@hasna/contacts 0.2.9 → 0.3.0

package/dist/index.js

@@ -226,6 +226,85 @@ var MIGRATIONS = [
   );
 
   CREATE INDEX IF NOT EXISTS idx_contact_notes_contact ON contact_notes(contact_id);
+  `,
+  `
+  ALTER TABLE companies ADD COLUMN is_owned_entity INTEGER NOT NULL DEFAULT 0;
+  ALTER TABLE companies ADD COLUMN entity_type TEXT CHECK(entity_type IN ('operating','holding','dissolved','nonprofit','trust','branch','other'));
+
+  ALTER TABLE company_relationships ADD COLUMN start_date TEXT;
+  ALTER TABLE company_relationships ADD COLUMN end_date TEXT;
+  ALTER TABLE company_relationships ADD COLUMN is_primary INTEGER NOT NULL DEFAULT 0;
+  ALTER TABLE company_relationships ADD COLUMN status TEXT NOT NULL DEFAULT 'active' CHECK(status IN ('active','inactive','ended'));
+
+  CREATE TABLE IF NOT EXISTS org_members (
+    id TEXT PRIMARY KEY,
+    company_id TEXT NOT NULL REFERENCES companies(id) ON DELETE CASCADE,
+    contact_id TEXT NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
+    title TEXT,
+    specialization TEXT,
+    office_phone TEXT,
+    response_sla_hours INTEGER,
+    notes TEXT,
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now')),
+    UNIQUE(company_id, contact_id)
+  );
+
+  CREATE TABLE IF NOT EXISTS vendor_communications (
+    id TEXT PRIMARY KEY,
+    company_id TEXT NOT NULL REFERENCES companies(id) ON DELETE CASCADE,
+    contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    comm_date TEXT NOT NULL,
+    type TEXT NOT NULL DEFAULT 'email' CHECK(type IN ('email','call','meeting','invoice_request','invoice_received','payment','dispute','other')),
+    direction TEXT NOT NULL DEFAULT 'outbound' CHECK(direction IN ('inbound','outbound')),
+    subject TEXT,
+    body TEXT,
+    status TEXT NOT NULL DEFAULT 'sent' CHECK(status IN ('sent','awaiting_response','responded','no_response','resolved')),
+    invoice_amount REAL,
+    invoice_currency TEXT,
+    invoice_ref TEXT,
+    follow_up_date TEXT,
+    follow_up_done INTEGER NOT NULL DEFAULT 0,
+    created_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  CREATE TABLE IF NOT EXISTS contact_tasks (
+    id TEXT PRIMARY KEY,
+    title TEXT NOT NULL,
+    description TEXT,
+    contact_id TEXT NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
+    assigned_by TEXT,
+    deadline TEXT,
+    status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','awaiting_response','in_progress','completed','cancelled','escalated')),
+    priority TEXT NOT NULL DEFAULT 'medium' CHECK(priority IN ('low','medium','high','critical')),
+    entity_id TEXT REFERENCES companies(id) ON DELETE SET NULL,
+    linked_todos_task_id TEXT,
+    escalation_rules TEXT NOT NULL DEFAULT '[]',
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  CREATE TABLE IF NOT EXISTS applications (
+    id TEXT PRIMARY KEY,
+    program_name TEXT NOT NULL,
+    provider_company_id TEXT REFERENCES companies(id) ON DELETE SET NULL,
+    type TEXT NOT NULL DEFAULT 'other' CHECK(type IN ('ai_credits','grant','startup_program','visa','trademark','tax_filing','loan','other')),
+    value_usd REAL,
+    applicant_contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    primary_contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    status TEXT NOT NULL DEFAULT 'draft' CHECK(status IN ('draft','submitted','pending','approved','rejected','follow_up_needed','expired','cancelled')),
+    submitted_date TEXT,
+    decision_date TEXT,
+    follow_up_date TEXT,
+    notes TEXT,
+    method TEXT CHECK(method IN ('email','form','typeform','hubspot','manual','browser','feathery','other')),
+    form_url TEXT,
+    metadata TEXT NOT NULL DEFAULT '{}',
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  ALTER TABLE contact_notes ADD COLUMN company_id TEXT REFERENCES companies(id) ON DELETE SET NULL;
   `
 ];
 var _db = null;
