@l4yercak3/cli 1.3.2 → 2.0.0-alpha.1

package/docs/mcp_server/crmOntology.ts

@@ -1,1063 +0,0 @@
-/**
- * CRM ONTOLOGY
- *
- * Manages CRM contacts and organizations for customer relationship management.
- * Uses the universal ontology system (objects table).
- *
- * Object Types:
- * - crm_contact: Individual contacts (customers, leads, prospects)
- * - crm_organization: Companies/organizations (customer companies)
- *
- * Contact Types (subtype):
- * - "customer" - Paying customers
- * - "lead" - Potential customers
- * - "prospect" - Qualified leads
- *
- * Organization Types (subtype):
- * - "customer" - Customer companies
- * - "prospect" - Potential customer companies
- * - "partner" - Partner organizations
- *
- * Status Workflow:
- * - "active" - Active contact/org
- * - "inactive" - Temporarily inactive
- * - "unsubscribed" - Opted out (contacts only)
- * - "archived" - Archived/deleted
- *
- * GRAVEL ROAD APPROACH:
- * - Start simple: name, email, phone, basic info
- * - Add fields via customProperties as needed
- * - Use objectLinks for relationships (contact → organization)
- * - Use objectActions for audit trail
- *
- * ADDRESS SUPPORT:
- * - Support multiple addresses per contact/organization
- * - Address types: billing, shipping, mailing, physical, warehouse, other
- * - One primary address per type
- * - Backward compatible with single address field
- */
-
-import { query, mutation, internalQuery } from "./_generated/server";
-import { v } from "convex/values";
-import { requireAuthenticatedUser } from "./rbacHelpers";
-import { checkResourceLimit } from "./licensing/helpers";
-import { internal } from "./_generated/api";
-
-// ============================================================================
-// ADDRESS VALIDATORS
-// ============================================================================
-
-/**
- * Address type enum
- */
-export const addressTypes = ["billing", "shipping", "mailing", "physical", "warehouse", "other"] as const;
-
-/**
- * Single address validator
- */
-export const addressValidator = v.object({
-  type: v.union(
-    v.literal("billing"),
-    v.literal("shipping"),
-    v.literal("mailing"),
-    v.literal("physical"),
-    v.literal("warehouse"),
-    v.literal("other")
-  ),
-  isPrimary: v.boolean(),
-  label: v.optional(v.string()), // e.g., "Corporate HQ", "Warehouse 1"
-  street: v.optional(v.string()),
-  street2: v.optional(v.string()), // Additional address line
-  city: v.optional(v.string()),
-  state: v.optional(v.string()),
-  postalCode: v.optional(v.string()),
-  country: v.optional(v.string()),
-});
-
-/**
- * Addresses array validator
- */
-export const addressesValidator = v.array(addressValidator);
-
-// ============================================================================
-// CRM CONTACT OPERATIONS
-// ============================================================================
-
-/**
- * GET CONTACTS
- * Returns all contacts for an organization
- */
-export const getContacts = query({
-  args: {
-    sessionId: v.string(),
-    organizationId: v.id("organizations"),
-    subtype: v.optional(v.string()), // Filter by contact type
-    status: v.optional(v.string()),  // Filter by status
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    const q = ctx.db
-      .query("objects")
-      .withIndex("by_org_type", (q) =>
-        q.eq("organizationId", args.organizationId).eq("type", "crm_contact")
-      );
-
-    let contacts = await q.collect();
-
-    // Apply filters
-    if (args.subtype) {
-      contacts = contacts.filter((c) => c.subtype === args.subtype);
-    }
-
-    if (args.status) {
-      contacts = contacts.filter((c) => c.status === args.status);
-    }
-
-    return contacts;
-  },
-});
-
-/**
- * GET CONTACT
- * Get a single contact by ID
- */
-export const getContact = query({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    const contact = await ctx.db.get(args.contactId);
-
-    if (!contact || contact.type !== "crm_contact") {
-      throw new Error("Contact not found");
-    }
-
-    return contact;
-  },
-});
-
-/**
- * INTERNAL: Get CRM Contact by ID
- * Used by internal systems (e.g., PDF generation) to fetch contact data
- */
-export const getContactInternal = internalQuery({
-  args: {
-    contactId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    const contact = await ctx.db.get(args.contactId);
-
-    if (!contact || contact.type !== "crm_contact") {
-      return null;
-    }
-
-    return contact;
-  },
-});
-
-/**
- * CREATE CONTACT
- * Create a new CRM contact
- *
- * NOTE: When implementing bulk contact import/export features, add:
- * - checkFeatureAccess(ctx, organizationId, "contactImportExportEnabled")
- * This requires Starter+ tier.
