feat POWER-DIALER-CLEAN: wizard batches + Voicemail Uploader + Save As My Defaults + 24 tests#236
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…main delegation flow Adds the foundation for sending email from customer-owned domains via AWS SES, the dedicated sending domain pattern modeled after the v7 mockup. Settings > Account > Sending Domains is the new home. Schema: - supabase/migrations/0156_sending_domains.sql: new customer_sending_domains table with org_id, domain, subdomain, tier, detected_provider, status, ns_records, route53_zone_id, aws_ses_identity_arn, written_records, verified_at. Standard org-scoped RLS via auth_org_id(). Lib: - src/lib/sending-domains/detect.ts: NS lookup + provider pattern matching for Cloudflare, Vercel, GoDaddy, Namecheap, IONOS, Bluehost, HostGator, Hostinger, SiteGround, Network Solutions, Route 53, Google Domains, Squarespace, Wix, Shopify, DreamHost, Porkbun. Falls back to tier_c_delegation for anything unrecognized. - src/lib/sending-domains/fetch.ts: list and single domain fetchers, RLS-scoped via createClient(). - src/lib/sending-domains/actions.ts: detectAndPrepare, startSubdomainDelegation, checkDomainVerification, disconnectSendingDomain. Route 53 zone provisioning and SES identity polling are stubbed for now (no AWS credentials wired yet); the stubs return placeholder NS records so the UI flow is fully testable end to end. UI: - src/app/(app)/settings/_components/SendingDomainsSection.tsx: list view following the EmailAccountsSection pattern. Empty state with + Add Domain CTA. Per-card disconnect with two-click confirm. Style C status indicator (small petrol dot + status text, no tinted backgrounds) per feedback_no_tinted_green_chips. - src/app/(app)/settings/_components/AddDomainWizard.tsx: progressive modal wizard with four stages (enter, detected, records, done). Stage 1 takes a domain. Stage 2 shows the detected provider and tier. Stage 3 shows the single NS record for subdomain delegation with per-row Copy buttons. Stage 4 confirms verified. Stub Route 53 zone returns placeholder ns records so the flow renders correctly without AWS wired. - src/app/(app)/settings/_components/SubRail.tsx: new Sending Domains entry under Account group, alongside Email Accounts. - src/app/(app)/settings/_components/SettingsPreviewJsx.tsx: switch case and SettingsData typing for sending-domains panel. - src/app/(app)/settings/page.tsx: server-side fetchSendingDomains added to the Promise.all data fetch. Deferred: - Real AWS SES domain identity provisioning + DKIM token retrieval - Real Route 53 hosted zone creation (returns placeholder NS today) - Cloudflare direct API integration (tier A polish, 2-click) - Domain Connect protocol (tier B polish, 3-click for GoDaddy et al) - Outbound send path routing through SES instead of Gmail SMTP Today the wizard ships the universal 5-click subdomain delegation path end to end for every DNS provider, with placeholder NS records until AWS credentials are configured. Real AWS wiring is the next PR after env vars are set up. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the stubbed Route 53 placeholder NS records and SES verification
poll with real AWS SDK calls. Behavior:
startSubdomainDelegation:
- If AWS credentials present: creates a Route 53 hosted zone for
send.{domain}, creates an SES domain identity, writes the 3 DKIM
CNAMEs into the new zone, returns the zone NS records for the user
to add at their DNS provider.
- If no credentials: falls back to placeholder NS records so the UI
flow stays demonstrable.
checkDomainVerification:
- If credentials present: calls SES GetEmailIdentity, returns verified
when DkimAttributes.Status is SUCCESS, persists DKIM status as
last_error otherwise so the operator can see what stage it is at.
- If no credentials: marks status as verifying without polling.
disconnectSendingDomain:
- Now also cleans up the SES identity and Route 53 hosted zone
(deletes all non-NS/SOA records, then the zone). Tolerant of
partial failures so the DB row still gets removed.
aws.ts wraps the SDK behind a small typed surface (awsConfigured,
createHostedZone, createOrGetEmailIdentity, writeDkimCnames,
getIdentityVerificationStatus, deleteSendingDomainResources). All
helpers throw if AWS_ACCESS_KEY_ID or AWS_SECRET_ACCESS_KEY is
missing, except deleteSendingDomainResources which silently no-ops
(so disconnect still works locally without env vars).
createOrGetEmailIdentity handles the SES AlreadyExists case by
falling through to GetEmailIdentity so re-running the wizard for a
domain that was partially set up doesn't error.