@@ -380,7 +459,9 @@ function rowToCompany(row) {
     ...row,
     custom_fields: JSON.parse(row.custom_fields || "{}"),
     archived: !!row.archived,
-    project_id: row.project_id ?? null
+    project_id: row.project_id ?? null,
+    is_owned_entity: !!row.is_owned_entity,
+    entity_type: row.entity_type ?? null
   };
 }
 function insertEmails(db, contactId, companyId, emails) {
@@ -836,7 +917,9 @@ function rowToCompany2(row) {
     ...row,
     custom_fields: JSON.parse(row.custom_fields || "{}"),
     archived: !!row.archived,
-    project_id: row.project_id ?? null
+    project_id: row.project_id ?? null,
+    is_owned_entity: !!row.is_owned_entity,
+    entity_type: row.entity_type ?? null
   };
 }
 function insertEmails2(db, companyId, emails) {
@@ -900,8 +983,8 @@ function createCompany(input, db) {
   const d = db || getDatabase();
   const id = uuid();
   const timestamp = now();
-  d.run(`INSERT INTO companies (id, name, domain, logo_url, description, industry, size, founded_year, notes, custom_fields, created_at, updated_at)
-     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+  d.run(`INSERT INTO companies (id, name, domain, logo_url, description, industry, size, founded_year, notes, custom_fields, is_owned_entity, entity_type, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
     id,
     input.name,
     input.domain ?? null,
@@ -912,6 +995,8 @@ function createCompany(input, db) {
     input.founded_year ?? null,
     input.notes ?? null,
     JSON.stringify(input.custom_fields ?? {}),
+    input.is_owned_entity ? 1 : 0,
+    input.entity_type ?? null,
     timestamp,
     timestamp
   ]);
@@ -948,6 +1033,7 @@ function listCompanies(opts = {}, db) {
     tag_id,
     project_id,
     archived = false,
+    is_owned_entity,
     order_by = "name",
     order_dir = "asc"
   } = opts;
@@ -967,6 +1053,10 @@ function listCompanies(opts = {}, db) {
     conditions.push("EXISTS (SELECT 1 FROM company_tags ct WHERE ct.company_id = co.id AND ct.tag_id = ?)");
     params.push(tag_id);
   }
+  if (is_owned_entity !== undefined) {
+    conditions.push("co.is_owned_entity = ?");
+    params.push(is_owned_entity ? 1 : 0);
+  }
   const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
   const validOrderBy = ["name", "created_at", "updated_at"].includes(order_by) ? order_by : "name";
   const validOrderDir = order_dir === "desc" ? "DESC" : "ASC";
@@ -1022,6 +1112,14 @@ function updateCompany(id, input, db) {
     setClauses.push("project_id = ?");
     params.push(input.project_id);
   }
+  if (input.is_owned_entity !== undefined) {
+    setClauses.push("is_owned_entity = ?");
+    params.push(input.is_owned_entity ? 1 : 0);
+  }
+  if ("entity_type" in input && input.entity_type !== undefined) {
+    setClauses.push("entity_type = ?");
+    params.push(input.entity_type);
+  }
   params.push(id);
   d.run(`UPDATE companies SET ${setClauses.join(", ")} WHERE id = ?`, params);
   logActivity(d, { company_id: id, action: "company.updated", details: `Updated company: ${existing.name}` });
@@ -1082,6 +1180,9 @@ function unarchiveCompany(id, db) {
   const updated = d.query(`SELECT * FROM companies WHERE id = ?`).get(id);
   return loadCompanyDetails(d, rowToCompany2(updated));
 }
+function listOwnedEntities(db) {
+  return listCompanies({ is_owned_entity: true }, db);
+}
 // src/db/tags.ts
 function rowToTag2(row) {
   return { ...row };
@@ -1243,6 +1344,635 @@ function deleteRelationship(id, db) {
   const d = db || getDatabase();
   d.run(`DELETE FROM contact_relationships WHERE id = ?`, [id]);
 }
+function rowToCompanyRelationship(row) {
+  return {
+    ...row,
+    relationship_type: row.relationship_type,
+    start_date: row.start_date ?? null,
+    end_date: row.end_date ?? null,
+    is_primary: !!row.is_primary,
+    status: row.status ?? "active"
+  };
