Aggiunge filtri avanzati per i destinatari delle campagne email.

La scelta della lista passa da un wizard a tre passi, con anteprima del conteggio e lista congelata solo dopo la conferma.

Co-authored-by: Cursor <cursoragent@cursor.com>

app/services/mailings/audience_filters.rb

@@ -0,0 +1,153 @@
+module Mailings
+  class AudienceFilters
+    PRESETS = Catalog::MAILING_AUDIENCES.keys.freeze
+    HISTORY_KINDS = %w[never received not_received opened not_opened recent].freeze
+    VALUE_MODES = %w[any present blank].freeze
+
+    ARRAY_KEYS = %w[
+      sports team_genders regions provinces streaming_statuses statuses
+      send_statuses ab_variants pipeline_stages
+      exclude_received_mailing_ids exclude_opened_mailing_ids
+    ].freeze
+
+    def self.default(preset = "to_send")
+      new("preset" => preset.presence_in(PRESETS) || "to_send")
+    end
+
+    def self.from_params(raw)
+      hash = if raw.respond_to?(:to_unsafe_h)
+               raw.to_unsafe_h
+             else
+               raw.to_h
+             end
+      new(hash)
+    end
+
+    def initialize(hash = {})
+      @data = normalize(hash)
+    end
+
+    def to_h
+      @data.deep_dup
+    end
+
+    def preset
+      @data["preset"]
+    end
+
+    def [](key)
+      @data[key.to_s]
+    end
+
+    def customized?
+      @data.except("preset").any? { |_key, value| value.present? && value != false && value != "any" }
+    end
+
+    def summary_parts
+      parts = [Catalog.label_for(Catalog::MAILING_AUDIENCES, preset)]
+      parts << "sport: #{Array(@data["sports"]).join(", ")}" if @data["sports"].present?
+      parts << "M/F: #{Array(@data["team_genders"]).map { |g| Catalog.label_for(Catalog::TEAM_GENDERS, g) }.join(", ")}" if @data["team_genders"].present?
+      parts << "regione: #{Array(@data["regions"]).join(", ")}" if @data["regions"].present?
+      parts << "provincia: #{Array(@data["provinces"]).join(", ")}" if @data["provinces"].present?
+      parts << "n. lista #{[@data["list_min"], @data["list_max"]].compact.join("–")}" if @data["list_min"].present? || @data["list_max"].present?
+      parts << "stage: #{Array(@data["pipeline_stages"]).map { |s| Catalog.label_for(Catalog::PIPELINE_STAGES, s) }.join(", ")}" if @data["pipeline_stages"].present?
+      parts << history_summary if history_kind.present?
+      parts << "escludi clienti" if @data["exclude_customers"]
+      parts << "escludi già ricevute" if @data["exclude_received_mailing_ids"].present?
+      parts << "escludi aperte" if @data["exclude_opened_mailing_ids"].present?
+      parts << "escludi inviate da #{@data["exclude_mailed_within_days"]}g" if @data["exclude_mailed_within_days"].present?
+      parts
+    end
+
+    def history_kind
+      @data["history_kind"]
+    end
+
+    def history_mailing_id
+      @data["history_mailing_id"]
+    end
+
+    def history_days
+      @data["history_days"]
+    end
+
+    def organization_extra_count
+      count_present(%w[team_genders provinces streaming_statuses statuses]) +
+        ((@data["list_min"].present? || @data["list_max"].present?) ? 1 : 0)
+    end
+
+    def campaign_extra_count
+      count_present(%w[send_statuses ab_variants pipeline_stages]) +
+        ((@data["estimated_value"].present? && @data["estimated_value"] != "any") ? 1 : 0)
+    end
+
+    def exclusions_count
+      n = 0
+      n += 1 if @data["exclude_customers"]
+      n += 1 if @data["exclude_received_mailing_ids"].present?
+      n += 1 if @data["exclude_opened_mailing_ids"].present?
+      n += 1 if @data["exclude_mailed_within_days"].present?
+      n
+    end
+
+    def history_active?
+      history_kind.present?
+    end
+
+    def organization_extra_active?
+      organization_extra_count.positive?
+    end
+
+    def campaign_extra_active?
+      campaign_extra_count.positive?
+    end
+
+    def exclusions_active?
+      exclusions_count.positive?
+    end
+
+    private
+
+    def count_present(keys)
+      keys.count { |key| @data[key].present? }
+    end
+
+
+    def history_summary
+      case history_kind
+      when "never" then "mai ricevuta una campagna"
+      when "received" then "già ricevuta campagna ##{history_mailing_id}"
+      when "not_received" then "non ricevuta campagna ##{history_mailing_id}"
+      when "opened" then "aperta campagna ##{history_mailing_id}"
+      when "not_opened" then "non aperta campagna ##{history_mailing_id}"
+      when "recent" then "inviata negli ultimi #{history_days} giorni"
+      end
+    end
+
+    def normalize(hash)
+      source = hash.to_h.deep_stringify_keys
+      data = { "preset" => source["preset"].presence_in(PRESETS) || "to_send" }
+
+      ARRAY_KEYS.each do |key|
+        data[key] = Array(source[key]).flatten.map { |value| value.to_s.strip }.reject(&:blank?).uniq
+        data[key] = data[key].map(&:to_i) if key.end_with?("_ids")
+      end
+
+      data["list_min"] = integer_or_nil(source["list_min"])
+      data["list_max"] = integer_or_nil(source["list_max"])
+      data["estimated_value"] = source["estimated_value"].presence_in(VALUE_MODES) || "any"
+      data["history_kind"] = source["history_kind"].presence_in(HISTORY_KINDS)
+      data["history_mailing_id"] = integer_or_nil(source["history_mailing_id"])
+      data["history_days"] = integer_or_nil(source["history_days"])
+      data["exclude_customers"] = ActiveModel::Type::Boolean.new.cast(source["exclude_customers"]) || false
+      data["exclude_mailed_within_days"] = integer_or_nil(source["exclude_mailed_within_days"])
+      data
+    end
+
+    def integer_or_nil(value)
+      return if value.blank?
+
+      Integer(value, exception: false)
+    end
+  end
+end

