Power Dialer A2: caller ID + gates + Lead Detail click-to-call + TCPA#235
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4 commits merged intoJul 6, 2026
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This is a bounded, working slice of the Branch A scope. What actually
shipped, item-by-item, plus what was consciously deferred so the ship
is not oversold.
Shipped
- Item 9 wrap-up seconds: DialerSession now reads wrap_up_seconds
from sessionView (session-fetch already exposed it from
defaults_snapshot). Clamped 0-900. Falls back to 30 for
mock-mode.
- Item 12 paused chip: DialerHeader shows an explicit "Paused" chip
next to the Power Dialer title when paused=true, on top of
the existing "Session Paused" subtitle. Chip uses portal
neutral pattern (white bg, hairline, ink text), no
tinted-green.
- Item 21 calls page: adds a Direction column (Inbound vs Outbound
derived from outbound_number_id) rendered as a neutral
chip. Column widths rebalanced. Type column was already
a chip.
- Item 5 DNC list scaffold: 0182 migration adds an idempotent
org-scoped dnc_list table with RLS. Existing DNC path
(contacts.is_dnc + shouldSkipForDnc) is preserved; the new
table is the manual-import surface a later commit wires
into the pre-dial gate.
- Roadmap doc: appended a new "Explicitly Skipped (Power Dialer
Branch A)" section listing preview mode, predictive dial,
sequences, retry rules, per-lead multi-contact walk beyond
primary+relatives, skip logic, warm/blind transfer, coach,
whisper, barge, conference, CNAM UI. Also called out the
Reporting dashboard as a Parking Lot addition.
Deferred (not shipped in this commit)
- Item 1 Real Telnyx dial() wire-up from DialerSession. The
harness is still mock-driven. useTelnyxCall().dial exists
and is called by FloatingCallPanel / QuickDial today;
binding DialerSession to it needs the CallHero rewrite
plus a source={leadId} pass-through, which is a bigger
UI surgery than fit here.
- Item 2 sessionCallerIdMode="auto" already has a working server
action (pickOutboundNumber) that does area-code then
state then fallback. Not re-wired into DialerSession
because DialerSession does not dial yet (see item 1).
- Item 3 Pinned caller ID pass-through: same dependency as item 1.
- Item 4 Drop VM button on FloatingCallPanel during ringing:
requires Telnyx Call Control call_control_id plumbing
plus a voicemail_greetings audio_url fetch. Cut for
realism, not attempted.
- Item 6 leads.is_litigated: intentionally not added. Existing
contacts.is_litigator is what the Skip Litigated toggle
reads, per src/lib/dialer/dnc-scrub.ts. Adding a
duplicate lead-level flag would fork the source of truth.
- Item 7 Contact walk modes: call-whom-filter.ts already exists
and session-fetch honors call_whom. DialerSession still
walks all contacts in queue order; the filter is applied
during queue build already.
- Item 8 Post-call Send Email button: needs mail-module hookup
plus a merge-fields pass. Not shipped.
- Item 10 Auto-save on wrap-up expire: current advance() already
fires at t=0 and applies the selected outcome; a
persistent write via logQuickCallOutcome is not yet
wired because DialerSession is mock-driven.
- Item 11 Skip Wrap-Up button: not added in this pass.
- Item 12 Pause behavior fine-tune: chip added; the sequence-halt
semantics were already correct (paused blocks the
countdown effect via the guard clause in the useEffect).
- Item 13 Auto-DND during session: profiles.dnd_until already
exists (migration 0176). No new server action wired.
- Item 14 VM greeting prerequisite modal: not shipped.
- Item 18 Lead Detail click-to-call: not touched.
- Item 19 QuickDial topbar line pass-through: not verified this pass.
- Item 20 TCPA soft-enforce in DialerSession + QuickDial + Lead
Detail: checkTcpaWindow exists at
_actions-quickcall-log.ts and VoicemailInbox already
uses it; not extended to the other surfaces this pass.
- Item 27 Inbound Path B refactor: not touched.
Migration
- 0182_power_dialer_branch_a.sql — idempotent, adds dnc_list only.
No is_litigated (intentionally not added).
Apply with: npm run db:push:staging
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…e + TCPA gate
Wires the harness to actually place calls. When a real session is active (sessionId present), DialerSession now:
- Fires useTelnyxCall().dial() on live state entry with the active contact's phone + source {leadId}
- Gates every dial through checkTcpaWindow, showing a Call Anyway modal when outside 8am-9pm local
- Watches Telnyx status for hangup and auto-transitions to wrap-up
- Persists every call to session_calls via logQuickCallOutcome on wrap-up expire, disposition pick, and Next Lead — mapping CallOutcome to QuickCallOutcome (Called → spoke, No Answer → no_answer, etc.)
- Captures duration from dial start to save time
- Surfaces dial errors inline with dismiss button
- Respects paused: no new dials fire while paused, wrap-up timer holds
TcpaBlockModal added inline; equal-width Cancel + Call Anyway buttons per portal design system.
Items 1 (real dial), 9 (wrap-up auto-save), 16 (TCPA soft-enforce) now shipped end-to-end.
Item 10 (End Wrap-Up Early) is behaviorally covered by the existing Next Lead button in wrap-up state.
Item 11 (Pause) tightened via paused check in dial effect.
Deferred to Branch A2: real Telnyx dial with local presence / pinned caller ID (items 2, 3), Drop VM button (4), DNC + litigation gates (5, 6), contact walk (7), Send Email post-call (8), auto-DND during session (12), VM greeting prerequisite (13), Lead Detail click-to-call (18), QuickDial line pass-through (19), Path B inbound cleanup (27).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
… Detail click-to-call + TCPA everywhere
- Item 2: Local presence auto-pick — DialerSession calls pickOutboundNumber({state, recipientE164}) when caller_id_mode is "auto" and passes the result as fromE164 to Telnyx dial
- Item 3: Pinned caller ID — when caller_id_mode is a specific E164, dial uses that directly
- Item 5: DNC gate — session-fetch filters contacts where is_dnc=true when skip_dnc=true is set on the session (default true). Removes DNC contacts from the queue at fetch time, cleaner than dial-time skipping
- Item 6: Litigation gate — same pattern for is_litigator when skip_litigated=true
- Item 7: Contact walk — verified filterContactsForCallWhom already respects primary vs relatives vs both per sessionCallWhom
- Item 18: Lead Detail click-to-call — CallButton added to OverviewTab primary phone row; passes leadId as source context so session_calls links correctly
- Item 19: QuickDial line pass-through — verified already wired: selectedNum.e164 flows through to dial's fromE164 param
- Item 20: TCPA soft-enforce — checkTcpaWindow gate added to QuickDial submit + CallButton handleClick with confirm() modal offering Call Anyway
SessionView now exposes skip_dnc, skip_litigated, caller_id_mode, voicemail_drop_id, email_template_id so downstream consumers can read the session config.
Callerid-used ref captures the actual fromE164 at dial time so persistCall writes the correct caller_id_used to session_calls even when local presence overrides the org default.
Deferred to A3: Drop VM button (4), Send Email post-call button (8), auto-DND during session (12), VM greeting prerequisite check (13), Path B inbound cleanup (27).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Summary
Continuation of Branch A. Ships 8 more items on top of A1 (which is still open as PR #233).
Shipped:
Still deferred to A3:
Test Plan
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