[31388f42] Final session polish: Refined UI, improved ingest parsing, and completed documentation

This commit is contained in:
2026-03-02 15:10:12 +00:00
parent d10da59138
commit 89ef799858
10 changed files with 171 additions and 224 deletions

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@@ -1 +1 @@
{"task_id": "31588f42-8544-800b-8c82-e17c067bdf69", "token": "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", "readme_path": "connector-superoffice/README.md", "session_start_time": "2026-02-28T18:45:32.220313"}
{"task_id": "31388f42-8544-81d0-9016-e3bf25383da3", "token": "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", "readme_path": null, "session_start_time": "2026-03-02T07:27:14.846513"}

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@@ -1,12 +0,0 @@
import sqlite3
def add_mapping():
conn = sqlite3.connect('/app/companies_v3_fixed_2.db')
cursor = conn.cursor()
cursor.execute("INSERT INTO job_role_mappings (pattern, role, created_at) VALUES ('%geschäftsführung%', 'Wirtschaftlicher Entscheider', '2026-02-22T14:30:00')")
conn.commit()
conn.close()
print("Added mapping for geschäftsführung")
if __name__ == "__main__":
add_mapping()

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@@ -647,6 +647,17 @@ def create_contact_endpoint(contact: ContactCreate, db: Session = Depends(get_db
if not company:
raise HTTPException(status_code=404, detail="Company not found")
# Automatic Role Mapping logic
final_role = contact.role
if contact.job_title and not final_role:
role_mapping_service = RoleMappingService(db)
found_role = role_mapping_service.get_role_for_job_title(contact.job_title)
if found_role:
final_role = found_role
else:
# Log unclassified title for future mining
role_mapping_service.add_or_update_unclassified_title(contact.job_title)
# Check if contact with same email already exists for this company
if contact.email:
existing = db.query(Contact).filter(Contact.company_id == contact.company_id, Contact.email == contact.email).first()
@@ -655,7 +666,7 @@ def create_contact_endpoint(contact: ContactCreate, db: Session = Depends(get_db
existing.first_name = contact.first_name
existing.last_name = contact.last_name
existing.job_title = contact.job_title
existing.role = contact.role
existing.role = final_role
db.commit()
db.refresh(existing)
return existing
@@ -666,7 +677,7 @@ def create_contact_endpoint(contact: ContactCreate, db: Session = Depends(get_db
last_name=contact.last_name,
email=contact.email,
job_title=contact.job_title,
role=contact.role,
role=final_role,
is_primary=contact.is_primary,
status="ACTIVE",
unsubscribe_token=str(uuid.uuid4())

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@@ -8,4 +8,5 @@ COPY . .
RUN pip install streamlit pandas requests python-dotenv
ENV PYTHONUNBUFFERED=1
CMD ["streamlit", "run", "app.py", "--server.port=8501", "--server.address=0.0.0.0"]
# Start monitor in background and streamlit in foreground
CMD ["sh", "-c", "python monitor.py & streamlit run app.py --server.port=8501 --server.address=0.0.0.0"]