+}
+function createCompanyRelationship(input, db) {
+  const d = db || getDatabase();
+  const contact = d.query(`SELECT id FROM contacts WHERE id = ?`).get(input.contact_id);
+  if (!contact)
+    throw new ContactNotFoundError(input.contact_id);
+  const company = d.query(`SELECT id FROM companies WHERE id = ?`).get(input.company_id);
+  if (!company)
+    throw new Error(`Company ${input.company_id} not found`);
+  const id = uuid();
+  d.run(`INSERT INTO company_relationships (id, contact_id, company_id, relationship_type, notes, start_date, end_date, is_primary, status) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.contact_id,
+    input.company_id,
+    input.relationship_type,
+    input.notes ?? null,
+    input.start_date ?? null,
+    input.end_date ?? null,
+    input.is_primary ? 1 : 0,
+    input.status ?? "active"
+  ]);
+  return rowToCompanyRelationship(d.query(`SELECT * FROM company_relationships WHERE id = ?`).get(id));
+}
+function listCompanyRelationships(opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = [];
+  const params = [];
+  if (opts.contact_id) {
+    conditions.push("contact_id = ?");
+    params.push(opts.contact_id);
+  }
+  if (opts.company_id) {
+    conditions.push("company_id = ?");
+    params.push(opts.company_id);
+  }
+  if (opts.relationship_type) {
+    conditions.push("relationship_type = ?");
+    params.push(opts.relationship_type);
+  }
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const rows = d.query(`SELECT * FROM company_relationships ${where} ORDER BY created_at DESC`).all(...params);
+  return rows.map(rowToCompanyRelationship);
+}
+function deleteCompanyRelationship(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM company_relationships WHERE id = ?`, [id]);
+}
+function getEntityTeam(companyId, db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT id, contact_id, relationship_type, is_primary, status, start_date, end_date, notes
+     FROM company_relationships WHERE company_id = ? ORDER BY is_primary DESC, created_at ASC`).all(companyId);
+  return rows.map((r) => ({
+    contact_id: r.contact_id,
+    relationship_id: r.id,
+    relationship_type: r.relationship_type,
+    is_primary: !!r.is_primary,
+    status: r.status,
+    start_date: r.start_date,
+    end_date: r.end_date,
+    notes: r.notes
+  }));
+}
+// src/db/org-members.ts
+function rowToOrgMember(row) {
+  return {
+    id: row.id,
+    company_id: row.company_id,
+    contact_id: row.contact_id,
+    title: row.title,
+    specialization: row.specialization,
+    office_phone: row.office_phone,
+    response_sla_hours: row.response_sla_hours,
+    notes: row.notes,
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function addOrgMember(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO org_members (id, company_id, contact_id, title, specialization, office_phone, response_sla_hours, notes, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.company_id,
+    input.contact_id,
+    input.title ?? null,
+    input.specialization ?? null,
+    input.office_phone ?? null,
+    input.response_sla_hours ?? null,
+    input.notes ?? null,
+    timestamp,
+    timestamp
+  ]);
+  return rowToOrgMember(d.query(`SELECT * FROM org_members WHERE id = ?`).get(id));
+}
+function getOrgMember(id, db) {
+  const d = db || getDatabase();
+  const row = d.query(`SELECT * FROM org_members WHERE id = ?`).get(id);
+  return row ? rowToOrgMember(row) : null;
+}
+function listOrgMembers(companyId, db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM org_members WHERE company_id = ? ORDER BY created_at ASC`).all(companyId);
+  return rows.map(rowToOrgMember);
+}
+function updateOrgMember(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if ("title" in input) {
+    setClauses.push("title = ?");
+    params.push(input.title ?? null);
+  }