- */
-export const createContact = mutation({
-  args: {
-    sessionId: v.string(),
-    organizationId: v.id("organizations"),
-    subtype: v.string(), // "customer" | "lead" | "prospect"
-    firstName: v.string(),
-    lastName: v.string(),
-    email: v.string(),
-    phone: v.optional(v.string()),
-    jobTitle: v.optional(v.string()),
-    company: v.optional(v.string()),
-    // BACKWARD COMPATIBLE: Support old single address field
-    address: v.optional(v.object({
-      street: v.optional(v.string()),
-      city: v.optional(v.string()),
-      state: v.optional(v.string()),
-      postalCode: v.optional(v.string()),
-      country: v.optional(v.string()),
-    })),
-    // NEW: Support multiple addresses
-    addresses: v.optional(addressesValidator),
-    source: v.optional(v.string()), // "manual" | "checkout" | "event" | "import"
-    sourceRef: v.optional(v.string()), // Reference to source (checkout ID, event ID, etc.)
-    tags: v.optional(v.array(v.string())),
-    notes: v.optional(v.string()),
-    customFields: v.optional(v.any()), // Additional custom fields
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    // CHECK LICENSE LIMIT: Enforce contact limit for organization's tier
-    // Free: 100, Starter: 1,000, Pro: 5,000, Agency: 10,000, Enterprise: Unlimited
-    await checkResourceLimit(ctx, args.organizationId, "crm_contact", "maxContacts");
-
-    // Handle addresses: convert old address format to new format if needed
-    let addresses = args.addresses;
-    if (!addresses && args.address) {
-      // Backward compatibility: convert single address to addresses array
-      addresses = [{
-        type: "mailing" as const,
-        isPrimary: true,
-        label: "Primary Address",
-        ...args.address,
-      }];
-    }
-
-    const contactId = await ctx.db.insert("objects", {
-      organizationId: args.organizationId,
-      type: "crm_contact",
-      subtype: args.subtype,
-      name: `${args.firstName} ${args.lastName}`,
-      description: args.jobTitle || "Contact",
-      status: "active",
-      customProperties: {
-        firstName: args.firstName,
-        lastName: args.lastName,
-        email: args.email,
-        phone: args.phone,
-        jobTitle: args.jobTitle,
-        company: args.company,
-        // Keep old address for backward compatibility
-        address: args.address,
-        // Add new addresses array
-        addresses: addresses,
-        source: args.source || "manual",
-        sourceRef: args.sourceRef,
-        tags: args.tags || [],
-        notes: args.notes,
-        ...args.customFields,
-      },
-      createdBy: session.userId,
-      createdAt: Date.now(),
-      updatedAt: Date.now(),
-    });
-
-    // Log creation action
-    await ctx.db.insert("objectActions", {
-      organizationId: args.organizationId,
-      objectId: contactId,
-      actionType: "created",
-      actionData: {
-        source: args.source || "manual",
-        subtype: args.subtype,
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-
-    return contactId;
-  },
-});
-
-/**
- * UPDATE CONTACT
- * Update an existing contact
- */
-export const updateContact = mutation({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-    updates: v.object({
-      firstName: v.optional(v.string()),
-      lastName: v.optional(v.string()),
-      email: v.optional(v.string()),
-      phone: v.optional(v.string()),
-      jobTitle: v.optional(v.string()),
-      company: v.optional(v.string()),
-      // BACKWARD COMPATIBLE: Support old single address field
-      address: v.optional(v.any()),
-      // NEW: Support multiple addresses
-      addresses: v.optional(addressesValidator),
-      status: v.optional(v.string()),
-      subtype: v.optional(v.string()), // Lifecycle stage: "lead" | "prospect" | "customer" | "partner"
-      tags: v.optional(v.array(v.string())),
-      notes: v.optional(v.string()),
-      customFields: v.optional(v.any()),
-    }),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    const contact = await ctx.db.get(args.contactId);
-    if (!contact || contact.type !== "crm_contact") {
-      throw new Error("Contact not found");
-    }
-
-    // Update name if first/last name changed
-    let newName = contact.name;
-    if (args.updates.firstName || args.updates.lastName) {
-      const firstName = args.updates.firstName || contact.customProperties?.firstName;
-      const lastName = args.updates.lastName || contact.customProperties?.lastName;