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@@ -8,22 +8,40 @@ from enrich import run_sync, refresh_ce_data, sync_single_lead
from generate_reply import generate_email_draft
def clean_html_to_text(html_content):
"""Simple helper to convert HTML email body to readable plain text."""
"""Surgical helper to extract relevant Tradingtwins data and format it cleanly."""
if not html_content:
return ""
# Remove head and style tags entirely
# 1. Strip head and style
clean = re.sub(r'<head.*?>.*?</head>', '', html_content, flags=re.DOTALL | re.IGNORECASE)
clean = re.sub(r'<style.*?>.*?</style>', '', clean, flags=re.DOTALL | re.IGNORECASE)
# Replace <br> and </p> with newlines
# 2. Extract the core data block (from 'Datum:' until the matchmaking plug)
# We look for the first 'Datum:' label
start_match = re.search(r'Datum:', clean, re.IGNORECASE)
end_match = re.search(r'Kennen Sie schon Ihr persönliches Konto', clean, re.IGNORECASE)
if start_match:
start_pos = start_match.start()
end_pos = end_match.start() if end_match else len(clean)
clean = clean[start_pos:end_pos]
# 3. Format Table Structure: </td><td> should be a space/tab, </tr> a newline
# This prevents the "Label on one line, value on next" issue
clean = re.sub(r'</td>\s*<td.*?>', ' ', clean, flags=re.IGNORECASE)
clean = re.sub(r'</tr>', '\n', clean, flags=re.IGNORECASE)
# 4. Standard Cleanup
clean = re.sub(r'<br\s*/?>', '\n', clean, flags=re.IGNORECASE)
clean = re.sub(r'</p>', '\n', clean, flags=re.IGNORECASE)
# Remove all other tags
clean = re.sub(r'<.*?>', '', clean)
# Decode some common entities
clean = clean.replace('&nbsp;', ' ').replace('&amp;', '&').replace('&quot;', '"')
# Cleanup multiple newlines
clean = re.sub(r'\n\s*\n+', '\n\n', clean).strip()
return clean
# 5. Entity Decoding
clean = clean.replace('&nbsp;', ' ').replace('&amp;', '&').replace('&quot;', '"').replace('&gt;', '>')
# 6. Final Polish: remove empty lines and leading/trailing whitespace
lines = [line.strip() for line in clean.split('\n') if line.strip()]
return '\n'.join(lines)
st.set_page_config(page_title="TradingTwins Lead Engine", layout="wide")
@@ -140,13 +158,15 @@ if not df.empty:
if meta.get('is_low_quality'):
st.warning("⚠️ **Low Quality Lead detected** (Free-mail or missing company).")
# --- SECTION 1: LEAD INFO (2 Columns) ---
st.markdown("### 📋 Lead Data")
c1, c2 = st.columns(2)
# --- SECTION 1: LEAD INFO & INTELLIGENCE ---
col_lead, col_intel = st.columns(2)
with c1:
with col_lead:
st.markdown("### 📋 Lead Data")
st.write(f"**Salutation:** {meta.get('salutation', '-')}")
st.write(f"**Contact:** {row['contact_name']}")
st.write(f"**Email:** {row['email']}")
st.write(f"**Phone:** {meta.get('phone', row.get('phone', '-'))}")
role = meta.get('role')
if role:
@@ -158,58 +178,56 @@ if not df.empty:
found_role = enrich_contact_role(row)
if found_role: st.success(f"Found: {found_role}"); st.rerun()
else: st.error("No role found.")
with c2:
st.write(f"**Area:** {meta.get('area', '-')}")
st.write(f"**Purpose:** {meta.get('purpose', '-')}")
st.write(f"**Functions:** {meta.get('cleaning_functions', '-')}")
st.write(f"**Location:** {meta.get('zip', '')} {meta.get('city', '')}")
with st.expander("Original Body Preview"):
st.text(clean_html_to_text(row['raw_body']))
if st.checkbox("Show HTML", key=f"raw_{row['id']}"):
st.code(row['raw_body'], language="html")
st.divider()
# --- SECTION 2: INTELLIGENCE (CE) ---
st.markdown("### 🔍 Intelligence (CE)")
enrichment = json.loads(row['enrichment_data']) if row['enrichment_data'] else {}
ce_id = enrichment.get('ce_id')
if ce_id:
st.success(f"✅ Linked to Company Explorer (ID: {ce_id})")
ce_data = enrichment.get('ce_data', {})
with col_intel:
st.markdown("### 🔍 Intelligence (CE)")
enrichment = json.loads(row['enrichment_data']) if row['enrichment_data'] else {}
ce_id = enrichment.get('ce_id')
vertical = ce_data.get('industry_ai') or ce_data.get('vertical')
summary = ce_data.get('research_dossier') or ce_data.get('summary')
intel_col1, intel_col2 = st.columns([1, 2])
with intel_col1:
if ce_id:
st.success(f"✅ Linked to Company Explorer (ID: {ce_id})")
ce_data = enrichment.get('ce_data', {})
vertical = ce_data.get('industry_ai') or ce_data.get('vertical')
summary = ce_data.get('research_dossier') or ce_data.get('summary')
if vertical and vertical != 'None':
st.info(f"**Industry:** {vertical}")
else:
st.warning("Industry Analysis pending...")
if summary:
with st.expander("Show AI Research Dossier", expanded=True):
st.write(summary)
if st.button("🔄 Refresh CE Data", key=f"refresh_{row['id']}"):
with st.spinner("Fetching..."):
refresh_ce_data(row['id'], ce_id)
st.rerun()
with intel_col2:
if summary:
with st.expander("Show AI Research Dossier", expanded=True):
st.write(summary)
else:
st.warning("⚠️ Not synced with Company Explorer yet")
if st.button("🚀 Sync to Company Explorer", key=f"sync_single_{row['id']}"):
with st.spinner("Syncing..."):
sync_single_lead(row['id'])
st.rerun()
else:
st.warning("⚠️ Not synced with Company Explorer yet")
if st.button("🚀 Sync to Company Explorer", key=f"sync_single_{row['id']}"):
with st.spinner("Syncing..."):
sync_single_lead(row['id'])
st.rerun()
st.divider()
# --- SECTION 3: RESPONSE DRAFT ---
st.markdown("### ✉️ Response Draft")
# --- SECTION 2: ORIGINAL EMAIL ---
with st.expander("✉️ View Original Email Content"):
st.text(clean_html_to_text(row['raw_body']))
if st.checkbox("Show Raw HTML", key=f"raw_{row['id']}"):
st.code(row['raw_body'], language="html")
st.divider()
# --- SECTION 3: RESPONSE DRAFT (Full Width) ---
st.markdown("### 📝 Response Draft")
if row['status'] != 'new' and ce_id:
if st.button("✨ Generate Expert Reply", key=f"gen_{row['id']}", type="primary"):
with st.spinner("Writing email..."):