+  if ("specialization" in input) {
+    setClauses.push("specialization = ?");
+    params.push(input.specialization ?? null);
+  }
+  if ("office_phone" in input) {
+    setClauses.push("office_phone = ?");
+    params.push(input.office_phone ?? null);
+  }
+  if ("response_sla_hours" in input) {
+    setClauses.push("response_sla_hours = ?");
+    params.push(input.response_sla_hours ?? null);
+  }
+  if ("notes" in input) {
+    setClauses.push("notes = ?");
+    params.push(input.notes ?? null);
+  }
+  params.push(id);
+  d.run(`UPDATE org_members SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToOrgMember(d.query(`SELECT * FROM org_members WHERE id = ?`).get(id));
+}
+function removeOrgMember(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM org_members WHERE id = ?`, [id]);
+}
+function listOrgMembersForContact(contactId, db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM org_members WHERE contact_id = ? ORDER BY created_at ASC`).all(contactId);
+  return rows.map(rowToOrgMember);
+}
+// src/db/vendor-comms.ts
+function rowToVendorComm(row) {
+  return {
+    id: row.id,
+    company_id: row.company_id,
+    contact_id: row.contact_id,
+    comm_date: row.comm_date,
+    type: row.type,
+    direction: row.direction,
+    subject: row.subject,
+    body: row.body,
+    status: row.status,
+    invoice_amount: row.invoice_amount,
+    invoice_currency: row.invoice_currency,
+    invoice_ref: row.invoice_ref,
+    follow_up_date: row.follow_up_date,
+    follow_up_done: !!row.follow_up_done,
+    created_at: row.created_at
+  };
+}
+function logVendorCommunication(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  d.run(`INSERT INTO vendor_communications
+      (id, company_id, contact_id, comm_date, type, direction, subject, body, status,
+       invoice_amount, invoice_currency, invoice_ref, follow_up_date, follow_up_done)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.company_id,
+    input.contact_id ?? null,
+    input.comm_date,
+    input.type ?? "email",
+    input.direction ?? "outbound",
+    input.subject ?? null,
+    input.body ?? null,
+    input.status ?? "sent",
+    input.invoice_amount ?? null,
+    input.invoice_currency ?? null,
+    input.invoice_ref ?? null,
+    input.follow_up_date ?? null,
+    input.follow_up_done ? 1 : 0
+  ]);
+  return rowToVendorComm(d.query(`SELECT * FROM vendor_communications WHERE id = ?`).get(id));
+}
+function listVendorCommunications(companyId, opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = ["company_id = ?"];
+  const params = [companyId];
+  if (opts.type) {
+    conditions.push("type = ?");
+    params.push(opts.type);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.direction) {
+    conditions.push("direction = ?");
+    params.push(opts.direction);
+  }
+  const where = conditions.join(" AND ");
+  const rows = d.query(`SELECT * FROM vendor_communications WHERE ${where} ORDER BY comm_date DESC`).all(...params);
+  return rows.map(rowToVendorComm);
+}
+function updateVendorCommunication(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = [];
+  const params = [];
+  if ("contact_id" in input) {
+    setClauses.push("contact_id = ?");
+    params.push(input.contact_id ?? null);
+  }
+  if (input.comm_date !== undefined) {
+    setClauses.push("comm_date = ?");
+    params.push(input.comm_date);
+  }
+  if (input.type !== undefined) {
+    setClauses.push("type = ?");
+    params.push(input.type);
+  }
+  if (input.direction !== undefined) {
+    setClauses.push("direction = ?");
+    params.push(input.direction);
+  }
+  if ("subject" in input) {
+    setClauses.push("subject = ?");
+    params.push(input.subject ?? null);
+  }
+  if ("body" in input) {
+    setClauses.push("body = ?");
+    params.push(input.body ?? null);
+  }
+  if (input.status !== undefined) {
