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Author SHA1 Message Date
Floke
f51aeb49d7 [31388f42] Feature: Integrate Roboplanet Contact Forms into Lead Engine 
This commit integrates the Roboplanet website contact form submissions into the Lead Engine, allowing them to be processed alongside TradingTwins leads.

Key changes:
- **Database Schema Update (db.py):** Added a new source column to the leads table for tracking lead origin (TradingTwins or Website-Formular). Includes a migration check to safely add the column.
- **Improved HTML Parsing (ingest.py):** Refined the `parse_roboplanet_form` function to accurately extract data from the specific HTML structure of Roboplanet contact form emails.
- **Enhanced Ingestion Logic (trading_twins_ingest.py):**
    - Renamed `fetch_tradingtwins_emails` to `fetch_new_leads_emails` and updated it to fetch emails from both lead sources.
    - Modified `process_leads` to dynamically select the correct parser based on email subject.
    - Ensured `source` field is correctly populated and `is_low_quality` checks are applied for both lead types.
- **UI Enhancement (app.py):** Updated the Streamlit UI to visually distinguish lead types with icons and improved the "Low Quality Lead" warning message.

This feature enables a unified processing pipeline for different lead sources and provides better visibility in the Lead Engine dashboard.
 2026-03-02 19:19:01 +00:00
Floke
89ef799858 [31388f42] Final session polish: Refined UI, improved ingest parsing, and completed documentation 2026-03-02 15:10:12 +00:00
Floke
d10da59138 [31388f42] Update documentation: Append external lead ingestion to MIGRATION_PLAN and create Lead Engine README 2026-03-02 15:08:41 +00:00
Floke
9bb209dec8 [31388f42] Restructure Lead Engine UI: vertical layout with 2-column top section for source data 2026-03-02 13:35:18 +00:00
Floke
5042bf65b3 [31388f42] Fix NameError in reply generator and implement free-mail quality detection 2026-03-02 13:04:10 +00:00
Floke
13ea85cc50 [31388f42] Fix contact sync: separate first/last names and enable CE role mapping 2026-03-02 10:42:51 +00:00
Floke
b7a46f2ca0 [31388f42] CE Backend: Add missing POST /api/contacts endpoint to support external contact ingestion 2026-03-02 10:28:07 +00:00
Floke
035680b0d0 [31388f42] Fix field naming: Use industry_ai and research_dossier from CE API 2026-03-02 10:20:06 +00:00
Floke
aa1a8699e0 [31388f42] Deep CE Sync: Support contact creation and automated enrichment workflow 2026-03-02 10:01:11 +00:00
Floke
d08899a7a9 [31388f42] Implement hierarchical search strategy for more robust role discovery 2026-03-02 09:52:51 +00:00
Floke
3be69a3019 [31388f42] Explicitly pass SERP_API and GEMINI_API_KEY to lead-engine container 2026-03-02 09:45:07 +00:00
Floke
169f7f1d69 [31388f42] Add SerpAPI debugging to UI and relax dotenv loading 2026-03-02 09:40:04 +00:00
Floke
eada26bd5a [31388f42] Fix Gemini API Key path resolution for Docker environment 2026-03-02 09:31:10 +00:00
Floke
f5eaf02549 [31388f42] Fix role lookup: Force German locale, improved LLM prompt 2026-03-02 09:27:35 +00:00
Floke
7b979652f4 [31388f42] Implement Expert Response Generator with Gemini & CE integration 2026-03-02 08:46:22 +00:00
Floke
adce4773da [31388f42] Fix ingest: Increase limit to 200, handle None-Subject, client-side filter 2026-03-02 07:58:11 +00:00
Floke
a25f5b67e5 [31388f42] Dockerize lead-engine: Add service to docker-compose.yml, update nginx proxy, fix Dockerfile deps 2026-03-02 07:49:17 +00:00
Floke
7e51ef97e8 [31388f42] Implement end-to-end email ingest for Tradingtwins leads via MS Graph API 2026-03-02 07:39:46 +00:00
Floke
881ab68f89 docs: add email templates for Konver.ai integration strategy [31788f42] 2026-03-02 07:16:00 +00:00
Floke
2d8c2adaa2 [2ff88f42] feat: Integrated Miller-Heiman strategic context into Marketing Matrix 2026-03-01 18:43:47 +00:00
Floke
7000ee46a0 Dateien nach "docs" hochladen 2026-03-01 17:32:22 +00:00
Floke
b4e148b07e [31588f42] Discovery & Mapping SuperOffice Pipeline: Prototyped Sales creation, solved critical Authentication issues (load_dotenv override), mapped Service/Tickets (Cat 46), Products (Families), and Selections. Updated README.md and GEMINI.md with Roboplanet-specific IDs. 
Discovery & Mapping SuperOffice Pipeline: Prototyped Sales creation, solved critical Authentication issues (load_dotenv override), mapped Service/Tickets (Cat 46), Products (Families), and Selections. Updated README.md and GEMINI.md with Roboplanet-specific IDs.
 2026-02-28 18:45:33 +00:00
Floke
b4a618e3ee [31588f42] docs: add Selections strategy to README 2026-02-28 18:42:22 +00:00
Floke
c31f5ed1bd [31588f42] docs: document SuperOffice Product Families (Robot Models) 2026-02-28 18:39:34 +00:00
Floke
2c29eed24d [31588f42] docs: document SuperOffice Service/Ticket module and categories 2026-02-28 18:34:33 +00:00
Floke
db95347678 [31588f42] fix: update Sale creation with Roboplanet-specific ID 14 and mandatory Saledate 2026-02-28 18:15:45 +00:00
Floke
4ea4b3b193 [31588f42] feat: implement SuperOffice Sales API prototype and fix auth docs 2026-02-28 18:06:12 +00:00
Floke
670b901248 [2ff88f42] Implementierung E-Mail-Dokument-Automatisierung und technischer Check der Versand-Blocker. Workaround via SuperOffice-Aktivitäten etabliert. 
