tractatus/src/models/UnifiedContact.model.js

/**
 * UnifiedContact Model
 * Cross-project contact management - links same person across projects
 */

const { ObjectId } = require('mongodb');
const { getCollection } = require('../utils/db.util');

class UnifiedContact {
  /**
   * Create a new unified contact
   */
  static async create(data) {
    const collection = await getCollection('unified_contacts');

    const contact = {
      // Primary identity (canonical)
      name: data.name,
      email: data.email, // Primary email (unique index)

      // Additional emails (aliases)
      additional_emails: data.additional_emails || [],

      // Organization link
      organization_id: data.organization_id ? new ObjectId(data.organization_id) : null,
      job_title: data.job_title || null,

      // Contact methods
      contact_methods: {
        phone: data.contact_methods?.phone || null,
        mobile: data.contact_methods?.mobile || null,
        preferred: data.contact_methods?.preferred || 'email' // email, phone, mobile
      },

      // Social profiles
      social: {
        linkedin: data.social?.linkedin || null,
        twitter: data.social?.twitter || null,
        other: data.social?.other || {}
      },

      // Projects this contact has interacted with
      projects: data.projects || [], // ['tractatus', 'family-history', 'sydigital']

      // Related records across projects
      related_records: data.related_records || {
        // tractatus: [{ type: 'contact', id: ObjectId }],
        // family-history: [{ type: 'inquiry', id: ObjectId }]
      },

      // Relationship metadata
      relationship: {
        status: data.relationship?.status || 'active', // active, inactive, blocked
        first_contact: data.relationship?.first_contact || new Date(),
        last_contact: data.relationship?.last_contact || new Date(),
        total_interactions: data.relationship?.total_interactions || 0,
        tags: data.relationship?.tags || [] // journalist, researcher, partner, etc
      },

      // Preferences
      preferences: {
        language: data.preferences?.language || 'en',
        timezone: data.preferences?.timezone || null,
        communication_frequency: data.preferences?.communication_frequency || 'normal', // low, normal, high
        opt_out: data.preferences?.opt_out || false
      },

      // Notes and metadata
      notes: data.notes || null,
      custom_fields: data.custom_fields || {},

      created_at: new Date(),
      updated_at: new Date()
    };

    const result = await collection.insertOne(contact);
    return { ...contact, _id: result.insertedId };
  }

  /**
   * Find contact by ID
   */
  static async findById(id) {
    const collection = await getCollection('unified_contacts');
    return await collection.findOne({ _id: new ObjectId(id) });
  }

  /**
   * Find contact by email (primary or additional)
   */
  static async findByEmail(email) {
    const collection = await getCollection('unified_contacts');
    return await collection.findOne({
      $or: [
        { email: email.toLowerCase() },
        { additional_emails: email.toLowerCase() }
      ]
    });
  }

  /**
   * Find or create contact by email
   */
  static async findOrCreate(data) {
    const existing = await this.findByEmail(data.email);
    if (existing) {
      // Update last_contact and increment interactions
      await this.recordInteraction(existing._id, data.project || 'tractatus');
      return existing;
    }

    return await this.create(data);
  }

  /**
   * Link existing project-specific contact to unified contact
   */
  static async linkProjectContact(unifiedContactId, projectName, contactType, contactId) {
    const collection = await getCollection('unified_contacts');

    await collection.updateOne(
      { _id: new ObjectId(unifiedContactId) },
      {
        $addToSet: { projects: projectName },
        $push: {
          [`related_records.${projectName}`]: {
            type: contactType,
            id: new ObjectId(contactId),
            linked_at: new Date()
          }
        },
        $set: { updated_at: new Date() }
      }
    );

    return await this.findById(unifiedContactId);
  }

  /**
   * Record an interaction with this contact
   */
  static async recordInteraction(id, projectName, interactionType = 'general') {
    const collection = await getCollection('unified_contacts');

    await collection.updateOne(
      { _id: new ObjectId(id) },
      {
        $set: {
          'relationship.last_contact': new Date(),
          updated_at: new Date()
        },
        $inc: { 'relationship.total_interactions': 1 },
        $addToSet: { projects: projectName }
      }
    );

    return await this.findById(id);
  }

  /**
   * Add tag to contact
   */
  static async addTag(id, tag) {
    const collection = await getCollection('unified_contacts');

    await collection.updateOne(
      { _id: new ObjectId(id) },
      {
        $addToSet: { 'relationship.tags': tag.toLowerCase() },
        $set: { updated_at: new Date() }
      }
    );

    return await this.findById(id);
  }

  /**
   * Find contacts by organization
   */
  static async findByOrganization(organizationId, options = {}) {
    const collection = await getCollection('unified_contacts');
    const { limit = 50, skip = 0 } = options;

    return await collection
      .find({ organization_id: new ObjectId(organizationId) })
      .sort({ name: 1 })
      .skip(skip)
      .limit(limit)
      .toArray();
  }