+    setClauses.push("status = ?");
+    params.push(input.status);
+  }
+  if ("invoice_amount" in input) {
+    setClauses.push("invoice_amount = ?");
+    params.push(input.invoice_amount ?? null);
+  }
+  if ("invoice_currency" in input) {
+    setClauses.push("invoice_currency = ?");
+    params.push(input.invoice_currency ?? null);
+  }
+  if ("invoice_ref" in input) {
+    setClauses.push("invoice_ref = ?");
+    params.push(input.invoice_ref ?? null);
+  }
+  if ("follow_up_date" in input) {
+    setClauses.push("follow_up_date = ?");
+    params.push(input.follow_up_date ?? null);
+  }
+  if (input.follow_up_done !== undefined) {
+    setClauses.push("follow_up_done = ?");
+    params.push(input.follow_up_done ? 1 : 0);
+  }
+  if (setClauses.length > 0) {
+    params.push(id);
+    d.run(`UPDATE vendor_communications SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  }
+  return rowToVendorComm(d.query(`SELECT * FROM vendor_communications WHERE id = ?`).get(id));
+}
+function deleteVendorCommunication(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM vendor_communications WHERE id = ?`, [id]);
+}
+function listPendingFollowUps(db) {
+  const d = db || getDatabase();
+  const today = new Date().toISOString().slice(0, 10);
+  const rows = d.query(`SELECT * FROM vendor_communications
+     WHERE follow_up_date <= ? AND follow_up_done = 0
+     ORDER BY follow_up_date ASC`).all(today);
+  return rows.map(rowToVendorComm);
+}
+function listMissingInvoices(db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM vendor_communications
+     WHERE type = 'invoice_request' AND status IN ('awaiting_response','no_response')
+     ORDER BY comm_date ASC`).all();
+  return rows.map(rowToVendorComm);
+}
+function markFollowUpDone(id, db) {
+  const d = db || getDatabase();
+  d.run(`UPDATE vendor_communications SET follow_up_done = 1 WHERE id = ?`, [id]);
+  return rowToVendorComm(d.query(`SELECT * FROM vendor_communications WHERE id = ?`).get(id));
+}
+// src/db/contact-tasks.ts
+function rowToContactTask(row) {
+  return {
+    id: row.id,
+    title: row.title,
+    description: row.description,
+    contact_id: row.contact_id,
+    assigned_by: row.assigned_by,
+    deadline: row.deadline,
+    status: row.status,
+    priority: row.priority,
+    entity_id: row.entity_id,
+    linked_todos_task_id: row.linked_todos_task_id,
+    escalation_rules: JSON.parse(row.escalation_rules || "[]"),
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function createContactTask(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO contact_tasks
+      (id, title, description, contact_id, assigned_by, deadline, status, priority,
+       entity_id, linked_todos_task_id, escalation_rules, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.title,
+    input.description ?? null,
+    input.contact_id,
+    input.assigned_by ?? null,
+    input.deadline ?? null,
+    input.status ?? "pending",
+    input.priority ?? "medium",
+    input.entity_id ?? null,
+    input.linked_todos_task_id ?? null,
+    JSON.stringify(input.escalation_rules ?? []),
+    timestamp,
+    timestamp
+  ]);
+  return rowToContactTask(d.query(`SELECT * FROM contact_tasks WHERE id = ?`).get(id));
+}
+function getContactTask(id, db) {
+  const d = db || getDatabase();
+  const row = d.query(`SELECT * FROM contact_tasks WHERE id = ?`).get(id);
+  return row ? rowToContactTask(row) : null;
+}
+function listContactTasks(opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = [];
+  const params = [];
+  if (opts.contact_id) {
+    conditions.push("contact_id = ?");
+    params.push(opts.contact_id);
+  }
+  if (opts.entity_id) {
+    conditions.push("entity_id = ?");
+    params.push(opts.entity_id);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.priority) {
+    conditions.push("priority = ?");
+    params.push(opts.priority);
