[31588f42] fix: update Sale creation with Roboplanet-specific ID 14 and mandatory Saledate
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11
GEMINI.md
11
GEMINI.md
@@ -272,6 +272,17 @@ client_id = os.getenv("SO_CLIENT_ID")
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* **Tenant:** `Cust26720`
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* **Token Logic:** The `AuthHandler` implementation in `health_check_so.py` is the reference standard. Avoid using legacy `superoffice_client.py` without verifying it uses `override=True`.
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### 6. Sales & Opportunities (Roboplanet Specifics)
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When creating sales via API, specific constraints apply due to the shared tenant with Wackler:
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* **SaleTypeId:** MUST be **14** (`GE:"Roboplanet Verkauf";`) to ensure the sale is assigned to the correct business unit.
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* *Alternative:* ID 16 (`GE:"Roboplanet Teststellung";`) for trials.
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* **Mandatory Fields:**
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* `Saledate` (Estimated Date): Must be provided in ISO format (e.g., `YYYY-MM-DDTHH:MM:SSZ`).
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* `Person`: Highly recommended linking to a specific person, not just the company.
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* **Context:** Avoid creating sales on the parent company "Wackler Service Group" (ID 3). Always target the specific lead company.
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---
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Here are the available functions:
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[
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