Espone API JSON e MCP HTTP per far lavorare gli agenti sul CRM.
Gli agenti autenticati con token Bearer possono leggere today/pipeline e annotare attività, con host MCP allineati a quelli di produzione. Co-authored-by: Cursor <cursoragent@cursor.com>
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Cursor
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module Crm
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class AgentSession
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Result = Struct.new(:ok, :status, :body, keyword_init: true)
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def initialize(user)
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@user = user
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Current.user = user
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end
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def projects
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ok(projects: @user.accessible_projects.map { |project| project_json(project) })
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end
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def today(project_code)
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with_project(project_code) do
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tasks = tasks_scope
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stalled = opportunities_scope.open_stage
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.where("stage_changed_at < ? OR (stage_changed_at IS NULL AND opportunities.created_at < ?)", 7.days.ago, 7.days.ago)
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.includes(:organization, :assigned_user)
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ok(
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project: project_json(@project),
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overdue_tasks: tasks.overdue.includes(:organization, :contact, :opportunity, :assigned_user).ordered.map { |t| task_json(t) },
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today_tasks: tasks.due_today.includes(:organization, :contact, :opportunity, :assigned_user).ordered.map { |t| task_json(t) },
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upcoming_tasks: tasks.upcoming.includes(:organization, :contact, :opportunity, :assigned_user).ordered.map { |t| task_json(t) },
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stalled_opportunities: stalled.map { |o| opportunity_json(o) }
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)
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end
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end
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def search(project_code, query)
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with_project(project_code) do
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query = query.to_s.strip
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if query.blank?
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return ok(query: query, organizations: [], contacts: [], opportunities: [])
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end
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organizations = organizations_scope.search(query).includes(:assigned_user).limit(20)
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contacts = Contact.joins(:organization).merge(organizations_scope).search(query).includes(:organization).limit(20)
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opportunities = opportunities_scope.joins(:organization)
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.where("opportunities.name ILIKE :q OR organizations.name ILIKE :q", q: "%#{ActiveRecord::Base.sanitize_sql_like(query)}%")
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.includes(:organization, :assigned_user)
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.limit(20)
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ok(
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query: query,
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organizations: organizations.map { |o| organization_summary(o) },
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contacts: contacts.map { |c| contact_json(c).merge(organization_name: c.organization.name) },
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opportunities: opportunities.map { |o| opportunity_json(o) }
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)
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end
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end
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def organization(project_code, id)
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with_project(project_code) do
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org = organizations_scope.includes(:assigned_user, :contacts).find(id)
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open_opportunities = org.opportunities.for_project(@project).open_stage.includes(:assigned_user).order(updated_at: :desc)
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pending_tasks = org.tasks.pending.ordered.includes(:assigned_user, :contact, :opportunity)
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recent_activities = org.activities.includes(:user, :contact, :opportunity).recent_first.limit(20)
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ok(
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organization: organization_json(org),
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contacts: org.contacts.primary_first.map { |c| contact_json(c) },
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open_opportunities: open_opportunities.map { |o| opportunity_json(o) },
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pending_tasks: pending_tasks.map { |t| task_json(t) },
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recent_activities: recent_activities.map { |a| activity_json(a) }
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)
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rescue ActiveRecord::RecordNotFound
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err("Organizzazione non trovata", status: :not_found)
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end
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end
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def create_task(project_code, attrs)
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with_project(project_code) do
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attrs = attrs.to_h.symbolize_keys
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organization = organizations_scope.find(attrs[:organization_id])
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task = Task.new(attrs.slice(:title, :description, :contact_id, :opportunity_id, :assigned_user_id, :due_at, :priority, :task_type))
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task.organization = organization
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task.assigned_user ||= @user
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task.priority = "normal" if task.priority.blank?
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task.task_type = "follow_up" if task.task_type.blank?
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if task.opportunity_id.present? && opportunities_scope.where(id: task.opportunity_id).none?
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return err("Opportunità non trovata", status: :not_found)
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end
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if task.save
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ok({ task: task_json(task) }, status: :created)
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else
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validation_error(task)
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end
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rescue ActiveRecord::RecordNotFound
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err("Organizzazione non trovata", status: :not_found)
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end
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end
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def complete_task(project_code, id)
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with_project(project_code) do
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task = tasks_scope.find(id)
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unless task.complete!(user: @user)
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return err("Il task non può essere completato", status: :unprocessable_entity)
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end
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ok(task: task_json(task.reload))
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rescue ActiveRecord::RecordNotFound
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err("Task non trovato", status: :not_found)
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end
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end
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def create_activity(project_code, attrs)
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with_project(project_code) do
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attrs = attrs.to_h.symbolize_keys
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organization = organizations_scope.find(attrs[:organization_id])
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activity = organization.activities.build(attrs.slice(:activity_type, :subject, :description, :happened_at, :contact_id, :opportunity_id))
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activity.user = @user
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activity.happened_at ||= Time.current
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if activity.opportunity_id.present? && opportunities_scope.where(id: activity.opportunity_id).none?