DKIM CNAMEs are written with a 30-minute TTL, matching SES guidance.
The subdomain naming convention stays send.{domain}; if that ever
changes we only update detect.ts's subdomainFor().
New deps:
- @aws-sdk/client-route-53
- @aws-sdk/client-sesv2
No schema change, no UI change. Wizard, sidebar nav, list view, and
disconnect all keep working as before but with real AWS underneath
when env vars are set.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
…n investigation Rik + Bree on prod Moss Equity Partners (subscription_status = active, tier should resolve to full) cannot click any tabs on the lead detail page after the billing access gate PR merged. The interceptor is documented to only mount when access.tier !== "full" so for active orgs it should be a no-op. Disabling as a defensive measure while root-cause is confirmed. Banner + write guards left in place because their conditional short-circuits fire much earlier and can be verified inline. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Hotfix: disable BillingBlockedInterceptor pending tab-click regression investigation See merge request workflow-minds/next-surplus!29
The Billing access-gate PR added `export const dynamic = "force-dynamic"` to the (app) layout so the BillingBanner would always show fresh tier state. Downside: every intra-app navigation re-runs 7 server queries in the layout, making router.push transitions feel unresponsive on tab clicks and other in-page navigations. Access can safely be stale for up to Next.js's default segment revalidation window; when it changes (via Stripe webhook) the banner updates on the next real page load. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Hotfix: remove force-dynamic from (app)/layout that PR #27 introduced See merge request workflow-minds/next-surplus!30
Adds Drop VM button to FloatingCallPanel during active calls in a Power Dialer session that has a voicemail greeting configured. Server action mints a signed URL for the org's voicemail drop, POSTs playback_start to the Telnyx call, then hangs up after the clip duration. Wraps up as voicemail disposition automatically.
Extends the sending-domains work (PR #185) with the full inbound loop. Adds SES as a third send provider alongside Gmail and IMAP, generates a signed reply-to on every outbound message, and wires an SNS-backed inbound webhook that parses the raw email out of S3 and threads replies back onto the originating conversation. Schema (0157): - channel_provider enum gains ses so verified sending domains slot into the existing channel_account / conversation / message model - customer_sending_domains gets reply_subdomain, reply_identity_arn, inbound_enabled, inbound_verified_at - messages gets raw_s3_key + inbound_match_method for tracing - orgs gets emails_sent_this_month + email_counter_reset_at plus increment_email_counter and reset_email_counter_if_needed RPCs driving a hard 5,000 emails per month cap Send path (src/app/(app)/inbox/_send-actions.ts): - New ses branch dispatches to sesSend with a signed Reply-To at firstname+{hmac}@reply.{domain} whenever the lead id is known - Persists outbound the same shape as Gmail/IMAP so the inbox UI treats all three uniformly - Increments and enforces the per-org monthly cap before sending AWS module (src/lib/sending-domains/aws.ts): - createOrGetReplyIdentity + writeInboundMxRecord provision the reply subdomain SES identity and Route 53 MX record - deleteSendingDomainResources cleans up the reply identity too Inbound webhook (src/app/api/webhooks/ses-inbound/route.ts): - Verifies the SNS signature, auto-confirms SubscriptionConfirmation - Fetches raw email from S3, parses via mailparser - Match ladder: In-Reply-To → parseReplyRef(To) → sender email via findLeadForAddress across every verified org's leads - Stores as an inbound message on the matched conversation, records which method matched, saves raw S3 key for audit and reprocess Onboarding + Settings UI: - Step 3 leads with "Verify Your Domain" and demotes Gmail/Outlook/ IMAP to a "Use My Existing Inbox Instead" collapsible - AddDomainWizard shows two records (NS for send, MX for replies) - Settings > Sending Domains renders a monthly-cap progress bar that turns red at 100% with a support-contact prompt Deps: adds @aws-sdk/client-s3, @aws-sdk/client-sns, sns-validator, plus a local .d.ts for sns-validator. Outstanding (AWS console work, not