+  }
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const rows = d.query(`SELECT * FROM contact_tasks ${where} ORDER BY deadline ASC, priority DESC, created_at ASC`).all(...params);
+  return rows.map(rowToContactTask);
+}
+function updateContactTask(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if (input.title !== undefined) {
+    setClauses.push("title = ?");
+    params.push(input.title);
+  }
+  if ("description" in input) {
+    setClauses.push("description = ?");
+    params.push(input.description ?? null);
+  }
+  if ("assigned_by" in input) {
+    setClauses.push("assigned_by = ?");
+    params.push(input.assigned_by ?? null);
+  }
+  if ("deadline" in input) {
+    setClauses.push("deadline = ?");
+    params.push(input.deadline ?? null);
+  }
+  if (input.status !== undefined) {
+    setClauses.push("status = ?");
+    params.push(input.status);
+  }
+  if (input.priority !== undefined) {
+    setClauses.push("priority = ?");
+    params.push(input.priority);
+  }
+  if ("entity_id" in input) {
+    setClauses.push("entity_id = ?");
+    params.push(input.entity_id ?? null);
+  }
+  if ("linked_todos_task_id" in input) {
+    setClauses.push("linked_todos_task_id = ?");
+    params.push(input.linked_todos_task_id ?? null);
+  }
+  if (input.escalation_rules !== undefined) {
+    setClauses.push("escalation_rules = ?");
+    params.push(JSON.stringify(input.escalation_rules));
+  }
+  params.push(id);
+  d.run(`UPDATE contact_tasks SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToContactTask(d.query(`SELECT * FROM contact_tasks WHERE id = ?`).get(id));
+}
+function deleteContactTask(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM contact_tasks WHERE id = ?`, [id]);
+}
+function listOverdueTasks(db) {
+  const d = db || getDatabase();
+  const now_iso = new Date().toISOString();
+  const rows = d.query(`SELECT * FROM contact_tasks
+     WHERE deadline < ? AND status NOT IN ('completed','cancelled')
+     ORDER BY deadline ASC`).all(now_iso);
+  return rows.map(rowToContactTask);
+}
+function checkEscalations(db) {
+  const overdue = listOverdueTasks(db);
+  const now_ms = Date.now();
+  const results = [];
+  for (const task of overdue) {
+    if (!task.deadline || task.escalation_rules.length === 0)
+      continue;
+    const deadlineMs = new Date(task.deadline).getTime();
+    const daysPastDeadline = (now_ms - deadlineMs) / (1000 * 60 * 60 * 24);
+    const triggered = task.escalation_rules.filter((rule) => daysPastDeadline >= rule.after_days);
+    if (triggered.length > 0) {
+      results.push({ task, rules_triggered: triggered });
+    }
+  }
+  return results;
+}
+// src/db/applications.ts
+function rowToApplication(row) {
+  return {
+    id: row.id,
+    program_name: row.program_name,
+    provider_company_id: row.provider_company_id,
+    type: row.type,
+    value_usd: row.value_usd,
+    applicant_contact_id: row.applicant_contact_id,
+    primary_contact_id: row.primary_contact_id,
+    status: row.status,
+    submitted_date: row.submitted_date,
+    decision_date: row.decision_date,
+    follow_up_date: row.follow_up_date,
+    notes: row.notes,
+    method: row.method ?? null,
+    form_url: row.form_url,
+    metadata: JSON.parse(row.metadata || "{}"),
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function createApplication(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO applications
+      (id, program_name, provider_company_id, type, value_usd, applicant_contact_id, primary_contact_id,
+       status, submitted_date, decision_date, follow_up_date, notes, method, form_url, metadata, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.program_name,
+    input.provider_company_id ?? null,
+    input.type ?? "other",
+    input.value_usd ?? null,
+    input.applicant_contact_id ?? null,
