feat: quick wins — global search, P360 actions, context panel, route guards

- Wire GlobalSearch component into app shell top bar (US-10)
- P360: Book Appointment button opens AppointmentForm (US-8)
- P360: Add Note button creates leadActivity via GraphQL (US-8)
- P360: Appointment rows clickable for edit (active statuses only) (US-8)
- P360: Display lead status badge (was fetched but not rendered) (US-8)
- Context panel: "View 360" link on linked patient → /patient/:id (US-6)
- Context panel: Display campaign info from lead.utmCampaign (US-6)
- Route guards: Admin-only routes wrapped in RequireAdmin (US-1, US-3)

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

docs/ozonetel-cdr-api-reference.md

@@ -0,0 +1,102 @@
+# Ozonetel CDR API Reference
+
+> Source: [Ozonetel docs](https://docs.ozonetel.com/reference/get_ca-reports-fetchcdrdetails)
+
+## Endpoints
+
+| Endpoint | Path | Use Case |
+|----------|------|----------|
+| Fetch CDR Detailed | `GET /ca_reports/fetchCDRDetails` | All CDR for a single day |
+| Fetch CDR by UCID | `GET /ca_reports/fetchCdrByUCID` | Single call lookup by UCID |
+| Fetch CDR Paginated | `GET /ca_reports/fetchCdrByPagination` | Paginated CDR with `totalCount` |
+
+## Common Constraints
+
+- **Auth**: Bearer token (via `POST /ca_apis/caToken/generateToken`)
+- **Rate limit**: 2 requests per minute (all CDR endpoints)
+- **Date range**: Single day only (`fromDate` and `toDate` must be same date)
+- **Lookback**: 15 days maximum from time of request
+- **Mandatory params**: `fromDate`, `toDate`, `userName` (+ `ucid` for UCID endpoint)
+- **Date format**: `YYYY-MM-DD HH:MM:SS`
+
+## Domain
+
+- Domestic: `in1-ccaas-api.ozonetel.com`
+- International: `api.ccaas.ozonetel.com`
+
+## CDR Record Fields (42 fields)
+
+| Field | Type | Description | Sidecar Status |
+|-------|------|-------------|----------------|
+| `AgentDialStatus` | string | Agent's dial attempt status (e.g., "answered") | Not mapped |
+| `AgentID` | string | Agent identifier | **Mapped** — filter CDR by agent |
+| `AgentName` | string | Agent name | **Mapped** — fallback filter |
+| `CallAudio` | string | URL to call recording (S3) | Not mapped (recording via platform) |
+| `CallDate` | string | Date of call (YYYY-MM-DD) | Not mapped |
+| `CallID` | number | Unique call identifier | Not mapped |
+| `CallerConfAudioFile` | string | Conference audio file | Not mapped |
+| `CallerID` | string | Caller's phone number | Not mapped |
+| `CampaignName` | string | Associated campaign name | Not mapped — **available for US-15** |
+| `Comments` | string | Additional comments | Not mapped |
+| `ConferenceDuration` | string | Conference duration (HH:MM:SS) | Not mapped |
+| `CustomerDialStatus` | string | Customer dial status | Not mapped |
+| `CustomerRingTime` | string | Customer phone ring time | Not mapped — **missed call analysis** |
+| `DID` | string | Direct inward dial number | Not mapped — **available for US-2 branch display** |
+| `DialOutName` | string | Dialed party name | Not mapped |
+| `DialStatus` | string | Overall dial status | Not mapped |
+| `DialedNumber` | string | Phone number dialed | Not mapped |
+| `Disposition` | string | Call disposition/outcome | **Mapped** — disposition breakdown |
+| `Duration` | string | Total call duration | Not mapped |
+| `DynamicDID` | string | Dynamic DID reference | Not mapped |
+| `E164` | string | E.164 formatted phone number | Not mapped |
+| `EndTime` | string | Call end time | Not mapped |
+| `Event` | string | Event type (e.g., "AgentDial") | Not mapped |
+| `HandlingTime` | string/null | Total handling time — **CAN BE NULL** | Not mapped — **available for US-13 avg handling** |
+| `HangupBy` | string | Who terminated call | Not mapped |
+| `HoldDuration` | string | Time on hold | Not mapped — **available for US-12** |
+| `Location` | string | Caller location | Not mapped |
+| `PickupTime` | string | When call was answered | Not mapped |
+| `Rating` | number | Call quality rating | Not mapped |
+| `RatingComments` | string | Rating comments | Not mapped |
+| `Skill` | string | Agent skill/queue name | Not mapped |
+| `StartTime` | string | Call start time | Not mapped |
+| `Status` | string | Call status (Answered/NotAnswered) | **Mapped** — inbound/missed split |
+| `TalkTime` | string | Active talk duration | **Mapped** — avg talk time calc |
+| `TimeToAnswer` | string | Duration until answer | Not mapped — **available for lead response KPI** |
+| `TransferType` | string | Type of transfer | Not mapped — **available for US-3 audit** |
+| `TransferredTo` / `TransferTo` | string | Transfer target — **field name varies by endpoint** | Not mapped |
+| `Type` | string | Call type (InBound/Manual/Progressive) | **Mapped** — inbound/outbound split |
+| `UCID` | number | Unique call identifier | Not mapped |
+| `UUI` | string | User-to-user information | Not mapped |
+| `WrapUpEndTime` | string/null | Wrapup completion time — **CAN BE NULL** | Not mapped |
+| `WrapUpStartTime` | string/null | Wrapup start time — **CAN BE NULL** | Not mapped |
+| `WrapupDuration` | string/null | Wrapup duration — **CAN BE NULL** | Not mapped — **available for US-12** |
+
+## Pagination Endpoint Extra Fields
+
+| Field | Description |
+|-------|-------------|
+| `totalCount` | Total number of records matching the query |
+
+## Known Issues / Gotchas
+
+1. **`HandlingTime`, `WrapupDuration`, `WrapUpStartTime`, `WrapUpEndTime` can be `null`** — when agent didn't complete wrapup (seen in UCID endpoint example). Code must null-guard these.
+2. **Field name inconsistency**: `TransferredTo` in fetchCDRDetails vs `TransferTo` in pagination endpoint. Handle both.
+3. **`WrapUpEndTime` vs `WrapupEndTime`**: casing differs between endpoints (camelCase vs mixed). Handle both.
+4. **Single-day constraint**: `fromDate` and `toDate` must be the same date. For multi-day range, call once per day.
+5. **Rate limit 2 req/min**: For a 7-day weekly report that needs CDR + summary per day = 14 API calls = 7 minutes minimum. Consider caching daily results.
+
+## Current Sidecar Usage
+
+**Endpoint used**: `fetchCDRDetails` only (in `ozonetel-agent.service.ts`)
+
+**Fields actively mapped** (6 of 42):
+- `AgentID` / `AgentName` — agent filtering
+- `Type` — inbound/outbound split
+- `Status` — answered/missed split
+- `TalkTime` — avg talk time calculation
+- `Disposition` — disposition breakdown chart
+
+**Not yet used**:
+- `fetchCdrByUCID` — useful for Patient 360 single-call drill-down
+- `fetchCdrByPagination` — useful for high-volume days (current approach loads all records into memory)

