Summary of work done

This session improved the live Litify Matter RingCentral tab after staff desktop testing showed confusion around the embedded RingCentral interface. The important correction was separating the RingCentral iframe from the Matter-specific history surface. RingCentral remains the place to take action, such as Dialer and SMS. Salesforce remains the source of truth for Matter-specific communication history, summaries, transcripts, call logs, voicemail-like call entries, and SMS history.

What shipped live:

• Renamed the staff-facing call workspace from Call to Dialer to avoid confusion with RingCentral wording inside the iframe.
• Stopped routing the History button into RingCentral embedded history, because that history is user/global and not reliably Matter-specific.
• Kept Summaries as the home surface, and made History render the Salesforce timeline as Matter History.
• Added a desktop Start Call button above the embedded Dialer so staff do not have to scroll the RingCentral keypad to find the internal call control.
• Added Matter-scoped SAIL_Call_Log__c support in LitifyRingCentralContextController, including linked Tasks, summaries, transcripts, RingSense detail URLs, duration, direction, and call-with names where Salesforce has the data.
• Preserved SMS Magic data and legacy read-only history. No SMS Magic records were deleted, no SMS package was uninstalled, and no automation was disabled.

Evidence

• Check-only deploy succeeded: 0AfUV000001Wuxl0AC.
• Production deploy succeeded: 0AfUV000001WuzN0AS.
• Apex validation: LitifyRingCentralContextControllerTest, 3 of 3 tests passed in check-only and production deploy.
• Postdeploy browser screenshot saved locally: /Users/samaguiar/Documents/Projects/ringcentral-matter-postdeploy.png.
• QA queue updated: /Users/samaguiar/Documents/Projects/admin/_qa-queue/2026-05-17.md.
• Postdeploy retrieve captured under: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/tmp/ringcentral-matter-history-dialer-2026-05-17/postdeploy-retrieve/.

Reason for ending session

The production patch is deployed and browser-verified. The next useful checkpoint is human desktop QA by a normal staff user, especially around RingCentral login persistence, SMS send flow, and whether the Start Call action feels obvious inside the real browser state.

Suggested next steps

Recommended next: run one normal-user smoke test on a real Matter. Test RingCentral tab load, Dialer, Start Call, SMS, Templates, History, and Summary/Transcript/Open Note buttons.