code): - Create S3 bucket INBOUND_EMAIL_S3_BUCKET - Create SNS topic + subscribe /api/webhooks/ses-inbound - Create SES receipt rule set with a single catch-all rule that stores to S3 + notifies the SNS topic - Grant the existing IAM user S3:PutObject/GetObject on the bucket and SNS:Publish on the topic - Env vars: INBOUND_EMAIL_S3_BUCKET, INBOUND_EMAIL_SNS_TOPIC_ARN, REPLY_TO_HMAC_SECRET (32+ chars) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Idempotent one-shot that provisions the S3 bucket, SNS topic + HTTPS subscription to the portal webhook, and the SES receipt rule set with a catch-all rule. Run once after SES production access lands: node scripts/provision-ses-inbound.mjs Prints the three env vars to add to Vercel at the end. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds Send Follow Up Email button to the post-call wrap-up UI when the Power Dialer session has an email template configured and the call is linked to a lead. Server action renders merge fields against the lead's primary email contact, picks the operator's first active email account, and calls the existing sendLeadEmail pipeline (tracking pixel + activity log). Auto-dismiss delays until email is sent or user closes.
On session mount, sets profiles.dnd_until to now + 4h so the inbound webhook routes incoming calls to voicemail while the operator is outbound-dialing. Skips if DND is already active (manual toggle preserved). On unmount, clears only the value the session set.
Setup page loads voicemail_greeting_assignments for the org's business_hours slot. Wizard disables Start Session and shows an inline banner linking to Settings when no greeting is assigned. Inbound routing depends on this greeting existing before the operator starts an outbound session.
Removes the /actions/speak call from the inbound call.initiated handler. Voicemail greeting now plays from the Telnyx-side Credential Connection VM config (uploaded audio, sequential-ring enabled).
Branch A: Real Telnyx dial in DialerSession, wrap-up auto-save (item 10), End Wrap-Up Early (item 11), Pause behavior wired (item 12), TCPA gate modal (item 16/20 partial), /calls Direction column + layout (item 21), dnc_list migration 0182, wrap-up seconds from wizard (item 9). Branch A2: Local presence auto-pick (item 2), pinned caller ID (item 3), DNC gate (item 5), litigation gate (item 6), contact walk (item 7), Lead Detail click-to-call (item 18), QuickDial line pass-through (item 19), TCPA full (item 20). Branch A3: Drop Voicemail button (item 4), Send Email post-call (item 8), Auto-DND during session (item 13), Voicemail greeting prerequisite (item 14), Path B inbound webhook cleanup (item 27).
Cuts one round-trip and turns 4 sequential DB waits into 2: Before: profile → orgGate (onboarding) → parallel(urgent, voicemail) → orgTz After: profile → parallel(oneOrgsRow, urgent, voicemail, feedbackCounts?) - Merged onboarding_completed + default_time_zone into a single orgs SELECT. - Feedback-visible admins get their two count queries as part of the same batch instead of after the parallel block. - Onboarding redirect check now runs after the batch, so navigations that do not need to redirect finish in ~one DB round-trip instead of three. Rough impact: ~300ms shaved off every intra-app navigation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Resolves conflicts from main's post-branch work landing on top of the
sending-domains + ses-inbound stack:
- src/app/(app)/settings/page.tsx: combine fetchSendingDomains +
fetchEmailQuota with the new billing/usage/phone/telnyx/dialer/
voicemail/call-receiving/greeting fetches
- onboarding wizard: main renamed InboxStep.tsx to EmailStep.tsx as
part of the 5-step wizard rework. Re-applied the "Verify Your
Domain" primary CTA + "Use My Existing Inbox Instead" secondary
pattern on top of the new EmailStep shell
- package-lock.json: took main's version and re-ran npm install
which merged in @aws-sdk/client-s3, client-sns, client-ses, and
sns-validator alongside main's dep updates
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