+    input.primary_contact_id ?? null,
+    input.status ?? "draft",
+    input.submitted_date ?? null,
+    input.decision_date ?? null,
+    input.follow_up_date ?? null,
+    input.notes ?? null,
+    input.method ?? null,
+    input.form_url ?? null,
+    JSON.stringify(input.metadata ?? {}),
+    timestamp,
+    timestamp
+  ]);
+  return rowToApplication(d.query(`SELECT * FROM applications WHERE id = ?`).get(id));
+}
+function getApplication(id, db) {
+  const d = db || getDatabase();
+  const row = d.query(`SELECT * FROM applications WHERE id = ?`).get(id);
+  return row ? rowToApplication(row) : null;
+}
+function listApplications(opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = [];
+  const params = [];
+  if (opts.type) {
+    conditions.push("type = ?");
+    params.push(opts.type);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.provider_company_id) {
+    conditions.push("provider_company_id = ?");
+    params.push(opts.provider_company_id);
+  }
+  if (opts.applicant_contact_id) {
+    conditions.push("applicant_contact_id = ?");
+    params.push(opts.applicant_contact_id);
+  }
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const rows = d.query(`SELECT * FROM applications ${where} ORDER BY created_at DESC`).all(...params);
+  return rows.map(rowToApplication);
+}
+function updateApplication(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if (input.program_name !== undefined) {
+    setClauses.push("program_name = ?");
+    params.push(input.program_name);
+  }
+  if ("provider_company_id" in input) {
+    setClauses.push("provider_company_id = ?");
+    params.push(input.provider_company_id ?? null);
+  }
+  if (input.type !== undefined) {
+    setClauses.push("type = ?");
+    params.push(input.type);
+  }
+  if ("value_usd" in input) {
+    setClauses.push("value_usd = ?");
+    params.push(input.value_usd ?? null);
+  }
+  if ("applicant_contact_id" in input) {
+    setClauses.push("applicant_contact_id = ?");
+    params.push(input.applicant_contact_id ?? null);
+  }
+  if ("primary_contact_id" in input) {
+    setClauses.push("primary_contact_id = ?");
+    params.push(input.primary_contact_id ?? null);
+  }
+  if (input.status !== undefined) {
+    setClauses.push("status = ?");
+    params.push(input.status);
+  }
+  if ("submitted_date" in input) {
+    setClauses.push("submitted_date = ?");
+    params.push(input.submitted_date ?? null);
+  }
+  if ("decision_date" in input) {
+    setClauses.push("decision_date = ?");
+    params.push(input.decision_date ?? null);
+  }
+  if ("follow_up_date" in input) {
+    setClauses.push("follow_up_date = ?");
+    params.push(input.follow_up_date ?? null);
+  }
+  if ("notes" in input) {
+    setClauses.push("notes = ?");
+    params.push(input.notes ?? null);
+  }
+  if ("method" in input) {
+    setClauses.push("method = ?");
+    params.push(input.method ?? null);
+  }
+  if ("form_url" in input) {
+    setClauses.push("form_url = ?");
+    params.push(input.form_url ?? null);
+  }
+  if (input.metadata !== undefined) {
+    setClauses.push("metadata = ?");
+    params.push(JSON.stringify(input.metadata));
+  }
+  params.push(id);
+  d.run(`UPDATE applications SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToApplication(d.query(`SELECT * FROM applications WHERE id = ?`).get(id));
+}
+function deleteApplication(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM applications WHERE id = ?`, [id]);
+}
+function listFollowUpDue(db) {
+  const d = db || getDatabase();
+  const today = new Date().toISOString().slice(0, 10);
+  const rows = d.query(`SELECT * FROM applications
+     WHERE follow_up_date <= ? AND status = 'follow_up_needed'
+     ORDER BY follow_up_date ASC`).all(today);
+  return rows.map(rowToApplication);
+}
+function listPendingApplications(db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM applications
