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Feat: End-to-End Test & Bidirectional Vertical Sync [30e88f42]

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- Implemented comprehensive E2E test  covering full roundtrip and manual overrides.
- Enhanced  to detect manual Vertical changes in SuperOffice and sync them to Company Explorer.
- Updated  to handle industry overrides from CRM and auto-persist Person/Contact data for robust cascade updates.
This commit is contained in:
Floke
2026-02-21 20:05:25 +00:00
parent f66df10d4d
commit 4d48b2689b
3 changed files with 350 additions and 7 deletions
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46
company-explorer/backend/app.py
View File

@@ -90,6 +90,7 @@ class ProvisioningRequest(BaseModel):
crm_name: Optional[str] = None
crm_website: Optional[str] = None
job_title: Optional[str] = None
crm_industry_name: Optional[str] = None
class ProvisioningResponse(BaseModel):
status: str
@@ -242,6 +243,19 @@ def provision_superoffice_contact(
company.crm_website = req.crm_website
changed = True
# NEW: Handle Vertical Override from SuperOffice
if req.crm_industry_name:
# Check if valid industry
valid_industry = db.query(Industry).filter(Industry.name == req.crm_industry_name).first()
if valid_industry:
if company.industry_ai != req.crm_industry_name:
logger.info(f"Overriding Industry for {company.name}: {company.industry_ai} -> {req.crm_industry_name} (from CRM)")
company.industry_ai = req.crm_industry_name
# Trigger metric re-extraction? Maybe later. For now, just update.
changed = True
else:
logger.warning(f"CRM provided industry '{req.crm_industry_name}' not found in DB. Ignoring.")
# Simple Mismatch Check
if company.website and company.crm_website:
def norm(u): return str(u).lower().replace("https://", "").replace("http://", "").replace("www.", "").strip("/")
@@ -269,19 +283,39 @@ def provision_superoffice_contact(
person = db.query(Contact).filter(Contact.so_person_id == req.so_person_id).first()
# 3. Determine Role
role_name = None
if person and person.role:
role_name = person.role
elif req.job_title:
# Auto-Create/Update Person
if not person:
person = Contact(
company_id=company.id,
so_contact_id=req.so_contact_id,
so_person_id=req.so_person_id,
status="ACTIVE"
)
db.add(person)
logger.info(f"Created new person {req.so_person_id} for company {company.name}")
# Update Job Title & Role logic
if req.job_title:
person.job_title = req.job_title
# Simple classification fallback
mappings = db.query(JobRoleMapping).all()
found_role = None
for m in mappings:
# Check pattern type (Regex vs Simple) - simplified here
pattern_clean = m.pattern.replace("%", "").lower()
if pattern_clean in req.job_title.lower():
role_name = m.role
found_role = m.role
break
if found_role:
person.role = found_role
db.commit()
db.refresh(person)
# 3. Determine Role
role_name = person.role
# 4. Determine Vertical (Industry)
vertical_name = company.industry_ai

277
connector-superoffice/tests/test_e2e_flow.py Normal file
View File

@@ -0,0 +1,277 @@
import unittest
import os
import sys
import json
import logging
from unittest.mock import MagicMock, patch
from fastapi.testclient import TestClient
from sqlalchemy import create_engine
from sqlalchemy.orm import sessionmaker
# Setup Paths
current_dir = os.path.dirname(os.path.abspath(__file__))
ce_backend_dir = os.path.abspath(os.path.join(current_dir, "../../company-explorer"))
connector_dir = os.path.abspath(os.path.join(current_dir, ".."))