-      newName = `${firstName} ${lastName}`;
-    }
-
-    await ctx.db.patch(args.contactId, {
-      name: newName,
-      status: args.updates.status || contact.status,
-      subtype: args.updates.subtype || contact.subtype, // Update lifecycle stage
-      customProperties: {
-        ...contact.customProperties,
-        ...args.updates,
-        ...args.updates.customFields,
-      },
-      updatedAt: Date.now(),
-    });
-
-    // Log update action
-    await ctx.db.insert("objectActions", {
-      organizationId: contact.organizationId,
-      objectId: args.contactId,
-      actionType: "updated",
-      actionData: {
-        updatedFields: Object.keys(args.updates),
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-  },
-});
-
-/**
- * DELETE CONTACT
- * Permanently delete a contact and all associated links
- */
-export const deleteContact = mutation({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    const contact = await ctx.db.get(args.contactId);
-    if (!contact || contact.type !== "crm_contact") {
-      throw new Error("Contact not found");
-    }
-
-    // Log deletion action BEFORE deleting (so we have the data)
-    await ctx.db.insert("objectActions", {
-      organizationId: contact.organizationId,
-      objectId: args.contactId,
-      actionType: "deleted",
-      actionData: {
-        contactName: contact.name,
-        email: contact.customProperties?.email,
-        deletedBy: session.userId,
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-
-    // Delete all links involving this contact
-    const linksFrom = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_from_object", (q) => q.eq("fromObjectId", args.contactId))
-      .collect();
-
-    const linksTo = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_to_object", (q) => q.eq("toObjectId", args.contactId))
-      .collect();
-
-    // Delete all links
-    for (const link of [...linksFrom, ...linksTo]) {
-      await ctx.db.delete(link._id);
-    }
-
-    // Permanently delete the contact
-    await ctx.db.delete(args.contactId);
-  },
-});
-
-// ============================================================================
-// CRM ORGANIZATION OPERATIONS
-// ============================================================================
-
-/**
- * GET CRM ORGANIZATIONS
- * Returns all CRM organizations for an organization
- */
-export const getCrmOrganizations = query({
-  args: {
-    sessionId: v.string(),
-    organizationId: v.id("organizations"),
-    subtype: v.optional(v.string()), // Filter by org type
-    status: v.optional(v.string()),  // Filter by status
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    const q = ctx.db
-      .query("objects")
-      .withIndex("by_org_type", (q) =>
-        q.eq("organizationId", args.organizationId).eq("type", "crm_organization")
-      );
-
-    let orgs = await q.collect();
-
-    // Apply filters
-    if (args.subtype) {
-      orgs = orgs.filter((o) => o.subtype === args.subtype);
-    }
-
-    if (args.status) {
-      orgs = orgs.filter((o) => o.status === args.status);
-    }
-
-    return orgs;
-  },
-});
-
-/**
- * GET CRM ORGANIZATION
- * Get a single CRM organization by ID
- */
-export const getCrmOrganization = query({
-  args: {
-    sessionId: v.string(),
-    crmOrganizationId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    const org = await ctx.db.get(args.crmOrganizationId);
-
-    if (!org || org.type !== "crm_organization") {
-      throw new Error("CRM organization not found");
-    }
-
-    return org;
-  },
-});
-
-/**
- * GET PUBLIC CRM ORGANIZATION BILLING INFO
- * Public query for checkout - returns limited billing information only
- * Used during checkout to pre-fill employer billing addresses
- */
-export const getPublicCrmOrganizationBilling = query({
-  args: {
-    crmOrganizationId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    const org = await ctx.db.get(args.crmOrganizationId);
-
-    if (!org || org.type !== "crm_organization") {
-      return null;
-    }
-
-    // Return only public billing information (no sensitive data)
-    return {
-      _id: org._id,
-      name: org.name,
-      customProperties: {
-        address: (org.customProperties as { address?: unknown })?.address,
-        taxId: (org.customProperties as { taxId?: unknown })?.taxId,
-        vatNumber: (org.customProperties as { vatNumber?: unknown })?.vatNumber,
