amcs/internal/tools/crm.go

package tools

import (
	"context"
	"errors"
	"fmt"
	"strings"
	"time"

	"github.com/google/uuid"
	"github.com/jackc/pgx/v5"
	"github.com/modelcontextprotocol/go-sdk/mcp"

	"git.warky.dev/wdevs/amcs/internal/store"
	ext "git.warky.dev/wdevs/amcs/internal/types"
)

type CRMTool struct {
	store *store.DB
}

func NewCRMTool(db *store.DB) *CRMTool {
	return &CRMTool{store: db}
}

// add_professional_contact

type AddContactInput struct {
	Name         string     `json:"name" jsonschema:"contact's full name"`
	Company      string     `json:"company,omitempty"`
	Title        string     `json:"title,omitempty" jsonschema:"job title"`
	Email        string     `json:"email,omitempty"`
	Phone        string     `json:"phone,omitempty"`
	LinkedInURL  string     `json:"linkedin_url,omitempty"`
	HowWeMet     string     `json:"how_we_met,omitempty"`
	Tags         []string   `json:"tags,omitempty"`
	Notes        string     `json:"notes,omitempty"`
	FollowUpDate *time.Time `json:"follow_up_date,omitempty"`
}

type AddContactOutput struct {
	Contact ext.ProfessionalContact `json:"contact"`
}

func (t *CRMTool) AddContact(ctx context.Context, _ *mcp.CallToolRequest, in AddContactInput) (*mcp.CallToolResult, AddContactOutput, error) {
	if strings.TrimSpace(in.Name) == "" {
		return nil, AddContactOutput{}, errRequiredField("name")
	}
	if in.Tags == nil {
		in.Tags = []string{}
	}
	contact, err := t.store.AddProfessionalContact(ctx, ext.ProfessionalContact{
		Name:         strings.TrimSpace(in.Name),
		Company:      strings.TrimSpace(in.Company),
		Title:        strings.TrimSpace(in.Title),
		Email:        strings.TrimSpace(in.Email),
		Phone:        strings.TrimSpace(in.Phone),
		LinkedInURL:  strings.TrimSpace(in.LinkedInURL),
		HowWeMet:     strings.TrimSpace(in.HowWeMet),
		Tags:         in.Tags,
		Notes:        strings.TrimSpace(in.Notes),
		FollowUpDate: in.FollowUpDate,
	})
	if err != nil {
		return nil, AddContactOutput{}, err
	}
	return nil, AddContactOutput{Contact: contact}, nil
}

// search_contacts

type SearchContactsInput struct {
	Query string   `json:"query,omitempty" jsonschema:"search text matching name, company, title, or notes"`
	Tags  []string `json:"tags,omitempty" jsonschema:"filter by tags (all must match)"`
}

type SearchContactsOutput struct {
	Contacts []ext.ProfessionalContact `json:"contacts"`
}

func (t *CRMTool) SearchContacts(ctx context.Context, _ *mcp.CallToolRequest, in SearchContactsInput) (*mcp.CallToolResult, SearchContactsOutput, error) {
	contacts, err := t.store.SearchContacts(ctx, in.Query, in.Tags)
	if err != nil {
		return nil, SearchContactsOutput{}, err
	}
	if contacts == nil {
		contacts = []ext.ProfessionalContact{}
	}
	return nil, SearchContactsOutput{Contacts: contacts}, nil
}

// log_interaction

type LogInteractionInput struct {
	ContactID       uuid.UUID  `json:"contact_id" jsonschema:"id of the contact"`
	InteractionType string     `json:"interaction_type" jsonschema:"one of: meeting, email, call, coffee, event, linkedin, other"`
	OccurredAt      *time.Time `json:"occurred_at,omitempty" jsonschema:"when it happened (defaults to now)"`
	Summary         string     `json:"summary" jsonschema:"summary of the interaction"`
	FollowUpNeeded  bool       `json:"follow_up_needed,omitempty"`
	FollowUpNotes   string     `json:"follow_up_notes,omitempty"`
}

type LogInteractionOutput struct {
	Interaction ext.ContactInteraction `json:"interaction"`
}

func (t *CRMTool) LogInteraction(ctx context.Context, _ *mcp.CallToolRequest, in LogInteractionInput) (*mcp.CallToolResult, LogInteractionOutput, error) {
	if strings.TrimSpace(in.Summary) == "" {
		return nil, LogInteractionOutput{}, errRequiredField("summary")
	}
	occurredAt := time.Now()
	if in.OccurredAt != nil {
		occurredAt = *in.OccurredAt
	}
	interaction, err := t.store.LogInteraction(ctx, ext.ContactInteraction{
		ContactID:       in.ContactID,
		InteractionType: in.InteractionType,
		OccurredAt:      occurredAt,
		Summary:         strings.TrimSpace(in.Summary),
		FollowUpNeeded:  in.FollowUpNeeded,
		FollowUpNotes:   strings.TrimSpace(in.FollowUpNotes),
	})
	if err != nil {
		return nil, LogInteractionOutput{}, err
	}
	return nil, LogInteractionOutput{Interaction: interaction}, nil
}

