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https://dev.azure.com/globalhealthx/EMR/_git/helix-engage
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36 lines
1.6 KiB
Markdown
36 lines
1.6 KiB
Markdown
# Next Session — Outbound Call UI + Remaining Work
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## Priority 1: Outbound Call UI
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**Problem:** When agent clicks Call, a toast appears and the call happens in the background. No call screen shows.
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**Fix:** When agent clicks Call on a lead:
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1. Immediately set `callState = 'ringing-out'` and `callerNumber` via Jotai atoms
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2. Show ActiveCallCard with "Calling {name}..." and End button
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3. Show CallPrepCard with AI summary (same as inbound)
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4. Context panel auto-loads Lead 360
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5. Sidecar calls Kookoo outbound in parallel
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6. When SIP bridge arrives (newRTCSession), auto-answer it — don't show Answer/Decline
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7. UI transitions to active call with Mute/Hold/End
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8. Call ends → Disposition form
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**Files to change:**
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- `src/components/call-desk/click-to-call-button.tsx` — set Jotai atoms on click, not just call API
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- `src/components/call-desk/active-call-card.tsx` — handle 'ringing-out' state
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- `src/state/sip-manager.ts` — auto-answer SIP when outbound call is pending
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- `src/pages/call-desk.tsx` — include 'ringing-out' in isInCall, set selected lead on dial
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**Key insight:** The call card is driven by app state, not SIP events. Set state immediately on click.
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## Priority 2: Remaining Polish
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- Kookoo callback creates call records (already deployed)
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- Toast for dial should be replaced with the call card (covered by Priority 1)
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- Test full outbound flow end-to-end on staging
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## Priority 3: Caching
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- DataProvider fires 14 queries on mount (7 × StrictMode)
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- Add deduplication or sidecar-level cache
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## Deploy Commands
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See memory/helix-engage-session-progress.md for full deploy instructions.
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