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

@@ -3,11 +3,9 @@
import { useParams, useRouter } from 'next/navigation';
import type { Route } from 'next';
import { useState } from 'react';
import { Archive, Bell, Mail, Phone, RotateCcw, Trash2 } from 'lucide-react';
import { WhatsAppIcon } from '@/components/icons/whatsapp';
import { Archive, Bell, RotateCcw, Trash2 } from 'lucide-react';
import { format } from 'date-fns';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { TagBadge } from '@/components/shared/tag-badge';
import { PermissionGate } from '@/components/shared/permission-gate';
@@ -56,18 +54,6 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
const primaryEmail =
client.contacts?.find((c) => c.channel === 'email' && c.isPrimary)?.value ??
client.contacts?.find((c) => c.channel === 'email')?.value;
const primaryPhoneContact =
client.contacts?.find((c) => c.channel === 'phone' && c.isPrimary) ??
client.contacts?.find((c) => c.channel === 'phone');
const primaryPhone = primaryPhoneContact?.value;
// wa.me requires the E.164 number without the leading "+". Strip from the
// canonical E.164 form when available; otherwise strip non-digits from the
// display value as a best-effort fallback.
const whatsappNumber = primaryPhoneContact?.valueE164
? primaryPhoneContact.valueE164.replace(/^\+/, '')
: primaryPhoneContact?.value
? primaryPhoneContact.value.replace(/[^\d]/g, '')
: null;
const country = client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null;
const addedLabel = client.createdAt
@@ -107,52 +93,11 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
</p>
) : null}
<div className="flex flex-wrap items-center gap-1.5 pt-1">
{primaryEmail ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a href={`mailto:${primaryEmail}`} aria-label={`Email ${primaryEmail}`}>
<Mail />
Email
</a>
</Button>
) : null}
{primaryPhone ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a href={`tel:${primaryPhone}`} aria-label={`Call ${primaryPhone}`}>
<Phone />
Call
</a>
</Button>
) : null}
{whatsappNumber ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a
href={`https://wa.me/${whatsappNumber}`}
target="_blank"
rel="noopener noreferrer"
aria-label={`Message ${primaryPhone} on WhatsApp`}
>
<WhatsAppIcon className="h-4 w-4" />
WhatsApp
</a>
</Button>
) : null}
{!isArchived && client.clientPortalEnabled === true ? (
{/* CM-4: Email/Call/WhatsApp deep-link pills removed at client
request. GDPR export moved to the top-right action cluster.
Portal-invite stays as the one primary CTA here. */}
{!isArchived && client.clientPortalEnabled === true ? (
<div className="flex flex-wrap items-center gap-1.5 pt-1">
<div className="hidden sm:inline-flex">
<PortalInviteButton
clientId={client.id}
@@ -160,11 +105,8 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
defaultEmail={primaryEmail}
/>
</div>
) : null}
<div className="hidden sm:inline-flex">
<GdprExportButton clientId={client.id} />
</div>
</div>
) : null}
{client.tags && client.tags.length > 0 && (
<div className="flex flex-wrap gap-1">
@@ -179,6 +121,9 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
right perm) permanently-delete. Destructive actions sit out
of the primary action flow. */}
<div className="flex items-start gap-1">
{/* CM-4: GDPR export relocated here as a compact icon trigger,
alongside reminder/archive/delete. Self-gates on permission. */}
<GdprExportButton clientId={client.id} variant="icon" />
{isArchived && (
<PermissionGate resource="admin" action="permanently_delete_clients">
<button