Commit iniziale di eminuxCRM: CRM Rails con pipeline, campagne email e Docker.

Include autenticazione, progetti isolati, mail marketing HTML con SMTP, test A/B e editor WYSIWYG.

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

app/models/opportunity.rb

@@ -0,0 +1,158 @@
+class Opportunity < ApplicationRecord
+  include Auditable
+
+  belongs_to :organization
+  belongs_to :project
+  belongs_to :assigned_user, class_name: "User", optional: true
+
+  has_many :activities, dependent: :nullify
+  has_many :tasks, dependent: :nullify
+
+  validates :name, presence: true
+  validates :pipeline_stage, inclusion: { in: Catalog::PIPELINE_STAGES.keys }
+  validates :lost_reason, inclusion: { in: Catalog::LOST_REASONS.keys }, allow_blank: true
+  validates :ab_variant, inclusion: { in: Catalog::AB_VARIANTS.keys }, allow_blank: true
+  validates :send_status, inclusion: { in: Catalog::SEND_STATUSES.keys }, allow_blank: true
+  validates :probability, numericality: { in: 0..100 }, allow_nil: true
+  validates :estimated_value, numericality: { greater_than_or_equal_to: 0 }, allow_nil: true
+  validate :lost_reason_required_when_lost
+
+  before_validation :set_default_probability, on: :create
+  before_validation :default_project_from_current, on: :create
+  before_save :track_stage_change
+  after_save :handle_stage_side_effects
+  after_save :ensure_organization_in_project
+
+  scope :open_stage, -> { where(pipeline_stage: Catalog::OPEN_PIPELINE_STAGES) }
+  scope :won, -> { where(pipeline_stage: "won") }
+  scope :lost, -> { where(pipeline_stage: "lost") }
+  scope :in_stage, ->(stage) { where(pipeline_stage: stage) }
+  scope :for_project, ->(project) {
+    return none if project.nil?
+
+    where(project_id: project.id)
+  }
+
+  def pipeline_stage_label
+    Catalog.label_for(Catalog::PIPELINE_STAGES, pipeline_stage)
+  end
+
+  def lost_reason_label
+    Catalog.label_for(Catalog::LOST_REASONS, lost_reason)
+  end
+
+  def ab_variant_label
+    Catalog.label_for(Catalog::AB_VARIANTS, ab_variant)
+  end
+
+  def send_status_label
+    Catalog.label_for(Catalog::SEND_STATUSES, send_status)
+  end
+
+  def open?
+    Catalog::OPEN_PIPELINE_STAGES.include?(pipeline_stage)
+  end
+
+  def won?
+    pipeline_stage == "won"
+  end
+
+  def lost?
+    pipeline_stage == "lost"
+  end
+
+  def next_pending_task
+    tasks.pending.order(:due_at).first
+  end
+
+  def days_in_current_stage
+    anchor = stage_changed_at || created_at
+    return 0 unless anchor
+
+    ((Time.current - anchor) / 1.day).floor
+  end
+
+  def move_to_stage!(new_stage, lost_reason: nil, notes: nil, user: Current.user)
+    attrs = { pipeline_stage: new_stage }
+    attrs[:lost_reason] = lost_reason if lost_reason.present?
+    attrs[:notes] = [self.notes, notes].compact_blank.join("\n") if notes.present?
+    attrs[:probability] = Catalog::STAGE_PROBABILITIES.fetch(new_stage.to_s, probability)
+    update!(attrs)
+
+    create_stage_activity!(user) if saved_change_to_pipeline_stage?
+  end
+
+  private
+
+  def set_default_probability
+    self.probability ||= Catalog::STAGE_PROBABILITIES.fetch(pipeline_stage, 0)
+  end
+
+  def track_stage_change
+    return unless pipeline_stage_changed?
+
+    self.stage_changed_at = Time.current
+    self.first_contacted_at ||= Time.current if pipeline_stage != "to_contact"
+
+    case pipeline_stage
+    when "won"
+      self.won_at ||= Time.current
+      self.lost_at = nil
+      self.probability = 100
+    when "lost"
+      self.lost_at ||= Time.current
+      self.won_at = nil
+      self.probability = 0
+    else
+      self.won_at = nil
+      self.lost_at = nil
+    end
+  end
+
+  def handle_stage_side_effects
+    return unless saved_change_to_pipeline_stage?
+
+    organization.mark_as_active_customer! if won?
+  end
+
+  def lost_reason_required_when_lost
+    return unless pipeline_stage == "lost"
+    return if lost_reason.present?
+
+    errors.add(:lost_reason, "è obbligatorio quando l'opportunità è persa")
+  end
+
+  def create_stage_activity!(user)
+    return unless user
+
+    type = won? ? "won" : lost? ? "lost" : "other"
+    subject = if won?
+                "Cliente #{product.presence || name}"
+              elsif lost?
+                "Perso: #{lost_reason_label}"
+              else
+                "Stage: #{pipeline_stage_label}"
+              end
+
+    activities.create!(
+      activity_type: type,
+      subject: subject,
+      description: notes,
+      happened_at: Time.current,
+      user: user,
+      organization: organization,
+      created_by: user,
+      updated_by: user
+    )
+  end
+
+  def default_project_from_current
+    self.project ||= Current.project
+  end
+
+  def ensure_organization_in_project
+    return unless project && organization
+
+    organization.ensure_in_project!(project)
+  end
+end