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@@ -57,6 +57,9 @@ def insert_lead(lead_data):
'zip': lead_data.get('zip'),
'city': lead_data.get('city'),
'role': lead_data.get('role'),
'salutation': lead_data.get('salutation'),
'phone': lead_data.get('phone'),
'cleaning_functions': lead_data.get('cleaning_functions'),
'is_free_mail': lead_data.get('is_free_mail', False),
'is_low_quality': lead_data.get('is_low_quality', False)
}

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@@ -3,8 +3,9 @@ import json
import requests
import sqlite3
import re
import datetime
# Load API Key
# --- Helper: Get Gemini Key ---
def get_gemini_key():
candidates = [
"gemini_api_key.txt", # Current dir
@@ -57,34 +58,63 @@ def get_matrix_context(industry_name, persona_name):
return context
def get_product_recommendation(area_str):
def get_suggested_date():
"""Calculates a suggested meeting date (3-4 days in future, avoiding weekends)."""
now = datetime.datetime.now()
# Jump 3 days ahead
suggested = now + datetime.timedelta(days=3)
# If weekend, move to Monday
if suggested.weekday() == 5: # Saturday
suggested += datetime.timedelta(days=2)
elif suggested.weekday() == 6: # Sunday
suggested += datetime.timedelta(days=1)
days_de = ["Montag", "Dienstag", "Mittwoch", "Donnerstag", "Freitag", "Samstag", "Sonntag"]
return f"{days_de[suggested.weekday()]}, den {suggested.strftime('%d.%m.')} um 10:00 Uhr"
def clean_company_name(name):
"""Removes legal suffixes like GmbH, AG, etc. for a more personal touch."""
if not name: return ""
# Remove common German legal forms
cleaned = re.sub(r'\s+(GmbH|AG|GmbH\s+&\s+Co\.\s+KG|KG|e\.V\.|e\.K\.|Limited|Ltd|Inc)\.?(?:\s|$)', '', name, flags=re.IGNORECASE)
return cleaned.strip()
def get_multi_solution_recommendation(area_str, purpose_str):
"""
Selects the right robot based on the surface area mentioned in the lead.
Selects a range of robots based on surface area AND requested purposes.
"""
# Naive extraction of first number in the string
recommendations = []
purpose_lower = purpose_str.lower()
# 1. Cleaning Logic (Area based)
nums = re.findall(r'\d+', area_str.replace('.', '').replace(',', ''))
area_val = int(nums[0]) if nums else 0
if area_val >= 5000 or "über 10.000" in area_str:
return {
"name": "Scrubber 75",
"reason": "als industrielles Kraftpaket für Großflächen ausgelegt",
"usp": "höchste Effizienz und Autonomie auf mehreren tausend Quadratmetern"
}
elif area_val >= 1000:
return {
"name": "Scrubber 50 oder Phantas",
"reason": "die optimale Balance zwischen Reinigungsleistung und Wendigkeit",
"usp": "ideal für mittelgroße Fertigungs- und Lagerbereiche"
}
else:
return {
"name": "Phantas oder Pudu CC1",
"reason": "kompakt und wendig für komplexe Umgebungen",
"usp": "perfekt für Büros, Praxen oder engere Verkehrswege"
}
if "reinigung" in purpose_lower:
if area_val >= 5000 or "über 10.000" in area_str:
recommendations.append("den Scrubber 75 als industrielles Kraftpaket für Ihre Großflächen")
elif area_val >= 1000:
recommendations.append("den Scrubber 50 oder Phantas für eine wendige und gründliche Bodenreinigung")
else:
recommendations.append("den Phantas oder Pudu CC1 für eine effiziente Reinigung Ihrer Räumlichkeiten")
def generate_email_draft(lead_data, company_data, booking_link="[IHR BUCHUNGSLINK - BITTE IN .ENV EINTRAGEN]"):
# 2. Service/Transport Logic
if any(word in purpose_lower for word in ["servieren", "abräumen", "speisen", "getränke"]):
recommendations.append("den BellaBot zur Entlastung Ihres Teams beim Transport von Speisen und Getränken")
# 3. Marketing/Interaction Logic
if any(word in purpose_lower for word in ["marketing", "gästebetreuung", "kundenansprache"]):
recommendations.append("den KettyBot als interaktiven Begleiter für Marketing und Patienteninformation")
if not recommendations:
recommendations.append("unsere wendigen Allrounder wie den Phantas")
return {
"solution_text": " und ".join(recommendations),
"has_multi": len(recommendations) > 1
}
def generate_email_draft(lead_data, company_data, booking_link="[IHR BUCHUNGSLINK]"):
"""
Generates a high-end, personalized sales email using Gemini API and Matrix knowledge.
"""
@@ -93,7 +123,8 @@ def generate_email_draft(lead_data, company_data, booking_link="[IHR BUCHUNGSLIN
return "Error: Gemini API Key not found."
# Extract Data from Lead Engine
company_name = lead_data.get('company_name', 'Interessent')
company_raw = lead_data.get('company_name', 'Interessent')
company_name = clean_company_name(company_raw)
contact_name = lead_data.get('contact_name', 'Damen und Herren')
# Metadata from Lead
@@ -105,14 +136,17 @@ def generate_email_draft(lead_data, company_data, booking_link="[IHR BUCHUNGSLIN
