feat(so-sync): bidirectional round-trip for company data established [lessons-learned]

connector-superoffice/README.md

@@ -133,10 +133,13 @@ Folgende IDs werden in den Skripten als Referenz genutzt. Diese müssen für PRO
 | `26` | Leisure - Indoor Active |
 | `...` | *tbd* |
 
-## 5. "Gotchas" & Lessons Learned (POC)
+## 5. "Gotchas" & Lessons Learned (Update Feb 16, 2026)
 
-*   **API-URL:** Der `sod` Tenant `Cust55774` ist nur über `https://app-sod.superoffice.com` erreichbar, nicht `sod.superoffice.com`.
+*   **API-URL:** Der `sod` Tenant `Cust55774` ist nur über `https://app-sod.superoffice.com` erreichbar.
 *   **Listen-IDs:** Die API gibt IDs von Listenfeldern im Format `[I:26]` zurück. Der String muss vor der DB-Abfrage auf den Integer `26` geparst werden.
-*   **Dev-System Limits:** Die Textfelder im DEV-System sind auf 40 Zeichen limitiert. Die generierten Texte müssen vor dem Senden gekürzt werden.
+*   **Write-Back (Stammfelder):** 
-*   **Y-Tabellen:** Der direkte API-Zugriff auf Zusatz-Tabellen ist in diesem Mandanten blockiert (`403 Forbidden`). Daher der Workaround mit UDFs.
+    *   **UrlAddress & Phones:** Das einfache Root-Feld `UrlAddress` ist beim `PUT` oft schreibgeschützt. Um die Website oder Telefonnummern zu setzen, muss die entsprechende Liste (`Urls` oder `Phones`) als Array von Objekten gesendet werden (z.B. `{"Value": "...", "Description": "..."}`).
-*   **CRMScript Trigger:** Die Erstellung von Triggern ist im DEV-System nicht möglich. Daher die Umstellung auf den externen Polling-Daemon.
+    *   **Mandatory Fields:** Beim Update eines `Contact` Objekts müssen Pflichtfelder wie `Name` und `Number2` (oder `Number1`) zwingend im Payload enthalten sein, sonst schlägt die Validierung serverseitig fehl.
+    *   **Full Object PUT:** SuperOffice REST überschreibt das gesamte Objekt. Felder, die im `PUT`-Payload fehlen, werden im CRM geleert. Es empfiehlt sich, das Objekt erst per `GET` zu laden, die Änderungen vorzunehmen und dann das gesamte Objekt zurückzusenden.
+*   **Dev-System Limits:** Die Textfelder im DEV-System sind auf 40 Zeichen limitiert.
+*   **Y-Tabellen & Trigger:** Direkter Zugriff auf Zusatz-Tabellen und CRMScript-Trigger sind im SOD-DEV Mandanten blockiert.

connector-superoffice/inspect_contact.py

@@ -9,37 +9,17 @@ logging.basicConfig(level=logging.INFO)
 logger = logging.getLogger(__name__)
 
 def discover_contact_structure():
-    load_dotenv(dotenv_path="../.env")
+    load_dotenv(dotenv_path="/home/node/clawd/.env", override=True)
-    auth = AuthHandler()
+    client = SuperOfficeClient()
-    client = SuperOfficeClient(auth)
     
-    logger.info("Fetching a single contact to inspect structure...")
+    logger.info("Fetching contact ID 2 to inspect structure...")
     
-    # Try to get the first contact (usually ID 1 exists or can be found)
+    contact = client._get("Contact/2")
-    # If not, we try to create a dummy and then inspect it.
+    if contact:
-    url = client._get_url("v1/Contact/1")
+        print("\n--- CONTACT STRUCTURE ---")
-    try:
+        print(json.dumps(contact, indent=2))
-        resp = client.session.get(url, headers=client._get_headers())
+    else:
-        if resp.status_code == 200:
+        logger.error("Failed to fetch contact.")
-            contact = resp.json()
-            print("\n--- CONTACT STRUCTURE ---")
-            print(json.dumps(contact, indent=2))
-        else:
-            logger.warning(f"Contact 1 not found (Status {resp.status_code}). Trying to list contacts...")
-            url = client._get_url("v1/Contact?$top=1")
-            resp = client.session.get(url, headers=client._get_headers())
-            resp.raise_for_status()
-            contacts = resp.json().get("value", [])
-            if contacts:
-                print("\n--- CONTACT STRUCTURE (from list) ---")
-                print(json.dumps(contacts[0], indent=2))
-            else:
-                print("\nNo contacts found in tenant. Please create one manually in the UI or stay tuned.")
-
-    except Exception as e:
-        logger.error(f"Failed to fetch contact: {e}")
-        if hasattr(e, 'response') and e.response is not None:
-             print(f"Details: {e.response.text}")
 
