feat(crm): client-meeting batch — contact-pill cleanup, assignment toggle, receipt manual mode

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>

src/lib/services/interests.service.ts

@@ -833,7 +833,12 @@ export async function createInterest(portId: string, data: CreateInterestInput,
   //      every new lead. Falls back to null (Unassigned) when none of
   //      the above resolve.
   let resolvedAssignedTo = interestData.assignedTo ?? null;
-  if (resolvedAssignedTo === null && !('assignedTo' in interestData)) {
+  // CM-5: tiers 2 & 3 (port default-owner + auto-assign-to-creator) only run
+  // when the per-port assignment feature is enabled. Tier 1 (an explicit
+  // assignedTo from the caller) is always honored. Default is OFF.
+  const assignmentSetting = await getSetting('assignment_enabled', portId);
+  const assignmentEnabled = assignmentSetting?.value === true;
+  if (assignmentEnabled && resolvedAssignedTo === null && !('assignedTo' in interestData)) {
     const defaultOwner = await getSetting('default_new_interest_owner', portId);
     const v = defaultOwner?.value as { userId?: string } | null | undefined;
     if (v?.userId) {

src/lib/services/ocr-config.service.ts

@@ -37,6 +37,12 @@ export interface OcrConfigPublic {
    * provider is never called even if a key is configured.
    */
   aiEnabled: boolean;
+  /**
+   * CM-6: manual-entry mode. When true the scanner skips ALL parsing
+   * (Tesseract + AI) and presents an empty form for the operator to fill in
+   * by hand. Per-port; takes precedence over `aiEnabled`. Default false.
+   */
+  manualEntry: boolean;
 }
 
 /** Internal shape including the decrypted key - server-side only. */
@@ -52,6 +58,7 @@ interface StoredOcrConfig {
   apiKeyEncrypted: string | null;
   useGlobal: boolean;
   aiEnabled?: boolean;
+  manualEntry?: boolean;
 }
 
 const KEY = 'ocr.config';
@@ -106,12 +113,14 @@ export async function getResolvedOcrConfig(portId: string): Promise<OcrConfigRes
       hasApiKey: false,
       useGlobal: portRow?.useGlobal === true,
       aiEnabled: false,
+      manualEntry: portRow?.manualEntry === true,
       source: 'none',
     };
   }
-  // The aiEnabled flag is per-port: even if the port falls back to a global
-  // key, the port admin still has to flip the switch on this port.
+  // The aiEnabled / manualEntry flags are per-port: even if the port falls back
+  // to a global key, the port admin still has to flip these on this port.
   const aiEnabled = portRow?.aiEnabled === true;
+  const manualEntry = portRow?.manualEntry === true;
   return {
     provider: sourceRow.provider,
     model: sourceRow.model,
@@ -119,6 +128,7 @@ export async function getResolvedOcrConfig(portId: string): Promise<OcrConfigRes
     hasApiKey: Boolean(sourceRow.apiKeyEncrypted),
     useGlobal: portRow?.useGlobal === true,
     aiEnabled,
+    manualEntry,
     source: useGlobal ? 'global' : 'port',
   };
 }
@@ -133,6 +143,7 @@ export async function getPublicOcrConfig(portId: string | null): Promise<OcrConf
       hasApiKey: false,
       useGlobal: false,
       aiEnabled: false,
+      manualEntry: false,
     };
   }
   return {
@@ -141,6 +152,7 @@ export async function getPublicOcrConfig(portId: string | null): Promise<OcrConf
     hasApiKey: Boolean(row.apiKeyEncrypted),
     useGlobal: row.useGlobal,
     aiEnabled: row.aiEnabled === true,
+    manualEntry: row.manualEntry === true,
   };
 }
 
@@ -154,6 +166,8 @@ export interface SaveOcrConfigInput {
   useGlobal?: boolean;
   /** Per-port toggle: enable AI receipt parsing. Defaults to false. */
   aiEnabled?: boolean;
+  /** Per-port toggle: manual entry (skip all parsing). Defaults to false. */
+  manualEntry?: boolean;
 }
 
 export async function saveOcrConfig(
@@ -171,6 +185,9 @@ export async function saveOcrConfig(
   // AI is meaningful only at the port scope. Preserve the existing flag if the
   // caller didn't pass one (so toggling provider/model doesn't re-disable AI).
   const aiEnabled = portId === null ? false : (input.aiEnabled ?? existing?.aiEnabled ?? false);
+  // Manual entry is also port-only; preserve when the caller omits it.
+  const manualEntry =
+    portId === null ? false : (input.manualEntry ?? existing?.manualEntry ?? false);
   await writeRow(
     portId,
     {
@@ -179,6 +196,7 @@ export async function saveOcrConfig(
       apiKeyEncrypted,
       useGlobal: portId === null ? false : Boolean(input.useGlobal),
       aiEnabled,
+      manualEntry,
     },
     userId,
   );