  /**
   * List contacts with filtering
   */
  static async list(filters = {}, options = {}) {
    const collection = await getCollection('unified_contacts');
    const { limit = 50, skip = 0 } = options;

    const query = {};
    if (filters.project) query.projects = filters.project;
    if (filters.status) query['relationship.status'] = filters.status;
    if (filters.tag) query['relationship.tags'] = filters.tag;
    if (filters.organization_id) query.organization_id = new ObjectId(filters.organization_id);

    return await collection
      .find(query)
      .sort({ 'relationship.last_contact': -1 })
      .skip(skip)
      .limit(limit)
      .toArray();
  }

  /**
   * Search contacts by name or email
   */
  static async search(searchTerm, options = {}) {
    const collection = await getCollection('unified_contacts');
    const { limit = 20 } = options;

    return await collection
      .find({
        $or: [
          { name: { $regex: searchTerm, $options: 'i' } },
          { email: { $regex: searchTerm, $options: 'i' } },
          { additional_emails: { $regex: searchTerm, $options: 'i' } }
        ]
      })
      .limit(limit)
      .toArray();
  }

  /**
   * Update contact
   */
  static async update(id, data) {
    const collection = await getCollection('unified_contacts');

    const updateData = {
      ...data,
      updated_at: new Date()
    };

    await collection.updateOne(
      { _id: new ObjectId(id) },
      { $set: updateData }
    );

    return await this.findById(id);
  }

  /**
   * Merge two contacts (combine duplicate records)
   */
  static async merge(primaryId, secondaryId) {
    const collection = await getCollection('unified_contacts');

    const [primary, secondary] = await Promise.all([
      this.findById(primaryId),
      this.findById(secondaryId)
    ]);

    if (!primary || !secondary) {
      throw new Error('Contact not found');
    }

    // Merge data
    const mergedData = {
      additional_emails: [...new Set([
        ...primary.additional_emails,
        ...secondary.additional_emails,
        secondary.email // Add secondary's primary email as additional
      ])],
      projects: [...new Set([...primary.projects, ...secondary.projects])],
      'relationship.tags': [...new Set([
        ...primary.relationship.tags,
        ...secondary.relationship.tags
      ])],
      'relationship.total_interactions':
        primary.relationship.total_interactions + secondary.relationship.total_interactions,
      'relationship.first_contact':
        primary.relationship.first_contact < secondary.relationship.first_contact
          ? primary.relationship.first_contact
          : secondary.relationship.first_contact,
      updated_at: new Date()
    };

    // Merge related_records
    Object.keys(secondary.related_records || {}).forEach(project => {
      if (!mergedData.related_records) mergedData.related_records = {};
      if (!mergedData.related_records[project]) {
        mergedData.related_records[project] = [];
      }
      mergedData.related_records[project].push(...secondary.related_records[project]);
    });

    // Update primary contact
    await collection.updateOne(
      { _id: new ObjectId(primaryId) },
      { $set: mergedData }
    );

    // Delete secondary contact
    await collection.deleteOne({ _id: new ObjectId(secondaryId) });

    return await this.findById(primaryId);
  }

  /**
   * Delete contact
   */
  static async delete(id) {
    const collection = await getCollection('unified_contacts');
    return await collection.deleteOne({ _id: new ObjectId(id) });
  }

  /**
   * Get statistics
   */
  static async getStats() {
    const collection = await getCollection('unified_contacts');

    const [total, byProject, byStatus, byTag] = await Promise.all([
      collection.countDocuments(),
      collection.aggregate([
        { $unwind: '$projects' },
        { $group: { _id: '$projects', count: { $sum: 1 } } }
      ]).toArray(),
      collection.aggregate([
        { $group: { _id: '$relationship.status', count: { $sum: 1 } } }
      ]).toArray(),
      collection.aggregate([
        { $unwind: '$relationship.tags' },
        { $group: { _id: '$relationship.tags', count: { $sum: 1 } } },
        { $sort: { count: -1 } },
        { $limit: 10 }
      ]).toArray()
    ]);

    return {
      total,
      by_project: byProject.reduce((acc, item) => {
        acc[item._id] = item.count;
        return acc;
      }, {}),
      by_status: byStatus.reduce((acc, item) => {
        acc[item._id] = item.count;
        return acc;
      }, {}),
      top_tags: byTag.map(item => ({ tag: item._id, count: item.count }))
    };
  }
}

module.exports = UnifiedContact;