+import { LeadActivitySlideout } from '@/components/leads/lead-activity-slideout';
 import { useCampaigns } from '@/hooks/use-campaigns';
 import { useLeads } from '@/hooks/use-leads';
+import { useData } from '@/providers/data-provider';
 import { formatCurrency, formatDateOnly } from '@/lib/format';
-
-const detailTabs = [
-    { id: 'overview', label: 'Overview' },
-    { id: 'leads', label: 'Leads' },
-];
+import type { Lead } from '@/types/entities';
 
 export const CampaignDetailPage = () => {
     const { id } = useParams<{ id: string }>();
-    const [activeTab, setActiveTab] = useState<string>('overview');
 
     const { campaigns, ads } = useCampaigns();
     const { leads } = useLeads();
+    const { leadActivities } = useData();
 
     const campaign = campaigns.find((c) => c.id === id);
 
     const campaignAds = useMemo(() => ads.filter((ad) => ad.campaignId === id), [ads, id]);
     const campaignLeads = useMemo(() => leads.filter((lead) => lead.campaignId === id), [leads, id]);
 
+    const [selectedIds, setSelectedIds] = useState<string[]>([]);
+    const [sortField, setSortField] = useState('createdAt');
+    const [sortDirection, setSortDirection] = useState<'asc' | 'desc'>('desc');
+    const [activityLead, setActivityLead] = useState<Lead | null>(null);
+
+    const handleSort = (field: string) => {
+        if (field === sortField) {
+            setSortDirection((d) => (d === 'asc' ? 'desc' : 'asc'));
+        } else {
+            setSortField(field);
+            setSortDirection('desc');
+        }
+    };
+
+    const sortedLeads = useMemo(() => {
+        const copy = [...campaignLeads];
+        const dir = sortDirection === 'asc' ? 1 : -1;
+        copy.sort((a, b) => {
+            const av = (a as any)[sortField] ?? '';
+            const bv = (b as any)[sortField] ?? '';
+            if (av === bv) return 0;
+            return av > bv ? dir : -dir;
+        });
+        return copy;
+    }, [campaignLeads, sortField, sortDirection]);
+
     if (!campaign) {
         return (
             <div className="flex flex-1 items-center justify-center p-8">
@@ -46,126 +69,92 @@ export const CampaignDetailPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-y-auto">
-            {/* Hero header */}
             <CampaignHero campaign={campaign} />
 
-            {/* KPI strip */}
             <KpiStrip campaign={campaign} />
 
-            {/* Tabs */}
+            {/* Campaign details + funnel + source — horizontal cards above table */}
             <div className="px-7 pt-5">
-                <Tabs selectedKey={activeTab} onSelectionChange={(key) => setActiveTab(String(key))}>
-                    <TabList
-                        type="underline"
-                        size="sm"
-                        items={detailTabs}
-                    >
-                        {(item) => <Tab key={item.id} id={item.id} label={item.label} />}
-                    </TabList>
+                <div className="grid grid-cols-1 gap-4 md:grid-cols-3 mb-6">
+                    <div className="rounded-xl border border-secondary bg-primary p-4">
+                        <h4 className="mb-3 text-sm font-bold text-primary">Campaign Details</h4>
+                        <dl className="space-y-1.5 text-xs">
+                            {[
+                                ['Type', campaign.campaignType?.replace(/_/g, ' ') ?? '--'],
+                                ['Platform', campaign.platform ?? '--'],
+                                ['Start', formatDateShort(campaign.startDate)],
+                                ['End', formatDateShort(campaign.endDate)],
+                                ['Budget', campaign.budget ? formatCurrency(campaign.budget.amountMicros, campaign.budget.currencyCode) : '--'],
+                                ['Impressions', campaign.impressionCount?.toLocaleString('en-IN') ?? '--'],
+                                ['Clicks', campaign.clickCount?.toLocaleString('en-IN') ?? '--'],
+                            ].map(([label, value]) => (
+                                <div key={label} className="flex justify-between">
+                                    <dt className="text-quaternary">{label}</dt>
+                                    <dd className="font-medium text-secondary">{value}</dd>
+                                </div>
+                            ))}
+                        </dl>
+                        <div className="mt-3 space-y-2">
+                            <BudgetBar spent={campaign.amountSpent} budget={campaign.budget} />
+                            <HealthIndicator campaign={campaign} leads={campaignLeads} />
+                        </div>
+                    </div>
 
-                    <TabPanel id="overview">
-                        <div className="mt-5 grid grid-cols-1 gap-5 pb-7 xl:grid-cols-[1fr_340px]">
-                            {/* Left: Ads list */}
+                    <ConversionFunnel campaign={campaign} leads={campaignLeads} />
+                    <SourceBreakdown leads={campaignLeads} />
+                </div>
+            </div>
+
+            {/* Leads table — full width */}
+            <div className="px-7 pb-7">
+                <div className="space-y-6">
+                    <div>
+                        <div className="mb-3 flex items-center justify-between">
+                            <h3 className="text-md font-bold text-primary">
+                                Leads ({campaignLeads.length})
+                            </h3>
+                        </div>
+                        {campaignLeads.length === 0 ? (
+                            <div className="rounded-xl border border-secondary bg-primary p-8 text-center text-sm text-tertiary">
+                                No leads from this campaign yet.
+                            </div>
+                        ) : (
+                            <LeadTable
+                                leads={sortedLeads}
+                                selectedIds={selectedIds}
+                                onSelectionChange={setSelectedIds}
+                                sortField={sortField}
+                                sortDirection={sortDirection}
+                                onSort={handleSort}
+                                onViewActivity={(lead) => setActivityLead(lead)}
+                                visibleColumns={new Set(['phone', 'name', 'source', 'status', 'lastContactedAt', 'createdAt'])}
+                            />
+                        )}
+                    </div>
+
+                    {campaignAds.length > 0 && (
+                        <div>
+                            <h3 className="mb-3 text-md font-bold text-primary">
+                                Ads ({campaignAds.length})
+                            </h3>
                             <div className="space-y-3">
-                                <h3 className="text-md font-bold text-primary">
-                                    Ads ({campaignAds.length})
-                                </h3>
                                 {campaignAds.map((ad) => (
                                     <AdCard key={ad.id} ad={ad} />
                                 ))}
-                                {campaignAds.length === 0 && (
-                                    <p className="py-8 text-center text-sm text-tertiary">
-                                        No ads for this campaign.
-                                    </p>
-                                )}
-                            </div>
-
-                            {/* Right: Details + Funnel + Source */}
-                            <div className="space-y-4">
-                                {/* Campaign Details card */}
-                                <div className="rounded-xl border border-secondary bg-primary p-4">
-                                    <h4 className="mb-3 text-sm font-bold text-primary">Campaign Details</h4>
-                                    <dl className="space-y-2 text-xs">
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Type</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {campaign.campaignType?.replace(/_/g, ' ') ?? '--'}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Platform</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {campaign.platform ?? '--'}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Start Date</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {formatDateShort(campaign.startDate)}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">End Date</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {formatDateShort(campaign.endDate)}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Budget</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {campaign.budget
-                                                    ? formatCurrency(campaign.budget.amountMicros, campaign.budget.currencyCode)
-                                                    : '--'}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Impressions</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {campaign.impressionCount?.toLocaleString('en-IN') ?? '--'}
-                                            </dd>
-                                        </div>
-                                        <div className="flex justify-between">
-                                            <dt className="text-quaternary">Clicks</dt>
-                                            <dd className="font-medium text-secondary">
-                                                {campaign.clickCount?.toLocaleString('en-IN') ?? '--'}
-                                            </dd>
-                                        </div>
-                                    </dl>
-
-                                    <div className="mt-4 space-y-3">
-                                        <BudgetBar spent={campaign.amountSpent} budget={campaign.budget} />
-                                        <HealthIndicator campaign={campaign} leads={campaignLeads} />
-                                    </div>
-                                </div>
-
-                                {/* Conversion Funnel */}
-                                <ConversionFunnel campaign={campaign} leads={campaignLeads} />
-
-                                {/* Source Breakdown */}
-                                <SourceBreakdown leads={campaignLeads} />
                             </div>
                         </div>
-                    </TabPanel>
-
-                    <TabPanel id="leads">
-                        <div className="mt-5 pb-7">
-                            <div className="flex flex-col items-center justify-center rounded-xl border border-secondary bg-primary p-12 text-center">
-                                <p className="text-md font-bold text-primary">
-                                    {campaignLeads.length} lead{campaignLeads.length !== 1 ? 's' : ''} from this campaign
-                                </p>
-                                <p className="mt-1 text-sm text-tertiary">
-                                    View the full leads table filtered by this campaign on the All Leads page.
-                                </p>
-                                <div className="mt-4">
-                                    <Button color="primary" size="sm" href="/leads">
-                                        Go to All Leads
-                                    </Button>
-                                </div>
-                            </div>
-                        </div>
-                    </TabPanel>
-                </Tabs>
+                    )}
+                </div>
             </div>
+
+            {activityLead && (
+                <LeadActivitySlideout
+                    isOpen={!!activityLead}
+                    onOpenChange={(open) => !open && setActivityLead(null)}
+                    lead={activityLead}
+                    activities={leadActivities}
+                />
+            )}
         </div>
     );
 };

src/pages/campaigns.tsx

@@ -135,6 +135,7 @@ export const CampaignsPage = () => {
                                             <Button
                                                 size="sm"
                                                 color="secondary"
+                                                isDisabled
                                                 iconLeading={({ className }: { className?: string }) => (
                                                     <FontAwesomeIcon icon={faPenToSquare} className={className} />
                                                 )}