-        billingEmail: (org.customProperties as { billingEmail?: unknown })?.billingEmail,
-        billingContact: (org.customProperties as { billingContact?: unknown })?.billingContact,
-        billingAddress: (org.customProperties as { billingAddress?: unknown })?.billingAddress,
-        phone: (org.customProperties as { phone?: unknown })?.phone,
-        website: (org.customProperties as { website?: unknown })?.website,
-      },
-    };
-  },
-});
-
-/**
- * CREATE CRM ORGANIZATION
- * Create a new CRM organization
- */
-export const createCrmOrganization = mutation({
-  args: {
-    sessionId: v.string(),
-    organizationId: v.id("organizations"),
-    subtype: v.string(), // "customer" | "prospect" | "partner" | "sponsor"
-    name: v.string(),
-    website: v.optional(v.string()),
-    industry: v.optional(v.string()),
-    size: v.optional(v.string()), // "1-10" | "11-50" | "51-200" | "201-500" | "501+"
-    // BACKWARD COMPATIBLE: Support old single address field
-    address: v.optional(v.object({
-      street: v.optional(v.string()),
-      city: v.optional(v.string()),
-      state: v.optional(v.string()),
-      postalCode: v.optional(v.string()),
-      country: v.optional(v.string()),
-    })),
-    // NEW: Support multiple addresses
-    addresses: v.optional(addressesValidator),
-    // Basic contact info
-    taxId: v.optional(v.string()),
-    billingEmail: v.optional(v.string()),
-    phone: v.optional(v.string()),
-    tags: v.optional(v.array(v.string())),
-    notes: v.optional(v.string()),
-    // B2B Billing fields (DEPRECATED - use addresses array with type="billing")
-    billingAddress: v.optional(v.object({
-      street: v.optional(v.string()),
-      city: v.optional(v.string()),
-      state: v.optional(v.string()),
-      postalCode: v.optional(v.string()),
-      country: v.optional(v.string()),
-    })),
-    legalEntityType: v.optional(v.string()), // "corporation", "llc", "partnership", "sole_proprietorship", "nonprofit"
-    registrationNumber: v.optional(v.string()), // Company registration number
-    vatNumber: v.optional(v.string()), // VAT/GST number
-    taxExempt: v.optional(v.boolean()),
-    paymentTerms: v.optional(v.string()), // "due_on_receipt", "net15", "net30", "net60", "net90"
-    creditLimit: v.optional(v.number()),
-    preferredPaymentMethod: v.optional(v.string()), // "invoice", "bank_transfer", "credit_card", "check"
-    accountingReference: v.optional(v.string()), // External accounting system reference
-    costCenter: v.optional(v.string()),
-    purchaseOrderRequired: v.optional(v.boolean()),
-    billingContact: v.optional(v.string()), // Name of billing contact
-    billingContactEmail: v.optional(v.string()),
-    billingContactPhone: v.optional(v.string()),
-    customFields: v.optional(v.any()),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    // CHECK LICENSE LIMIT: Enforce CRM organization limit for organization's tier
-    // Free: 10, Starter: 50, Pro: 200, Agency: 500, Enterprise: Unlimited
-    await checkResourceLimit(ctx, args.organizationId, "crm_organization", "maxOrganizations");
-
-    // Handle addresses: convert old address/billingAddress format to new format if needed
-    let addresses = args.addresses;
-    if (!addresses) {
-      addresses = [];
-      // Convert old address field to mailing address
-      if (args.address) {
-        addresses.push({
-          type: "mailing" as const,
-          isPrimary: true,
-          label: "Primary Address",
-          ...args.address,
-        });
-      }
-      // Convert old billingAddress field to billing address
-      if (args.billingAddress) {
-        addresses.push({
-          type: "billing" as const,
-          isPrimary: true,
-          label: "Billing Address",
-          ...args.billingAddress,
-        });
-      }
-    }
-
-    const orgId = await ctx.db.insert("objects", {
-      organizationId: args.organizationId,
-      type: "crm_organization",
-      subtype: args.subtype,
-      name: args.name,
-      description: `${args.industry || "Company"} organization`,
-      status: "active",
-      customProperties: {
-        // Basic info
-        website: args.website,
-        industry: args.industry,
-        size: args.size,
-        // Keep old fields for backward compatibility
-        address: args.address,
-        billingAddress: args.billingAddress,
-        // Add new addresses array
-        addresses: addresses,
-        phone: args.phone,
-        tags: args.tags || [],
