Files
helix-engage/docs/weekly-update-mar18-25.html
saridsa2 48ed300094 feat: unified context panel, remove tabs, context-aware layout
- Merged AI Assistant + Lead 360 tabs into single context-aware panel
- Context section shows: lead profile, AI insight (live from event bus), appointments, activity
- "On call with" banner only shows during active calls (isInCall prop)
- AI Chat always available at bottom of panel
- Phase 1 only — AI Chat panel needs full redesign with Vercel AI SDK tool calling (Phase 2)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 14:44:48 +05:30

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<title>Helix Engage — Weekly Update (Mar 1825, 2026)</title>
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</head>
<body>
<!-- Progress bar -->
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<!-- Navigation dots -->
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<!-- Slide counter -->
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<!-- Keyboard hint -->
<div class="keyboard-hint">
<span class="key"></span><span class="key"></span> or <span class="key">Space</span> to navigate
</div>
<!-- ======================================
SLIDE 1: TITLE
====================================== -->
<section class="slide title-slide">
<div class="reveal">
<span class="label" style="background: var(--glow-cyan); color: var(--accent-cyan);">Weekly Engineering Update</span>
</div>
<h1 class="reveal">Helix Engage</h1>
<p class="subtitle reveal">Contact Center CRM · Real-time Telephony · AI Copilot</p>
<p class="date-range reveal">March 18 25, 2026</p>
</section>
<!-- ======================================
SLIDE 2: AT A GLANCE
====================================== -->
<section class="slide">
<div class="reveal">
<span class="label" style="background: var(--glow-violet); color: var(--accent-violet);">At a Glance</span>
</div>
<h2 class="reveal">Week in Numbers</h2>
<div class="stats-grid">
<div class="stat-card reveal">
<div class="stat-number cyan" data-count="78">0</div>
<div class="stat-label">Total Commits</div>
</div>
<div class="stat-card reveal">
<div class="stat-number violet" data-count="3">0</div>
<div class="stat-label">Repositories</div>
</div>
<div class="stat-card reveal">
<div class="stat-number emerald" data-count="8">0</div>
<div class="stat-label">Days Active</div>
</div>
<div class="stat-card reveal">
<div class="stat-number amber" data-count="50">0</div>
<div class="stat-label">Frontend Commits</div>
</div>
</div>
<div class="pill-list reveal" style="margin-top:1.5rem; justify-content: center;">
<span class="pill" style="border-color: rgba(34,211,238,0.3); color: var(--accent-cyan);">helix-engage <b>50</b></span>
<span class="pill" style="border-color: rgba(167,139,250,0.3); color: var(--accent-violet);">helix-engage-server <b>27</b></span>
<span class="pill" style="border-color: rgba(52,211,153,0.3); color: var(--accent-emerald);">FortyTwoApps/SDK <b>1</b></span>
</div>
</section>
<!-- ======================================
SLIDE 3: TELEPHONY & SIP
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: var(--glow-cyan);">📞</div>
<span class="label" style="background: var(--glow-cyan); color: var(--accent-cyan);">Core Infrastructure</span>
</div>
</div>
<h2 class="reveal">Telephony & SIP Overhaul</h2>
<div class="card-grid">
<div class="content-card reveal">
<h3 style="color: var(--accent-cyan);">Outbound Calling <span class="repo-badge badge-frontend">Frontend</span></h3>
<ul>
<li>Direct SIP call from browser — no Kookoo bridge needed</li>
<li>Immediate call card UI with auto-answer SIP bridge</li>
<li>End Call label fix, force active state after auto-answer</li>
<li>Reset outboundPending on call end to prevent inbound poisoning</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-violet);">Ozonetel Integration <span class="repo-badge badge-server">Server</span></h3>
<ul>
<li>Ozonetel V3 dial endpoint + webhook handler for call events</li>
<li>Kookoo IVR outbound bridging (deprecated → direct SIP)</li>
<li>Set Disposition API for ACW release</li>
<li>Force Ready endpoint for agent state management</li>
<li>Token: 10-min cache, 401 invalidation, refresh on login</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-cyan);">SIP & Agent State <span class="repo-badge badge-frontend">Frontend</span></h3>
<ul>
<li>SIP driven by Agent entity with token refresh</li>
<li>Dynamic SIP from agentConfig, logout cleanup, heartbeat</li>
<li>Centralised outbound dial into <code>useSip().dialOutbound()</code></li>
<li>UCID tracking from SIP headers for Ozonetel disposition</li>
<li>Network indicator for connection health</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-violet);">Multi-Agent & Sessions <span class="repo-badge badge-server">Server</span></h3>
<ul>
<li>Multi-agent SIP with Redis session lockout</li>
