feat(crm): client-meeting batch — contact-pill cleanup, assignment toggle, receipt manual mode
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CM-4: remove Email/Call/WhatsApp deep-link pills from the client + interest
  detail headers; relocate GDPR export into the client-header action cluster
  as a compact icon. Keeps the interest "Log contact" quick action.
CM-5: gate the interest assignment feature behind a per-port `assignment_enabled`
  setting (default OFF for single-rep ports). Hides the AssignedToChip +
  residential assigned-to row and skips tier-2/3 auto-assign on create; the
  column + data are preserved and reversible. Tests cover the auto-assign guard.
CM-6: add a per-port `manualEntry` receipt mode (skip all parsing → empty form).
  Threaded through ocr-config.service, the admin OCR form, the scan-receipt
  route, and the scanner shell (skips Tesseract + the server call). Tests cover
  the save/resolve round-trip.

Verified: tsc clean, lint 0 errors, 1631 vitest pass, prod build green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-18 21:42:36 +02:00
parent 7f04c765f4
commit 4dc0bdd8c4
14 changed files with 339 additions and 190 deletions

View File

@@ -5,6 +5,7 @@ import { ScanShell } from '@/components/scan/scan-shell';
import { db } from '@/lib/db';
import { ports } from '@/lib/db/schema/ports';
import { getPortBrandingConfig } from '@/lib/services/port-config';
import { getResolvedOcrConfig } from '@/lib/services/ocr-config.service';
export const metadata: Metadata = {
title: 'Scan receipt',
@@ -14,5 +15,14 @@ export default async function ScanPage({ params }: { params: Promise<{ portSlug:
const { portSlug } = await params;
const port = await db.query.ports.findFirst({ where: eq(ports.slug, portSlug) });
const branding = port ? await getPortBrandingConfig(port.id).catch(() => null) : null;
return <ScanShell logoUrl={branding?.logoUrl ?? null} portName={port?.name ?? null} />;
// CM-6: manual-entry mode is resolved server-side so the client can skip
// on-device parsing entirely (no wasted Tesseract pass) and open an empty form.
const ocr = port ? await getResolvedOcrConfig(port.id).catch(() => null) : null;
return (
<ScanShell
logoUrl={branding?.logoUrl ?? null}
portName={port?.name ?? null}
manualEntry={ocr?.manualEntry ?? false}
/>
);
}

View File

@@ -15,6 +15,7 @@ const saveSchema = z.object({
clearApiKey: z.boolean().optional(),
useGlobal: z.boolean().optional(),
aiEnabled: z.boolean().optional(),
manualEntry: z.boolean().optional(),
});
// Only role tiers that hold `admin.manage_settings` (director / super_admin)
@@ -58,6 +59,7 @@ export const PUT = withAuth(
clearApiKey: body.clearApiKey,
useGlobal: body.useGlobal,
aiEnabled: body.aiEnabled,
manualEntry: body.manualEntry,
},
ctx.userId,
);

View File

@@ -48,6 +48,14 @@ export const POST = withAuth(
}
const config = await getResolvedOcrConfig(ctx.portId);
// CM-6: manual-entry mode short-circuits ALL parsing - the operator
// types the details by hand. The client should skip this route entirely
// in manual mode, but we guard server-side too.
if (config.manualEntry) {
return NextResponse.json({
data: { parsed: EMPTY, source: 'manual', reason: 'manual-mode' },
});
}
// Tesseract.js (in-browser) is the default. The server only invokes
// an AI provider when (a) the port admin has flipped `aiEnabled` on
// and (b) a key resolves. Otherwise the client falls back to its