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return err("Opportunità non trovata", status: :not_found)
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end
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if activity.save
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maybe_update_pipeline_from_activity!(activity, lost_reason: attrs[:lost_reason])
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ok({ activity: activity_json(activity) }, status: :created)
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else
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validation_error(activity)
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end
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rescue ActiveRecord::RecordNotFound
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err("Organizzazione non trovata", status: :not_found)
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end
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end
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def update_opportunity_stage(project_code, id, pipeline_stage:, lost_reason: nil, notes: nil)
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with_project(project_code) do
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opportunity = opportunities_scope.find(id)
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new_stage = pipeline_stage.to_s
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unless Catalog::PIPELINE_STAGES.key?(new_stage)
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return err("Stage non valido", status: :unprocessable_entity)
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end
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opportunity.move_to_stage!(new_stage, lost_reason: lost_reason, notes: notes, user: @user)
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ok(opportunity: opportunity_json(opportunity.reload))
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rescue ActiveRecord::RecordNotFound
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err("Opportunità non trovata", status: :not_found)
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rescue ActiveRecord::RecordInvalid => e
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validation_error(e.record)
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end
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end
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private
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def with_project(code)
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project = Project.active.find_by(code: code.to_s)
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return err("Progetto non trovato", status: :not_found) if project.nil?
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return err("Progetto non accessibile", status: :forbidden) unless @user.can_access_project?(project)
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@project = project
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Current.project = project
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yield
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end
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def organizations_scope
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Organization.for_project(@project)
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end
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def opportunities_scope
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Opportunity.for_project(@project)
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end
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def tasks_scope
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Task.for_project(@project)
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end
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def ok(body = nil, status: :ok, **fields)
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Result.new(ok: true, status: status, body: body || fields)
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end
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def err(message, status:, extra: {})
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Result.new(ok: false, status: status, body: { error: message }.merge(extra))
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end
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def validation_error(record)
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err(record.errors.full_messages.to_sentence, status: :unprocessable_entity, extra: { errors: record.errors.full_messages })
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end
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def maybe_update_pipeline_from_activity!(activity, lost_reason: nil)
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opportunity = activity.opportunity || activity.organization.opportunities.for_project(@project).open_stage.order(updated_at: :desc).first
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return unless opportunity
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stage_map = {
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"email_sent" => "contacted",
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"email_received" => "replied",
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"call" => "contacted",
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"demo" => "demo_trial",
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"trial_started" => "demo_trial",
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"first_use" => "first_use",
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"proposal_sent" => "proposal",
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"won" => "won",
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"lost" => "lost"
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}
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target = stage_map[activity.activity_type]
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return unless target
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return if opportunity.won? || opportunity.lost?
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return if Catalog::PIPELINE_ORDER.index(opportunity.pipeline_stage).to_i >= Catalog::PIPELINE_ORDER.index(target).to_i
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reason = lost_reason.presence || "other" if target == "lost"
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opportunity.move_to_stage!(target, lost_reason: reason, user: @user)
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end
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def user_json(user)
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return if user.nil?
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{ id: user.id, name: user.full_name }
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end
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def project_json(project)
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{ id: project.id, code: project.code, name: project.name, description: project.description }
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end
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def organization_summary(org)
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{
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id: org.id,
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name: org.name,
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status: org.status,
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status_label: org.status_label,
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organization_type: org.organization_type,
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organization_type_label: org.organization_type_label,
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sport: org.sport,
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city: org.city,
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region: org.region,
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country: org.country,
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email: org.email,
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phone: org.phone,
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website: org.website,
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lead_source: org.lead_source,
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assigned_user: user_json(org.assigned_user)
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}
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end
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def organization_json(org)
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organization_summary(org).merge(
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address: org.address,
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province: org.province,
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legal_name: org.legal_name,
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vat_number: org.vat_number,
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notes: org.notes,
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commercial_fit: org.commercial_fit,
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streaming_status: org.streaming_status,
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team_gender: org.team_gender
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)
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end
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def contact_json(contact)
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{
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id: contact.id,
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organization_id: contact.organization_id,
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first_name: contact.first_name,
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last_name: contact.last_name,
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full_name: contact.full_name,
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role: contact.role,
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email: contact.email,
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phone: contact.phone,
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mobile: contact.mobile,
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primary_contact: contact.primary_contact,
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preferred_contact_method: contact.preferred_contact_method
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}
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end
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def opportunity_json(opportunity)
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{
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id: opportunity.id,
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organization_id: opportunity.organization_id,
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organization_name: opportunity.organization&.name,
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project_id: opportunity.project_id,
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name: opportunity.name,
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pipeline_stage: opportunity.pipeline_stage,
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pipeline_stage_label: opportunity.pipeline_stage_label,
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estimated_value: opportunity.estimated_value,
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probability: opportunity.probability,
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product: opportunity.product,
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lost_reason: opportunity.lost_reason,
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notes: opportunity.notes,
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assigned_user: user_json(opportunity.assigned_user),
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stage_changed_at: opportunity.stage_changed_at&.iso8601,
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expected_close_date: opportunity.expected_close_date&.iso8601
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}
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end
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def task_json(task)
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{
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id: task.id,
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title: task.title,
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description: task.description,
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due_at: task.due_at&.iso8601,
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priority: task.priority,
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priority_label: task.priority_label,
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task_type: task.task_type,
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task_type_label: task.task_type_label,
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status: task.status,
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status_label: task.status_label,
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organization_id: task.organization_id,
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organization_name: task.organization&.name,
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contact_id: task.contact_id,
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opportunity_id: task.opportunity_id,
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assigned_user: user_json(task.assigned_user),
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completed_at: task.completed_at&.iso8601
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}
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end
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def activity_json(activity)
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{
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id: activity.id,
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activity_type: activity.activity_type,
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activity_type_label: activity.activity_type_label,
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subject: activity.subject,
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description: activity.description,
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happened_at: activity.happened_at&.iso8601,
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organization_id: activity.organization_id,
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contact_id: activity.contact_id,
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opportunity_id: activity.opportunity_id,
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user: user_json(activity.user)
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}
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end
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end
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end
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