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