 if __name__ == "__main__":
     discover_contact_structure()

connector-superoffice/inspect_person.py

@@ -1,3 +1,4 @@
+from dotenv import load_dotenv
 import json
 from config import Config
 from logging_config import setup_logging
@@ -7,18 +8,15 @@ from superoffice_client import SuperOfficeClient
 logger = setup_logging("inspector")
 
 def inspect_person(person_id):
-    auth = AuthHandler()
+    load_dotenv(dotenv_path="/home/node/clawd/.env", override=True)
-    client = SuperOfficeClient(auth)
+    client = SuperOfficeClient()
     logger.info(f"Fetching Person with ID {person_id} to inspect structure...")
-    url = client._get_url(f"v1/Person/{person_id}")
+    person_data = client._get(f"Person/{person_id}")
-    try:
+    if person_data:
-        resp = client.session.get(url, headers=client._get_headers())
-        resp.raise_for_status()
-        person_data = resp.json()
         print(f"\n--- PERSON STRUCTURE (ID: {person_id}) ---")
         print(json.dumps(person_data, indent=2))
-    except Exception as e:
+    else:
-        logger.error(f"Failed to fetch person data: {e}")
+        logger.error(f"Failed to fetch person data.")
 
 if __name__ == "__main__":
     target_person_id = 9 

round_trip_final.py

@@ -0,0 +1,68 @@
+import os
+import json
+import sys
+from dotenv import load_dotenv
+
+# Path gymnastics
+sys.path.append(os.path.dirname(os.path.abspath(__file__)))
+sys.path.append(os.path.join(os.path.dirname(os.path.abspath(__file__)), "connector-superoffice"))
+
+from company_explorer_connector import get_company_details
+from superoffice_client import SuperOfficeClient
+
+# Load ENV
+load_dotenv(dotenv_path="/home/node/clawd/.env", override=True)
+
+def perform_final_round_trip(ce_id):
+    client = SuperOfficeClient()
+    print(f"--- Final Round-Trip: CE {ce_id} -> SuperOffice ---")
+    
+    # 1. Get enriched data from CE
+    ce_data = get_company_details(ce_id)
+    if not ce_data or "error" in ce_data:
+        print("❌ Could not fetch CE data.")
+        return
+    
+    so_id = ce_data.get("crm_id")
+    if not so_id:
+        print("❌ No SO ID found in CE.")
+        return
+
+    # 2. Fetch current SO contact
+    contact = client._get(f"Contact/{so_id}")
+    if not contact:
+        print(f"❌ Could not fetch SO Contact {so_id}")
+        return
+
+    # 3. Intelligent Mapping (Full Object)
+    print(f"Mapping data for {ce_data.get('name')}...")
+    
+    # Simple Fields
+    contact["UrlAddress"] = ce_data.get("website", "")
+    contact["Department"] = "KI-Enriched via CE"
+    
+    # Address Object
+    if "Address" not in contact: contact["Address"] = {}
+    if "Street" not in contact["Address"]: contact["Address"]["Street"] = {}
+    
+    contact["Address"]["Street"]["Address1"] = ce_data.get("address", "")
+    contact["Address"]["Street"]["City"] = ce_data.get("city", "")
+    contact["Address"]["Street"]["Zipcode"] = ce_data.get("zip", "")
+    
+    # Phones (List)
+    if ce_data.get("phone"):
+        contact["Phones"] = [{"Number": ce_data.get("phone"), "Description": "Main"}]
+
+    # 4. Write back
+    print(f"Sending full update to SO Contact {so_id}...")
+    result = client._put(f"Contact/{so_id}", contact)
+    
+    if result:
+        print("🚀 SUCCESS! Round-trip for Robo-Planet complete.")
+        print(f"Website: {contact['UrlAddress']}")
+        print(f"City: {contact['Address']['Street']['City']}")
+    else:
+        print("❌ Update failed.")
+
+if __name__ == "__main__":
+    perform_final_round_trip(53)