src/pages/contacts.tsx

@@ -0,0 +1,176 @@
+// Contacts page — organic inbound callers (source = PHONE, WALK_IN,
+// REFERRAL). Same Lead entity, filtered view. Campaign-sourced leads
+// live on the Leads page; contacts are people who reached out directly
+// without a marketing touchpoint.
+//
+// Uses the same LeadTable + column toggle + pagination pattern as
+// All Leads. No separate backend endpoint — filters client-side on
+// the DataProvider's leads array.
+
+import type { FC } from 'react';
+import { useMemo, useState } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faArrowDownToLine, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
+
+const Download01: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faArrowDownToLine} className={className} />;
+const SearchLg: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faMagnifyingGlass} className={className} />;
+import { Button } from '@/components/base/buttons/button';
+import { Input } from '@/components/base/input/input';
+import { PaginationPageDefault } from '@/components/application/pagination/pagination';
+import { PageHeader } from '@/components/layout/page-header';
+import { LeadTable } from '@/components/leads/lead-table';
+import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
+import { LeadActivitySlideout } from '@/components/leads/lead-activity-slideout';
+import { useData } from '@/providers/data-provider';
+import { rowsToCsv, downloadCsv } from '@/lib/csv-utils';
+import { notify } from '@/lib/toast';
+import type { Lead } from '@/types/entities';
+
+// Sources that qualify as "contacts" — direct/organic, not campaign-sourced
+const CONTACT_SOURCES = new Set(['PHONE', 'WALK_IN', 'REFERRAL']);
+
+const PAGE_SIZE = 15;
+
+export const ContactsPage = () => {
+    const { leads, leadActivities } = useData();
+    const [searchQuery, setSearchQuery] = useState('');
+    const [currentPage, setCurrentPage] = useState(1);
+    const [sortField, setSortField] = useState('createdAt');
+    const [sortDirection, setSortDirection] = useState<'asc' | 'desc'>('desc');
+    const [activityLead, setActivityLead] = useState<Lead | null>(null);
+
+    const columnDefs = [
+        { id: 'phone', label: 'Phone', defaultVisible: true },
+        { id: 'name', label: 'Name', defaultVisible: true },
+        { id: 'email', label: 'Email', defaultVisible: false },
+        { id: 'source', label: 'Source', defaultVisible: true },
+        { id: 'firstContactedAt', label: 'First Contact', defaultVisible: false },
+        { id: 'lastContactedAt', label: 'Last Contact', defaultVisible: true },
+        { id: 'status', label: 'Status', defaultVisible: true },
+        { id: 'createdAt', label: 'Age', defaultVisible: true },
+    ];
+    const { visibleColumns, toggle: toggleColumn } = useColumnVisibility(columnDefs);
+
+    // Filter to contact sources only
+    const contacts = useMemo(() => {
+        let filtered = leads.filter((l) => CONTACT_SOURCES.has(l.leadSource ?? ''));
+
+        if (searchQuery.trim()) {
+            const q = searchQuery.toLowerCase();
+            filtered = filtered.filter((l) => {
+                const name = `${l.contactName?.firstName ?? ''} ${l.contactName?.lastName ?? ''}`.toLowerCase();
+                const phone = l.contactPhone?.[0]?.number ?? '';
+                return name.includes(q) || phone.includes(q);
+            });
+        }
+
+        return filtered;
+    }, [leads, searchQuery]);
+
+    // Sort
+    const sorted = useMemo(() => {
+        const copy = [...contacts];
+        const dir = sortDirection === 'asc' ? 1 : -1;
+        copy.sort((a, b) => {
+            const av = (a as any)[sortField] ?? '';
+            const bv = (b as any)[sortField] ?? '';
+            if (av === bv) return 0;
+            return av > bv ? dir : -dir;
+        });
+        return copy;
+    }, [contacts, sortField, sortDirection]);
+
+    const totalPages = Math.max(1, Math.ceil(sorted.length / PAGE_SIZE));
+    const paged = sorted.slice((currentPage - 1) * PAGE_SIZE, currentPage * PAGE_SIZE);
+
+    const handleSort = (field: string) => {
+        if (field === sortField) {
+            setSortDirection((d) => (d === 'asc' ? 'desc' : 'asc'));
+        } else {
+            setSortField(field);
+            setSortDirection('desc');
+        }
+        setCurrentPage(1);
+    };
+
+    const handleExportCsv = () => {
+        if (sorted.length === 0) { notify.error('Export CSV', 'No contacts to export'); return; }
+        const headers = ['Phone', 'First Name', 'Last Name', 'Email', 'Source', 'Status', 'Created', 'Last Contact'];
+        const rows = sorted.map((l) => ({
+            'Phone': l.contactPhone?.[0]?.number ?? '',
+            'First Name': l.contactName?.firstName ?? '',
+            'Last Name': l.contactName?.lastName ?? '',
+            'Email': l.contactEmail?.[0]?.address ?? '',
+            'Source': l.leadSource ?? '',
+            'Status': l.leadStatus ?? '',
+            'Created': l.createdAt ?? '',
+            'Last Contact': l.lastContactedAt ?? '',
+        }));
+        const csv = rowsToCsv(headers, rows);
+        downloadCsv(`contacts-${new Date().toISOString().slice(0, 10)}.csv`, csv);
+        notify.success('Export CSV', `${rows.length} contact${rows.length === 1 ? '' : 's'} exported`);
+    };
+
+    return (
+        <div className="flex flex-1 flex-col overflow-hidden">
+            <PageHeader
+                title="Contacts"
+                badge={contacts.length}
+                infoText="People who reached out directly — phone, walk-in, referral. Not sourced from campaigns."
+                controls={
+                    <>
+                        <div className="w-56">
+                            <Input
+                                placeholder="Search contacts..."
+                                icon={SearchLg}
+                                size="sm"
+                                value={searchQuery}
+                                onChange={(value) => { setSearchQuery(value); setCurrentPage(1); }}
+                                aria-label="Search contacts"
+                            />
+                        </div>
+                        <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
+                        <Button size="sm" color="secondary" iconLeading={Download01} onClick={handleExportCsv}>
+                            Export CSV
+                        </Button>
+                    </>
+                }
+            />
+
+            <div className="flex flex-1 flex-col overflow-hidden">
+                <div className="flex-1 overflow-y-auto px-4 pt-3">
+                    <LeadTable
+                        leads={paged}
+                        selectedIds={[]}
+                        onSelectionChange={() => {}}
+                        selectionMode="none"
+                        sortField={sortField}
+                        sortDirection={sortDirection}
+                        onSort={handleSort}
+                        onViewActivity={(lead) => setActivityLead(lead)}
+                        visibleColumns={visibleColumns}
+                    />
+                </div>
+
+                {totalPages > 1 && (
+                    <div className="shrink-0 border-t border-secondary px-6 py-3">
+                        <PaginationPageDefault
+                            page={currentPage}
+                            total={totalPages}
+                            onPageChange={(page) => { setCurrentPage(page); }}
+                        />
+                    </div>
+                )}
+            </div>
+
+            {activityLead && (
+                <LeadActivitySlideout
+                    isOpen={!!activityLead}
+                    onOpenChange={(open) => !open && setActivityLead(null)}
+                    lead={activityLead}
+                    activities={leadActivities}
+                />
+            )}
+        </div>
+    );
+};

src/pages/live-monitor.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useMemo, useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faHeadset, faPhoneVolume, faPause, faClock, faSparkles, faCalendarCheck, faClockRotateLeft } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { Badge } from '@/components/base/badges/badges';
 import { Table } from '@/components/application/table/table';
 import { BargeControls } from '@/components/call-desk/barge-controls';
@@ -55,26 +55,48 @@ export const LiveMonitorPage = () => {
     const [contextLoading, setContextLoading] = useState(false);
     const { leads } = useData();
 
-    // Poll active calls every 5 seconds
+    // Initial load + SSE stream for real-time active call updates
     useEffect(() => {
-        const fetchCalls = () => {
-            apiClient.get<ActiveCall[]>('/api/supervisor/active-calls', { silent: true })
-                .then(calls => {
-                    setActiveCalls(calls);
-                    // If selected call ended, clear selection
-                    if (selectedCall && !calls.find(c => c.ucid === selectedCall.ucid)) {
-                        setSelectedCall(null);
-                        setCallerContext(null);
-                    }
-                })
-                .catch(() => {})
-                .finally(() => setLoading(false));
-        };
+        // Initial snapshot
+        apiClient.get<ActiveCall[]>('/api/supervisor/active-calls', { silent: true })
+            .then(setActiveCalls)
+            .catch(() => {})
+            .finally(() => setLoading(false));
 
-        fetchCalls();
-        const interval = setInterval(fetchCalls, 5000);
-        return () => clearInterval(interval);
-    }, [selectedCall?.ucid]);
+        // SSE stream — receives update/remove events in real-time
+        const apiUrl = import.meta.env.VITE_API_URL ?? '';
+        const es = new EventSource(`${apiUrl}/api/supervisor/active-calls/stream`);
+        es.onmessage = (msg) => {
+            try {
+                const event = JSON.parse(msg.data) as { type: 'update' | 'remove'; call?: ActiveCall; ucid: string };
+                setActiveCalls(prev => {
+                    if (event.type === 'remove') {
+                        return prev.filter(c => c.ucid !== event.ucid);
+                    }
+                    if (event.type === 'update' && event.call) {
+                        const exists = prev.find(c => c.ucid === event.ucid);
+                        if (exists) {
+                            return prev.map(c => c.ucid === event.ucid ? event.call! : c);
+                        }
+                        return [...prev, event.call];
+                    }
+                    return prev;
+                });
+            } catch {}
+        };
+        es.onerror = () => {
+            // SSE reconnects automatically; no-op
+        };
+        return () => es.close();
+    }, []);
+
+    // Clear selection if the selected call ended
+    useEffect(() => {
+        if (selectedCall && !activeCalls.find(c => c.ucid === selectedCall.ucid)) {
+            setSelectedCall(null);
+            setCallerContext(null);
+        }
+    }, [activeCalls, selectedCall]);
 
     // Tick every second for duration display
     useEffect(() => {
@@ -160,7 +182,11 @@ export const LiveMonitorPage = () => {
 
     return (
         <>
-            <TopBar title="Live Call Monitor" subtitle="Monitor, whisper, or barge into active calls" />
+            <PageHeader
+                title="Live Call Monitor"
+                badge={activeCalls.length}
+                infoText="Monitor, whisper, or barge into active calls in real-time."
+            />
 
             <div className="flex flex-1 overflow-hidden">
                 {/* Left panel — KPIs + call list */}

src/pages/login.tsx

@@ -12,6 +12,7 @@ import { MaintOtpModal } from '@/components/modals/maint-otp-modal';
 import { useMaintShortcuts } from '@/hooks/use-maint-shortcuts';
 import { useThemeTokens } from '@/providers/theme-token-provider';
 import { getSetupState } from '@/lib/setup-state';
+import { getUiFlags } from '@/hooks/use-ui-flags';
 
 export const LoginPage = () => {
     const { loginWithUser } = useAuth();
@@ -118,11 +119,13 @@ export const LoginPage = () => {
 
             // First-run detection: if the workspace's setup is incomplete and
             // the wizard hasn't been dismissed, route the admin to /setup so
-            // they finish onboarding before reaching the dashboard. Failures
-            // are non-blocking — we always have a fallback to /.
+            // they finish onboarding before reaching the dashboard. Skip when
+            // the tenant's setup is product-team managed — there's nothing
+            // for the admin to do in the wizard. Failures are non-blocking —
+            // we always have a fallback to /.
             try {
-                const state = await getSetupState();
-                if (state.wizardRequired) {
+                const [state, flags] = await Promise.all([getSetupState(), getUiFlags()]);
+                if (state.wizardRequired && !flags.setupManaged) {
                     navigate('/setup');
                     return;
                 }

src/pages/missed-calls.tsx

@@ -7,9 +7,8 @@ const SearchLg = faIcon(faMagnifyingGlass);
 import { Badge } from '@/components/base/badges/badges';
 import { Input } from '@/components/base/input/input';
 import { Table } from '@/components/application/table/table';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { apiClient } from '@/lib/api-client';
@@ -22,10 +21,10 @@ type MissedCallRecord = {
     callerNumber: { primaryPhoneNumber: string } | null;
     agentName: string | null;
     startedAt: string | null;
-    callsourcenumber: string | null;
-    callbackstatus: string | null;
-    missedcallcount: number | null;
-    callbackattemptedat: string | null;
+    callSourceNumber: string | null;
+    callbackStatus: string | null;
+    missedCallCount: number | null;
+    callbackAttemptedAt: string | null;
     sla: number | null;
 };
 