sys.path.append(ce_backend_dir)
sys.path.append(connector_dir)
# Import CE App & DB
# Note: backend.app needs to be importable. If backend is a package.
try:
from backend.app import app, get_db
from backend.database import Base, Industry, Persona, MarketingMatrix, JobRoleMapping, Company, Contact, init_db
except ImportError:
# Try alternate import if running from root
sys.path.append(os.path.abspath("company-explorer"))
from backend.app import app, get_db
from backend.database import Base, Industry, Persona, MarketingMatrix, JobRoleMapping, Company, Contact, init_db
# Import Worker Logic
from worker import process_job
# Setup Test DB
TEST_DB_FILE = "/tmp/test_company_explorer.db"
if os.path.exists(TEST_DB_FILE):
os.remove(TEST_DB_FILE)
SQLALCHEMY_DATABASE_URL = f"sqlite:///{TEST_DB_FILE}"
engine = create_engine(SQLALCHEMY_DATABASE_URL, connect_args={"check_same_thread": False})
TestingSessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
# Override get_db dependency
def override_get_db():
try:
db = TestingSessionLocal()
yield db
finally:
db.close()
app.dependency_overrides[get_db] = override_get_db
# Mock SuperOffice Client
class MockSuperOfficeClient:
def __init__(self):
self.access_token = "mock_token"
self.contacts = {} # id -> data
self.persons = {} # id -> data
def get_contact(self, contact_id):
return self.contacts.get(int(contact_id))
def get_person(self, person_id):
return self.persons.get(int(person_id))
def update_entity_udfs(self, entity_id, entity_type, udfs):
target = self.contacts if entity_type == "Contact" else self.persons
if int(entity_id) in target:
if "UserDefinedFields" not in target[int(entity_id)]:
target[int(entity_id)]["UserDefinedFields"] = {}
target[int(entity_id)]["UserDefinedFields"].update(udfs)
return True
return False
def update_person_position(self, person_id, position_id):
if int(person_id) in self.persons:
self.persons[int(person_id)]["PositionId"] = position_id
return True
return False
def search(self, query):
if "contact/contactId eq" in query:
contact_id = int(query.split("eq")[1].strip())
results = []
for pid, p in self.persons.items():
if p.get("ContactId") == contact_id:
results.append({"PersonId": pid, "FirstName": p.get("FirstName")})
return results
return []
def _put(self, endpoint, data):
if endpoint.startswith("Contact/"):
cid = int(endpoint.split("/")[1])
if cid in self.contacts:
self.contacts[cid] = data
return True
return False
class TestE2EFlow(unittest.TestCase):
@classmethod
def setUpClass(cls):
# Set Auth Env Vars
os.environ["API_USER"] = "admin"
os.environ["API_PASSWORD"] = "gemini"
# Create Tables
Base.metadata.create_all(bind=engine)
db = TestingSessionLocal()
# SEED DATA
# Industry 1
ind1 = Industry(name="Logistics - Warehouse", status_notion="Active")
db.add(ind1)
# Industry 2 (For Change Test)
ind2 = Industry(name="Healthcare - Hospital", status_notion="Active")
db.add(ind2)
db.commit()
pers = Persona(name="Operativer Entscheider")
db.add(pers)
db.commit()
# Matrix 1
matrix1 = MarketingMatrix(
industry_id=ind1.id,
persona_id=pers.id,
subject="TEST SUBJECT LOGISTICS",
intro="TEST BRIDGE LOGISTICS",
social_proof="TEST PROOF LOGISTICS"
)