app/services/mailings/audience_query.rb

@@ -0,0 +1,153 @@
+module Mailings
+  class AudienceQuery
+    def initialize(project, filters = {}, mailing: nil)
+      @project = project
+      @filters = filters.is_a?(AudienceFilters) ? filters : AudienceFilters.new(filters)
+      @mailing = mailing
+    end
+
+    def relation
+      scope = Organization.for_project(@project)
+      scope = apply_preset(scope)
+      scope = apply_organization_filters(scope)
+      scope = apply_opportunity_filters(scope)
+      scope = apply_history_filters(scope)
+      scope = apply_exclusions(scope)
+      scope.distinct
+    end
+
+    def counts
+      {
+        total: relation.unscope(:order).distinct.count("organizations.id"),
+        with_email: with_email_scope(relation).unscope(:order).distinct.count("organizations.id")
+      }
+    end
+
+    def preview(limit = 15)
+      relation.includes(:primary_contact).reorder(Arel.sql("organizations.list_position ASC NULLS LAST"), "organizations.name ASC").limit(limit)
+    end
+
+    private
+
+    def apply_preset(scope)
+      case @filters.preset
+      when "to_send"
+        scope.where(id: opportunity_scope.where(send_status: "to_send").select(:organization_id))
+      when "test_a"
+        scope.where(id: opportunity_scope.where(ab_variant: "A").select(:organization_id))
+      when "test_b"
+        scope.where(id: opportunity_scope.where(ab_variant: "B").select(:organization_id))
+      else
+        scope
+      end
+    end
+
+    def apply_organization_filters(scope)
+      scope = scope.where(sport: @filters["sports"]) if @filters["sports"].present?
+      scope = scope.where(team_gender: @filters["team_genders"]) if @filters["team_genders"].present?
+      scope = scope.where(region: @filters["regions"]) if @filters["regions"].present?
+      scope = scope.where(province: @filters["provinces"]) if @filters["provinces"].present?
+      scope = scope.where(streaming_status: @filters["streaming_statuses"]) if @filters["streaming_statuses"].present?
+      scope = scope.where(status: @filters["statuses"]) if @filters["statuses"].present?
+      scope = scope.where("organizations.list_position >= ?", @filters["list_min"]) if @filters["list_min"].present?
+      scope = scope.where("organizations.list_position <= ?", @filters["list_max"]) if @filters["list_max"].present?
+      scope
+    end
+
+    def apply_opportunity_filters(scope)
+      extra = opportunity_scope
+      filtered = false
+      if @filters["send_statuses"].present?
+        extra = extra.where(send_status: @filters["send_statuses"])
+        filtered = true
+      end
+      if @filters["ab_variants"].present?
+        extra = extra.where(ab_variant: @filters["ab_variants"])
+        filtered = true
+      end
+      if @filters["pipeline_stages"].present?
+        extra = extra.where(pipeline_stage: @filters["pipeline_stages"])
+        filtered = true
+      end
+      case @filters["estimated_value"]
+      when "present"
+        extra = extra.where("opportunities.estimated_value IS NOT NULL AND opportunities.estimated_value > 0")
+        filtered = true
+      when "blank"
+        extra = extra.where("opportunities.estimated_value IS NULL OR opportunities.estimated_value = 0")
+        filtered = true
+      end
+
+      filtered ? scope.where(id: extra.select(:organization_id)) : scope
+    end
+
+    def apply_history_filters(scope)
+      case @filters.history_kind
+      when "never"
+        scope.where.not(id: sent_org_ids)
+      when "received"
