fix: contact form creates Lead only, not Patient

Widget contact + chat-start were creating Patient records for new
visitors. Patient should only be created during appointment booking.
Added createPatient flag to findOrCreateLeadByPhone — defaults to
false, only bookAppointment passes true.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

packages/widget-src/vite.config.ts

@@ -10,7 +10,7 @@ export default defineConfig({
             fileName: () => 'widget.js',
             formats: ['iife'],
         },
-        outDir: '../../helix-engage-server/public',
+        outDir: './dist',
         emptyOutDir: false,
         minify: 'esbuild',
         rollupOptions: {

src/config/setup-state.controller.ts

@@ -67,6 +67,7 @@ export class SetupStateController {
     uiFlags() {
         return {
             setupManaged: process.env.HELIX_SETUP_MANAGED === 'true',
+            telephonyEnabled: process.env.TELEPHONY_ENABLED !== 'false', // default true
         };
     }
 }

src/widget/widget.module.ts

@@ -7,12 +7,11 @@ import { PlatformModule } from '../platform/platform.module';
 import { AuthModule } from '../auth/auth.module';
 import { ConfigThemeModule } from '../config/config-theme.module';
 import { CallerResolutionModule } from '../caller/caller-resolution.module';
+import { LeadsModule } from '../leads/leads.module';
+import { SupervisorModule } from '../supervisor/supervisor.module';
 
-// WidgetKeysService lives in ConfigThemeModule now — injected here via the
-// module's exports. This module only owns the widget-facing API endpoints
-// (init / chat / book / lead) plus the NestJS guards that consume the keys.
 @Module({
-    imports: [PlatformModule, AuthModule, ConfigThemeModule, forwardRef(() => CallerResolutionModule)],
+    imports: [PlatformModule, AuthModule, ConfigThemeModule, forwardRef(() => CallerResolutionModule), LeadsModule, SupervisorModule],
     controllers: [WidgetController, WebhooksController],
     providers: [WidgetService, WidgetChatService],
 })

src/widget/widget.service.ts

@@ -5,6 +5,8 @@ import type { WidgetInitResponse, WidgetBookRequest, WidgetLeadRequest } from '.
 import { ThemeService } from '../config/theme.service';
 import { DOCTOR_VISIT_SLOTS_FRAGMENT, normalizeDoctors, type NormalizedDoctor } from '../shared/doctor-utils';
 import { CallerResolutionService } from '../caller/caller-resolution.service';
+import { LeadAutoAssignService } from '../leads/lead-auto-assign.service';
+import { SupervisorService } from '../supervisor/supervisor.service';
 
 // Dedup window: any lead created for this phone within the last 24h is
 // considered the same visitor's lead — chat + book + contact by the same
@@ -15,6 +17,7 @@ export type FindOrCreateLeadOpts = {
     source?: string;
     status?: string;
     interestedService?: string;
+    createPatient?: boolean; // default false — only booking creates patients
 };
 
 @Injectable()
@@ -27,6 +30,8 @@ export class WidgetService {
         private theme: ThemeService,
         private config: ConfigService,
         private caller: CallerResolutionService,
+        private autoAssign: LeadAutoAssignService,
+        private supervisor: SupervisorService,
     ) {
         this.apiKey = config.get<string>('platform.apiKey') ?? '';
     }
@@ -56,10 +61,10 @@ export class WidgetService {
         const lastName = name.split(' ').slice(1).join(' ') || '';
 
         if (resolved.isNew) {
-            // Net-new visitor — create Patient + Lead with the widget-
-            // collected name. Both records get the real name from the
-            // first moment they exist.
+            // Net-new visitor — create Lead. Patient is only created
+            // when explicitly requested (e.g., booking an appointment).
             let patientId: string | undefined;
+            if (opts.createPatient) {
                 try {
                     const p = await this.platform.queryWithAuth<any>(
                         `mutation($data: PatientCreateInput!) { createPatient(data: $data) { id } }`,
@@ -77,6 +82,7 @@ export class WidgetService {
                 } catch (err) {
                     this.logger.warn(`Widget patient create failed (${phone}): ${err}`);
                 }
+            }
             const created = await this.platform.queryWithAuth<any>(
                 `mutation($data: LeadCreateInput!) { createLead(data: $data) { id } }`,
                 {
@@ -259,6 +265,7 @@ export class WidgetService {
                 source: 'WEBSITE',
                 status: 'APPOINTMENT_SET',
                 interestedService: req.chiefComplaint ?? 'Appointment Booking',
+                createPatient: true,
             });
             // Idempotent upgrade: if the lead was reused from an earlier chat/
             // contact, promote its status and reflect the new interest.
@@ -274,6 +281,13 @@ export class WidgetService {
         const reference = appt.createAppointment.id.substring(0, 8).toUpperCase();
         this.logger.log(`Widget booking: ${req.patientName} → ${req.doctorId} at ${req.scheduledAt} (ref: ${reference})`);
 
+        // Emit SSE so agents see the new appointment immediately
+        this.supervisor.emitWorklistUpdate({
+            type: 'widget-appointment',
+            callerPhone: this.normalizePhone(req.patientPhone),
+            callerName: req.patientName,
+        });
+
         return { appointmentId: appt.createAppointment.id, reference };
     }
 
@@ -284,6 +298,18 @@ export class WidgetService {
             interestedService: req.interest ?? 'Website Enquiry',
         });
         this.logger.log(`Widget contact: ${req.name} (${this.normalizePhone(req.phone)}) — ${req.interest ?? 'general'}`);
+
+        // Trigger immediate auto-assign + SSE so agent sees the lead instantly
+        this.autoAssign.runOnce().then((result) => {
+            if (result.assigned > 0) {
+                this.supervisor.emitWorklistUpdate({
+                    type: 'widget-lead',
+                    callerPhone: this.normalizePhone(req.phone),
+                    callerName: req.name,
+                });
+            }
+        }).catch(() => {});
+
         return { leadId };
     }
 }

tsconfig.build.json

@@ -1,4 +1,4 @@
 {
   "extends": "./tsconfig.json",
-  "exclude": ["node_modules", "test", "dist", "widget-src", "public", "data", "**/*spec.ts"]
+  "exclude": ["node_modules", "test", "dist", "widget-src", "packages", "public", "data", "**/*spec.ts"]
 }

tsconfig.json

@@ -22,5 +22,5 @@
     "strictBindCallApply": true,
     "noFallthroughCasesInSwitch": true
   },
-  "exclude": ["widget-src", "public", "data"]
+  "exclude": ["widget-src", "packages", "public", "data"]
 }