db.add(matrix1)
# Matrix 2
matrix2 = MarketingMatrix(
industry_id=ind2.id,
persona_id=pers.id,
subject="TEST SUBJECT HEALTH",
intro="TEST BRIDGE HEALTH",
social_proof="TEST PROOF HEALTH"
)
db.add(matrix2)
mapping = JobRoleMapping(pattern="%Head of Operations%", role="Operativer Entscheider")
db.add(mapping)
db.commit()
db.close()
cls.ce_client = TestClient(app)
def setUp(self):
self.mock_so_client = MockSuperOfficeClient()
self.mock_so_client.contacts[100] = {
"ContactId": 100,
"Name": "Test Company GmbH",
"UrlAddress": "old-site.com",
"UserDefinedFields": {}
}
self.mock_so_client.persons[500] = {
"PersonId": 500,
"ContactId": 100,
"FirstName": "Hans",
"JobTitle": "Head of Operations",
"UserDefinedFields": {}
}
def mock_post_side_effect(self, url, json=None, auth=None):
if "/api/" in url:
path = "/api/" + url.split("/api/")[1]
else:
path = url
response = self.ce_client.post(path, json=json, auth=auth)
class MockReqResponse:
def __init__(self, resp):
self.status_code = resp.status_code
self._json = resp.json()
def json(self): return self._json
def raise_for_status(self):
if self.status_code >= 400: raise Exception(f"HTTP {self.status_code}: {self._json}")
return MockReqResponse(response)
@patch("worker.JobQueue")
@patch("worker.requests.post")
@patch("worker.settings")
def test_full_roundtrip_with_vertical_change(self, mock_settings, mock_post, MockJobQueue):
mock_post.side_effect = self.mock_post_side_effect
# Mock JobQueue instance
mock_queue_instance = MockJobQueue.return_value
# Config Mocks
mock_settings.COMPANY_EXPLORER_URL = "http://localhost:8000"
mock_settings.UDF_VERTICAL = "SuperOffice:Vertical"
mock_settings.UDF_SUBJECT = "SuperOffice:Subject"
mock_settings.UDF_INTRO = "SuperOffice:Intro"
mock_settings.UDF_SOCIAL_PROOF = "SuperOffice:SocialProof"
mock_settings.VERTICAL_MAP_JSON = '{"Logistics - Warehouse": 23, "Healthcare - Hospital": 24}'
mock_settings.PERSONA_MAP_JSON = '{"Operativer Entscheider": 99}'
mock_settings.ENABLE_WEBSITE_SYNC = True
# --- Step 1: Company Created (Logistics) ---
print("[TEST] Step 1: Create Company...")
job = {"id": "job1", "event_type": "contact.created", "payload": {"Event": "contact.created", "PrimaryKey": 100, "Changes": ["Name"]}}
process_job(job, self.mock_so_client) # RETRY
# Simulate Enrichment (Logistics)
db = TestingSessionLocal()
company = db.query(Company).filter(Company.crm_id == "100").first()
company.status = "ENRICHED"
company.industry_ai = "Logistics - Warehouse"
db.commit()
db.close()
process_job(job, self.mock_so_client) # SUCCESS
assert self.mock_so_client.contacts[100]["UserDefinedFields"]["SuperOffice:Vertical"] == "23"
# --- Step 2: Person Created (Get Logistics Texts) ---
print("[TEST] Step 2: Create Person...")
job_p = {"id": "job2", "event_type": "person.created", "payload": {"Event": "person.created", "PersonId": 500, "ContactId": 100, "JobTitle": "Head of Operations"}}
process_job(job_p, self.mock_so_client)
udfs = self.mock_so_client.persons[500]["UserDefinedFields"]
self.assertEqual(udfs["SuperOffice:Subject"], "TEST SUBJECT LOGISTICS")
# --- Step 3: Vertical Change in SO (To Healthcare) ---
print("[TEST] Step 3: Change Vertical in SO...")