<li>Strict duplicate login lockout — one device per agent</li>
<li>Session lock stores IP + timestamp for debugging</li>
<li>SSE agent state broadcast for real-time supervisor view</li>
</ul>
</div>
</div>
</section>
<!-- ======================================
SLIDE 4: CALL DESK & UX
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: var(--glow-emerald);">🖥️</div>
<span class="label" style="background: var(--glow-emerald); color: var(--accent-emerald);">User Experience</span>
</div>
</div>
<h2 class="reveal">Call Desk & Agent UX</h2>
<div class="card-grid">
<div class="content-card reveal">
<h3 style="color: var(--accent-emerald);">Call Desk Redesign</h3>
<ul>
<li>2-panel layout with collapsible sidebar & inline AI</li>
<li>Collapsible context panel, worklist/calls tabs, phone numbers</li>
<li>Pinned header & chat input, numpad dialler</li>
<li>Ringtone support for incoming calls</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-emerald);">Post-Call Workflow</h3>
<ul>
<li>Disposition → appointment booking → follow-up creation</li>
<li>Disposition returns straight to worklist — no intermediate screens</li>
<li>Send disposition to sidecar with UCID for Ozonetel ACW</li>
<li>Enquiry in post-call, appointment skip button</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-emerald);">UI Polish</h3>
<ul>
<li>FontAwesome Pro Duotone icon migration (all icons)</li>
<li>Tooltips, sticky headers, roles, search, AI prompts</li>
<li>Fix React error #520 (isRowHeader) in production tables</li>
<li>AI scroll containment, brand tokens refresh</li>
</ul>
</div>
</div>
</section>
<!-- ======================================
SLIDE 5: FEATURES SHIPPED
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: rgba(251,191,36,0.15);">🚀</div>
<span class="label" style="background: rgba(251,191,36,0.15); color: var(--accent-amber);">Features Shipped</span>
</div>
</div>
<h2 class="reveal">Major Features</h2>
<div class="card-grid">
<div class="content-card reveal">
<h3 style="color: var(--accent-amber);">Supervisor Module</h3>
<ul>
<li>Team performance analytics page</li>
<li>Live monitor with active calls visibility</li>
<li>Master data management pages</li>
<li>Server: team perf + active calls endpoints</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-amber);">Missed Call Queue (Phase 2)</h3>
<ul>
<li>Missed call queue ingestion & worklist</li>
<li>Auto-assignment engine for agents</li>
<li>Login redesign with role-based routing</li>
<li>Lead lookup for missed callers</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-amber);">Agent Features (Phase 1)</h3>
<ul>
<li>Agent status toggle (Ready / Not Ready / Break)</li>
<li>Global search across patients, leads, calls</li>
<li>Enquiry form for new patient intake</li>
<li>My Performance page + logout modal</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-amber);">Recording Analysis</h3>
<ul>
<li>Deepgram diarization + AI insights</li>
<li>Redis caching layer for analysis results</li>
<li>Full-stack: frontend player + server module</li>
</ul>
</div>
</div>
</section>
<!-- ======================================
SLIDE 6: DATA & BACKEND
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: var(--glow-violet);">⚙️</div>
<span class="label" style="background: var(--glow-violet); color: var(--accent-violet);">Backend & Data</span>
</div>
</div>
<h2 class="reveal">Backend & Data Layer</h2>
<div class="card-grid">
<div class="content-card reveal">
<h3 style="color: var(--accent-violet);">Platform Data Wiring</h3>
<ul>
<li>Migrated frontend to Jotai + Vercel AI SDK</li>
<li>Corrected all 7 GraphQL queries (field names, LINKS/PHONES)</li>
<li>Webhook handler for Ozonetel call records</li>
<li>Complete seeder: 5 doctors, appointments linked, agent names match</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-violet);">Server Endpoints</h3>
<ul>
<li>Call control, recording, CDR, missed calls, live call assist</li>
<li>Agent summary, AHT, performance aggregation</li>
<li>Token refresh endpoint for auto-renewal</li>
<li>Search module with full-text capabilities</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-violet);">Data Pages Built</h3>
<ul>
<li>Worklist table, call history, patients, dashboard</li>
<li>Reports, team dashboard, campaigns, settings</li>
<li>Agent detail page, campaign edit slideout</li>
<li>Appointments page with data refresh on login</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-emerald);">SDK App <span class="repo-badge badge-sdk">FortyTwoApps</span></h3>
<ul>
<li>Helix Engage SDK app entity definitions</li>
<li>Call center CRM object model for Fortytwo platform</li>
<li>Foundation for platform-native data integration</li>
</ul>
</div>
</div>
</section>
<!-- ======================================
SLIDE 7: DEPLOYMENT & OPS
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: rgba(251,113,133,0.15);">🛠️</div>