// get_contact_history

type GetContactHistoryInput struct {
	ContactID uuid.UUID `json:"contact_id" jsonschema:"id of the contact"`
}

type GetContactHistoryOutput struct {
	History ext.ContactHistory `json:"history"`
}

func (t *CRMTool) GetHistory(ctx context.Context, _ *mcp.CallToolRequest, in GetContactHistoryInput) (*mcp.CallToolResult, GetContactHistoryOutput, error) {
	history, err := t.store.GetContactHistory(ctx, in.ContactID)
	if err != nil {
		return nil, GetContactHistoryOutput{}, err
	}
	return nil, GetContactHistoryOutput{History: history}, nil
}

// create_opportunity

type CreateOpportunityInput struct {
	ContactID         *uuid.UUID `json:"contact_id,omitempty"`
	Title             string     `json:"title" jsonschema:"opportunity title"`
	Description       string     `json:"description,omitempty"`
	Stage             string     `json:"stage,omitempty" jsonschema:"one of: identified, in_conversation, proposal, negotiation, won, lost (default: identified)"`
	Value             *float64   `json:"value,omitempty" jsonschema:"monetary value"`
	ExpectedCloseDate *time.Time `json:"expected_close_date,omitempty"`
	Notes             string     `json:"notes,omitempty"`
}

type CreateOpportunityOutput struct {
	Opportunity ext.Opportunity `json:"opportunity"`
}

func (t *CRMTool) CreateOpportunity(ctx context.Context, _ *mcp.CallToolRequest, in CreateOpportunityInput) (*mcp.CallToolResult, CreateOpportunityOutput, error) {
	if strings.TrimSpace(in.Title) == "" {
		return nil, CreateOpportunityOutput{}, errRequiredField("title")
	}
	stage := strings.TrimSpace(in.Stage)
	if stage == "" {
		stage = "identified"
	}
	opp, err := t.store.CreateOpportunity(ctx, ext.Opportunity{
		ContactID:         in.ContactID,
		Title:             strings.TrimSpace(in.Title),
		Description:       strings.TrimSpace(in.Description),
		Stage:             stage,
		Value:             in.Value,
		ExpectedCloseDate: in.ExpectedCloseDate,
		Notes:             strings.TrimSpace(in.Notes),
	})
	if err != nil {
		return nil, CreateOpportunityOutput{}, err
	}
	return nil, CreateOpportunityOutput{Opportunity: opp}, nil
}

// get_follow_ups_due

type GetFollowUpsDueInput struct {
	DaysAhead int `json:"days_ahead,omitempty" jsonschema:"look ahead window in days (default: 7)"`
}

type GetFollowUpsDueOutput struct {
	Contacts []ext.ProfessionalContact `json:"contacts"`
}

func (t *CRMTool) GetFollowUpsDue(ctx context.Context, _ *mcp.CallToolRequest, in GetFollowUpsDueInput) (*mcp.CallToolResult, GetFollowUpsDueOutput, error) {
	contacts, err := t.store.GetFollowUpsDue(ctx, in.DaysAhead)
	if err != nil {
		return nil, GetFollowUpsDueOutput{}, err
	}
	if contacts == nil {
		contacts = []ext.ProfessionalContact{}
	}
	return nil, GetFollowUpsDueOutput{Contacts: contacts}, nil
}

// link_thought_to_contact

type LinkThoughtToContactInput struct {
	ContactID uuid.UUID `json:"contact_id" jsonschema:"id of the contact"`
	ThoughtID uuid.UUID `json:"thought_id" jsonschema:"id of the thought to link"`
}

type LinkThoughtToContactOutput struct {
	Contact ext.ProfessionalContact `json:"contact"`
}

func (t *CRMTool) LinkThought(ctx context.Context, _ *mcp.CallToolRequest, in LinkThoughtToContactInput) (*mcp.CallToolResult, LinkThoughtToContactOutput, error) {
	thought, err := t.store.GetThought(ctx, in.ThoughtID)
	if err != nil {
		if errors.Is(err, pgx.ErrNoRows) {
			return nil, LinkThoughtToContactOutput{}, errEntityNotFound("thought", "thought_id", in.ThoughtID.String())
		}
		return nil, LinkThoughtToContactOutput{}, err
	}

	appendText := fmt.Sprintf("\n\n[Linked thought %s]: %s", thought.ID, thought.Content)
	if err := t.store.AppendThoughtToContactNotes(ctx, in.ContactID, appendText); err != nil {
		return nil, LinkThoughtToContactOutput{}, err
	}

	contact, err := t.store.GetContact(ctx, in.ContactID)
	if err != nil {
		if errors.Is(err, pgx.ErrNoRows) {
			return nil, LinkThoughtToContactOutput{}, errEntityNotFound("contact", "contact_id", in.ContactID.String())
		}
		return nil, LinkThoughtToContactOutput{}, err
	}
	return nil, LinkThoughtToContactOutput{Contact: contact}, nil
}