TabBar (src/app/(app)/leads/[id]/_components/TabBar.tsx) - Adds onMouseEnter + onFocus prefetch for each tab button. Router pre-warms the destination RSC while the operator is still moving toward the tab, so the click itself often just displays the cached response. Lead detail page - Drop `dynamic = "force-dynamic"` in favor of `revalidate = 5`. Tab clicks within the 5-second window use the cached RSC (~50ms) instead of re-running 6 Supabase queries. Every write server action on this page already calls revalidatePath so real mutations invalidate the cache and the UI stays fresh. Combined effect: tab clicks feel instant (hover-prefetched) or near-instant (cache-served). First landing on the page hits the same queries as before. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Perf: prefetch tabs + revalidate=5 on lead detail See merge request workflow-minds/next-surplus!35
Perf: parallelize (app)/layout data fetches See merge request workflow-minds/next-surplus!34
Migrations 0156 and 0180 have not been applied to staging (or prod) yet. The Settings page hits fetchSendingDomains and fetchEmailQuota on every load, and both were throwing on the missing table/columns, blowing up the whole Promise.all and 500ing the page. Swallow the errors and return empty defaults instead. The page renders cleanly, the sending-domains panel shows the empty state, the quota bar shows 0 / 5,000. Once the migrations run, everything wires up automatically without a second deploy. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Fires record_start and transcription_start against the WebRTC call's Telnyx call_control_id on call.answered when the org has recording / transcription enabled in Dialer Defaults. WebRTC calls placed via the SDK's newCall() don't accept those params at creation, so this closes the gap for browser-dialed outbound. Threads the Telnyx call_control_id from the client's active call (exposed by A3) into logQuickCallOutcome so session_calls rows carry the ID and the recording.saved + call.transcription webhooks can update the row by ID. Items 22 (transcript display) and 24 (two-party consent disclosure) were already wired end-to-end — TranscriptDrawer is on /calls and Lead Activity; maybePlayConsentDisclosure fires on call.answered when the recipient state is two-party-consent AND recording is on. This commit enables the recording + transcript pipeline that feeds them for WebRTC-originated calls.
…allButton + phone icon Missed call and inbound answered activity rows now render: - Phone icon in the timeline gutter (was default dot icon) - Inline CallButton next to the text — one-click callback with TCPA gate Uses formatActivity's new callback_e164 return field. ActivityTabClient reads it and renders the button next to the text when set. leadId threaded through from ActivityTab parent.
…leads/daily Every leads view now has one-click dial without navigating to lead detail. - src/lib/leads/types.ts: LeadRow gets optional primary_phone_e164 - src/lib/leads/query.ts: primaryPhonesForLeads + withPrimaryPhone helpers (one query per view, O(1) map lookup per row) - fetchLeads (table): decorates with primary phone alongside litigator + activity flags - fetchKanbanLeads: withPrimaryPhone after withLitigatorFlags - fetchDailyWork: withPrimaryPhone on both needsAction + awaitingExternal - LeadsTable actions column: CallButton before LeadActionsMenu when primary_phone_e164 is set - KanbanBoard card: CallButton in the surplus footer (with onMouseDown stopPropagation to prevent drag conflict) - Daily page rows: CallButton next to actions menu Only renders when the lead has a primary phone contact.
Fixes from Bree's preview feedback: - Removed phone icon from LeadsTable, KanbanBoard card, Daily view (multiple phones per lead, must open detail) - Daily view: rebalanced grid columns (110px / 2fr / 130px / 1fr / 150px), fixed 'Estimated' label spacing so amount no longer truncates, moved Surplus header left-aligned like the values - Wizard FilterCell: z-50 (was z-20, hid behind card), added optional type-to-search input (auto-enabled when >8 options), search clears on close - State filter: dropdown now shows full names (Hawaii / South Carolina / Pennsylvania) via US_STATES map, sorted alphabetically. Selected value also displays the full name. - County filter: sorted alphabetically + searchable - countFilteredLeads: now accepts listId, narrows to import/saved list's lead_ids before applying filters. Fixes 'test import shows 3 but Leads In List stayed at 56'. Not yet in this push: Skip DNC/Litigated affecting count, multi-select counties, custom surplus range input, missed_call visual example, last_touched/has_notes filter decision. Coming next commit.
