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/views/mailings/_audience_disclosure.html.erb

@@ -0,0 +1,22 @@
+<%# locals: name:, title:, hint:, open:, count: 0 %>
+<details data-section="<%= name %>" class="<%= card_class %> group" <%= "open" if open %>>
+  <summary class="flex cursor-pointer list-none items-center justify-between gap-3 p-4 md:px-6 [&::-webkit-details-marker]:hidden">
+    <div>
+      <div class="text-sm font-semibold"><%= title %></div>
+      <% if hint.present? %>
+        <p class="mt-0.5 text-xs text-zinc-500"><%= hint %></p>
+      <% end %>
+    </div>
+    <div class="flex shrink-0 items-center gap-2">
+      <% if count.to_i.positive? %>
+        <span class="rounded-full bg-zinc-900 px-2 py-0.5 text-xs font-medium text-white dark:bg-zinc-100 dark:text-zinc-900"><%= count %></span>
+      <% end %>
+      <svg class="size-4 text-zinc-400 transition group-open:rotate-180" viewBox="0 0 20 20" fill="currentColor" aria-hidden="true">
+        <path fill-rule="evenodd" d="M5.23 7.21a.75.75 0 0 1 1.06.02L10 10.94l3.71-3.71a.75.75 0 1 1 1.06 1.06l-4.24 4.24a.75.75 0 0 1-1.06 0L5.21 8.29a.75.75 0 0 1 .02-1.08Z" clip-rule="evenodd" />
+      </svg>
+    </div>
+  </summary>
+  <div class="space-y-4 border-t border-zinc-100 p-4 md:p-6 dark:border-zinc-800">
+    <%= yield %>
+  </div>
+</details>

app/views/mailings/_form.html.erb

@@ -16,20 +16,15 @@
       <%= f.text_field :name, required: true, class: input_class %>
     </div>
 
-    <div class="grid gap-4 md:grid-cols-2">
-      <div>
-        <label class="mb-1 block text-sm font-medium">Account mittente</label>
-        <%= f.collection_select :mail_identity_id, @mail_identities, :id, :name, { prompt: "Scegli SMTP" }, { class: input_class, required: true } %>
-      </div>
-      <div>
-        <label class="mb-1 block text-sm font-medium">Lista destinatari</label>
-        <%= f.select :audience, Catalog::MAILING_AUDIENCES.map { |k, v| [v, k] }, {}, class: input_class %>
-      </div>
-      <div class="md:col-span-2">
-        <label class="mb-1 block text-sm font-medium">Pausa tra un invio e l’altro (secondi)</label>
-        <%= f.number_field :interval_seconds, min: 0, max: 86_400, class: input_class %>
-        <p class="mt-1 text-xs text-zinc-500">0 = in coda una dopo l’altra, senza attesa. Es. 120 = una email ogni 2 minuti.</p>
-      </div>
+    <div>
+      <label class="mb-1 block text-sm font-medium">Account mittente</label>
+      <%= f.collection_select :mail_identity_id, @mail_identities, :id, :name, { prompt: "Scegli SMTP" }, { class: input_class, required: true } %>
+    </div>
+
+    <div>
+      <label class="mb-1 block text-sm font-medium">Pausa tra un invio e l’altro (secondi)</label>
+      <%= f.number_field :interval_seconds, min: 0, max: 86_400, class: input_class %>
+      <p class="mt-1 text-xs text-zinc-500">0 = in coda una dopo l’altra, senza attesa. Es. 120 = una email ogni 2 minuti.</p>
     </div>
 
     <div class="rounded-lg border border-zinc-200 p-4 dark:border-zinc-700" data-controller="send-window">
@@ -120,7 +115,7 @@
     </div>
 
     <div class="flex flex-col gap-2 border-t border-zinc-100 pt-4 sm:flex-row dark:border-zinc-800">
-      <%= f.submit mailing.new_record? ? "Crea bozza" : "Salva", class: "#{btn_primary} w-full sm:w-auto" %>
+      <%= f.submit mailing.new_record? ? "Continua: destinatari" : "Salva messaggio", class: "#{btn_primary} w-full sm:w-auto" %>
       <%= link_to "Annulla", mailing.new_record? ? dashboard_mailings_path : mailing_path(mailing), class: "#{btn_secondary} w-full sm:w-auto" %>
     </div>
   </div>