Implementierung E-Mail-Dokument-Automatisierung und technischer Check der Versand-Blocker. Workaround via SuperOffice-Aktivitäten etabliert.
 2026-02-28 14:25:25 +00:00
Floke
a799291654 docs(email-strategy): Add detailed technical analysis of sending blockers 2026-02-28 14:20:47 +00:00
Floke
5c8c92f1dd fix(email-api): Implement robust content upload and activity-based workaround 2026-02-28 13:51:58 +00:00
Floke
bf7fa9e05f docs(email-api): Update email test script with manual sending instructions and link 2026-02-28 13:46:24 +00:00
Floke
ec355c2f12 feat(email-api): Implement email document creation via SuperOffice API (no SMTP) 2026-02-28 13:42:34 +00:00
Floke
41e5696c57 Finalize SuperOffice production migration and multi-campaign architecture (v1.8) 2026-02-27 15:09:52 +00:00
Floke
89fe284554 docs: update IT requirements with account info and network details [31388f42] 2026-02-26 14:24:25 +00:00
Floke
ee26f86926 docs: add requirements for IT for Microsoft OAuth2 registration [31388f42] 2026-02-26 14:17:47 +00:00
Floke
4925acb141 docs: Add post-migration to-do checklist to README [31188f42] 2026-02-26 07:23:53 +00:00
Floke
f917200b6f [31188f42] Zertifizierung der Schnittstelle durch SuperOffice - Abschluss der Produktionsumstellung. Alle Änderungen unter Task ID [31188f42] committet. 
Zertifizierung der Schnittstelle durch SuperOffice - Abschluss der Produktionsumstellung. Alle Änderungen unter Task ID [31188f42] committet.
 2026-02-26 07:18:14 +00:00
Floke
7d55d5adc6 docs: Add Lessons Learned for Production Migration in README [31188f42] 2026-02-26 07:16:41 +00:00
Floke
f51198009d fix: Refactor SuperOfficeClient to support production environments and global token endpoints [31188f42] 2026-02-26 07:15:16 +00:00
Floke
b0ae54c85d docs: Update SuperOffice endpoint to production (online3) [31188f42] 2026-02-26 07:07:15 +00:00
Floke
ad403c83a5 [31188f42] Keine neuen Commits in dieser Session. 
Keine neuen Commits in dieser Session.
 2026-02-25 18:09:05 +00:00
Floke
f94f7ea4dd Refactor API calls to use PATCH instead of PUT for cleaner updates (SuperOffice Certification) 2026-02-25 17:21:36 +00:00
Floke
69bc917916 [2ff88f42] Chore: Cleanup moved scripts from root 2026-02-24 18:52:14 +00:00
Floke
8d53be15c4 [2ff88f42] Feat: Verticals-Update (Transkript 2) & Dev-Toolbox Establishment 
- Aktualisierung der Pains/Gains für Energy, Retail und Tech in der lokalen DB.
- Ergänzung von Secondary Products für Energy & Tech.
- Aufbau eines permanenten Werkzeugkastens unter /app/devtools/ für DB- & Notion-Tasks.
- Verifikation der manuellen Notion-Änderungen mittels neuer Maintenance-Skripte.
 2026-02-24 18:52:09 +00:00
Floke
ac72a01484 Dateien nach "docs" hochladen 2026-02-24 18:14:04 +00:00
Floke
ad479783f5 [2f988f42] ✦ Das Skript 'dev_session.py' wurde grundlegend überarbeitet, um den '#fertig'-Workflow zu automatisieren. 
✦ Das Skript 'dev_session.py' wurde grundlegend überarbeitet, um den '#fertig'-Workflow zu automatisieren.
✦ Die Zusammenfassung für Notion wird nun auf Basis des Chatverlaufs erstellt, nicht mehr durch manuelle Eingabe oder Git-Diffs.
✦ Der Notion-Status wird nicht mehr automatisch geändert; dies bleibt eine manuelle Aktion.
✦ Geänderte Dokumentationsdateien werden nun automatisch mit einer separaten Nachricht committet.
 2026-02-24 14:02:29 +00:00
Floke
ef3ebe2fe6 [2f988f42] Feat: Automatisierter Session-Abschluss und Doku-Commit 2026-02-24 14:01:49 +00:00
Floke
9f872c6aa4 [31188f42] Optimierung der SuperOffice API-Aufrufe (Zertifizierung): Implementierung von $select in superoffice_client.py und worker.py zur Reduzierung der Payload. Robuste ID-Extraktion aus Webhook-FieldValues implementiert, um API-Calls zu minimieren und Null-Pointer-Fehler zu beheben. E2E-Test erfolgreich verifiziert und Dokumentation aktualisiert. 
Optimierung der SuperOffice API-Aufrufe (Zertifizierung): Implementierung von $select in superoffice_client.py und worker.py zur Reduzierung der Payload. Robuste ID-Extraktion aus Webhook-FieldValues implementiert, um API-Calls zu minimieren und Null-Pointer-Fehler zu beheben. E2E-Test erfolgreich verifiziert und Dokumentation aktualisiert.
 2026-02-24 13:10:05 +00:00
Floke
e4b0d4deca docs: update readme with api optimization and getAllRows lessons learned [31188f42] 2026-02-24 13:07:56 +00:00
Floke
9feebc50d8 fix(so-worker): robust id extraction from webhook fieldvalues & safe api access [31188f42] 2026-02-24 12:56:18 +00:00