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docs(crm): capture association graph and invoice/mail quirks

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Document Medex-learned OO rules (one company, entityId at create, PDF
cache/cleanup, Matrix # truncation) and add invoices pdf/status helpers.
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2026-08-06 14:26:43 +01:00
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commit 490426c277
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README.md
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@@ -623,13 +623,11 @@ oo tasks files detach 208 12345
| `projects` | `list`, `get`, `milestones`, `create`, `update`, `delete`, **`files`** (`list`, `upload`, `download`, `rename`, `delete`) |
| `tasks` | `list`, `get`, `create`, `update`, `delete`, `subtask add`, **`files`** (`list`, `upload`, `detach`) |
| `users` | `list`, `self` (alias: `oo whoami`) |
| `contacts` | `list`, `get`, `delete`, `info-add` |
| `persons` | `list` (filtered), `create`, `delete` |
| `companies` | `list` (filtered), `create`, `delete` |
| `contacts` | `list`, `get`, `delete`, `info-add`, `dedupe-info` |
| `contacts` | `list`, `get`, `delete`, `info-add`, `merge`, `dedupe-info` |
| `persons` | `list`, `create`, `delete`, `dedupe` |
| `companies` | `list`, `create`, `delete`, `dedupe`, `dedupe-persons` |
| `opportunities` | `list`, `get`, `create`, `delete`, `stages`, `member-add`, `dedupe`, `dedupe-members`, `fix-titles` |
| `invoices` | `list`, `get`, `create`, `update`, `pdf`, `pdf-cleanup`, `status`, `delete`, `items …` |
| `crm` | `cleanup` |
| `mails` | `accounts`, `folders`, `list`, `get`, `draft`, `attach`, `draft-invoice`, `delete` |
| `cases` | `list`, `create`, `delete`, `member-add` |
@@ -718,6 +716,32 @@ oo opportunities dedupe-members
oo opportunities fix-titles
```
Merge two known company ids (keeps `INTO`):
```bash
oo contacts merge FROM_ID INTO_ID
```
Company ↔ person ↔ deal ↔ project ↔ invoice ↔ mail rules and OO quirks:
[docs/crm-associations.md](docs/crm-associations.md).
### Invoices (`oo invoices`)
**Problem:** Bill a client deal as Draft, regenerate PDF, prune duplicate PDF
attachments, prepare OnlyOffice Mail — without inventing a second bill-to company.
```bash
# Always pass --opportunity at create (update --opportunity often HTTP 400)
oo invoices create --number INV-2026-01 --contact COMPANY_ID --item ITEM_ID \
--price 300 --opportunity DEAL_ID --language de-DE \
--line-description "…" --terms $'…' --description $'…' --po "Deal #DEAL_ID"
oo invoices pdf 41 --force
oo invoices pdf-cleanup INVOICE_ID
oo invoices status INVOICE_ID --status draft
oo mails draft-invoice --invoice INVOICE_ID --to info@client.de
```
**Deal grouping flag** — when the same role at the same company created
separate deals (`Engineer @ Acme` vs `Engineer`):
@@ -829,10 +853,13 @@ oo mails draft --to client@example.com --subject "Rechnung INV-2026-01" \
# Attach an OnlyOffice Files document (e.g. invoice PDF file id) to a draft
oo mails attach 7301 --file-id 12345
# Regenerate invoice PDF + draft + attach (does not send)
# Regenerate invoice PDF (force) + draft + attach (does not send)
oo mails draft-invoice --invoice 16 --to info@example.com
```
Matrix / chat URLs in signatures: use plain text
`chat: https://matrix.to/#/@user:server` — HTML `<a href="…#…">` truncates at `#`.
**Table output** splits the `from` header into `fromName` and `fromAddress`
(e.g. `Bitfinex` + `no-reply@bitfinex.com`). **JSON output** returns the raw
API payload.