@@ -35,7 +34,7 @@ const QUERY = `{ calls(first: 200, filter: {
     callStatus: { eq: MISSED }
 }, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
     id callerNumber { primaryPhoneNumber } agentName
-    startedAt callsourcenumber callbackstatus missedcallcount callbackattemptedat sla
+    startedAt callSourceNumber callbackStatus missedCallCount callbackAttemptedAt sla
 } } } }`;
 
 const PAGE_SIZE = 15;
@@ -57,16 +56,109 @@ const STATUS_COLORS: Record<string, 'warning' | 'brand' | 'success' | 'error' |
 };
 
 const columnDefs = [
-    { id: 'caller', label: 'Caller', defaultVisible: true },
-    { id: 'dateTime', label: 'Date & Time', defaultVisible: true },
+    { id: 'caller', label: 'Caller', defaultVisible: true, allowsSorting: false, isRowHeader: true },
+    { id: 'dateTime', label: 'Date & Time', defaultVisible: true, allowsSorting: true },
     { id: 'branch', label: 'Branch', defaultVisible: true },
-    { id: 'agent', label: 'Agent', defaultVisible: true },
-    { id: 'count', label: 'Count', defaultVisible: true },
+    { id: 'agent', label: 'Agent', defaultVisible: true, allowsSorting: true },
+    { id: 'count', label: 'Count', defaultVisible: true, allowsSorting: true },
     { id: 'status', label: 'Status', defaultVisible: true },
-    { id: 'sla', label: 'SLA', defaultVisible: true },
+    { id: 'sla', label: 'SLA', defaultVisible: true, allowsSorting: true },
     { id: 'callback', label: 'Callback At', defaultVisible: false },
 ];
 
+// Dynamic columns table — React Aria requires the column count to match
+// between Header and Row. Conditional `{visible && <Cell>}` crashes the
+// table (#8127). Using the dynamic collections API (columns prop +
+// render function) lets React Aria rebuild its collection cleanly when
+// the visible set changes.
+type ColDef = { id: string; label: string; allowsSorting?: boolean; isRowHeader?: boolean };
+
+const renderCell = (call: MissedCallRecord, colId: string) => {
+    const phone = call.callerNumber?.primaryPhoneNumber ?? '';
+    const status = call.callbackStatus ?? 'PENDING_CALLBACK';
+    switch (colId) {
+        case 'caller':
+            return phone
+                ? <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
+                : <span className="text-xs text-quaternary">Unknown</span>;
+        case 'dateTime':
+            return call.startedAt ? (
+                <div>
+                    <span className="text-sm text-primary">{formatDateOrdinal(call.startedAt)}</span>
+                    <span className="block text-xs text-tertiary">{formatTimeOnly(call.startedAt)}</span>
+                </div>
+            ) : <span className="text-xs text-quaternary">—</span>;
+        case 'branch':
+            return <span className="text-xs text-tertiary">{call.callSourceNumber || '—'}</span>;
+        case 'agent':
+            return <span className="text-sm text-primary">{call.agentName || '—'}</span>;
+        case 'count':
+            return call.missedCallCount && call.missedCallCount > 1
+                ? <Badge size="sm" color="warning" type="pill-color">{call.missedCallCount}x</Badge>
+                : <span className="text-xs text-quaternary">1</span>;
+        case 'status':
+            return <Badge size="sm" color={STATUS_COLORS[status] ?? 'gray'} type="pill-color">{STATUS_LABELS[status] ?? status}</Badge>;
+        case 'sla':
+            if (call.sla == null) return <span className="text-xs text-quaternary">—</span>;
+            const slaStatus = computeSlaStatus(call.sla);
+            return (
+                <span className="inline-flex items-center gap-1.5 text-xs font-medium">
+                    <span className={cx('size-2 rounded-full',
+                        slaStatus === 'low' && 'bg-success-solid',
+                        slaStatus === 'medium' && 'bg-warning-solid',
+                        slaStatus === 'high' && 'bg-error-solid',
+                        slaStatus === 'critical' && 'bg-error-solid animate-pulse',
+                    )} />
+                    <span className="text-secondary">{call.sla}%</span>
+                </span>
+            );
+        case 'callback':
+            return call.callbackAttemptedAt ? (
+                <div>
+                    <span className="text-sm text-primary">{formatDateOrdinal(call.callbackAttemptedAt)}</span>
+                    <span className="block text-xs text-tertiary">{formatTimeOnly(call.callbackAttemptedAt)}</span>
+                </div>
+            ) : <span className="text-xs text-quaternary">—</span>;
+        default:
+            return null;
+    }
+};
+
+const DynamicMissedCallTable = ({ calls, columns, columnKey, sortDescriptor, onSortChange }: {
+    calls: MissedCallRecord[];
+    columns: ColDef[];
+    columnKey: string;
+    sortDescriptor: SortDescriptor;
+    onSortChange: (desc: SortDescriptor) => void;
+}) => (
+    <div className="flex flex-1 flex-col min-h-0 overflow-auto">
+        <Table key={columnKey} size="sm" sortDescriptor={sortDescriptor} onSortChange={onSortChange}>
+            <Table.Header columns={columns}>
+                {(col) => (
+                    <Table.Head
+                        key={col.id}
+                        id={col.id}
+                        label={col.label}
+                        isRowHeader={col.isRowHeader}
+                        allowsSorting={col.allowsSorting}
+                    />
+                )}
+            </Table.Header>
+            <Table.Body items={calls}>
+                {(call) => (
+                    <Table.Row id={call.id} columns={columns} className="group/row">
+                        {(col) => (
+                            <Table.Cell key={col.id}>
+                                {renderCell(call, col.id)}
+                            </Table.Cell>
+                        )}
+                    </Table.Row>
+                )}
+            </Table.Body>
+        </Table>
+    </div>
+);
+
 export const MissedCallsPage = () => {
     const [calls, setCalls] = useState<MissedCallRecord[]>([]);
     const [loading, setLoading] = useState(true);
@@ -92,7 +184,7 @@ export const MissedCallsPage = () => {
     const statusCounts = useMemo(() => {
         const counts: Record<string, number> = {};
         for (const c of calls) {
-            const s = c.callbackstatus ?? 'PENDING_CALLBACK';
+            const s = c.callbackStatus ?? 'PENDING_CALLBACK';
             counts[s] = (counts[s] ?? 0) + 1;
         }
         return counts;
@@ -100,16 +192,16 @@ export const MissedCallsPage = () => {
 
     const filtered = useMemo(() => {
         let rows = calls;
-        if (tab === 'PENDING_CALLBACK') rows = rows.filter(c => c.callbackstatus === 'PENDING_CALLBACK' || !c.callbackstatus);
-        else if (tab === 'CALLBACK_ATTEMPTED') rows = rows.filter(c => c.callbackstatus === 'CALLBACK_ATTEMPTED');
-        else if (tab === 'CALLBACK_COMPLETED') rows = rows.filter(c => c.callbackstatus === 'CALLBACK_COMPLETED' || c.callbackstatus === 'WRONG_NUMBER');
+        if (tab === 'PENDING_CALLBACK') rows = rows.filter(c => c.callbackStatus === 'PENDING_CALLBACK' || !c.callbackStatus);
+        else if (tab === 'CALLBACK_ATTEMPTED') rows = rows.filter(c => c.callbackStatus === 'CALLBACK_ATTEMPTED');
+        else if (tab === 'CALLBACK_COMPLETED') rows = rows.filter(c => c.callbackStatus === 'CALLBACK_COMPLETED' || c.callbackStatus === 'WRONG_NUMBER');
 
         if (search.trim()) {
             const q = search.toLowerCase();
             rows = rows.filter(c =>
                 (c.callerNumber?.primaryPhoneNumber ?? '').includes(q) ||
                 (c.agentName ?? '').toLowerCase().includes(q) ||
-                (c.callsourcenumber ?? '').toLowerCase().includes(q),
+                (c.callSourceNumber ?? '').toLowerCase().includes(q),
             );
         }
 
@@ -122,7 +214,7 @@ export const MissedCallsPage = () => {
                         const tb = b.startedAt ? new Date(b.startedAt).getTime() : 0;
                         return (ta - tb) * dir;
                     }
-                    case 'count': return ((a.missedcallcount ?? 1) - (b.missedcallcount ?? 1)) * dir;
+                    case 'count': return ((a.missedCallCount ?? 1) - (b.missedCallCount ?? 1)) * dir;
                     case 'sla': return ((a.sla ?? 0) - (b.sla ?? 0)) * dir;
                     case 'agent': return (a.agentName ?? '').localeCompare(b.agentName ?? '') * dir;
                     default: return 0;
@@ -146,144 +238,70 @@ export const MissedCallsPage = () => {
     ];
 
     return (
-        <>
-            <TopBar title="Missed Calls" />
-            <div className="flex flex-1 flex-col overflow-hidden">
-                {/* Tabs + toolbar */}
-                <div className="flex shrink-0 items-end justify-between border-b border-secondary px-6 pt-3 pb-0.5">
-                    <Tabs selectedKey={tab} onSelectionChange={(key) => handleTab(key as StatusTab)}>
-                        <TabList items={tabItems} type="underline" size="sm">
-                            {(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
-                        </TabList>
-                    </Tabs>
-                    <div className="flex items-center gap-3 pb-1">
+        <div className="flex flex-1 flex-col overflow-hidden">
+            <PageHeader
+                title="Missed Calls"
+                badge={calls.length}
+                infoText="Inbound calls that were not answered. Agents can call back from here."
+                controls={
+                    <>
                         <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
                         <div className="w-56">
                             <Input placeholder="Search phone, agent, branch..." icon={SearchLg} size="sm" value={search} onChange={handleSearch} />
                         </div>
+                    </>
+                }
+                tabs={
+                    <div className="flex items-center gap-1.5">
+                        {tabItems.map((item) => (
+                            <button
+                                key={item.id}
+                                onClick={() => handleTab(item.id)}
+                                className={cx(
+                                    'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
+                                    tab === item.id
+                                        ? 'bg-brand-solid text-white'
+                                        : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
+                                )}
+                            >
+                                {item.label}{item.badge ? ` ${item.badge}` : ''}
+                            </button>
+                        ))}
                     </div>
-                </div>
+                }
+            />
 
