refactor: simplify CRM MCP architecture
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nac
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from __future__ import annotations
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from .crm_mixin import CrmMixin
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from .crm_schema_helpers import (
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_configured_or_search_fields,
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_date_field,
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_existing_field_names,
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_field_list,
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_field_names,
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_find_field,
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_find_named_field,
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_metadata_error,
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_relation_field,
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_template_sort,
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)
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from .crm_shared import Any
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class CrmMetadataMixin(CrmMixin):
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def crm_health(self) -> dict[str, Any]:
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health = self.client.health(self.config.customer.resource, self.config.customer.id_field)
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configured = {
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"env": self.config.env_name,
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"data_source": self.config.data_source,
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"collections": {
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"customers": self.config.customer.resource,
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"contacts": self.config.contact.resource,
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"followups": self.config.followup.resource,
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"teams": self.config.team.resource,
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"projects": self.config.project.resource,
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"project_updates": self.config.project.update_resource,
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},
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}
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return {"ok": bool(health.get("ok")), "nb": health, "configured": configured}
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def crm_schema(self, include_fields: bool = False) -> dict[str, Any]:
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schema: dict[str, Any] = {
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"env": self.config.env_name,
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"data_source": self.config.data_source,
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"collections": {
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"customers": self.config.customer.__dict__,
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"contacts": self.config.contact.__dict__,
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"followups": self.config.followup.__dict__,
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"users": self.config.user.__dict__,
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"teams": self.config.team.__dict__,
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"projects": self.config.project.__dict__,
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},
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}
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if include_fields:
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schema["metadata"] = self._safe_metadata()
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return schema
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def crm_config_template(self) -> dict[str, Any]:
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metadata = self._safe_metadata()
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fields_by_kind = metadata.get("fields", {}) if isinstance(metadata, dict) else {}
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customer_fields = _field_list(fields_by_kind.get("customers"))
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contact_fields = _field_list(fields_by_kind.get("contacts"))
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followup_fields = _field_list(fields_by_kind.get("followups"))
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customer_resource = self.config.customer.resource
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contact_resource = self.config.contact.resource
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return {
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"env": self.config.env_name,
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"dataSource": self.config.data_source,
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"users": {
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"resource": self.config.user.resource,
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"fields": self.config.user.fields,
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"matchFields": self.config.user.match_fields,
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"labelFields": self.config.user.label_fields,
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},
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"collections": {
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"customers": {
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"resource": customer_resource,
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"fields": _field_names(customer_fields),
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"searchFields": _configured_or_search_fields(
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customer_fields,
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["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
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),
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# Ordered: the first non-empty one becomes the customer's
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# displayed name everywhere it is referenced.
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"nameFields": _existing_field_names(
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customer_fields,
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["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
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)
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or self.config.customer.name_fields,
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"managerField": _find_named_field(customer_fields, ["kehu_manage_person"])
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or self.config.customer.manager_field,
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"detailFields": {
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key: value
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for key, value in self.config.customer.detail_fields.items()
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if _find_named_field(customer_fields, [value])
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},
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"statusField": _find_named_field(customer_fields, ["kh_progress"])
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or _find_field(customer_fields, ["进度", "状态", "status"]),
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"sourceField": _find_named_field(customer_fields, ["f_225h6n6v654"])
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or _find_field(customer_fields, ["客户来源", "来源", "source"]),
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"ownerField": _find_named_field(customer_fields, ["kehu_followup_person"])
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or self.config.customer.owner_field,
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"sort": self.config.customer.sort,
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},
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"contacts": {
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"resource": contact_resource,
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"fields": _field_names(contact_fields),
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"searchFields": _configured_or_search_fields(
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contact_fields,
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["f_2zpg91gtmwp", "khlxr_phone_number", "khlxr_email"],
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),
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"nameFields": _existing_field_names(contact_fields, ["f_2zpg91gtmwp"])
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or self.config.contact.name_fields,
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"titleField": _find_named_field(contact_fields, ["f_tn8zdm2f938"])
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or self.config.contact.title_field,
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"phoneField": _find_named_field(contact_fields, ["khlxr_phone_number"])
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or self.config.contact.phone_field,
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"emailField": _find_named_field(contact_fields, ["khlxr_email"]) or self.config.contact.email_field,
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"customerField": _find_named_field(contact_fields, ["kehulianxiren_client"])
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or _relation_field(contact_fields, ["公司", "客户"])
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or self.config.contact.customer_field,
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"sort": self.config.contact.sort,
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},
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"followups": {
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"resource": self.config.followup.resource,
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"fields": _field_names(followup_fields),
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"searchFields": _configured_or_search_fields(followup_fields, ["f_19iplxz0nds"]),
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"customerField": _find_named_field(followup_fields, ["gjjl_client"])
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or _relation_field(followup_fields, ["客户"])
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or self.config.followup.customer_field,
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"contactField": _find_named_field(followup_fields, ["gjjl_client_contacts"])
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or _relation_field(followup_fields, ["客户联系人", "联系人"])
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or self.config.followup.contact_field,
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"ownerField": _find_named_field(followup_fields, ["gjjl_followup_person"])
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or self.config.followup.owner_field,
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"ownerFields": _existing_field_names(
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followup_fields,
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["gjjl_followup_person", "createdBy"],
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)
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or self.config.followup.owner_fields,
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"dateField": _find_named_field(followup_fields, ["f_srysmjkwfq1"])
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or _date_field(followup_fields)
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or self.config.followup.date_field,
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"contentField": _find_named_field(followup_fields, ["f_19iplxz0nds"])
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or self.config.followup.content_field,
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"typeField": _find_named_field(followup_fields, ["gjjl_followup_type"])
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or self.config.followup.type_field,
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"statusField": _find_named_field(followup_fields, ["f_hskl7gjvos9"])
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or self.config.followup.status_field,
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"projectField": _find_named_field(followup_fields, ["f_gjjl_projects"])
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or self.config.followup.project_field,
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"locationField": _find_named_field(followup_fields, ["f_b5c4hfi5og6"])
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or self.config.followup.location_field,
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"sort": _template_sort(
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_find_named_field(followup_fields, ["f_srysmjkwfq1"])
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or _date_field(followup_fields)
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or self.config.followup.date_field,
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self.config.followup.sort,
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),
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},
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},
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"metadata": {
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"field_errors": metadata.get("field_errors", {}) if isinstance(metadata, dict) else {},
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"note": "Review inferred owner/status/source/date fields before using this template in production.",
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},
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}
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def _safe_metadata(self) -> dict[str, Any]:
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collections = {
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"customers": self.config.customer.resource,
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"contacts": self.config.contact.resource,
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"followups": self.config.followup.resource,
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"teams": self.config.team.resource,
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"projects": self.config.project.resource,
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"project_updates": self.config.project.update_resource,
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}
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fields: dict[str, list[dict[str, Any]]] = {}
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field_errors: dict[str, dict[str, str]] = {}
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for label, collection_name in collections.items():
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try:
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response = self.client.list_collection_fields(
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collection_name,
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page_size=500,
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paginate=False,
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)
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fields[label] = self._data(response)
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except Exception as error:
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field_errors[label] = _metadata_error(error)
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return {"collections": collections, "fields": fields, "field_errors": field_errors}
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