[2ff88f42] 1. Umfassende Entitäten-Erstellung: Wir haben erfolgreich Methoden implementiert, um die Kern-SuperOffice-Entitäten per API zu erstellen:
1. Umfassende Entitäten-Erstellung: Wir haben erfolgreich Methoden implementiert, um die Kern-SuperOffice-Entitäten per API zu erstellen:
* Firmen (`Contact`)
* Personen (`Person`)
* Verkäufe (`Sale`) (entspricht D365 Opportunity)
* Projekte (`Project`) (entspricht D365 Campaign), inklusive der Verknüpfung von Personen als Projektmitglieder.
2. Robuste UDF-Aktualisierung: Wir haben eine generische und fehlertolerante Methode (update_entity_udfs) implementiert, die benutzerdefinierte Felder (UDFs) für sowohl Contact- als
auch Person-Entitäten aktualisieren kann. Diese Methode ruft zuerst das bestehende Objekt ab, um die Konsistenz zu gewährleisten.
3. UDF-ID-Discovery: Durch eine iterative Inspektionsmethode haben wir erfolgreich alle internen SuperOffice-IDs für die Listenwerte deines MA Status-Feldes (Ready_to_Send, Sent_Week1,
Sent_Week2, Bounced, Soft_Denied, Interested, Out_of_Office, Unsubscribed) ermittelt und im Connector hinterlegt.
4. Vollständiger End-to-End Test-Workflow: Unser main.py-Skript demonstriert nun einen kompletten Ablauf, der alle diese Schritte von der Erstellung bis zur UDF-Aktualisierung umfasst.
5. Architekturplan für Marketing Automation: Wir haben einen detaillierten "Butler-Service"-Architekturplan für die Marketing-Automatisierung entworfen, der den Connector für die
Textgenerierung und SuperOffice für den Versand und das Status-Management nutzt.
6. Identifikation des E-Mail-Blockers: Wir haben festgestellt, dass das Erstellen von E-Mail-Aktivitäten per API in deiner aktuellen SuperOffice-Entwicklungsumgebung aufgrund fehlender
Lizenzierung/Konfiguration des E-Mail-Moduls blockiert ist (500 Internal Server Error).
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@@ -8,63 +8,71 @@ from superoffice_client import SuperOfficeClient
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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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def discover_fields():
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def get_list_items_by_prog_id(client, prog_id, entity_name):
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"""Fetches and prints list items for a specific ProgId."""
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logger.info(f"--- Fetching list items for {entity_name} ProgId: {prog_id} ---")
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# The endpoint for user-defined lists is typically generic
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list_url = client._get_url(f"v1/List/UserDefinedField/{prog_id}")
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try:
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list_resp = client.session.get(list_url, headers=client._get_headers())
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list_resp.raise_for_status()
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list_items = list_resp.json()
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if list_items.get("value"):
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print(" --- List Items Found ---")
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for item in list_items["value"]:
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print(f" ID: {item.get('Id'):<5} | Name: {item.get('Name')}")
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print(" ------------------------")
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return {item.get('Name'): item.get('Id') for item in list_items["value"]}
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else:
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print(" (No list items found or unexpected response structure)")
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return None
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except Exception as list_e:
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logger.error(f" Failed to fetch list items for {prog_id}: {list_e}")
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if hasattr(list_e, 'response') and list_e.response is not None:
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logger.error(f" List fetch details: {list_e.response.text}")
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return None
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def get_activity_types(client):
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logger.info("--- Fetching Activity Types ---")
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# Common endpoint for activity types
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activity_type_url = client._get_url("v1/ActivityType") # Trying direct ActivityType endpoint
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try:
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resp = client.session.get(activity_type_url, headers=client._get_headers())
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resp.raise_for_status()
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activity_types = resp.json()
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if activity_types:
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print(" --- Activity Types Found ---")
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for atype in activity_types:
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print(f" ID: {atype.get('Id'):<5} | Name: {atype.get('Name')}")
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print(" ------------------------")
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return {atype.get('Name'): atype.get('Id') for atype in activity_types}
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else:
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print(" (No activity types found or unexpected response structure)")
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return None
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except Exception as e:
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logger.error(f" Failed to fetch activity types: {e}")
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if hasattr(e, 'response') and e.response is not None:
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logger.error(f" Activity type fetch details: {e.response.text}")
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return None
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def main():
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load_dotenv(dotenv_path="../.env")
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auth = AuthHandler()
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client = SuperOfficeClient(auth)
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# --- We know the ProgIds, so we query them directly ---
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# ProgId for the "MA Status" list on the Person entity
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#person_ma_status_prog_id = "SuperOffice:2" # Keep for future reference
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#get_list_items_by_prog_id(client, person_ma_status_prog_id, "Person MA Status")
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try:
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logger.info("Fetching general Contact metadata...")
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general_metadata_url = client._get_url("v1/Metadata/Contact")
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resp = client.session.get(general_metadata_url, headers=client._get_headers())
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resp.raise_for_status()
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general_metadata = resp.json()
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print("\n--- GENERAL CONTACT METADATA (partial) ---")
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print(f"DisplayName: {general_metadata.get('DisplayName')}")
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print(f"HasUserDefinedFields: {general_metadata.get('HasUserDefinedFields')}")
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print("----------------------------------------")
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logger.info("Attempting to fetch UDF metadata...")
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# Get metadata for Contact (Company)
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url = client._get_url("v1/Metadata/Contact/UserDefinedFields")
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resp = client.session.get(url, headers=client._get_headers())
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resp.raise_for_status()
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fields = resp.json()
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print("\n--- AVAILABLE UDF FIELDS ---")
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for field in fields.get("value", []):
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label = field.get('FieldLabel')
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prog_id = field.get('ProgId')
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field_type = field.get('FieldType')
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print(f"Label: {label} -> Technical Name: {prog_id} (Type: {field_type})")
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# Check if the field is a list type
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if field_type in ["List", "DropDown", "UserDefinedList"]: # Common types, might need adjustment
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logger.info(f" -> Fetching list items for {label} (ProgId: {prog_id})...")
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# Attempt to get the list items. The actual endpoint might vary.
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# Assuming a pattern like 'v1/List/UserDefinedField/{ProgId}' or 'v1/UserDefinedFieldList/{ProgId}/Items'
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list_url = client._get_url(f"v1/List/UserDefinedField/{prog_id}")
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try:
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list_resp = client.session.get(list_url, headers=client._get_headers())
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list_resp.raise_for_status()
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list_items = list_resp.json()
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if list_items.get("value"):
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print(" --- List Items ---")
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for item in list_items["value"]:
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print(f" ID: {item.get('Id')}, Name: {item.get('Name')}")
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else:
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print(" (No list items found or unexpected response structure)")
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except Exception as list_e:
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logger.warning(f" Failed to fetch list items for {label}: {list_e}")
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if hasattr(list_e, 'response') and list_e.response is not None:
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logger.warning(f" List fetch details: {list_e.response.text}")
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except Exception as e:
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logger.error(f"Failed to fetch metadata: {e}")
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if hasattr(e, 'response') and e.response is not None:
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print(f"Details: {e.response.text}")
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get_activity_types(client)
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if __name__ == "__main__":
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discover_fields()
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main()
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