-                {/* Table */}
-                <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
-                    {loading ? (
-                        <div className="flex items-center justify-center py-12">
-                            <p className="text-sm text-tertiary">Loading missed calls...</p>
-                        </div>
-                    ) : filtered.length === 0 ? (
-                        <div className="flex items-center justify-center py-12">
-                            <p className="text-sm text-quaternary">{search ? 'No matching calls' : 'No missed calls'}</p>
-                        </div>
-                    ) : (
-                        <div className="flex flex-1 flex-col min-h-0 overflow-auto">
-                            <Table size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
-                                <Table.Header>
-                                    {visibleColumns.has('caller') && <Table.Head label="Caller" isRowHeader />}
-                                    {visibleColumns.has('dateTime') && <Table.Head id="dateTime" label="Date & Time" className="w-28" allowsSorting />}
-                                    {visibleColumns.has('branch') && <Table.Head label="Branch" className="w-32" />}
-                                    {visibleColumns.has('agent') && <Table.Head id="agent" label="Agent" className="w-28" allowsSorting />}
-                                    {visibleColumns.has('count') && <Table.Head id="count" label="Count" className="w-16" allowsSorting />}
-                                    {visibleColumns.has('status') && <Table.Head label="Status" className="w-28" />}
-                                    {visibleColumns.has('sla') && <Table.Head id="sla" label="SLA" className="w-24" allowsSorting />}
-                                    {visibleColumns.has('callback') && <Table.Head label="Callback At" className="w-28" />}
-                                </Table.Header>
-                                <Table.Body items={pagedRows}>
-                                    {(call) => {
-                                        const phone = call.callerNumber?.primaryPhoneNumber ?? '';
-                                        const status = call.callbackstatus ?? 'PENDING_CALLBACK';
-
-                                        return (
-                                            <Table.Row id={call.id}>
-                                                {visibleColumns.has('caller') && (
-                                                    <Table.Cell>
-                                                        {phone ? (
-                                                            <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
-                                                        ) : <span className="text-xs text-quaternary">Unknown</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('dateTime') && (
-                                                    <Table.Cell>
-                                                        {call.startedAt ? (
-                                                            <div>
-                                                                <span className="text-sm text-primary">{formatDateOrdinal(call.startedAt)}</span>
-                                                                <span className="block text-xs text-tertiary">{formatTimeOnly(call.startedAt)}</span>
-                                                            </div>
-                                                        ) : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('branch') && (
-                                                    <Table.Cell>
-                                                        <span className="text-xs text-tertiary">{call.callsourcenumber || '—'}</span>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('agent') && (
-                                                    <Table.Cell>
-                                                        <span className="text-sm text-primary">{call.agentName || '—'}</span>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('count') && (
-                                                    <Table.Cell>
-                                                        {call.missedcallcount && call.missedcallcount > 1 ? (
-                                                            <Badge size="sm" color="warning" type="pill-color">{call.missedcallcount}x</Badge>
-                                                        ) : <span className="text-xs text-quaternary">1</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('status') && (
-                                                    <Table.Cell>
-                                                        <Badge size="sm" color={STATUS_COLORS[status] ?? 'gray'} type="pill-color">
-                                                            {STATUS_LABELS[status] ?? status}
-                                                        </Badge>
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('sla') && (
-                                                    <Table.Cell>
-                                                        {call.sla != null ? (() => {
-                                                            const status = computeSlaStatus(call.sla);
-                                                            return (
-                                                                <span className="inline-flex items-center gap-1.5 text-xs font-medium">
-                                                                    <span className={cx(
-                                                                        'size-2 rounded-full',
-                                                                        status === 'low' && 'bg-success-solid',
-                                                                        status === 'medium' && 'bg-warning-solid',
-                                                                        status === 'high' && 'bg-error-solid',
-                                                                        status === 'critical' && 'bg-error-solid animate-pulse',
-                                                                    )} />
-                                                                    <span className="text-secondary">{call.sla}%</span>
-                                                                </span>
-                                                            );
-                                                        })() : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                                {visibleColumns.has('callback') && (
-                                                    <Table.Cell>
-                                                        {call.callbackattemptedat ? (
-                                                            <div>
-                                                                <span className="text-sm text-primary">{formatDateOrdinal(call.callbackattemptedat)}</span>
-                                                                <span className="block text-xs text-tertiary">{formatTimeOnly(call.callbackattemptedat)}</span>
-                                                            </div>
-                                                        ) : <span className="text-xs text-quaternary">—</span>}
-                                                    </Table.Cell>
-                                                )}
-                                            </Table.Row>
-                                        );
-                                    }}
-                                </Table.Body>
-                            </Table>
-                        </div>
-                    )}
-                </div>
-
-                {/* Pagination */}
-                {totalPages > 1 && (
-                    <div className="shrink-0 border-t border-secondary px-6 py-3">
-                        <PaginationPageDefault
-                            page={currentPage}
-                            total={totalPages}
-                            onPageChange={setCurrentPage}
-                        />
+            {/* Table */}
+            <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
+                {loading ? (
+                    <div className="flex items-center justify-center py-12">
+                        <p className="text-sm text-tertiary">Loading missed calls...</p>
                     </div>
+                ) : filtered.length === 0 ? (
+                    <div className="flex items-center justify-center py-12">
+                        <p className="text-sm text-quaternary">{search ? 'No matching calls' : 'No missed calls'}</p>
+                    </div>
+                ) : (
+                    <DynamicMissedCallTable
+                        calls={pagedRows}
+                        columns={columnDefs.filter(c => visibleColumns.has(c.id))}
+                        columnKey={Array.from(visibleColumns).sort().join(',')}
+                        sortDescriptor={sortDescriptor}
+                        onSortChange={setSortDescriptor}
+                    />
                 )}
             </div>
-        </>
+
+            {/* Pagination */}
+            {totalPages > 1 && (
+                <div className="shrink-0 border-t border-secondary px-6 py-3">
+                    <PaginationPageDefault
+                        page={currentPage}
+                        total={totalPages}
+                        onPageChange={setCurrentPage}
+                    />
+                </div>
+            )}
+        </div>
     );
 };

src/pages/my-performance.tsx

@@ -217,6 +217,7 @@ export const MyPerformancePage = () => {
                                             ],
                                             barWidth: '50%',
                                             itemStyle: { borderRadius: [4, 4, 0, 0] },
+                                            label: { show: true, position: 'top', fontSize: 11, color: '#344054', fontWeight: 600 },
                                         }],
                                     }}
                                     style={{ height: 240 }}
@@ -244,8 +245,9 @@ export const MyPerformancePage = () => {
                                                 type: 'pie',
                                                 radius: ['45%', '70%'],
                                                 center: ['35%', '50%'],
-                                                avoidLabelOverlap: false,
-                                                label: { show: false },
+                                                avoidLabelOverlap: true,
+                                                label: { show: true, formatter: '{d}%', fontSize: 11, color: '#344054', fontWeight: 600 },
+                                                labelLine: { show: true, length: 6, length2: 6 },
                                                 data: Object.entries(data.dispositions).map(([name, value], i) => ({
                                                     name,
                                                     value,

src/pages/patient-360.tsx

@@ -51,11 +51,15 @@ const DEFAULT_CONFIG: ActivityConfig = { icon: '📌', dotClass: 'bg-tertiary',
 
 const DISPOSITION_COLORS: Record<CallDisposition, 'success' | 'brand' | 'blue' | 'error' | 'warning' | 'gray'> = {
     APPOINTMENT_BOOKED: 'success',
+    APPOINTMENT_RESCHEDULED: 'warning',
+    APPOINTMENT_CANCELLED: 'error',
     FOLLOW_UP_SCHEDULED: 'brand',
     INFO_PROVIDED: 'blue',
     WRONG_NUMBER: 'error',
     NO_ANSWER: 'warning',
+    NOT_INTERESTED: 'error',
     CALLBACK_REQUESTED: 'gray',
+    CALL_DROPPED: 'gray',
 };
 
 const TABS = [

src/pages/patients.tsx

@@ -1,18 +1,17 @@
 import { useMemo, useState } from 'react';
-import { useNavigate } from 'react-router';
+// useNavigate removed — row click opens profile panel
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faUser, faMagnifyingGlass, faEye, faCommentDots, faMessageDots, faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
+import { faUser, faMagnifyingGlass, faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
 import { faIcon } from '@/lib/icon-wrapper';
 
 const SearchLg = faIcon(faMagnifyingGlass);
 import { Avatar } from '@/components/base/avatar/avatar';
-import { Badge } from '@/components/base/badges/badges';
-// Button removed — actions are icon-only now
 import { Input } from '@/components/base/input/input';
-import { Table, TableCard } from '@/components/application/table/table';
+import { Table } from '@/components/application/table/table';
+import { PageHeader } from '@/components/layout/page-header';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
-import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
+
+import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { PatientProfilePanel } from '@/components/shared/patient-profile-panel';
 import { useData } from '@/providers/data-provider';
 import { getInitials } from '@/lib/format';
@@ -56,9 +55,9 @@ const getPatientEmail = (patient: Patient): string => {
     return patient.emails?.primaryEmail ?? '';
 };
 
+
 export const PatientsPage = () => {
     const { patients, loading } = useData();
-    const navigate = useNavigate();
     const [searchQuery, setSearchQuery] = useState('');
     const [selectedPatient, setSelectedPatient] = useState<Patient | null>(null);
     const [panelOpen, setPanelOpen] = useState(false);
@@ -86,39 +85,36 @@ export const PatientsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Patients" subtitle={`${filteredPatients.length} patients`} />
+            <PageHeader
+                title="All Patients"
+                badge={filteredPatients.length}
+                infoText="Manage and view patient records"
+                controls={
+                    <>
+                        <button
+                            onClick={() => setPanelOpen(!panelOpen)}
+                            className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                            title={panelOpen ? 'Hide patient profile' : 'Show patient profile'}
+                        >
+                            <FontAwesomeIcon icon={panelOpen ? faSidebarFlip : faSidebar} className="size-4" />
+                        </button>
+
+                        <div className="w-56">
+                            <Input
+                                placeholder="Search by name or phone..."
+                                icon={SearchLg}
+                                size="sm"
+                                value={searchQuery}
+                                onChange={handleSearch}
+                                aria-label="Search patients"
+                            />
+                        </div>
+                    </>
+                }
+            />
 
             <div className="flex flex-1 overflow-hidden">
-                <div className="flex flex-1 flex-col overflow-y-auto p-7">
-                <TableCard.Root size="sm">
-                    <TableCard.Header
-                        title="All Patients"
-                        badge={filteredPatients.length}
-                        description="Manage and view patient records"
-                        contentTrailing={
-                            <div className="flex items-center gap-2">
-                                <button
-                                    onClick={() => setPanelOpen(!panelOpen)}
-                                    className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                                    title={panelOpen ? 'Hide patient profile' : 'Show patient profile'}
-                                >
-                                    <FontAwesomeIcon icon={panelOpen ? faSidebarFlip : faSidebar} className="size-4" />
-                                </button>
-
-                                <div className="w-56">
-                                    <Input
-                                        placeholder="Search by name or phone..."
-                                        icon={SearchLg}
-                                        size="sm"
-                                        value={searchQuery}
-                                        onChange={handleSearch}
-                                        aria-label="Search patients"
-                                    />
-                                </div>
-                            </div>
-                        }
-                    />
-
+                <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
                     {loading ? (
                         <div className="flex items-center justify-center py-20">
                             <p className="text-sm text-tertiary">Loading patients...</p>
@@ -135,13 +131,10 @@ export const PatientsPage = () => {
                         <Table>
                             <Table.Header>
                                 <Table.Head label="PATIENT" isRowHeader />
-                                <Table.Head label="CONTACT" />
-                                <Table.Head label="TYPE" />
-                                <Table.Head label="GENDER" />
-                                <Table.Head label="AGE" />
-                                <Table.Head label="ACTIONS" />
+                                <Table.Head label="PHONE" />
+                                <Table.Head label="EMAIL" />
                             </Table.Header>
-                            <Table.Body items={pagedPatients}>
+                            <Table.Body items={pagedPatients} dependencies={[selectedPatient?.id]}>
                                 {(patient) => {
                                     const displayName = getPatientDisplayName(patient);
                                     const age = computeAge(patient.dateOfBirth);
@@ -156,7 +149,7 @@ export const PatientsPage = () => {
                                         <Table.Row
                                             id={patient.id}
                                             className={cx(
-                                                'cursor-pointer',
+                                                'cursor-pointer group/row',
                                                 selectedPatient?.id === patient.id && 'bg-brand-primary'
                                             )}
                                             onAction={() => {
@@ -184,93 +177,37 @@ export const PatientsPage = () => {
                                                 </div>
                                             </Table.Cell>
 