…urplus min/max, org defaults hydrate - Removed last_touched + has_notes filter chips (per Bree — 6 filters, not 8) - County → multi-select via new MultiFilterCell with checkboxes and 'Clear' action. Still searchable when >8 counties. Stores as filters.counties[]; legacy filter.county still honored on read for back-compat. - Surplus → custom min/max input via new RangeFilterCell. Two $ inputs with Apply/Clear buttons. Filter shows '$10,000 - $100,000' or '$10,000 - No Max' etc. - Wizard now reads org_dialer_defaults on the server (fetchDialerDefaults from src/lib/settings/fetch.ts) and hydrates initial wrap_up_seconds + caller_id_mode. Previously it hardcoded useState(30) which made the 'Using your saved defaults' text misleading. - Owner Status filter gets last=true so the bottom row of the 6-cell grid has no dangling border after removing 2 cells. Server side: applyFilters (both actions-filters and _actions) drops last_touched/has_notes clauses; adds counties.in() handling with fallback to legacy county eq. Also seeded a fixture missed_call activity on staging so Bree can see the visual.
…me label + Sale Type prettify + Cancel back
- Removed overflow-hidden from Quick Filters card and Defaults card wrappers. z-50 on dropdowns wasn't escaping because the parent had overflow-hidden clipping any overflow. Verified by reproducing Bree's report: only first 4 states visible before, rest hidden behind the box.
- Added 'Clear All Filters' link under the count when any filter is set.
- 'Name This List To Save It' → 'Session Name (Optional)'. Was misleading — it never actually saved as a saved_list, only labeled the current session.
- Cancel button now router.back() instead of router.push('/'). Returns to wherever the operator came from.
- Numbers To Dial subtitle: dropped 'Attorneys, counties, courts, and other parties stay reference only and are never dialed.' — just says 'Pick which phone numbers join the dial queue.' now.
- Stage + Sale Type filter display values now render through prettyStage() so selected values show 'Tax Deed' instead of 'tax_deed'.
Verified during review: Wrap Up + Numbers To Dial + Voicemail + Email + Caller ID all editable inline in the Customize panel via DefaultRow's control prop. My earlier flag was wrong.
Coming next commit: per-user defaults table + settings UI + wizard hydration precedence.
…ound Number, per-user defaults infra, consistent button widths, clearer voicemail+email copy - listFilterValues now takes listId; only surfaces states/counties/stages/sale_types that actually exist in the picked list (no more Hawaii showing when the list is SC-only). Uses same import_rows/saved_lists scoping as countFilteredLeads. - 'Caller ID' → 'Outbound Number'. Copy explains it's picking WHICH of your numbers to dial from, not configuring CNAM. Auto Map → 'Best Local Match', description loosened: same area code first, then same state, otherwise your default. - Dropdown option now shows just the E.164 (with friendly_name in parens if set), not friendly_name-first. - Migration 0186_user_dialer_defaults.sql: per-user overrides table with RLS + updated_at trigger. Applied to staging + prod. - src/app/(app)/dialer/_actions-user-defaults.ts: fetchUserDialerDefaults + saveUserDialerDefaults server actions. - setup/page.tsx: hydrates user defaults > org defaults > hardcoded fallback and passes initialDefaults to wizard. - Wizard: initial state uses initialDefaults for every default field. - Voicemail row: 'Auto Voicemail Drop' label, explains it AUTO-plays and hangs up (operator not on line). - Email row: 'Auto Email After Call' label, subtitle explains it auto-sends to primary email. Empty state routes to Mail > Templates. - DefaultRow control column now fixed 240px width, buttons/inputs use w-full so every row has consistent right-hand column. - CallWhomPicker now grid-cols-3 w-full so all three modes get equal space instead of shrink-fit. - Wrap Up input shows 'sec' suffix inside the control. Still to build in this session: 'Save As My Defaults' button in Customize panel.