area = meta.get('area', 'Unbekannte Fläche')
purpose = meta.get('purpose', 'Reinigung')
role = meta.get('role', 'Wirtschaftlicher Entscheider')
salutation = meta.get('salutation', 'Damen und Herren')
cleaning_functions = meta.get('cleaning_functions', '')
# Data from Company Explorer
ce_summary = company_data.get('research_dossier') or company_data.get('summary', '')
ce_vertical = company_data.get('industry_ai') or company_data.get('vertical', 'Industry - Manufacturing')
ce_vertical = company_data.get('industry_ai') or company_data.get('vertical', 'Healthcare')
ce_opener = company_data.get('ai_opener', '')
# Product logic
product = get_product_recommendation(area)
# Multi-Solution Logic
solution = get_multi_solution_recommendation(area, purpose)
suggested_date = get_suggested_date()
# Fetch "Golden Records" from Matrix
matrix = get_matrix_context(ce_vertical, role)
@@ -122,46 +156,35 @@ def generate_email_draft(lead_data, company_data, booking_link="[IHR BUCHUNGSLIN
Du bist ein Senior Sales Executive bei Robo-Planet. Antworte auf eine Anfrage von Tradingtwins.
Schreibe eine E-Mail auf "Human Expert Level".
WICHTIGE STRATEGIE:
- Starte NICHT mit seiner Position (CFO). Starte mit der Wertschätzung für sein UNTERNEHMEN ({company_name}).
- Der Empfänger soll durch die Tiefe der Argumente MERKEN, dass wir für einen Entscheider schreiben.
- Mappe ihn erst später als "finanziellen/wirtschaftlichen Entscheider".
- Erwähne eine ROI-Perspektive (Amortisation).
KONTEXT (Vom Company Explorer):
- Firma: {company_name}
- Branche: {ce_vertical}
- Branchen-Pains (Nutze diese für die Argumentation): {matrix['industry_pains']}
- Branchen-Gains: {matrix['industry_gains']}
- Dossier/Business-Profil: {ce_summary}
- Strategischer Aufhänger: {ce_opener}
ANSPRECHPARTNER:
WICHTIGE IDENTITÄT:
- Anrede-Form: {salutation} (z.B. Herr, Frau)
- Name: {contact_name}
- Rolle: {role}
- Firma: {company_name}
PRODUKT-EMPFEHLUNG (Basierend auf Fläche {area}):
- Modell: {product['name']}
- Warum: {product['reason']}
- USP: {product['usp']}
ANFRAGE-DETAILS:
- Bedarf: {area}
- Zweck: {purpose}
STRATEGIE:
- STARTE DIREKT mit dem strategischen Aufhänger aus dem Company Explorer ({ce_opener}). Baue daraus den ersten Absatz.
- KEIN "mit großem Interesse verfolge ich..." oder ähnliche Phrasen. Das wirkt unnatürlich.
- Deine Mail reagiert auf die Anfrage zu: {purpose} auf {area}.
- Fasse die vorgeschlagene Lösung ({solution['solution_text']}) KOMPAKT zusammen. Wir bieten ein ganzheitliches Entlastungskonzept an, keine Detail-Auflistung von Datenblättern.
KONTEXT:
- Branche: {ce_vertical}
- Pains aus Matrix: {matrix['industry_pains']}
- Dossier/Wissen: {ce_summary}
- Strategischer Aufhänger (CE-Opener): {ce_opener}
AUFGABE:
Schreibe eine E-Mail mit dieser Struktur:
1. EINSTIEG: Fokus auf Klemm Bohrtechnik und deren Marktstellung/Produkte (Bezug auf den 'Strategischen Aufhänger').
2. DIE BRÜCKE: Verknüpfe die Präzision ihrer Produkte mit der Notwendigkeit von sauberen Hallenböden (besonders bei {area}). Nutze den Schmerzpunkt "Prozesssicherheit/Sensorik".
3. DIE LÖSUNG: Positioniere den {product['name']} als genau die richtige Wahl für diese Größenordnung ({area}).
4. ROI-LOGIK: Sprich ihn als wirtschaftlichen Entscheider an. Erwähne, dass wir für solche Projekte ROI-Kalkulationen erstellen, die oft eine Amortisation in unter 18-24 Monaten zeigen.
5. CALL TO ACTION: Beratungsgespräch + Buchungslink: {booking_link}
1. ANREDE: Persönlich.
2. EINSTIEG: Nutze den inhaltlichen Kern von: "{ce_opener}".
3. DER ÜBERGANG: Verknüpfe dies mit der Anfrage zu {purpose}. Erkläre, dass manuelle Prozesse bei {area} angesichts der Dokumentationspflichten und des Fachkräftemangels zum Risiko werden.
4. DIE LÖSUNG: Schlage die Kombination aus {solution['solution_text']} als integriertes Konzept vor, um das Team in Reinigung, Service und Patientenansprache spürbar zu entlasten.
5. ROI: Sprich kurz die Amortisation (18-24 Monate) an als Argument für den wirtschaftlichen Entscheider.
6. CTA: Schlag konkret den {suggested_date} vor. Alternativ: {booking_link}
STIL:
Senior, Augenhöhe, keine Floskeln, extrem fokussiert auf Effizienz und Qualität.
STIL: Senior, lösungsorientiert, direkt. Keine unnötigen Füllwörter.
FORMAT:
Betreff: [Relevanter Betreff, der direkt auf Klemm Bohrtechnik / Effizienz zielt]
Betreff: [Prägnant, z.B. Automatisierungskonzept für {company_name}]
[E-Mail Text]
"""
@@ -190,4 +213,4 @@ if __name__ == "__main__":
"vertical": "Healthcare / Krankenhaus",
"summary": "Ein großes Klinikum der Maximalversorgung mit Fokus auf Kardiologie."
}
print(generate_email_draft(mock_lead, mock_company))
print(generate_email_draft(mock_lead, mock_company))