-                                            {/* Contact */}
+                                            {/* Phone — clickable to dial */}
                                             <Table.Cell>
-                                                <div className="flex flex-col">
-                                                    {phone ? (
-                                                        <span className="text-sm text-secondary">{phone}</span>
-                                                    ) : (
-                                                        <span className="text-sm text-placeholder">No phone</span>
-                                                    )}
-                                                    {email ? (
-                                                        <span className="text-xs text-tertiary truncate max-w-[200px]">{email}</span>
-                                                    ) : null}
-                                                </div>
-                                            </Table.Cell>
-
-                                            {/* Type */}
-                                            <Table.Cell>
-                                                {patient.patientType ? (
-                                                    <Badge size="sm" color="gray">
-                                                        {patient.patientType}
-                                                    </Badge>
+                                                {phone ? (
+                                                    <PhoneActionCell phoneNumber={phone} displayNumber={phone} />
                                                 ) : (
-                                                    <span className="text-sm text-placeholder">—</span>
+                                                    <span className="text-sm text-placeholder">No phone</span>
                                                 )}
                                             </Table.Cell>
 
-                                            {/* Gender */}
+                                            {/* Email */}
                                             <Table.Cell>
-                                                <span className="text-sm text-secondary">
-                                                    {patient.gender ? patient.gender.charAt(0) + patient.gender.slice(1).toLowerCase() : '—'}
-                                                </span>
+                                                {email ? (
+                                                    <span className="text-sm text-tertiary truncate max-w-[200px] block">{email}</span>
+                                                ) : (
+                                                    <span className="text-sm text-quaternary">—</span>
+                                                )}
                                             </Table.Cell>
 
-                                            {/* Age */}
-                                            <Table.Cell>
-                                                <span className="text-sm text-secondary">
-                                                    {age !== null ? `${age} yrs` : '—'}
-                                                </span>
-                                            </Table.Cell>
 
-                                            {/* Actions */}
-                                            <Table.Cell>
-                                                <div className="flex items-center gap-1">
-                                                    {phone && (
-                                                        <>
-                                                            <ClickToCallButton
-                                                                phoneNumber={phone}
-                                                                size="sm"
-                                                                label=""
-                                                            />
-                                                            <button
-                                                                onClick={() => window.open(`sms:+91${phone}`, '_self')}
-                                                                title="SMS"
-                                                                className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-brand-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                                                            >
-                                                                <FontAwesomeIcon icon={faCommentDots} className="size-4" />
-                                                            </button>
-                                                            <button
-                                                                onClick={() => window.open(`https://wa.me/91${phone}`, '_blank')}
-                                                                title="WhatsApp"
-                                                                className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-[#25D366] hover:bg-primary_hover transition duration-100 ease-linear"
-                                                            >
-                                                                <FontAwesomeIcon icon={faMessageDots} className="size-4" />
-                                                            </button>
-                                                        </>
-                                                    )}
-                                                    <button
-                                                        onClick={() => navigate(`/patient/${patient.id}`)}
-                                                        title="View patient"
-                                                        className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                                                    >
-                                                        <FontAwesomeIcon icon={faEye} className="size-4" />
-                                                    </button>
-                                                </div>
-                                            </Table.Cell>
                                         </Table.Row>
                                     );
                                 }}
                             </Table.Body>
                         </Table>
                     )}
-                </TableCard.Root>
 
-                {totalPages > 1 && (
-                    <div className="shrink-0 border-t border-secondary px-6 py-3">
-                        <PaginationPageDefault page={currentPage} total={totalPages} onPageChange={setCurrentPage} />
-                    </div>
-                )}
+                    {totalPages > 1 && (
+                        <div className="shrink-0 border-t border-secondary px-6 py-3">
+                            <PaginationPageDefault page={currentPage} total={totalPages} onPageChange={setCurrentPage} />
+                        </div>
+                    )}
                 </div>
 
                 {/* Patient Profile Panel - collapsible with smooth transition */}

src/pages/settings.tsx

@@ -9,7 +9,7 @@ import {
     faPalette,
     faShieldHalved,
 } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { SectionCard } from '@/components/setup/section-card';
 import {
     SETUP_STEP_NAMES,
@@ -50,7 +50,7 @@ export const SettingsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Settings" subtitle="Configure your hospital workspace" />
+            <PageHeader title="Settings" infoText="Configure your hospital workspace." />
 
             <div className="flex-1 overflow-y-auto p-8">
                 <div className="mx-auto max-w-5xl">
@@ -73,6 +73,7 @@ export const SettingsPage = () => {
                             icon={faBuilding}
                             href="/settings/clinics"
                             status={STEP_TO_STATUS(state, 'clinics')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.doctors.title}
@@ -80,6 +81,7 @@ export const SettingsPage = () => {
                             icon={faStethoscope}
                             href="/settings/doctors"
                             status={STEP_TO_STATUS(state, 'doctors')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.team.title}
@@ -87,6 +89,7 @@ export const SettingsPage = () => {
                             icon={faUserTie}
                             href="/settings/team"
                             status={STEP_TO_STATUS(state, 'team')}
+                            disabled
                         />
                     </SectionGroup>
 
@@ -98,6 +101,7 @@ export const SettingsPage = () => {
                             icon={faPhone}
                             href="/settings/telephony"
                             status={STEP_TO_STATUS(state, 'telephony')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.ai.title}
@@ -105,12 +109,14 @@ export const SettingsPage = () => {
                             icon={faRobot}
                             href="/settings/ai"
                             status={STEP_TO_STATUS(state, 'ai')}
+                            disabled
                         />
                         <SectionCard
                             title="Website widget"
                             description="Embed the chat + booking widget on your hospital website."
                             icon={faGlobe}
                             href="/settings/widget"
+                            disabled
                         />
                         <SectionCard
                             title="Routing rules"

src/pages/team-dashboard.tsx

@@ -1,15 +1,18 @@
 import { useMemo, useState } from 'react';
-import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
-import { AiChatPanel } from '@/components/call-desk/ai-chat-panel';
+import { PageHeader } from '@/components/layout/page-header';
 import { DashboardKpi } from '@/components/dashboard/kpi-cards';
-import { AgentTable } from '@/components/dashboard/agent-table';
 import { MissedQueue } from '@/components/dashboard/missed-queue';
+import {
+    RichAgentTable,
+    TimeBreakdown,
+    NpsConversion,
+    PerformanceAlerts,
+    useSupervisorRollup,
+} from '@/components/dashboard/supervisor-rollup';
 import { useData } from '@/providers/data-provider';
 import { cx } from '@/utils/cx';
 
 type DateRange = 'today' | 'week' | 'month';
-type DashboardTab = 'agents' | 'missed' | 'campaigns';
 
 const getDateRangeStart = (range: DateRange): Date => {
     const now = new Date();
@@ -23,8 +26,11 @@ const getDateRangeStart = (range: DateRange): Date => {
 export const TeamDashboardPage = () => {
     const { calls, leads, campaigns, loading } = useData();
     const [dateRange, setDateRange] = useState<DateRange>('week');
-    const [tab, setTab] = useState<DashboardTab>('agents');
-    const [aiOpen, setAiOpen] = useState(true);
+
+    // Pull the richer supervisor rollup (NPS, idle, time breakdown, alerts)
+    // from the sidecar. Only `today`/`week`/`month` overlap with the rollup's
+    // date-range semantics — map them through directly.
+    const { agents: rollupAgents } = useSupervisorRollup(dateRange);
 
     const filteredCalls = useMemo(() => {
         const rangeStart = getDateRangeStart(dateRange);
@@ -36,21 +42,21 @@ export const TeamDashboardPage = () => {
 
     const dateRangeLabel = dateRange === 'today' ? 'Today' : dateRange === 'week' ? 'This Week' : 'This Month';
 
-    const tabs = [
-        { id: 'agents' as const, label: 'Agent Performance' },
-        { id: 'missed' as const, label: `Missed Queue (${filteredCalls.filter(c => c.callStatus === 'MISSED').length})` },
-        { id: 'campaigns' as const, label: `Campaigns (${campaigns.length})` },
-    ];
+    const convRate = useMemo(() => {
+        if (filteredCalls.length === 0) return 0;
+        const completed = filteredCalls.filter((c) => c.callStatus === 'COMPLETED').length;
+        return Math.round((completed / filteredCalls.length) * 100);
+    }, [filteredCalls]);
+
+    const missedQueueCount = filteredCalls.filter((c) => c.callStatus === 'MISSED').length;
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            {/* Header */}
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
-                <div className="flex items-center gap-3">
-                    <h1 className="text-lg font-bold text-primary">Team Dashboard</h1>
-                    <span className="text-sm text-tertiary">{dateRangeLabel}</span>
-                </div>
-                <div className="flex items-center gap-2">
+            <PageHeader
+                title="Team Dashboard"
+                subtitle={dateRangeLabel}
+                infoText="Aggregated call metrics, agent performance, and operational alerts."
+                controls={
                     <div className="flex rounded-lg border border-secondary overflow-hidden">
                         {(['today', 'week', 'month'] as const).map((range) => (
                             <button
@@ -65,98 +71,76 @@ export const TeamDashboardPage = () => {
                             </button>
                         ))}
                     </div>
-                    <button
-                        onClick={() => setAiOpen(!aiOpen)}
-                        className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                        title={aiOpen ? 'Hide AI panel' : 'Show AI panel'}
-                    >
-                        <FontAwesomeIcon icon={aiOpen ? faSidebarFlip : faSidebar} className="size-4" />
-                    </button>
-                </div>
-            </div>
+                }
+            />
 
             <div className="flex flex-1 overflow-hidden">
-                {/* Main content */}
+                {/* Main content — scrollable column with KPIs pinned at the
+                    top, then stacked supervisor sections (Agent table, Time
+                    breakdown, NPS/Conv, Alerts, Missed Queue, Campaigns).
+                    No tabs: everything is scroll-visible so a supervisor
+                    doesn't have to hunt across surfaces for their metrics. */}
                 <div className="flex flex-1 flex-col overflow-y-auto">
-                    {/* KPI cards — always visible */}
                     <div className="px-6 pt-5 pb-3">
                         <DashboardKpi calls={filteredCalls} leads={leads} />
                     </div>
 