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

@@ -1,4 +1,5 @@
 import { useState, useCallback, useMemo } from 'react';
+import { useNavigate } from 'react-router';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import {
     faSparkles, faPhone, faChevronDown, faChevronUp,
@@ -58,6 +59,7 @@ const SectionHeader = ({ icon, label, count, expanded, onToggle }: {
 );
 
 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);
@@ -163,6 +165,16 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
                                 </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>
@@ -223,6 +235,12 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
                                                     {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>

src/components/layout/app-shell.tsx

@@ -15,6 +15,7 @@ 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 { apiClient } from '@/lib/api-client';
 import { cx } from '@/utils/cx';
 
@@ -119,7 +120,9 @@ export const AppShell = ({ children }: AppShellProps) => {
                 <div className="flex flex-1 flex-col overflow-hidden">
                     {/* Persistent top bar — visible on all pages */}
                     {(hasAgentConfig || isAdmin) && (
-                        <div className="flex shrink-0 items-center justify-end gap-2 border-b border-secondary px-4 py-2">
+                        <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 && (
                                 <>
@@ -140,6 +143,7 @@ export const AppShell = ({ children }: AppShellProps) => {
                                     <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
                                 </>
                             )}
+                            </div>
                         </div>
                     )}
                     <ResumeSetupBanner />