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@@ -1,59 +0,0 @@
import sqlite3
import json
import re
import os
import sys
# Add path to import db
sys.path.append(os.path.dirname(__file__))
from db import get_leads, update_lead_metadata, init_db
def parse_tradingtwins_html_local(html_body):
"""
Extracts data from the Tradingtwins HTML table structure.
Copied logic to ensure independence.
"""
data = {}
field_map = {
'Einsatzzweck': 'purpose',
'Reinigungs-Fläche': 'area',
'PLZ': 'zip',
'Stadt': 'city'
}
for label, key in field_map.items():
pattern = fr'>\s*{re.escape(label)}:\s*</p>.*?<p[^>]*>(.*?)</p>'
match = re.search(pattern, html_body, re.DOTALL | re.IGNORECASE)
if match:
raw_val = match.group(1).strip()
clean_val = re.sub(r'<[^>]+>', '', raw_val).strip()
data[key] = clean_val
return data
def repair_database():
print("Initializing DB (migrating schema if needed)...")
init_db()
leads = get_leads()
print(f"Found {len(leads)} leads to check.")
count = 0
for lead in leads:
# Check if metadata is missing or empty
current_meta = lead.get('lead_metadata')
if not current_meta or current_meta == '{}' or current_meta == 'null':
print(f"Repairing Lead {lead['id']} ({lead['company_name']})...")
raw_body = lead.get('raw_body', '')
if raw_body:
extracted = parse_tradingtwins_html_local(raw_body)
update_lead_metadata(lead['id'], extracted)
print(f" -> Extracted: {extracted}")
count += 1
else:
print(" -> No raw body found.")
print(f"Repaired {count} leads.")
if __name__ == "__main__":
repair_database()