-                    {/* Tabs */}
-                    <div className="flex items-center gap-1 border-b border-secondary px-6">
-                        {tabs.map((t) => (
-                            <button
-                                key={t.id}
-                                onClick={() => setTab(t.id)}
-                                className={cx(
-                                    "px-3 py-2.5 text-xs font-semibold transition duration-100 ease-linear border-b-2",
-                                    tab === t.id
-                                        ? "border-brand text-brand-secondary"
-                                        : "border-transparent text-tertiary hover:text-secondary",
-                                )}
-                            >
-                                {t.label}
-                            </button>
-                        ))}
-                    </div>
-
-                    {/* Tab content */}
-                    <div className="flex-1 p-6">
-                        {loading && (
+                    <div className="flex-1 space-y-5 px-6 pb-8">
+                        {loading && rollupAgents.length === 0 ? (
                             <div className="flex items-center justify-center py-12">
                                 <p className="text-sm text-tertiary">Loading...</p>
                             </div>
-                        )}
+                        ) : (
+                            <>
+                                <RichAgentTable agents={rollupAgents} />
 
-                        {!loading && tab === 'agents' && (
-                            <AgentTable calls={filteredCalls} />
-                        )}
+                                <TimeBreakdown agents={rollupAgents} />
 
-                        {!loading && tab === 'missed' && (
-                            <MissedQueue calls={filteredCalls} />
-                        )}
+                                <NpsConversion agents={rollupAgents} convRate={convRate} />
 
-                        {!loading && tab === 'campaigns' && (
-                            <div className="space-y-3">
-                                {campaigns.length === 0 ? (
-                                    <p className="text-sm text-tertiary py-12 text-center">No campaigns</p>
-                                ) : (
-                                    campaigns.map((c) => (
-                                        <div key={c.id} className="flex items-center justify-between rounded-xl border border-secondary bg-primary p-4 shadow-xs">
-                                            <div>
-                                                <span className="text-sm font-semibold text-primary">{c.campaignName}</span>
-                                                <div className="flex items-center gap-3 mt-1 text-xs text-tertiary">
-                                                    <span>{c.campaignStatus}</span>
-                                                    <span>{c.platform}</span>
-                                                    <span>{c.leadCount} leads</span>
-                                                    <span>{c.convertedCount} converted</span>
+                                <PerformanceAlerts agents={rollupAgents} />
+
+                                <div className="rounded-xl border border-secondary bg-primary p-4">
+                                    <h3 className="text-sm font-semibold text-secondary mb-3">
+                                        Missed Queue ({missedQueueCount})
+                                    </h3>
+                                    <MissedQueue calls={filteredCalls} />
+                                </div>
+
+                                <div className="rounded-xl border border-secondary bg-primary p-4">
+                                    <h3 className="text-sm font-semibold text-secondary mb-3">
+                                        Campaigns ({campaigns.length})
+                                    </h3>
+                                    {campaigns.length === 0 ? (
+                                        <p className="text-sm text-tertiary py-4 text-center">No campaigns</p>
+                                    ) : (
+                                        <div className="space-y-3">
+                                            {campaigns.map((c) => (
+                                                <div key={c.id} className="flex items-center justify-between rounded-lg border border-secondary bg-primary p-4">
+                                                    <div>
+                                                        <span className="text-sm font-semibold text-primary">{c.campaignName}</span>
+                                                        <div className="flex items-center gap-3 mt-1 text-xs text-tertiary">
+                                                            <span>{c.campaignStatus}</span>
+                                                            <span>{c.platform}</span>
+                                                            <span>{c.leadCount} leads</span>
+                                                            <span>{c.convertedCount} converted</span>
+                                                        </div>
+                                                    </div>
+                                                    {c.budget && (
+                                                        <span className="text-sm font-medium text-secondary">
+                                                            ₹{Math.round(c.budget.amountMicros / 1_000_000).toLocaleString()}
+                                                        </span>
+                                                    )}
                                                 </div>
-                                            </div>
-                                            {c.budget && (
-                                                <span className="text-sm font-medium text-secondary">
-                                                    ₹{Math.round(c.budget.amountMicros / 1_000_000).toLocaleString()}
-                                                </span>
-                                            )}
+                                            ))}
                                         </div>
-                                    ))
-                                )}
-                            </div>
+                                    )}
+                                </div>
+                            </>
                         )}
                     </div>
                 </div>
 
-                {/* AI panel — collapsible */}
-                <div className={cx(
-                    "shrink-0 border-l border-secondary bg-primary flex flex-col overflow-hidden transition-all duration-200 ease-linear",
-                    aiOpen ? "w-[380px]" : "w-0 border-l-0",
-                )}>
-                    {aiOpen && (
-                        <div className="flex h-full flex-col p-4">
-                            <AiChatPanel callerContext={{ type: 'supervisor' }} />
-                        </div>
-                    )}
-                </div>
             </div>
 
         </div>

src/pages/team-performance.tsx

@@ -5,7 +5,7 @@ import {
     faUsers, faPhoneVolume, faCalendarCheck, faPhoneMissed,
     faPercent, faTriangleExclamation,
 } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { Badge } from '@/components/base/badges/badges';
 import { Table } from '@/components/application/table/table';
 import { apiClient } from '@/lib/api-client';
@@ -33,11 +33,11 @@ const parseTime = (timeStr: string): number => {
 
 type AgentPerf = {
     name: string;
-    ozonetelagentid: string;
-    npsscore: number | null;
-    maxidleminutes: number | null;
-    minnpsthreshold: number | null;
-    minconversionpercent: number | null;
+    ozonetelAgentId: string;
+    npsScore: number | null;
+    maxIdleMinutes: number | null;
+    minNpsThreshold: number | null;
+    minConversionPercent: number | null;
     calls: number;
     inbound: number;
     missed: number;
@@ -90,7 +90,7 @@ export const TeamPerformancePage = () => {
 
             try {
                 const [callsData, apptsData, leadsData, followUpsData, teamData] = await Promise.all([
-                    apiClient.graphql<any>(`{ calls(first: 500, filter: { startedAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id direction callStatus agentName startedAt } } } }`, undefined, { silent: true }),
+                    apiClient.graphql<any>(`{ calls(first: 500, filter: { startedAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id direction callStatus agentName startedAt agentId agent { id name ozonetelAgentId } } } } }`, undefined, { silent: true }),
                     apiClient.graphql<any>(`{ appointments(first: 200, filter: { scheduledAt: { gte: "${gte}", lte: "${lte}" } }) { edges { node { id status } } } }`, undefined, { silent: true }),
                     apiClient.graphql<any>(`{ leads(first: 200) { edges { node { id assignedAgent status } } } }`, undefined, { silent: true }),
                     apiClient.graphql<any>(`{ followUps(first: 200) { edges { node { id assignedAgent } } } }`, undefined, { silent: true }),
@@ -110,9 +110,15 @@ export const TeamPerformancePage = () => {
                 let agentPerfs: AgentPerf[];
 
                 if (teamAgents.length > 0) {
-                    // Real Ozonetel data available
+                    // Real Ozonetel data available — prefer authoritative agent
+                    // relation (set by CDR enrichment), fall back to agentName
+                    // string for rows not yet enriched.
                     agentPerfs = teamAgents.map((agent: any) => {
-                        const agentCalls = calls.filter((c: any) => c.agentName === agent.name || c.agentName === agent.ozonetelagentid);
+                        const agentCalls = calls.filter((c: any) => {
+                            if (c.agentId && c.agentId === agent.id) return true;
+                            if (!c.agentId && (c.agentName === agent.name || c.agentName === agent.ozonetelAgentId)) return true;
+                            return false;
+                        });
                         const agentLeads = leads.filter((l: any) => l.assignedAgent === agent.name);
                         const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === agent.name);
                         const agentAppts = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;
@@ -127,12 +133,12 @@ export const TeamPerformancePage = () => {
                         const breakSec = tb ? parseTime(tb.totalPauseTime ?? '0:0:0') : 0;
 
                         return {
-                            name: agent.name ?? agent.ozonetelagentid,
-                            ozonetelagentid: agent.ozonetelagentid,
-                            npsscore: agent.npsscore,
-                            maxidleminutes: agent.maxidleminutes,
-                            minnpsthreshold: agent.minnpsthreshold,
-                            minconversionpercent: agent.minconversionpercent,
+                            name: agent.name ?? agent.ozonetelAgentId,
+                            ozonetelAgentId: agent.ozonetelAgentId,
+                            npsScore: agent.npsScore,
+                            maxIdleMinutes: agent.maxIdleMinutes,
+                            minNpsThreshold: agent.minNpsThreshold,
+                            minConversionPercent: agent.minConversionPercent,
                             calls: totalCalls,
                             inbound,
                             missed,
@@ -148,10 +154,23 @@ export const TeamPerformancePage = () => {
                         };
                     });
                 } else {
-                    // Fallback: build agent list from call records
-                    const agentNames = [...new Set(calls.map((c: any) => c.agentName).filter(Boolean))] as string[];
-                    agentPerfs = agentNames.map((name) => {
-                        const agentCalls = calls.filter((c: any) => c.agentName === name);
+                    // Fallback: build agent list from call records. Prefer
+                    // the authoritative agent relation; fall back to the raw
+                    // agentName string (Ozonetel transfer chain) only when
+                    // we have nothing better.
+                    const byKey = new Map<string, { key: string; name: string; ozonetelAgentId: string }>();
+                    for (const c of calls) {
+                        if (c.agent?.id) {
+                            byKey.set(c.agent.id, { key: c.agent.id, name: c.agent.name ?? c.agent.ozonetelAgentId, ozonetelAgentId: c.agent.ozonetelAgentId });
+                        } else if (c.agentName) {
+                            byKey.set(`legacy:${c.agentName}`, { key: `legacy:${c.agentName}`, name: c.agentName, ozonetelAgentId: c.agentName });
+                        }
+                    }
+                    agentPerfs = Array.from(byKey.values()).map(({ key, name, ozonetelAgentId: _ozonetelAgentId }) => {
+                        const agentCalls = calls.filter((c: any) => {
+                            if (key.startsWith('legacy:')) return c.agentName === name && !c.agent?.id;
+                            return c.agent?.id === key;
+                        });
                         const agentLeads = leads.filter((l: any) => l.assignedAgent === name);
                         const agentFollowUps = followUps.filter((f: any) => f.assignedAgent === name);
                         const completed = agentCalls.filter((c: any) => c.callStatus === 'COMPLETED').length;
@@ -159,11 +178,11 @@ export const TeamPerformancePage = () => {
 
