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

@@ -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) {