+        scope.where(id: sent_org_ids(mailing_id: @filters.history_mailing_id))
+      when "not_received"
+        scope.where.not(id: sent_org_ids(mailing_id: @filters.history_mailing_id))
+      when "opened"
+        scope.where(id: opened_org_ids(mailing_id: @filters.history_mailing_id))
+      when "not_opened"
+        sent = sent_org_ids(mailing_id: @filters.history_mailing_id)
+        opened = opened_org_ids(mailing_id: @filters.history_mailing_id)
+        scope.where(id: sent).where.not(id: opened)
+      when "recent"
+        days = @filters.history_days.presence || 30
+        scope.where(id: sent_org_ids(since: days.days.ago))
+      else
+        scope
+      end
+    end
+
+    def apply_exclusions(scope)
+      scope = scope.where.not(status: %w[active_customer inactive_customer]) if @filters["exclude_customers"]
+      if @filters["exclude_received_mailing_ids"].present?
+        scope = scope.where.not(id: sent_org_ids(mailing_id: project_mailing_ids(@filters["exclude_received_mailing_ids"])))
+      end
+      if @filters["exclude_opened_mailing_ids"].present?
+        scope = scope.where.not(id: opened_org_ids(mailing_id: project_mailing_ids(@filters["exclude_opened_mailing_ids"])))
+      end
+      if @filters["exclude_mailed_within_days"].present?
+        scope = scope.where.not(id: sent_org_ids(since: @filters["exclude_mailed_within_days"].days.ago))
+      end
+      scope
+    end
+
+    def with_email_scope(scope)
+      scope.left_joins(:contacts).where(
+        "NULLIF(BTRIM(organizations.email), '') IS NOT NULL OR NULLIF(BTRIM(contacts.email), '') IS NOT NULL"
+      )
+    end
+
+    def opportunity_scope
+      Opportunity.where(project_id: @project.id)
+    end
+
+    def sent_org_ids(mailing_id: nil, since: nil)
+      recips = history_recipients.where(status: "sent")
+      recips = recips.where(mailing_id: mailing_id) if mailing_id.present?
+      recips = recips.where("mailing_recipients.sent_at >= ?", since) if since.present?
+      recips.select(:organization_id)
+    end
+
+    def opened_org_ids(mailing_id: nil)
+      recips = history_recipients.where.not(opened_at: nil)
+      recips = recips.where(mailing_id: mailing_id) if mailing_id.present?
+      recips.select(:organization_id)
+    end
+
+    def history_recipients
+      recips = MailingRecipient.joins(:mailing).where(mailings: { project_id: @project.id })
+      recips = recips.where.not(mailing_id: @mailing.id) if @mailing&.persisted?
+      recips
+    end
+
+    def project_mailing_ids(ids)
+      Mailing.for_project(@project).where(id: ids).select(:id)
+    end
+  end
+end

app/services/mailings/recipient_builder.rb

@@ -36,19 +36,9 @@ class Mailings::RecipientBuilder
   end
 
   def scope
-    orgs = Organization.for_project(@mailing.project).includes(:contacts, :opportunities)
-    org_ids =
-      case @mailing.audience
-      when "to_send"
-        Opportunity.where(project_id: @mailing.project_id, send_status: "to_send").select(:organization_id)
-      when "test_a"
-        Opportunity.where(project_id: @mailing.project_id, ab_variant: "A").select(:organization_id)
-      when "test_b"
-        Opportunity.where(project_id: @mailing.project_id, ab_variant: "B").select(:organization_id)
-      else
-        orgs.select(:id)
-      end
-    orgs.where(id: org_ids)
+    Mailings::AudienceQuery.new(@mailing.project, @mailing.parsed_audience_filters, mailing: @mailing)
+      .relation
+      .includes(:contacts, :opportunities)
   end
 
   def assign_variant!(attrs, org, split_index)