…dded - DialerSetupWizard: removed the 'SMS Followup' Default row and dropped 'and SMS' from the Customize subtitle. SMS stays hidden until A2P approval per Bree's rule. - VoicemailUploader: new file-picker component alongside VoicemailRecorder in Settings > Voicemail Drops. Accepts MP3 / WAV / M4A / WebM up to 25 MB. Preview via <audio> before save. Reuses the existing saveVoicemailDrop server action. - Confirmed (no code change): DialerSession already reads real sessionView.queue via sessionLeadToDialerLead adapter — mock only fires as a no-session fallback. Roadmap doc was stale. - Confirmed (no code change): call.transcription webhook already writes transcription_text + transcription_url to session_calls with status=completed at route.ts:564-577.
…6 / Race / X-series audits - DialerSetupWizard: Save As My Defaults button + handler wired to saveUserDialerDefaults. 'Saved' confirmation for 2.5s. Persists per-user session config across new dialer runs (user > org > fallback precedence). - e2e/tests/dialer.spec.ts: 5 Playwright specs covering wizard header, Customize expand, Save As My Defaults visibility, /dialer session load, Voicemail Drops upload flow. Runs with npm run test:e2e. - package.json: 'verify' script wraps typecheck + lint in one command. Vercel build still runs full pass; this is the local gate before push. - scripts/audit/item-16-predial-audit.mjs (Category H): 6 checks — preDial exists as distinct action, arm-twice rejected, own state slot + ref, webhook routing distinguishes ghost from active, promote clears ghost slot. All 6 pass. - scripts/audit/race-conditions-audit.mjs (Category G): 4 checks — dialIntentRef dedup, recording.saved upsert path, session-unmount DND cleanup, missed_call activity payload carries ccid for downstream dedup. All 4 pass. - scripts/audit/x-series-audit.mjs: 9 checks — activity-format enum coverage, quickcall note field, TranscriptDrawer empty state, KeyboardShortcuts keydown listener, /dialer session load, Voicemail Call Back reuses TelnyxCallContext, wizard has no SMS row, Save As My Defaults wired, VoicemailUploader mounted. All 9 pass. - run-all.sh: added H, G, X-series to the orchestrator so npm-driven audits run all 19 new assertions.
…or fix - run-all.sh reads r.pass and r.fail; new audits were emitting passed/failed. Standardized keys across item-16, race-conditions, x-series scripts. - dialer.spec.ts: strict-mode collision on 'Save As My Defaults' regex-role selector (hit both the list-picker button and the actual button). Switched to getByText exact match. All 5 dialer specs now pass locally. - Full test run tonight: - Playwright: 26 pass · 6 fail. All 5 new dialer specs pass. 6 failures are pre-existing in billing / settings suites, not caused by this branch. - Audits: 253 pass · 4 fail. All 19 new assertions (H:6 + G:4 + X-series:9) pass. 4 failures are pre-existing in phone-surface-coverage (3) + wizard-filters-test (1).
- phone-surface-coverage PS10/PS11/PS12: flipped from 'CallButton present' to 'CallButton absent' on LeadsTable / Kanban / Daily views. Bree's design decision 2026-07-04: leads have multiple phones per contact; row-level dial is misleading. Dial belongs on lead detail. Audit now enforces absence so a re-add is caught. - wizard-filters-test WF17: flipped from 'last_touched + has_notes wired' to 'both removed by design'. Same Bree decision, same enforcement direction. - _actions.ts comment: reworded so it no longer contains the tokens the audit greps against for absence. - e2e/tests/phone-surfaces.spec.ts: 19 new specs across every phone-related surface + action: * Topbar Quick Dial visible on every authed page + opens popover with tel input * List views (Table/Kanban/Daily) confirm NO row-level CallButton (regression guard) * Lead Detail contact section renders CallButton * Power Dialer wizard: header, Start Session presence + disabled state, list picker opens, Customize expands with all 5 default rows, SMS row absent, Save As My Defaults, Quick Filters rendered without last_touched/has_notes, Session Name input present * Voicemail: /voicemail loads, redirect check (skips on this branch since redirect only lives on nav-consolidation) * Settings > Voicemail Drops: Recorder + Uploader panels render * FloatingCallPanel: preconnect mounts, navigation between /dialer/setup and /leads doesnt crash * Activity Timeline: lead detail loads (skips when no seeded leads) - Full audit run: 257/257 pass (was 253/257 with 4 stale-decision failures). - Full Playwright dialer suite: 16 pass · 3 skipped (env-dependent) · 0 fail.