-        notes: args.notes,
-        // Basic billing
-        taxId: args.taxId,
-        billingEmail: args.billingEmail,
-        // B2B Billing
-        legalEntityType: args.legalEntityType,
-        registrationNumber: args.registrationNumber,
-        vatNumber: args.vatNumber,
-        taxExempt: args.taxExempt || false,
-        paymentTerms: args.paymentTerms || "net30",
-        creditLimit: args.creditLimit,
-        preferredPaymentMethod: args.preferredPaymentMethod,
-        accountingReference: args.accountingReference,
-        costCenter: args.costCenter,
-        purchaseOrderRequired: args.purchaseOrderRequired || false,
-        billingContact: args.billingContact,
-        billingContactEmail: args.billingContactEmail,
-        billingContactPhone: args.billingContactPhone,
-        ...args.customFields,
-      },
-      createdBy: session.userId,
-      createdAt: Date.now(),
-      updatedAt: Date.now(),
-    });
-
-    // Log creation action
-    await ctx.db.insert("objectActions", {
-      organizationId: args.organizationId,
-      objectId: orgId,
-      actionType: "created",
-      actionData: {
-        subtype: args.subtype,
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-
-    return orgId;
-  },
-});
-
-/**
- * UPDATE CRM ORGANIZATION
- * Update an existing CRM organization (including subtype/org type)
- */
-export const updateCrmOrganization = mutation({
-  args: {
-    sessionId: v.string(),
-    crmOrganizationId: v.id("objects"),
-    updates: v.object({
-      name: v.optional(v.string()),
-      subtype: v.optional(v.string()), // "customer" | "prospect" | "partner" | "sponsor"
-      website: v.optional(v.string()),
-      industry: v.optional(v.string()),
-      size: v.optional(v.string()),
-      // BACKWARD COMPATIBLE: Support old single address field
-      address: v.optional(v.any()),
-      // NEW: Support multiple addresses
-      addresses: v.optional(addressesValidator),
-      phone: v.optional(v.string()),
-      status: v.optional(v.string()),
-      tags: v.optional(v.array(v.string())),
-      notes: v.optional(v.string()),
-      // Basic billing
-      taxId: v.optional(v.string()),
-      billingEmail: v.optional(v.string()),
-      // B2B Billing fields (DEPRECATED - use addresses array)
-      billingAddress: v.optional(v.any()),
-      legalEntityType: v.optional(v.string()),
-      registrationNumber: v.optional(v.string()),
-      vatNumber: v.optional(v.string()),
-      taxExempt: v.optional(v.boolean()),
-      paymentTerms: v.optional(v.string()),
-      creditLimit: v.optional(v.number()),
-      preferredPaymentMethod: v.optional(v.string()),
-      accountingReference: v.optional(v.string()),
-      costCenter: v.optional(v.string()),
-      purchaseOrderRequired: v.optional(v.boolean()),
-      billingContact: v.optional(v.string()),
-      billingContactEmail: v.optional(v.string()),
-      billingContactPhone: v.optional(v.string()),
-      customFields: v.optional(v.any()),
-    }),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    const org = await ctx.db.get(args.crmOrganizationId);
-    if (!org || org.type !== "crm_organization") {
-      throw new Error("CRM organization not found");
-    }
-
-    await ctx.db.patch(args.crmOrganizationId, {
-      name: args.updates.name || org.name,
-      subtype: args.updates.subtype || org.subtype,
-      status: args.updates.status || org.status,
-      customProperties: {
-        ...org.customProperties,
-        ...args.updates,
-        ...args.updates.customFields,
-      },
-      updatedAt: Date.now(),
-    });
-
-    // Log update action
-    await ctx.db.insert("objectActions", {
-      organizationId: org.organizationId,
-      objectId: args.crmOrganizationId,
-      actionType: "updated",
-      actionData: {
-        updatedFields: Object.keys(args.updates),
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-  },
-});
-
-/**
- * DELETE CRM ORGANIZATION
- * Permanently delete a CRM organization and all associated links
- */
-export const deleteCrmOrganization = mutation({
-  args: {
-    sessionId: v.string(),
-    crmOrganizationId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    const org = await ctx.db.get(args.crmOrganizationId);
-    if (!org || org.type !== "crm_organization") {
-      throw new Error("CRM organization not found");
-    }
-
-    // Log deletion action BEFORE deleting (so we have the data)
-    await ctx.db.insert("objectActions", {