+     WHERE status IN ('draft','submitted','pending')
+     ORDER BY created_at DESC`).all();
+  return rows.map(rowToApplication);
+}
+// src/db/notes.ts
+function addNote(contactId, body, createdBy, db, companyId) {
+  const d = db || getDatabase();
+  const contact = d.query(`SELECT id FROM contacts WHERE id = ?`).get(contactId);
+  if (!contact)
+    throw new ContactNotFoundError(contactId);
+  const id = uuid();
+  d.run(`INSERT INTO contact_notes (id, contact_id, body, created_by, company_id) VALUES (?, ?, ?, ?, ?)`, [id, contactId, body, createdBy ?? null, companyId ?? null]);
+  return d.query(`SELECT * FROM contact_notes WHERE id = ?`).get(id);
+}
+function listNotes(contactId, db) {
+  const d = db || getDatabase();
+  return d.query(`SELECT * FROM contact_notes WHERE contact_id = ? ORDER BY created_at ASC`).all(contactId);
+}
+function listNotesForContactAtCompany(contactId, companyId, db) {
+  const d = db || getDatabase();
+  return d.query(`SELECT * FROM contact_notes WHERE contact_id = ? AND company_id = ? ORDER BY created_at ASC`).all(contactId, companyId);
+}
+function deleteNote(noteId, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM contact_notes WHERE id = ?`, [noteId]);
+}
+function getNote(noteId, db) {
+  const d = db || getDatabase();
+  return d.query(`SELECT * FROM contact_notes WHERE id = ?`).get(noteId);
+}
 // src/db/groups.ts
 function createGroup(db, input) {
   const id = uuid();
@@ -1661,10 +2391,14 @@ async function pullGoogleContactsAsInputs(opts = {}) {
   return people.filter((p) => p.emailAddresses?.some((e) => e.value)).map(googlePersonToContactInput);
 }
 export {
+  updateVendorCommunication,
   updateTag,
+  updateOrgMember,
   updateGroup,
+  updateContactTask,
   updateContact,
   updateCompany,
+  updateApplication,
   unarchiveContact,
   unarchiveCompany,
   searchGoogleContacts,
@@ -1674,6 +2408,7 @@ export {
   resetDatabase,
   removeTagFromContact,
   removeTagFromCompany,
+  removeOrgMember,
   removeContactFromGroup,
   removeCompanyFromGroup,
   readConnectorTokens,
@@ -1682,51 +2417,83 @@ export {
   parseName,
   parseAddressHeader,
   mergeContacts,
+  markFollowUpDone,
+  logVendorCommunication,
   logActivity,
+  listVendorCommunications,
   listTags,
   listRelationships,
   listRecentContacts,
+  listPendingFollowUps,
+  listPendingApplications,
+  listOwnedEntities,
+  listOverdueTasks,
+  listOrgMembersForContact,
+  listOrgMembers,
+  listNotesForContactAtCompany,
+  listNotes,
+  listMissingInvoices,
   listGroupsForContact,
   listGroupsForCompany,
   listGroups,
   listGoogleContacts,
+  listFollowUpDue,
   listContactsInGroup,
   listContactsByTag,
   listContacts,
+  listContactTasks,
+  listCompanyRelationships,
   listCompanyEmployees,
   listCompaniesInGroup,
   listCompanies,
+  listApplications,
   listActivity,
   googlePersonToContactInput,
   getTagByName,
   getTag,
   getRelationship,
+  getOrgMember,
+  getNote,
   getGroup,
+  getEntityTeam,
   getDatabase,
+  getContactTask,
   getContactByEmail,
   getContact,
   getConnectorTokenPath,
   getCompany,
+  getApplication,
   getActivity,
   extractContactsFromGmail,
   domainToCompany,
+  deleteVendorCommunication,
   deleteTag,
   deleteRelationship,
+  deleteNote,
   deleteGroup,
+  deleteContactTask,
   deleteContact,
+  deleteCompanyRelationship,
   deleteCompany,
+  deleteApplication,
   createTag,
   createRelationship,
   createGroup,
+  createContactTask,
   createContact,
+  createCompanyRelationship,
   createCompany,
+  createApplication,
   contactToGoogleArgs,
+  checkEscalations,
   autoLinkContactToCompany,
   archiveContact,
   archiveCompany,
   addTagToContact,
   addTagToCompany,
   addPhoneToContact,
+  addOrgMember,
+  addNote,
   addEmailToContact,
   addContactToGroup,
   addCompanyToGroup,