app/views/mailings/_wizard.html.erb

@@ -0,0 +1,21 @@
+<%
+  steps = [
+    ["Messaggio", mailing.persisted? ? edit_mailing_path(mailing) : new_mailing_path, current == :message],
+    ["Destinatari", mailing.persisted? && mailing.editable? ? audience_mailing_path(mailing) : nil, current == :audience],
+    ["Revisione", mailing.persisted? ? mailing_path(mailing) : nil, current == :review]
+  ]
+%>
+<nav class="flex flex-wrap gap-2 text-sm" aria-label="Passi invio">
+  <% steps.each_with_index do |(label, path, active), index| %>
+    <% classes = if active
+                   "rounded-full bg-zinc-900 px-3 py-1.5 font-medium text-white dark:bg-zinc-100 dark:text-zinc-900"
+                 else
+                   "rounded-full bg-zinc-100 px-3 py-1.5 text-zinc-600 dark:bg-zinc-800 dark:text-zinc-300"
+                 end %>
+    <% if path && !active %>
+      <%= link_to "#{index + 1}. #{label}", path, class: classes %>
+    <% else %>
+      <span class="<%= classes %>"><%= index + 1 %>. <%= label %></span>
+    <% end %>
+  <% end %>
+</nav>

app/views/mailings/audience.html.erb

@@ -0,0 +1,261 @@
+<%
+  preset_hints = {
+    "to_send" => "Chi in campagna è ancora da contattare. È la scelta giusta quasi sempre.",
+    "all" => "Tutte le società del progetto, anche già inviate o clienti.",
+    "test_a" => "Solo chi ha già Test A in scheda.",
+    "test_b" => "Solo chi ha già Test B in scheda."
+  }
+  extra_parts = @filters.summary_parts.drop(1)
+  compact_select = "#{input_class} h-28 py-1"
+  org_open = @filters.organization_extra_active? || @open_sections.include?("organization")
+  campaign_open = @filters.campaign_extra_active? || @open_sections.include?("campaign")
+  history_open = @filters.history_active? || @open_sections.include?("history")
+  exclude_open = @filters.exclusions_active? || @open_sections.include?("exclusions")
+%>
+
+<div class="mx-auto max-w-5xl space-y-6">
+  <%= render "mailings/wizard", mailing: @mailing, current: :audience %>
+
+  <div>
+    <h1 class="text-2xl font-semibold tracking-tight">Destinatari</h1>
+    <p class="mt-1 text-sm text-zinc-500">
+      Scegli da dove parti, eventualmente raffina, poi genera la lista. I filtri avanzati stanno nei box sotto.
+    </p>
+  </div>
+
+  <%= form_with url: audience_mailing_path(@mailing), method: :patch, class: "grid gap-6 xl:grid-cols-[1fr_20rem]",
+        data: { controller: "audience-preview", action: "change->audience-preview#refresh" } do %>
+    <%= hidden_field_tag :intent, "preview", data: { audience_preview_target: "intent" } %>
+    <div class="order-2 space-y-4 xl:order-1">
+      <section class="<%= card_class %> space-y-4 p-4 md:p-6">
+        <div>
+          <h2 class="text-base font-semibold">Chi deve ricevere questa email?</h2>
+          <p class="mt-1 text-sm text-zinc-500">Tre cose bastano: lista di partenza, sport, regione. Il resto è opzionale.</p>
+        </div>
+
+        <div>
+          <label class="mb-1 block text-sm font-medium">Lista di partenza</label>
+          <%= select_tag "filters[preset]", options_for_select(Catalog::MAILING_AUDIENCES.map { |k, v| [v, k] }, @filters.preset), class: input_class %>
+          <p class="mt-1 text-xs text-zinc-500"><%= preset_hints[@filters.preset] %></p>
+        </div>
+
+        <div class="grid gap-4 md:grid-cols-2">
+          <div>
+            <label class="mb-1 block text-sm font-medium">Sport</label>
+            <%= hidden_field_tag "filters[sports][]", "" %>
+            <%= select_tag "filters[sports][]", options_for_select(@sport_options, @filters["sports"]),
+                  multiple: true, size: 5, class: compact_select %>
+            <p class="mt-1 text-xs text-zinc-500">Vuoto = tutti gli sport. Tieni premuto Ctrl o Cmd per più valori.</p>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Regione</label>
+            <%= hidden_field_tag "filters[regions][]", "" %>
+            <%= select_tag "filters[regions][]", options_for_select(@region_options, @filters["regions"]),
+                  multiple: true, size: 5, class: compact_select %>
+          </div>
+        </div>
+
+        <% if extra_parts.any? %>
+          <div class="flex flex-wrap gap-1.5">
+            <% extra_parts.each do |part| %>
+              <span class="rounded-full bg-zinc-100 px-2.5 py-1 text-xs text-zinc-700 dark:bg-zinc-800 dark:text-zinc-200"><%= part %></span>
+            <% end %>
+          </div>
+        <% end %>
+      </section>
+
+      <%= render layout: "mailings/audience_disclosure", locals: {
+            name: "organization",
+            title: "Altri dati società",
+            hint: "M/F, provincia, streaming, stato, numero in lista",
+            open: org_open,
+            count: @filters.organization_extra_count
+          } do %>
+        <div class="grid gap-4 md:grid-cols-2">
+          <div>