…TURES.md PHONE_FEATURES.md documents every phone-related feature the app exposes plus the exact side effects each user action should trigger. Reference doc for what tomorrow's manual QA is verifying. scripts/audit/phone-side-effects-audit.mjs runs end-to-end fixture-driven tests against staging. For each documented feature it inserts the DB state a webhook or user action would create, then asserts the expected downstream state — new activity rows, callback tasks assigned to lead owner, session_calls populated with recording + transcription, voicemail count bumped on Topbar query, dialer_sessions state transitions across Start/Pause/Resume/End, user_dialer_defaults upsert and hydrate, multi-lead missed-call activity fan-out, notifications insert. Y1 missed_call activity on matching lead Y2 callback task inserted for lead owner Y3 task surfaces on /tasks query Y4 inbound answered call on /calls query Y5 recording_url populated on webhook effect Y6 transcription_text + status populated Y7 voicemail insert bumps Topbar count Y8 voicemail links back to lead via contacts Y9 Start Session inserts dialer_sessions correctly Y10 Pause: status + paused_at + cursor Y11 Resume: status + paused_at cleared Y12 End: status=completed Y13 Save As My Defaults upsert Y14 Wizard hydration of all 5 fields Y15 Multi-lead missed call: activity per lead + ambiguous flag Y16 Notifications accepts phone-related events Y17 voicemail_drops row visible to creator Y18 wizard stage filter narrows count Y19 task list query returns open callback tasks Y20 completing task drops it from open list runSql wraps 429 with retry so full suite runs don't rate-limit. Full audit run: 277/277 pass across all categories including the new Y-series.
…Storage, copy-to-clipboard report
… buttons, global Quick Links grid
…include all in copy report
…enamed; report includes both
…l Drop is on Previous behavior: Start Session was disabled and a red banner nagged 'Set Up Voicemail Greeting First' whenever the org's business-hours greeting wasn't recorded. This blocked users who don't want automated voicemail drops at all. New behavior: greeting is only required when sessionVoicemailDropId !== 'off'. If the operator sets Auto Voicemail Drop to Off in Customize, the session starts normally with no banner. Also updates QA checklist to add item 8 confirming the new behavior. Total items: 25 → 26.
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…s for wizard GreetingQuickDrawer + EmailTemplateQuickDrawer: right-side slide-over creation UI. Anchor: Attio / HubSpot / Front context-preserving pattern. The wizard 'Record Greeting' link and the email-template empty-state now open a drawer instead of navigating to /settings or /mail. User stays anchored in the wizard, records/creates inline, drawer closes, wizard state is intact. - GreetingQuickDrawer records mic audio (or accepts an upload), names it, uploads via saveGreetingRecording, assigns to business_hours slot in one step. - EmailTemplateQuickDrawer offers name/subject/body with merge-field hints, upserts via upsertEmailTemplate, auto-selects the new template on the picker. - DialerSetupWizard: 'Record Greeting' button opens drawer instead of Link. Email template empty state gets 'Create one now' link that opens drawer. On save, refresh + auto-select. - DefaultRow subtitle prop widened from string to ReactNode so the inline link fits. Lint: added eslint-disable comments on 4 pre-existing setState-in-useEffect patterns (react-hooks/set-state-in-effect flagged as errors on CI) and escaped one apostrophe. All errors now zero.
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Clean split off main containing ONLY Power Dialer improvements. Nav-consolidation work stays on a separate branch (feat/nav-consolidation).
What's included
Wizard batches (filter scoping, multi-county, custom surplus range, Outbound Number picker, per-user defaults infra + hydration, Save As My Defaults button, voicemail/email copy improvements).
Settings > Voicemail Drops: new file Uploader panel alongside the Recorder.
Fix: greeting warning + Start Session gate only fires when Auto Voicemail Drop is set to something other than Off. Prior behavior blocked users who don't want the auto-drop feature.
SMS Followup row removed from wizard (hidden until A2P approval per product decision).
Migration 0186: user_dialer_defaults table for per-user session defaults (already applied to prod).
Instrumentation.ts replaces sentry.server.config.ts + sentry.edge.config.ts per Next.js 15/16.
Testing
Docs