From 2c29eed24d235ec61bc6e3b680ca07eaef4c23db Mon Sep 17 00:00:00 2001 From: Floke Date: Sat, 28 Feb 2026 18:34:33 +0000 Subject: [PATCH] [31588f42] docs: document SuperOffice Service/Ticket module and categories --- GEMINI.md | 35 ++++++++++++++++++--------------- connector-superoffice/README.md | 12 +++++++++++ 2 files changed, 31 insertions(+), 16 deletions(-) diff --git a/GEMINI.md b/GEMINI.md index 0101a5e1..ceb0a945 100644 --- a/GEMINI.md +++ b/GEMINI.md @@ -283,20 +283,23 @@ When creating sales via API, specific constraints apply due to the shared tenant * `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. +### 7. Service & Tickets (Anfragen) + +SuperOffice Tickets represent the support and request system. Like Sales, they are organized to allow separation between Roboplanet and Wackler. + +* **Entity Name:** `ticket` +* **Roboplanet Specific Categories (CategoryId):** + * **ID 46:** `GE:"Lead Roboplanet";` + * **ID 47:** `GE:"Vertriebspartner Roboplanet";` + * **ID 48:** `GE:"Weitergabe Roboplanet";` + * **Hierarchical:** `Roboplanet/Support` (often used for technical issues). +* **Key Fields:** + * `ticketId`: Internal ID. + * `title`: The subject of the request. + * `contactId` / `personId`: Links to company and contact person. + * `ticketStatusId`: 1 (Unbearbeitet), 2 (In Arbeit), 3 (Bearbeitet). + * `ownedBy`: Often "ROBO" for Roboplanet staff. +* **Cross-Links:** Tickets can be linked to `saleId` (to track support during a sale) or `projectId`. + --- -Here are the available functions: -[ - "list_directory", - "read_file", - "search_file_content", - "glob", - "activate_skill", - "replace", - "write_file", - "web_fetch", - "run_shell_command", - "save_memory", - "google_web_search", - "write_todos", - "delegate_to_agent" -] +This is the core logic used to generate the company-specific opener. diff --git a/connector-superoffice/README.md b/connector-superoffice/README.md index 0cc0c232..7b0a7111 100644 --- a/connector-superoffice/README.md +++ b/connector-superoffice/README.md @@ -295,6 +295,18 @@ python3 connector-superoffice/create_sale_test.py ``` This script finds the first available contact in the CRM and creates a test opportunity for them. +### 18. Service & Request Management (Tickets) + +The Service module handles incoming requests and support cases. For Roboplanet, specific categories are used to manage leads and partner interactions. + +**Key Categories (Roboplanet):** +* **Lead Roboplanet (ID 46):** Incoming potential leads. +* **Vertriebspartner Roboplanet (ID 47):** Communication with partners. +* **Weitergabe Roboplanet (ID 48):** Internal handovers. + +**Data Structure (Entity: `ticket`):** +Tickets are linked via `contactId` and `personId`. They can also be associated with a `saleId` to provide a 360-degree view of a deal including its technical support questions. + --- This is the core logic used to generate the company-specific opener.