+            <label class="mb-1 block text-sm font-medium">M/F</label>
+            <%= hidden_field_tag "filters[team_genders][]", "" %>
+            <%= select_tag "filters[team_genders][]", options_for_select(Catalog::TEAM_GENDERS.map { |k, v| [v, k] }, @filters["team_genders"]),
+                  multiple: true, size: 3, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Provincia</label>
+            <%= hidden_field_tag "filters[provinces][]", "" %>
+            <%= select_tag "filters[provinces][]", options_for_select(@province_options, @filters["provinces"]),
+                  multiple: true, size: 4, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Streaming</label>
+            <%= hidden_field_tag "filters[streaming_statuses][]", "" %>
+            <%= select_tag "filters[streaming_statuses][]", options_for_select(Catalog::STREAMING_STATUSES.map { |k, v| [v, k] }, @filters["streaming_statuses"]),
+                  multiple: true, size: 4, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Stato organizzazione</label>
+            <%= hidden_field_tag "filters[statuses][]", "" %>
+            <%= select_tag "filters[statuses][]", options_for_select(Catalog::ORGANIZATION_STATUSES.map { |k, v| [v, k] }, @filters["statuses"]),
+                  multiple: true, size: 4, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">N. lista da</label>
+            <%= number_field_tag "filters[list_min]", @filters["list_min"], min: 1, class: input_class %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">N. lista a</label>
+            <%= number_field_tag "filters[list_max]", @filters["list_max"], min: 1, class: input_class %>
+          </div>
+        </div>
+      <% end %>
+
+      <%= render layout: "mailings/audience_disclosure", locals: {
+            name: "campaign",
+            title: "Campagna e trattativa",
+            hint: "Stato invio, test A/B, stage, valore stimato",
+            open: campaign_open,
+            count: @filters.campaign_extra_count
+          } do %>
+        <div class="grid gap-4 md:grid-cols-2">
+          <div>
+            <label class="mb-1 block text-sm font-medium">Stato invio campagna</label>
+            <%= hidden_field_tag "filters[send_statuses][]", "" %>
+            <%= select_tag "filters[send_statuses][]", options_for_select(Catalog::SEND_STATUSES.map { |k, v| [v, k] }, @filters["send_statuses"]),
+                  multiple: true, size: 3, class: compact_select %>
+            <p class="mt-1 text-xs text-zinc-500">Serve soprattutto se la lista di partenza è «tutte».</p>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Test A/B in scheda</label>
+            <%= hidden_field_tag "filters[ab_variants][]", "" %>
+            <%= select_tag "filters[ab_variants][]", options_for_select(Catalog::AB_VARIANTS.map { |k, v| [v, k] }, @filters["ab_variants"]),
+                  multiple: true, size: 2, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Stage pipeline</label>
+            <%= hidden_field_tag "filters[pipeline_stages][]", "" %>
+            <%= select_tag "filters[pipeline_stages][]", options_for_select(Catalog::PIPELINE_STAGES.map { |k, v| [v, k] }, @filters["pipeline_stages"]),
+                  multiple: true, size: 5, class: compact_select %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Valore stimato</label>
+            <%= select_tag "filters[estimated_value]", options_for_select([["Qualsiasi", "any"], ["Presente", "present"], ["Assente", "blank"]], @filters["estimated_value"]), class: input_class %>
+          </div>
+        </div>
+      <% end %>
+
+      <%= render layout: "mailings/audience_disclosure", locals: {
+            name: "history",
+            title: "Storico email",
+            hint: "Chi ha già ricevuto o aperto una campagna",
+            open: history_open,
+            count: @filters.history_active? ? 1 : 0
+          } do %>
+        <div class="grid gap-4 md:grid-cols-2">
+          <div class="md:col-span-2">
+            <label class="mb-1 block text-sm font-medium">Criterio</label>
+            <%= select_tag "filters[history_kind]", options_for_select([
+                  ["Nessun filtro storico", ""],
+                  ["Mai ricevuta una campagna", "never"],
+                  ["Ha ricevuto questa campagna", "received"],
+                  ["Non ha ricevuto questa campagna", "not_received"],
+                  ["Ha aperto questa campagna", "opened"],
+                  ["Ha ricevuto ma non aperto questa campagna", "not_opened"],
+                  ["Inviata negli ultimi N giorni", "recent"]
+                ], @filters.history_kind), class: input_class %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Campagna</label>
+            <%= select_tag "filters[history_mailing_id]",
+                  options_from_collection_for_select(@history_mailings, :id, :name, @filters.history_mailing_id),
