Files
eminuxCRM/app/services/crm/agent_session.rb
T
eminuxandCursor 936930e691 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>
2026-09-02 22:43:46 +02:00

326 lines
12 KiB
Ruby

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