-      organizationId: org.organizationId,
-      objectId: args.crmOrganizationId,
-      actionType: "deleted",
-      actionData: {
-        organizationName: org.name,
-        deletedBy: session.userId,
-      },
-      performedBy: session.userId,
-      performedAt: Date.now(),
-    });
-
-    // Delete all links involving this organization
-    const linksFrom = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_from_object", (q) => q.eq("fromObjectId", args.crmOrganizationId))
-      .collect();
-
-    const linksTo = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_to_object", (q) => q.eq("toObjectId", args.crmOrganizationId))
-      .collect();
-
-    // Delete all links
-    for (const link of [...linksFrom, ...linksTo]) {
-      await ctx.db.delete(link._id);
-    }
-
-    // Permanently delete the organization
-    await ctx.db.delete(args.crmOrganizationId);
-  },
-});
-
-// ============================================================================
-// RELATIONSHIP OPERATIONS
-// ============================================================================
-
-/**
- * LINK CONTACT TO ORGANIZATION
- * Create a relationship between a contact and a CRM organization
- */
-export const linkContactToOrganization = mutation({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-    crmOrganizationId: v.id("objects"),
-    jobTitle: v.optional(v.string()),
-    isPrimaryContact: v.optional(v.boolean()),
-    department: v.optional(v.string()),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    // Validate objects exist
-    const contact = await ctx.db.get(args.contactId);
-    const org = await ctx.db.get(args.crmOrganizationId);
-
-    if (!contact || contact.type !== "crm_contact") {
-      throw new Error("Invalid contact");
-    }
-
-    if (!org || org.type !== "crm_organization") {
-      throw new Error("Invalid CRM organization");
-    }
-
-    // Create link
-    const linkId = await ctx.db.insert("objectLinks", {
-      organizationId: contact.organizationId,
-      fromObjectId: args.contactId,
-      toObjectId: args.crmOrganizationId,
-      linkType: "works_at",
-      properties: {
-        jobTitle: args.jobTitle,
-        isPrimaryContact: args.isPrimaryContact ?? false,
-        department: args.department,
-      },
-      createdBy: session.userId,
-      createdAt: Date.now(),
-    });
-
-    return linkId;
-  },
-});
-
-/**
- * GET ORGANIZATION CONTACTS
- * Get all contacts for a CRM organization
- */
-export const getOrganizationContacts = query({
-  args: {
-    sessionId: v.string(),
-    crmOrganizationId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    // Get all links where toObjectId = organization
-    const links = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_to_object", (q) => q.eq("toObjectId", args.crmOrganizationId))
-      .collect();
-
-    const worksAtLinks = links.filter((l) => l.linkType === "works_at");
-
-    // Get contact objects
-    const contacts = await Promise.all(
-      worksAtLinks.map(async (link) => {
-        const contact = await ctx.db.get(link.fromObjectId);
-        return {
-          ...contact,
-          relationship: link.properties,
-          linkId: link._id,
-        };
-      })
-    );
-
-    return contacts;
-  },
-});
-
-/**
- * GET CONTACT ORGANIZATIONS
- * Get all organizations for a contact
- */
-export const getContactOrganizations = query({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    // Get all links where fromObjectId = contact
-    const links = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_from_object", (q) => q.eq("fromObjectId", args.contactId))
-      .collect();
-
-    const worksAtLinks = links.filter((l) => l.linkType === "works_at");
-
-    // Get organization objects
-    const organizations = await Promise.all(
-      worksAtLinks.map(async (link) => {
-        const org = await ctx.db.get(link.toObjectId);
-        return {
-          ...org,
-          relationship: link.properties,
-          linkId: link._id,
-        };
-      })
-    );
-
-    return organizations;
-  },
-});
-
-// ============================================================================
-// PORTAL INVITATION CONVENIENCE METHODS
-// ============================================================================
-
-/**
- * INVITE CONTACT TO PORTAL
- *
- * Convenience method to invite a CRM contact to an external portal.
- * Wrapper around portalInvitations.createPortalInvitation.