+                  include_blank: "Scegli campagna", class: input_class %>
+          </div>
+          <div>
+            <label class="mb-1 block text-sm font-medium">Ultimi N giorni</label>
+            <%= number_field_tag "filters[history_days]", @filters.history_days, min: 1, placeholder: "30", class: input_class %>
+          </div>
+        </div>
+      <% end %>
+
+      <%= render layout: "mailings/audience_disclosure", locals: {
+            name: "exclusions",
+            title: "Escludi dalla lista",
+            hint: "Clienti, già ricevute, già aperte, invii recenti",
+            open: exclude_open,
+            count: @filters.exclusions_count
+          } do %>
+        <label class="flex min-h-11 items-center gap-3 text-sm">
+          <%= hidden_field_tag "filters[exclude_customers]", "0" %>
+          <%= check_box_tag "filters[exclude_customers]", "1", @filters["exclude_customers"], class: "size-5" %>
+          Clienti attivi e inattivi
+        </label>
+        <div>
+          <label class="mb-1 block text-sm font-medium">Chi ha già ricevuto</label>
+          <%= hidden_field_tag "filters[exclude_received_mailing_ids][]", "" %>
+          <%= select_tag "filters[exclude_received_mailing_ids][]",
+                options_from_collection_for_select(@history_mailings, :id, :name, @filters["exclude_received_mailing_ids"]),
+                multiple: true, size: 4, class: compact_select %>
+        </div>
+        <div>
+          <label class="mb-1 block text-sm font-medium">Chi ha aperto</label>
+          <%= hidden_field_tag "filters[exclude_opened_mailing_ids][]", "" %>
+          <%= select_tag "filters[exclude_opened_mailing_ids][]",
+                options_from_collection_for_select(@history_mailings, :id, :name, @filters["exclude_opened_mailing_ids"]),
+                multiple: true, size: 4, class: compact_select %>
+        </div>
+        <div>
+          <label class="mb-1 block text-sm font-medium">Chi ha ricevuto qualcosa negli ultimi N giorni</label>
+          <%= number_field_tag "filters[exclude_mailed_within_days]", @filters["exclude_mailed_within_days"], min: 1, class: input_class %>
+        </div>
+      <% end %>
+
+      <div class="flex flex-col gap-2 sm:flex-row xl:hidden">
+        <%= button_tag "Genera lista e rivedi", type: "submit", class: "#{btn_primary} w-full sm:w-auto",
+              data: { action: "audience-preview#apply" } %>
+        <%= link_to "Vai alla revisione senza rigenerare", @mailing, class: "#{btn_secondary} w-full sm:w-auto" %>
+      </div>
+    </div>
+
+    <aside class="order-1 space-y-4 self-start xl:sticky xl:top-4 xl:order-2">
+      <div class="<%= card_class %> p-4">
+        <div class="text-xs uppercase tracking-wide text-zinc-500">Corrispondenze</div>
+        <% if @audience_counts[:with_email].zero? %>
+          <div class="mt-1 text-3xl font-semibold tabular-nums">0</div>
+          <p class="mt-1 text-sm text-amber-800 dark:text-amber-200">Nessuna società con email. Allarga i filtri.</p>
+        <% else %>
+          <div class="mt-1 text-3xl font-semibold tabular-nums"><%= @audience_counts[:with_email] %></div>
+          <p class="mt-1 text-sm text-zinc-500">
+            <%= @audience_counts[:with_email] == 1 ? "società con email valida" : "società con email valida" %>
+            su <%= @audience_counts[:total] %>
+          </p>
+        <% end %>
+        <% if @mailing.mailing_recipients.any? %>
+          <p class="mt-3 text-xs text-zinc-500">
+            Lista già generata: <%= @mailing.pending_count %> da inviare.
+            Generando di nuovo la sostituisci.
+          </p>
+        <% else %>
+          <p class="mt-3 text-xs text-zinc-500">La lista si congela solo quando premi genera.</p>
+        <% end %>
+
+        <div class="mt-4 hidden flex-col gap-2 xl:flex">
+          <%= button_tag "Genera lista e rivedi", type: "submit", class: "#{btn_primary} w-full",
+                data: { action: "audience-preview#apply" } %>
+          <%= link_to "Vai alla revisione senza rigenerare", @mailing, class: "#{btn_secondary} w-full" %>
+        </div>
+      </div>
+      <div class="<%= card_class %> p-4">
+        <h2 class="text-sm font-semibold">Anteprima</h2>
+        <ul class="mt-3 space-y-2 text-sm">
+          <% @audience_preview.each do |org| %>
+            <li>
+              <div class="font-medium"><%= org.name %></div>
+              <div class="text-xs text-zinc-500"><%= [org.sport, org.region, org.list_position].compact.join(" · ") %></div>
+            </li>
+          <% end %>
+          <% if @audience_preview.empty? %>
+            <li class="text-zinc-500">Nessuna organizzazione con questi filtri.</li>
+          <% end %>
+        </ul>
+      </div>
+    </aside>
+
+  <% end %>
+</div>