so_one_shot_fix.py

@@ -0,0 +1,66 @@
+import os
+import requests
+import json
+from dotenv import load_dotenv
+
+load_dotenv(dotenv_path="/home/node/clawd/.env", override=True)
+
+def fix_all_now_v2():
+    # 1. Refresh Token
+    token_url = "https://sod.superoffice.com/login/common/oauth/tokens"
+    token_data = {
+        "grant_type": "refresh_token",
+        "client_id": os.getenv("SO_CLIENT_ID"),
+        "client_secret": os.getenv("SO_CLIENT_SECRET"),
+        "refresh_token": os.getenv("SO_REFRESH_TOKEN"),
+        "redirect_uri": "http://localhost"
+    }
+    t_resp = requests.post(token_url, data=token_data)
+    access_token = t_resp.json().get("access_token")
+    
+    if not access_token:
+        print("❌ Token Refresh failed.")
+        return
+
+    # 2. Dual-Url Payload (Root + Array)
+    payload = {
+        "contactId": 2,
+        "Name": "RoboPlanet GmbH-SOD",
+        "Number2": "123",
+        "UrlAddress": "http://robo-planet.de",
+        "Urls": [
+            {
+                "Value": "http://robo-planet.de",
+                "Description": "Website"
+            }
+        ],
+        "OrgNr": "DE400464410",
+        "Department": "Website Final Fix 13:42",
+        "Address": {
+            "Postal": {
+                "Address1": "Schatzbogen 39",
+                "City": "München",
+                "Zipcode": "81829"
+            }
+        },
+        "UserDefinedFields": {
+            "SuperOffice:5": "[I:23]"
+        }
+    }
+    
+    # 3. Update Call
+    url = "https://app-sod.superoffice.com/Cust55774/api/v1/Contact/2"
+    headers = {
+        "Authorization": f"Bearer {access_token}",
+        "Content-Type": "application/json"
+    }
+    
+    resp = requests.put(url, headers=headers, json=payload)
+    
+    if resp.status_code == 200:
+        print("🚀 SUCCESS! Website should now be visible via the Urls list.")
+    else:
+        print(f"❌ Error: {resp.text}")
+
+if __name__ == "__main__":
+    fix_all_now_v2()

so_surgical_update_v2.py

@@ -0,0 +1,44 @@
+import os
+import json
+import sys
+import requests
+from dotenv import load_dotenv
+
+# Path gymnastics
+sys.path.append(os.path.dirname(os.path.abspath(__file__)))
+sys.path.append(os.path.join(os.path.dirname(os.path.abspath(__file__)), "connector-superoffice"))
+
+from superoffice_client import SuperOfficeClient
+
+# Load ENV
+load_dotenv(dotenv_path="/home/node/clawd/.env", override=True)
+
+def surgical_update_v2(contact_id):
+    client = SuperOfficeClient()
+    print(f"--- Surgical Update V2: Contact {contact_id} ---")
+    
+    # We now use the proper 'Urls' list format
+    payload = {
+        "contactId": int(contact_id),
+        "Department": "Final Round-Trip 13:20",
+        "Urls": [
+            {
+                "Value": "http://robo-planet.de",
+                "Description": "Website"
+            }
+        ]
+    }
+    
+    url = f"{client.base_url}/Contact/{contact_id}"
+    print(f"Sending PUT to {url} with proper URL list...")
+    
+    resp = requests.put(url, headers=client.headers, json=payload)
+    
+    print(f"Status Code: {resp.status_code}")
+    if resp.status_code == 200:
+        print("✅ SUCCESS! Website should be visible now.")
+    else:
+        print(f"❌ Error: {resp.text}")
+
+if __name__ == "__main__":
+    surgical_update_v2(2)