src/main.tsx

@@ -10,6 +10,11 @@ const AdminSetupGuard = () => {
     const { isAdmin } = useAuth();
     return isAdmin ? <SetupWizardPage /> : <Navigate to="/" replace />;
 };
+
+const RequireAdmin = () => {
+    const { isAdmin } = useAuth();
+    return isAdmin ? <Outlet /> : <Navigate to="/" replace />;
+};
 import { RoleRouter } from "@/components/layout/role-router";
 import { NotFound } from "@/pages/not-found";
 import { AllLeadsPage } from "@/pages/all-leads";
@@ -85,22 +90,23 @@ createRoot(document.getElementById("root")!).render(
                                 <Route path="/call-desk" element={<CallDeskPage />} />
                                 <Route path="/patients" element={<PatientsPage />} />
                                 <Route path="/appointments" element={<AppointmentsPage />} />
-                                <Route path="/team-performance" element={<TeamPerformancePage />} />
+                                {/* Admin-only routes */}
-                                <Route path="/live-monitor" element={<LiveMonitorPage />} />
+                                <Route element={<RequireAdmin />}>
-                                <Route path="/call-recordings" element={<CallRecordingsPage />} />
+                                    <Route path="/team-performance" element={<TeamPerformancePage />} />
-                                <Route path="/missed-calls" element={<MissedCallsPage />} />
+                                    <Route path="/live-monitor" element={<LiveMonitorPage />} />
-                                <Route path="/team-dashboard" element={<TeamDashboardPage />} />
+                                    <Route path="/call-recordings" element={<CallRecordingsPage />} />
-                                <Route path="/reports" element={<ReportsPage />} />
+                                    <Route path="/missed-calls" element={<MissedCallsPage />} />
-                                <Route path="/integrations" element={<IntegrationsPage />} />
+                                    <Route path="/team-dashboard" element={<TeamDashboardPage />} />
-
+                                    <Route path="/reports" element={<ReportsPage />} />
-                                {/* Settings hub + section pages */}
+                                    <Route path="/integrations" element={<IntegrationsPage />} />
-                                <Route path="/settings" element={<SettingsPage />} />
+                                    <Route path="/settings" element={<SettingsPage />} />
-                                <Route path="/settings/team" element={<TeamSettingsPage />} />
+                                    <Route path="/settings/team" element={<TeamSettingsPage />} />
-                                <Route path="/settings/clinics" element={<ClinicsPage />} />
+                                    <Route path="/settings/clinics" element={<ClinicsPage />} />
-                                <Route path="/settings/doctors" element={<DoctorsPage />} />
+                                    <Route path="/settings/doctors" element={<DoctorsPage />} />
-                                <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
+                                    <Route path="/settings/telephony" element={<TelephonySettingsPage />} />
-                                <Route path="/settings/ai" element={<AiSettingsPage />} />
+                                    <Route path="/settings/ai" element={<AiSettingsPage />} />
-                                <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                    <Route path="/settings/widget" element={<WidgetSettingsPage />} />
+                                </Route>
 
                                 <Route path="/agent/:id" element={<AgentDetailPage />} />
                                 <Route path="/patient/:id" element={<Patient360Page />} />

src/pages/patient-360.tsx

@@ -15,8 +15,10 @@ import { Avatar } from '@/components/base/avatar/avatar';
 import { Badge } from '@/components/base/badges/badges';
 import { Button } from '@/components/base/buttons/button';
 import { ClickToCallButton } from '@/components/call-desk/click-to-call-button';
+import { AppointmentForm } from '@/components/call-desk/appointment-form';
 import { apiClient } from '@/lib/api-client';
 import { formatShortDate, getInitials } from '@/lib/format';
+import { notify } from '@/lib/toast';
 import { cx } from '@/utils/cx';
 import type { LeadActivity, LeadActivityType, Call, CallDisposition } from '@/types/entities';
 
@@ -96,15 +98,16 @@ type PatientData = {
 };
 
 // Appointment row component
-const AppointmentRow = ({ appt }: { appt: any }) => {
+const AppointmentRow = ({ appt, onEdit }: { appt: any; onEdit?: (appt: any) => void }) => {
     const scheduledAt = appt.scheduledAt ? formatShortDate(appt.scheduledAt) : '--';
     const statusColors: Record<string, 'success' | 'brand' | 'warning' | 'error' | 'gray'> = {
         COMPLETED: 'success', SCHEDULED: 'brand', CONFIRMED: 'brand',
         CANCELLED: 'error', NO_SHOW: 'warning', RESCHEDULED: 'warning',
     };
+    const canEdit = appt.status !== 'COMPLETED' && appt.status !== 'CANCELLED' && appt.status !== 'NO_SHOW';
 