                         return {
                             name,
-                            ozonetelagentid: name,
-                            npsscore: null,
-                            maxidleminutes: null,
-                            minnpsthreshold: null,
-                            minconversionpercent: null,
+                            ozonetelAgentId: name,
+                            npsScore: null,
+                            maxIdleMinutes: null,
+                            minNpsThreshold: null,
+                            minConversionPercent: null,
                             calls: totalCalls,
                             inbound: agentCalls.filter((c: any) => c.direction === 'INBOUND').length,
                             missed: agentCalls.filter((c: any) => c.callStatus === 'MISSED').length,
@@ -215,17 +234,17 @@ export const TeamPerformancePage = () => {
             xAxis: { type: 'category', data: days },
             yAxis: { type: 'value' },
             series: [
-                { name: 'Inbound', type: 'line', data: days.map(d => dayMap[d].inbound), smooth: true, color: '#2060A0' },
-                { name: 'Outbound', type: 'line', data: days.map(d => dayMap[d].outbound), smooth: true, color: '#E88C30' },
+                { name: 'Inbound', type: 'line', data: days.map(d => dayMap[d].inbound), smooth: true, color: '#2060A0', label: { show: true, fontSize: 10, color: '#344054', fontWeight: 600, position: 'top' } },
+                { name: 'Outbound', type: 'line', data: days.map(d => dayMap[d].outbound), smooth: true, color: '#E88C30', label: { show: true, fontSize: 10, color: '#344054', fontWeight: 600, position: 'top' } },
             ],
         };
     }, [allCalls]);
 
     // NPS
     const avgNps = useMemo(() => {
-        const withNps = agents.filter(a => a.npsscore != null);
+        const withNps = agents.filter(a => a.npsScore != null);
         if (withNps.length === 0) return 0;
-        return Math.round(withNps.reduce((sum, a) => sum + (a.npsscore ?? 0), 0) / withNps.length);
+        return Math.round(withNps.reduce((sum, a) => sum + (a.npsScore ?? 0), 0) / withNps.length);
     }, [agents]);
 
     const npsOption = useMemo(() => ({
@@ -246,13 +265,13 @@ export const TeamPerformancePage = () => {
     const alerts = useMemo(() => {
         const list: { agent: string; type: string; value: string; severity: 'error' | 'warning' }[] = [];
         for (const a of agents) {
-            if (a.maxidleminutes && a.idleMinutes > a.maxidleminutes) {
+            if (a.maxIdleMinutes && a.idleMinutes > a.maxIdleMinutes) {
                 list.push({ agent: a.name, type: 'Excessive Idle Time', value: `${a.idleMinutes}m`, severity: 'error' });
             }
-            if (a.minnpsthreshold && (a.npsscore ?? 100) < a.minnpsthreshold) {
-                list.push({ agent: a.name, type: 'Low NPS', value: String(a.npsscore ?? 0), severity: 'warning' });
+            if (a.minNpsThreshold && (a.npsScore ?? 100) < a.minNpsThreshold) {
+                list.push({ agent: a.name, type: 'Low NPS', value: String(a.npsScore ?? 0), severity: 'warning' });
             }
-            if (a.minconversionpercent && a.convPercent < a.minconversionpercent) {
+            if (a.minConversionPercent && a.convPercent < a.minConversionPercent) {
                 list.push({ agent: a.name, type: 'Low Conversion', value: `${a.convPercent}%`, severity: 'warning' });
             }
         }
@@ -272,25 +291,28 @@ export const TeamPerformancePage = () => {
 
     if (loading) {
         return (
-            <>
-                <TopBar title="Team Performance" />
+            <div className="flex flex-1 flex-col overflow-hidden">
+                <PageHeader title="Team Dashboard" infoText="Aggregated metrics across all agents." />
                 <div className="flex flex-1 items-center justify-center">
                     <p className="text-sm text-tertiary">Loading team performance...</p>
                 </div>
-            </>
+            </div>
         );
     }
 
     return (
-        <>
-            <TopBar title="Team Performance" subtitle="Aggregated metrics across all agents" />
+        <div className="flex flex-1 flex-col overflow-hidden">
+            <PageHeader
+                title="Team Dashboard"
+                infoText="Aggregated metrics across all agents."
+                controls={<DateFilter value={range} onChange={setRange} />}
+            />
 
             <div className="flex flex-1 flex-col overflow-y-auto">
                 {/* Section 1: Key Metrics */}
                 <div className="px-6 pt-5">
-                    <div className="flex items-center justify-between mb-4">
+                    <div className="mb-4">
                         <h3 className="text-sm font-semibold text-secondary">Key Metrics</h3>
-                        <DateFilter value={range} onChange={setRange} />
                     </div>
                     <div className="grid grid-cols-5 gap-3">
                         <KpiCard icon={faUsers} value={activeAgents} label="Active Agents" color="bg-brand-secondary" />
@@ -332,7 +354,7 @@ export const TeamPerformancePage = () => {
                             </Table.Header>
                             <Table.Body items={agents}>
                                 {(agent) => (
-                                    <Table.Row id={agent.ozonetelagentid || agent.name}>
+                                    <Table.Row id={agent.ozonetelAgentId || agent.name}>
                                         <Table.Cell><span className="text-sm font-medium text-primary">{agent.name}</span></Table.Cell>
                                         <Table.Cell><span className="text-sm text-primary">{agent.calls}</span></Table.Cell>
                                         <Table.Cell><span className="text-sm text-primary">{agent.inbound}</span></Table.Cell>
@@ -345,12 +367,12 @@ export const TeamPerformancePage = () => {
                                             </span>
                                         </Table.Cell>
                                         <Table.Cell>
-                                            <span className={cx('text-sm font-bold', (agent.npsscore ?? 0) >= 70 ? 'text-success-primary' : (agent.npsscore ?? 0) >= 50 ? 'text-warning-primary' : 'text-error-primary')}>
-                                                {agent.npsscore ?? '—'}
+                                            <span className={cx('text-sm font-bold', (agent.npsScore ?? 0) >= 70 ? 'text-success-primary' : (agent.npsScore ?? 0) >= 50 ? 'text-warning-primary' : 'text-error-primary')}>
+                                                {agent.npsScore ?? '—'}
                                             </span>
                                         </Table.Cell>
                                         <Table.Cell>
-                                            <span className={cx('text-sm', agent.maxidleminutes && agent.idleMinutes > agent.maxidleminutes ? 'text-error-primary font-bold' : 'text-primary')}>
+                                            <span className={cx('text-sm', agent.maxIdleMinutes && agent.idleMinutes > agent.maxIdleMinutes ? 'text-error-primary font-bold' : 'text-primary')}>
                                                 {agent.idleMinutes}m
                                             </span>
                                         </Table.Cell>
@@ -389,7 +411,7 @@ export const TeamPerformancePage = () => {
                         <div className="grid grid-cols-2 lg:grid-cols-3 gap-3">
                             {agents.map(agent => {
                                 const total = agent.activeMinutes + agent.wrapMinutes + agent.idleMinutes + agent.breakMinutes || 1;
-                                const isHighIdle = agent.maxidleminutes && agent.idleMinutes > agent.maxidleminutes;
+                                const isHighIdle = agent.maxIdleMinutes && agent.idleMinutes > agent.maxIdleMinutes;
                                 return (
                                     <div key={agent.name} className={cx('rounded-lg border p-3', isHighIdle ? 'border-error bg-error-secondary' : 'border-secondary')}>
                                         <p className="text-xs font-semibold text-primary mb-2">{agent.name}</p>
@@ -417,7 +439,7 @@ export const TeamPerformancePage = () => {
                     <div className="flex gap-4">
                         <div className="flex-1 rounded-xl border border-secondary bg-primary p-4">
                             <h3 className="text-sm font-semibold text-secondary mb-2">Overall NPS</h3>
-                            {agents.every(a => a.npsscore == null) ? (
+                            {agents.every(a => a.npsScore == null) ? (
                                 <div className="flex items-center justify-center py-8">
                                     <p className="text-xs text-tertiary">NPS data unavailable — configure NPS scores on agent profiles.</p>
                                 </div>
@@ -425,13 +447,13 @@ export const TeamPerformancePage = () => {
                             <>
                             <ReactECharts option={npsOption} style={{ height: 150 }} />
                             <div className="space-y-1 mt-2">
-                                {agents.filter(a => a.npsscore != null).map(a => (
+                                {agents.filter(a => a.npsScore != null).map(a => (
                                     <div key={a.name} className="flex items-center gap-2">
                                         <span className="text-xs text-secondary w-28 truncate">{a.name}</span>
                                         <div className="flex-1 h-2 rounded-full bg-tertiary overflow-hidden">
-                                            <div className={cx('h-full rounded-full', (a.npsscore ?? 0) >= 70 ? 'bg-success-solid' : (a.npsscore ?? 0) >= 50 ? 'bg-warning-solid' : 'bg-error-solid')} style={{ width: `${a.npsscore ?? 0}%` }} />
+                                            <div className={cx('h-full rounded-full', (a.npsScore ?? 0) >= 70 ? 'bg-success-solid' : (a.npsScore ?? 0) >= 50 ? 'bg-warning-solid' : 'bg-error-solid')} style={{ width: `${a.npsScore ?? 0}%` }} />
                                         </div>
-                                        <span className="text-xs font-bold text-primary w-8 text-right">{a.npsscore}</span>
+                                        <span className="text-xs font-bold text-primary w-8 text-right">{a.npsScore}</span>
                                     </div>
                                 ))}
                             </div>
@@ -491,6 +513,6 @@ export const TeamPerformancePage = () => {
                     </div>
                 )}
             </div>
-        </>
+        </div>
     );
 };

src/providers/auth-provider.tsx

@@ -108,7 +108,7 @@ export const AuthProvider = ({ children }: AuthProviderProps) => {
 
         // Disconnect SIP before logout
         try {
-            disconnectSip(true);
+            disconnectSip(true, 'logout');
         } catch {}
 
         // Notify sidecar to unlock Redis session + Ozonetel logout — await before clearing tokens
@@ -119,6 +119,7 @@ export const AuthProvider = ({ children }: AuthProviderProps) => {
                 await fetch(`${apiUrl}/auth/logout`, {
                     method: 'POST',
                     headers: { Authorization: `Bearer ${token}` },
+                    keepalive: true, // survives page navigation — ensures session unlock completes
                     signal: AbortSignal.timeout(5000),
                 });
             } catch (err) {

src/providers/data-provider.tsx

@@ -1,15 +1,15 @@
 import type { ReactNode } from 'react';
-import { createContext, useCallback, useContext, useEffect, useState } from 'react';
+import { createContext, useCallback, useContext, useEffect, useRef, useState } from 'react';
 import { apiClient } from '@/lib/api-client';
 import {
-    LEADS_QUERY,
-    CAMPAIGNS_QUERY,
-    ADS_QUERY,
-    FOLLOW_UPS_QUERY,
-    LEAD_ACTIVITIES_QUERY,
-    CALLS_QUERY,
-    APPOINTMENTS_QUERY,
-    PATIENTS_QUERY,
+    leadsQuery,
+    campaignsQuery,
+    adsQuery,
+    followUpsQuery,
+    leadActivitiesQuery,
+    callsQuery,
+    appointmentsQuery,
+    patientsQuery,
 } from '@/lib/queries';
 import {
     transformLeads,
@@ -70,6 +70,7 @@ export const DataProvider = ({ children }: DataProviderProps) => {
     const [patients, setPatients] = useState<Patient[]>([]);
     const [loading, setLoading] = useState(true);
     const [error, setError] = useState<string | null>(null);
+    const hasLoadedRef = useRef(false);
 