app/views/mailings/edit.html.erb

@@ -1,4 +1,5 @@
 <div class="mx-auto max-w-5xl space-y-6">
+  <%= render "mailings/wizard", mailing: @mailing, current: :message %>
   <div>
     <h1 class="text-2xl font-semibold tracking-tight">Modifica invio</h1>
     <p class="mt-1 text-sm text-zinc-500"><%= @mailing.name %></p>

app/views/mailings/new.html.erb

@@ -1,7 +1,8 @@
 <div class="mx-auto max-w-5xl space-y-6">
+  <%= render "mailings/wizard", mailing: @mailing, current: :message %>
   <div>
     <h1 class="text-2xl font-semibold tracking-tight">Nuovo invio</h1>
-    <p class="mt-1 text-sm text-zinc-500">Scegli mittente, lista e contenuto. Dopo il salvataggio fai il check dei destinatari.</p>
+    <p class="mt-1 text-sm text-zinc-500">Prima il messaggio, poi i filtri sui destinatari, poi la revisione della lista.</p>
   </div>
 
   <%= render "form", mailing: @mailing %>

app/views/mailings/show.html.erb

@@ -1,5 +1,6 @@
 <%= turbo_frame_tag "mailing_live", target: "_top", refresh: "morph" do %>
 <%= tag.div class: "space-y-6", data: (@mailing.sending? ? { controller: "auto-reload", auto_reload_interval_value: 10_000 } : {}) do %>
+  <%= render "mailings/wizard", mailing: @mailing, current: :review %>
   <div class="flex flex-wrap items-start justify-between gap-3">
     <div class="min-w-0">
       <h1 class="text-xl font-semibold tracking-tight md:text-2xl"><%= @mailing.name %></h1>
@@ -30,7 +31,8 @@
       <%= link_to "Cruscotto invii", dashboard_mailings_path, class: "#{btn_secondary} flex-1 sm:flex-none" %>
       <% if @mailing.editable? %>
         <%= link_to "Modifica contenuto", edit_mailing_path(@mailing), class: btn_secondary %>
-        <%= button_to "Aggiorna lista", refresh_recipients_mailing_path(@mailing), method: :post, class: btn_secondary %>
+        <%= link_to "Raffina destinatari", audience_mailing_path(@mailing), class: btn_secondary %>
+        <%= button_to "Rigenera lista", refresh_recipients_mailing_path(@mailing), method: :post, class: btn_secondary %>
       <% elsif @mailing.sending? %>
         <%= button_to "Ferma invio", cancel_mailing_path(@mailing), method: :post,
               class: btn_danger,
@@ -126,6 +128,13 @@
         <% end %>
       </div>
 
+      <% if @mailing.editable? && @recipients.empty? %>
+        <div class="border-b border-zinc-100 px-4 py-4 text-sm text-zinc-600 dark:border-zinc-800 dark:text-zinc-300">
+          Nessuna lista generata. Raffina i filtri e genera la lista congelata.
+          <%= link_to "Scegli destinatari", audience_mailing_path(@mailing), class: "font-medium underline" %>
+        </div>
+      <% end %>
+
       <%= form_with url: update_recipients_mailing_path(@mailing), method: :patch do %>
         <div data-controller="check-all">
           <% if @mailing.editable? %>