<span class="label" style="background: rgba(251,113,133,0.15); color: var(--accent-rose);">Operations</span>
</div>
</div>
<h2 class="reveal">Deployment & DevOps</h2>
<div class="card-grid">
<div class="content-card reveal">
<h3 style="color: var(--accent-rose);">Deployment</h3>
<ul>
<li>Deployed to Hostinger VPS with Docker</li>
<li>Switched to global_healthx Ozonetel account</li>
<li>Dockerfile for server-side containerization</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-rose);">AI & Testing</h3>
<ul>
<li>Migrated AI to Vercel AI SDK + OpenAI provider</li>
<li>AI flow test script — validates auth, lead, patient, doctor, appointments</li>
<li>Live call assist integration</li>
</ul>
</div>
<div class="content-card reveal">
<h3 style="color: var(--accent-rose);">Documentation</h3>
<ul>
<li>Team onboarding README with architecture guide</li>
<li>Supervisor module spec + implementation plan</li>
<li>Multi-agent spec + plan</li>
<li>Next session plans documented in commits</li>
</ul>
</div>
</div>
</section>
<!-- ======================================
SLIDE 8: TIMELINE
====================================== -->
<section class="slide">
<div class="reveal">
<div class="section-header">
<div class="section-icon" style="background: var(--glow-cyan);">📅</div>
<span class="label" style="background: var(--glow-cyan); color: var(--accent-cyan);">Day by Day</span>
</div>
</div>
<h2 class="reveal">Development Timeline</h2>
<div class="timeline reveal" style="max-height: 60vh; overflow-y: auto; padding-right: 1rem;">
<div class="tl-item">
<div class="tl-date">MAR 18 (Tue)</div>
<div class="tl-title">Foundation Day</div>
<div class="tl-desc">Call desk redesign, Jotai + Vercel AI SDK migration, seeder with 5 doctors + linked appointments, AI flow test script, deployed to VPS</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 19 (Wed)</div>
<div class="tl-title">Data Layer Sprint</div>
<div class="tl-desc">All data pages built (worklist, call history, patients, dashboard, reports), post-call workflow (disposition → booking), GraphQL fixes, Kookoo IVR outbound, outbound call UI</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 20 (Thu)</div>
<div class="tl-title">Telephony Breakthrough</div>
<div class="tl-desc">Direct SIP call from browser replacing Kookoo bridge, UCID tracking, Force Ready, Ozonetel Set Disposition, telephony overhaul</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 21 (Fri)</div>
<div class="tl-title">Agent Experience</div>
<div class="tl-desc">Phase 1 shipped — agent status toggle, global search, enquiry form, My Performance page, full FontAwesome icon migration, agent summary/AHT endpoints</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 23 (Sun)</div>
<div class="tl-title">Scale & Reliability</div>
<div class="tl-desc">Phase 2 — missed call queue + auto-assignment, multi-agent SIP with Redis lockout, duplicate login prevention, Patient 360 rewrite, onboarding docs, SDK entity defs</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 24 (Mon)</div>
<div class="tl-title">Supervisor Module</div>
<div class="tl-desc">Supervisor module with team performance + live monitor + master data, SSE agent state, UUID fix, maintenance module, QA bug sweep, supervisor endpoints</div>
</div>
<div class="tl-item">
<div class="tl-date">MAR 25 (Tue)</div>
<div class="tl-title">Intelligence Layer</div>
<div class="tl-desc">Call recording analysis with Deepgram diarization + AI insights, SIP driven by Agent entity, token refresh, network indicator</div>
</div>
</div>
</section>
<!-- ======================================
SLIDE 9: CLOSING
====================================== -->
<section class="slide closing-slide">
<h2 class="reveal">78 commits. 8 days. Ship mode.&nbsp;🚢</h2>
<p class="reveal" style="color: var(--text-secondary); margin-top: 0.6em; font-size: 1.1rem; max-width: 600px; margin-inline: auto;">
From browser-native SIP calling to AI-powered recording analysis — Helix Engage is becoming a production contact center platform.
</p>
<div class="pill-list reveal" style="justify-content: center; margin-top: 1.5rem;">
<span class="pill" style="border-color: rgba(34,211,238,0.3); color: var(--accent-cyan);">SIP Calling ✓</span>
<span class="pill" style="border-color: rgba(167,139,250,0.3); color: var(--accent-violet);">Multi-Agent ✓</span>
<span class="pill" style="border-color: rgba(52,211,153,0.3); color: var(--accent-emerald);">Supervisor Module ✓</span>
<span class="pill" style="border-color: rgba(251,191,36,0.3); color: var(--accent-amber);">AI Copilot ✓</span>
<span class="pill" style="border-color: rgba(251,113,133,0.3); color: var(--accent-rose);">Recording Analysis ✓</span>
</div>
<p class="reveal" style="color: var(--text-muted); margin-top: 2rem; font-size: 0.8rem;">Satya Suman Sari · FortyTwo Platform</p>
</section>
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