     return (
-        <div className="flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0">
+        <div className={cx('flex items-center gap-4 border-b border-secondary px-4 py-3 last:border-b-0', canEdit && onEdit && 'cursor-pointer hover:bg-primary_hover transition duration-100 ease-linear')} onClick={() => canEdit && onEdit?.(appt)}>
             <div className="flex size-9 shrink-0 items-center justify-center rounded-full bg-brand-secondary">
                 <CalendarCheck className="size-4 text-fg-white" />
             </div>
@@ -266,6 +269,9 @@ export const Patient360Page = () => {
     const { id } = useParams<{ id: string }>();
     const [activeTab, setActiveTab] = useState<string>('appointments');
     const [noteText, setNoteText] = useState('');
+    const [noteSaving, setNoteSaving] = useState(false);
+    const [apptFormOpen, setApptFormOpen] = useState(false);
+    const [editingAppt, setEditingAppt] = useState<any>(null);
     const [patient, setPatient] = useState<PatientData | null>(null);
     const [loading, setLoading] = useState(true);
     const [activities, setActivities] = useState<LeadActivity[]>([]);
@@ -383,6 +389,11 @@ export const Patient360Page = () => {
                                             {leadInfo.source.replace(/_/g, ' ')}
                                         </Badge>
                                     )}
+                                    {leadInfo?.status && (
+                                        <Badge size="sm" type="pill-color" color={leadInfo.status === 'CONVERTED' ? 'success' : leadInfo.status === 'NEW' ? 'brand' : 'gray'}>
+                                            {leadInfo.status.replace(/_/g, ' ')}
+                                        </Badge>
+                                    )}
                                 </div>
                             </div>
                         </div>
@@ -423,7 +434,7 @@ export const Patient360Page = () => {
                         {phoneRaw && (
                             <ClickToCallButton phoneNumber={phoneRaw} label="Call" size="sm" />
                         )}
-                        <Button size="sm" color="secondary" iconLeading={Calendar}>
+                        <Button size="sm" color="secondary" iconLeading={Calendar} onClick={() => { setEditingAppt(null); setApptFormOpen(true); }}>
                             Book Appointment
                         </Button>
                         <Button size="sm" color="secondary" iconLeading={MessageTextSquare01}>
@@ -472,7 +483,7 @@ export const Patient360Page = () => {
                                 ) : (
                                     <div className="rounded-xl border border-secondary bg-primary">
                                         {appointments.map((appt: any) => (
-                                            <AppointmentRow key={appt.id} appt={appt} />
+                                            <AppointmentRow key={appt.id} appt={appt} onEdit={(a) => { setEditingAppt(a); setApptFormOpen(true); }} />
                                         ))}
                                     </div>
                                 )}
@@ -538,7 +549,25 @@ export const Patient360Page = () => {
                                             size="sm"
                                             color="primary"
                                             iconLeading={Plus}
-                                            isDisabled={noteText.trim() === ''}
+                                            isDisabled={noteText.trim() === '' || noteSaving}
+                                            isLoading={noteSaving}
+                                            onClick={async () => {
+                                                if (!noteText.trim() || !leadInfo?.id) return;
+                                                setNoteSaving(true);
+                                                try {
+                                                    await apiClient.graphql(
+                                                        `mutation($data: LeadActivityCreateInput!) { createLeadActivity(data: $data) { id } }`,
+                                                        { data: { name: `Note — ${fullName}`, activityType: 'NOTE_ADDED', summary: noteText.trim(), occurredAt: new Date().toISOString(), leadId: leadInfo.id } },
+                                                    );
+                                                    setActivities(prev => [{ id: crypto.randomUUID(), activityType: 'NOTE_ADDED' as LeadActivityType, summary: noteText.trim(), occurredAt: new Date().toISOString(), performedBy: null, previousValue: null, newValue: noteText.trim(), leadId: leadInfo.id }, ...prev]);
+                                                    setNoteText('');
+                                                    notify.success('Note Added');
+                                                } catch {
+                                                    notify.error('Failed', 'Could not save note');
+                                                } finally {
+                                                    setNoteSaving(false);
+                                                }
+                                            }}
                                         >
                                             Add Note
                                         </Button>
@@ -563,6 +592,33 @@ export const Patient360Page = () => {
                     </Tabs>
                 </div>
             </div>
+
+            <AppointmentForm
+                isOpen={apptFormOpen}
+                onOpenChange={setApptFormOpen}
+                callerNumber={phoneRaw || null}
+                leadName={fullName !== 'Unknown Patient' ? fullName : null}
+                leadId={leadInfo?.id ?? null}
+                patientId={id ?? null}
+                existingAppointment={editingAppt ? {
+                    id: editingAppt.id,
+                    scheduledAt: editingAppt.scheduledAt,
+                    doctorName: editingAppt.doctorName ?? '',
+                    department: editingAppt.department ?? '',
+                    reasonForVisit: editingAppt.reasonForVisit,
+                    status: editingAppt.status,
+                } : null}
+                onSaved={() => {
+                    setApptFormOpen(false);
+                    setEditingAppt(null);
+                    // Refresh patient data
+                    if (id) {
+                        apiClient.graphql<{ patients: { edges: Array<{ node: PatientData }> } }>(
+                            PATIENT_QUERY, { id }, { silent: true },
+                        ).then(data => setPatient(data.patients.edges[0]?.node ?? null)).catch(() => {});
+                    }
+                }}
+            />
         </>
     );
 };