# Update Mock SO Data
self.mock_so_client.contacts[100]["UserDefinedFields"]["SuperOffice:Vertical"] = "24" # Healthcare
# Simulate Webhook
job_change = {
"id": "job3",
"event_type": "contact.changed",
"payload": {
"Event": "contact.changed",
"PrimaryKey": 100,
"Changes": ["UserDefinedFields"] # Or specific UDF key if passed
}
}
process_job(job_change, self.mock_so_client)
# Verify CE Database Updated
db = TestingSessionLocal()
company = db.query(Company).filter(Company.crm_id == "100").first()
print(f"[TEST] Updated Company Industry in DB: {company.industry_ai}")
self.assertEqual(company.industry_ai, "Healthcare - Hospital")
db.close()
# Verify Cascade Triggered
# Expect JobQueue.add_job called for Person 500
# args: "person.changed", payload
mock_queue_instance.add_job.assert_called()
call_args = mock_queue_instance.add_job.call_args
print(f"[TEST] Cascade Job Added: {call_args}")
self.assertEqual(call_args[0][0], "person.changed")
self.assertEqual(call_args[0][1]["PersonId"], 500)
# --- Step 4: Process Cascade Job (Get Healthcare Texts) ---
print("[TEST] Step 4: Process Cascade Job...")
job_cascade = {"id": "job4", "event_type": "person.changed", "payload": call_args[0][1]}
process_job(job_cascade, self.mock_so_client)
udfs_new = self.mock_so_client.persons[500]["UserDefinedFields"]
print(f"[TEST] New UDFs: {udfs_new}")
self.assertEqual(udfs_new["SuperOffice:Subject"], "TEST SUBJECT HEALTH")
self.assertEqual(udfs_new["SuperOffice:Intro"], "TEST BRIDGE HEALTH")
if __name__ == "__main__":
unittest.main()

34
connector-superoffice/worker.py
View File

@@ -37,6 +37,12 @@ def process_job(job, so_client: SuperOfficeClient):
# Define what we care about (Strategic triggers for re-evaluation)
# Company: Name/Department (Identity), Urls (Source), Numbers (Matching)
relevant_contact = ["name", "department", "urladdress", "number1", "number2"]
# Add Vertical UDF to relevant changes
if settings.UDF_VERTICAL:
relevant_contact.append(settings.UDF_VERTICAL.lower())
# Also catch generic "userdefinedfields" if specific key not present
relevant_contact.append("userdefinedfields")
# Person: JobTitle (Persona Logic), Position (Role Logic)
relevant_person = ["jobtitle", "position"]
@@ -100,6 +106,9 @@ def process_job(job, so_client: SuperOfficeClient):
# 1b. Fetch full contact details for 'Double Truth' check (Master Data Sync)
crm_name = None
crm_website = None
crm_industry_name = None
contact_details = None
try:
contact_details = so_client.get_contact(contact_id)
if contact_details:
@@ -107,6 +116,28 @@ def process_job(job, so_client: SuperOfficeClient):
crm_website = contact_details.get("UrlAddress")
if not crm_website and "Urls" in contact_details and contact_details["Urls"]:
crm_website = contact_details["Urls"][0].get("Value")
# Extract Vertical (if set in SO)
if settings.UDF_VERTICAL:
udfs = contact_details.get("UserDefinedFields", {})
so_vertical_val = udfs.get(settings.UDF_VERTICAL)
if so_vertical_val:
# Normalize "[I:23]" -> "23"
val_str = str(so_vertical_val)
if val_str.startswith("[I:"):
val_str = val_str.split(":")[1].strip("]")
# Reverse Map ID -> Name
try:
vertical_map = json.loads(settings.VERTICAL_MAP_JSON)
vertical_map_rev = {str(v): k for k, v in vertical_map.items()}
if val_str in vertical_map_rev:
crm_industry_name = vertical_map_rev[val_str]
logger.info(f"Detected CRM Vertical Override: {so_vertical_val} -> {crm_industry_name}")
except Exception as ex:
logger.error(f"Error mapping vertical ID {val_str}: {ex}")
except Exception as e:
logger.warning(f"Failed to fetch contact details for {contact_id}: {e}")
@@ -117,7 +148,8 @@ def process_job(job, so_client: SuperOfficeClient):
"so_person_id": person_id,
"job_title": payload.get("JobTitle"),
"crm_name": crm_name,
"crm_website": crm_website
"crm_website": crm_website,
"crm_industry_name": crm_industry_name
}
# Simple Basic Auth for internal API