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@@ -1,40 +0,0 @@
import sqlite3
import json
import re
import os
import sys
# Add path to import db
sys.path.append(os.path.dirname(__file__))
from db import get_leads, update_lead_metadata
def parse_names(html_body):
data = {}
# Extract Vorname and Nachname from HTML if possible
v_match = re.search(r'>\s*Vorname:\s*</p>.*?<p[^>]*>(.*?)</p>', html_body, re.DOTALL | re.IGNORECASE)
n_match = re.search(r'>\s*Nachname:\s*</p>.*?<p[^>]*>(.*?)</p>', html_body, re.DOTALL | re.IGNORECASE)
if v_match: data['contact_first'] = re.sub(r'<[^>]+>', '', v_match.group(1)).strip()
if n_match: data['contact_last'] = re.sub(r'<[^>]+>', '', n_match.group(1)).strip()
return data
def repair_names():
leads = get_leads()
count = 0
for lead in leads:
meta = json.loads(lead['lead_metadata']) if lead['lead_metadata'] else {}
# Only repair if names are missing in meta
if not meta.get('contact_first'):
raw_body = lead.get('raw_body', '')
if raw_body:
name_data = parse_names(raw_body)
if name_data:
meta.update(name_data)
update_lead_metadata(lead['id'], meta)
print(f"Fixed names for {lead['company_name']}: {name_data}")
count += 1
print(f"Finished. Repaired {count} lead names.")
if __name__ == "__main__":
repair_names()

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@@ -94,9 +94,11 @@ def parse_tradingtwins_html(html_body):
'Firma': 'company',
'Vorname': 'contact_first',
'Nachname': 'contact_last',
'Anrede': 'salutation',
'E-Mail': 'email',
'Rufnummer': 'phone',
'Einsatzzweck': 'purpose',
'Reinigungs-Funktionen': 'cleaning_functions',
'Reinigungs-Fläche': 'area',
'PLZ': 'zip',
'Stadt': 'city',