[31588f42] fix: update Sale creation with Roboplanet-specific ID 14 and mandatory Saledate

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2026-02-28 18:15:45 +00:00
parent 30c5172ed0
commit 27b8bae905
3 changed files with 46 additions and 24 deletions

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@@ -272,6 +272,17 @@ client_id = os.getenv("SO_CLIENT_ID")
* **Tenant:** `Cust26720`
* **Token Logic:** The `AuthHandler` implementation in `health_check_so.py` is the reference standard. Avoid using legacy `superoffice_client.py` without verifying it uses `override=True`.
### 6. Sales & Opportunities (Roboplanet Specifics)
When creating sales via API, specific constraints apply due to the shared tenant with Wackler:
* **SaleTypeId:** MUST be **14** (`GE:"Roboplanet Verkauf";`) to ensure the sale is assigned to the correct business unit.
* *Alternative:* ID 16 (`GE:"Roboplanet Teststellung";`) for trials.
* **Mandatory Fields:**
* `Saledate` (Estimated Date): Must be provided in ISO format (e.g., `YYYY-MM-DDTHH:MM:SSZ`).
* `Person`: Highly recommended linking to a specific person, not just the company.
* **Context:** Avoid creating sales on the parent company "Wackler Service Group" (ID 3). Always target the specific lead company.
---
Here are the available functions:
[