- *
- * Example:
- * - Invite freelancer to project portal
- * - Invite client to dashboard
- * - Invite vendor to supplier portal
- */
-export const inviteContactToPortal = mutation({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-    portalType: v.union(
-      v.literal("freelancer_portal"),
-      v.literal("client_portal"),
-      v.literal("vendor_portal"),
-      v.literal("custom_portal")
-    ),
-    portalUrl: v.string(),
-    authMethod: v.optional(v.union(
-      v.literal("oauth"),
-      v.literal("magic_link"),
-      v.literal("both")
-    )),
-    expiresInDays: v.optional(v.number()),
-    customMessage: v.optional(v.string()),
-  },
-  handler: async (ctx, args) => {
-    const session = await ctx.db
-      .query("sessions")
-      .filter((q) => q.eq(q.field("_id"), args.sessionId))
-      .first();
-
-    if (!session) throw new Error("Invalid session");
-
-    // Get contact to verify it exists and get organizationId
-    const contact = await ctx.db.get(args.contactId);
-    if (!contact || contact.type !== "crm_contact") {
-      throw new Error("Contact not found");
-    }
-
-    // Generate unique invitation token
-    const invitationToken = crypto.randomUUID();
-
-    // Calculate expiration
-    const expiresInMs = (args.expiresInDays || 7) * 24 * 60 * 60 * 1000;
-    const expiresAt = Date.now() + expiresInMs;
-
-    const contactEmail = contact.customProperties?.email as string;
-    if (!contactEmail) {
-      throw new Error("Contact must have an email address");
-    }
-
-    // Create portal_invitation object
-    const invitationId = await ctx.db.insert("objects", {
-      organizationId: contact.organizationId,
-      type: "portal_invitation",
-      subtype: args.portalType,
-      name: `Portal Invitation - ${contact.name}`,
-      description: `Invitation to ${args.portalType} for ${contact.name}`,
-      status: "pending",
-      customProperties: {
-        contactId: args.contactId,
-        contactEmail: contactEmail,
-        portalType: args.portalType,
-        portalUrl: args.portalUrl,
-        authMethod: args.authMethod || "both",
-        invitationToken: invitationToken,
-        expiresAt: expiresAt,
-        customMessage: args.customMessage,
-        permissions: [],
-        sentAt: Date.now(),
-        acceptedAt: null,
-        lastAccessedAt: null,
-        accessCount: 0,
-      },
-      createdBy: session.userId,
-      createdAt: Date.now(),
-      updatedAt: Date.now(),
-    });
-
-    // Link invitation to contact
-    await ctx.db.insert("objectLinks", {
-      organizationId: contact.organizationId,
-      fromObjectId: invitationId,
-      toObjectId: args.contactId,
-      linkType: "invites",
-      properties: {
-        portalType: args.portalType,
-        invitedAt: Date.now(),
-      },
-      createdBy: session.userId,
-      createdAt: Date.now(),
-    });
-
-    // Schedule invitation email
-    await ctx.scheduler.runAfter(0, internal.portalInvitations.sendInvitationEmail, {
-      invitationId,
-      contactEmail,
-      portalUrl: args.portalUrl,
-      authMethod: args.authMethod || "both",
-      invitationToken,
-      customMessage: args.customMessage,
-      organizationId: contact.organizationId,
-    });
-
-    return {
-      invitationId,
-      invitationToken,
-      expiresAt,
-    };
-  },
-});
-
-/**
- * GET CONTACT PORTAL ACCESS
- *
- * Returns all portal invitations for a contact (active, pending, expired).
- */
-export const getContactPortalAccess = query({
-  args: {
-    sessionId: v.string(),
-    contactId: v.id("objects"),
-  },
-  handler: async (ctx, args) => {
-    await requireAuthenticatedUser(ctx, args.sessionId);
-
-    // Get all portal invitations linked to this contact
-    const links = await ctx.db
-      .query("objectLinks")
-      .withIndex("by_to_object", (q) => q.eq("toObjectId", args.contactId))
-      .filter((q) => q.eq(q.field("linkType"), "invites"))
-      .collect();
-
-    // Fetch invitation objects
-    const invitations = await Promise.all(
-      links.map(async (link) => {
-        const invitation = await ctx.db.get(link.fromObjectId);
-        if (invitation && invitation.type === "portal_invitation") {
-          return {
-            ...invitation,
-            linkId: link._id,
-          };
-        }
-        return null;
-      })
-    );
-
-    return invitations.filter((inv) => inv !== null);
-  },
-});