     // These don't have platform entities yet — empty for now
     const [templates] = useState<WhatsAppTemplate[]>([]);
@@ -82,21 +83,48 @@ export const DataProvider = ({ children }: DataProviderProps) => {
             return;
         }
 
-        setLoading(true);
+        // Only flip the global loading flag on the very first fetch. Background
+        // polls refresh data in place so the UI doesn't flash "Loading..." —
+        // QA reported this as the supervisor surfaces randomly refreshing.
+        if (!hasLoadedRef.current) {
+            setLoading(true);
+        }
         setError(null);
 
         try {
             const gql = <T,>(query: string) => apiClient.graphql<T>(query, undefined, { silent: true }).catch(() => null);
 
+            // Generic Relay pagination. Keeps paging until hasNextPage=false
+            // or we hit MAX_PAGES (guard against runaway loops on bad data).
+            // Returned shape mirrors the original single-page response so
+            // transformX functions work unchanged — they already read
+            // `{ <rootField>: { edges } }`.
+            const MAX_PAGES = 25;
+            const fetchAll = async (rootField: string, builder: (after?: string) => string): Promise<any | null> => {
+                const allEdges: any[] = [];
+                let after: string | undefined = undefined;
+                for (let page = 0; page < MAX_PAGES; page++) {
+                    const data: any = await gql<any>(builder(after));
+                    if (!data) return null;
+                    const root: any = data[rootField];
+                    if (!root) break;
+                    if (Array.isArray(root.edges)) allEdges.push(...root.edges);
+                    if (!root.pageInfo?.hasNextPage) break;
+                    after = root.pageInfo.endCursor;
+                    if (!after) break;
+                }
+                return { [rootField]: { edges: allEdges } };
+            };
+
             const [leadsData, campaignsData, adsData, followUpsData, activitiesData, callsData, appointmentsData, patientsData] = await Promise.all([
-                gql<any>(LEADS_QUERY),
-                gql<any>(CAMPAIGNS_QUERY),
-                gql<any>(ADS_QUERY),
-                gql<any>(FOLLOW_UPS_QUERY),
-                gql<any>(LEAD_ACTIVITIES_QUERY),
-                gql<any>(CALLS_QUERY),
-                gql<any>(APPOINTMENTS_QUERY),
-                gql<any>(PATIENTS_QUERY),
+                fetchAll('leads', leadsQuery),
+                fetchAll('campaigns', campaignsQuery),
+                fetchAll('ads', adsQuery),
+                fetchAll('followUps', followUpsQuery),
+                fetchAll('leadActivities', leadActivitiesQuery),
+                fetchAll('calls', callsQuery),
+                fetchAll('appointments', appointmentsQuery),
+                fetchAll('patients', patientsQuery),
             ]);
 
             if (leadsData) setLeads(transformLeads(leadsData));
@@ -110,12 +138,19 @@ export const DataProvider = ({ children }: DataProviderProps) => {
         } catch (err: any) {
             setError(err.message ?? 'Failed to load data');
         } finally {
+            hasLoadedRef.current = true;
             setLoading(false);
         }
     }, []);
 
     useEffect(() => {
         fetchData();
+        // Poll every 30 seconds for fresh data (calls, leads, appointments)
+        const interval = setInterval(() => {
+            console.log('[DATA-PROVIDER] Polling for fresh data');
+            fetchData();
+        }, 30_000);
+        return () => clearInterval(interval);
     }, [fetchData]);
 
     const updateLead = (id: string, updates: Partial<Lead>) => {

src/providers/sip-provider.tsx

@@ -12,6 +12,7 @@ import {
 } from '@/state/sip-state';
 import { registerSipStateUpdater, connectSip, disconnectSip, getSipClient, setOutboundPending } from '@/state/sip-manager';
 import { apiClient } from '@/lib/api-client';
+import { notify } from '@/lib/toast';
 import type { SIPConfig } from '@/types/sip';
 
 // SIP config comes exclusively from the Agent entity (stored on login).
@@ -42,6 +43,8 @@ export const SipProvider = ({ children }: PropsWithChildren) => {
     const setCallUcid = useSetAtom(sipCallUcidAtom);
     const setCallDuration = useSetAtom(sipCallDurationAtom);
     const setCallStartTime = useSetAtom(sipCallStartTimeAtom);
+    const setIsMutedGlobal = useSetAtom(sipIsMutedAtom);
+    const setIsOnHoldGlobal = useSetAtom(sipIsOnHoldAtom);
 
     // Register Jotai setters so the singleton SIP manager can update atoms
     useEffect(() => {
@@ -50,8 +53,10 @@ export const SipProvider = ({ children }: PropsWithChildren) => {
             setCallState,
             setCallerNumber,
             setCallUcid,
+            setIsMuted: setIsMutedGlobal,
+            setIsOnHold: setIsOnHoldGlobal,
         });
-    }, [setConnectionStatus, setCallState, setCallerNumber, setCallUcid]);
+    }, [setConnectionStatus, setCallState, setCallerNumber, setCallUcid, setIsMutedGlobal, setIsOnHoldGlobal]);
 
     // Auto-connect SIP on mount — only if Agent entity has SIP config
     useEffect(() => {
@@ -125,14 +130,14 @@ export const SipProvider = ({ children }: PropsWithChildren) => {
             }
         };
 
-        const handleUnload = () => disconnectSip(true);
+        const handleUnload = () => disconnectSip(true, 'page-unload');
 
         window.addEventListener('beforeunload', handleBeforeUnload);
         window.addEventListener('unload', handleUnload);
         return () => {
             window.removeEventListener('beforeunload', handleBeforeUnload);
             window.removeEventListener('unload', handleUnload);
-            disconnectSip(true); // force — component is unmounting
+            disconnectSip(true, 'sip-provider-unmount'); // force — component is unmounting
         };
     }, []); // empty deps — runs once on mount, cleanup only on unmount
 
@@ -156,6 +161,17 @@ export const useSip = () => {
 
     // Ozonetel outbound dial — single path for all outbound calls
     const dialOutbound = useCallback(async (phoneNumber: string): Promise<void> => {
+        // Hard guard — no dial is valid when SIP isn't registered, because
+        // the audio leg can't be established. Every entry point (worklist
+        // row, click-to-call, phone-action-cell, patient 360, etc.) funnels
+        // through this callback, so gating here is the single source of
+        // truth for "can this agent place a call right now?"
+        if (connectionStatus !== 'registered') {
+            notify.error('Telephony unavailable', 'Cannot place call — SIP is not registered. Check your connection.');
+            console.warn(`[DIAL] Blocked — SIP not registered (status=${connectionStatus})`);
+            return;
+        }
+
         // Block outbound calls when agent is on Break or Training
         const agentCfg = localStorage.getItem('helix_agent_config');
         if (agentCfg) {
@@ -166,7 +182,6 @@ export const useSip = () => {
                 const stateRes = await fetch(`/api/supervisor/agent-state?agentId=${agentId}`);
                 const stateData = await stateRes.json();
                 if (stateData.state === 'break' || stateData.state === 'training') {
-                    const { notify } = await import('@/lib/toast');
                     notify.info('Status: ' + stateData.state, 'Change status to Ready before placing calls');
                     return;
                 }
@@ -204,7 +219,7 @@ export const useSip = () => {
             setCallerNumber(null);
             throw new Error('Dial failed');
         }
-    }, [setCallState, setCallerNumber, setCallUcid]);
+    }, [setCallState, setCallerNumber, setCallUcid, connectionStatus]);
 
     const answer = useCallback(() => getSipClient()?.answer(), []);
     const reject = useCallback(() => getSipClient()?.reject(), []);

src/state/sip-manager.ts

@@ -13,6 +13,8 @@ type StateUpdater = {
     setCallState: (state: CallState) => void;
     setCallerNumber: (number: string | null) => void;
     setCallUcid: (ucid: string | null) => void;
+    setIsMuted: (muted: boolean) => void;
+    setIsOnHold: (onHold: boolean) => void;
 };
 
 let stateUpdater: StateUpdater | null = null;
@@ -83,6 +85,13 @@ export function connectSip(config: SIPConfig): void {
             if (ucid) stateUpdater?.setCallUcid(ucid);
 
             if (state === 'ended' || state === 'failed') {
+                // Reset both the SIP track AND the Recoil state — otherwise the
+                // UI icon + toggle-mute branch logic stay "muted" and the next
+                // call opens in a confusing half-muted state.
+                sipClient?.unmute();
+                sipClient?.unhold();
+                stateUpdater?.setIsMuted(false);
+                stateUpdater?.setIsOnHold(false);
                 outboundActive = false;
                 outboundPending = false;
             }
@@ -92,16 +101,16 @@ export function connectSip(config: SIPConfig): void {
     sipClient.connect();
 }
 
-export function disconnectSip(force = false): void {
+export function disconnectSip(force = false, reason = 'unspecified'): void {
     // Guard: don't disconnect SIP during an active or pending call
     // unless explicitly forced (e.g., logout, page unload).
     // This prevents React re-render cycles from killing the
     // SIP WebSocket mid-dial.
     if (!force && (outboundPending || outboundActive)) {
-        console.log('[SIP-MGR] Disconnect blocked — call in progress');
+        console.log(`[SIP-MGR] Disconnect blocked — call in progress (reason=${reason})`);
         return;
     }
-    console.log(`[SIP] Disconnecting agent=${activeAgentId}` + (force ? ' (forced)' : ''));
+    console.log(`[SIP] Disconnecting agent=${activeAgentId} reason=${reason}` + (force ? ' (forced)' : ''));
     sipClient?.disconnect();
     sipClient = null;
     connected = false;

src/types/entities.ts

@@ -250,11 +250,15 @@ export type CallDirection = 'INBOUND' | 'OUTBOUND';
 export type CallStatus = 'RINGING' | 'IN_PROGRESS' | 'COMPLETED' | 'MISSED' | 'VOICEMAIL';
 export type CallDisposition =
     | 'APPOINTMENT_BOOKED'
+    | 'APPOINTMENT_RESCHEDULED'
+    | 'APPOINTMENT_CANCELLED'
     | 'FOLLOW_UP_SCHEDULED'
     | 'INFO_PROVIDED'
     | 'WRONG_NUMBER'
     | 'NO_ANSWER'
-    | 'CALLBACK_REQUESTED';
+    | 'NOT_INTERESTED'
+    | 'CALLBACK_REQUESTED'
+    | 'CALL_DROPPED';
 
 export type Call = {
     id: string;
@@ -273,6 +277,12 @@ export type Call = {
     appointmentId: string | null;
     leadId: string | null;
     sla?: number | null;
+    // Authoritative agent link from CDR enrichment. agentName remains the
+    // raw Ozonetel string (may be a transfer chain) for display fallback.
+    agentId?: string | null;
+    agent?: { id: string; name: string | null; ozonetelAgentId: string | null } | null;
+    transferredTo?: string | null;
+    transferType?: string | null;
     // Denormalized for display
     leadName?: string;
     leadPhone?: string;
@@ -313,6 +323,7 @@ export type Appointment = {
     patientId: string | null;
     patientName: string | null;
     patientPhone: string | null;
+    clinicId: string | null;
     clinicName: string | null;
 };