[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.

.dev_session/SESSION_INFO

@@ -1 +1 @@
-{"task_id": "31088f42-8544-8017-96da-fa75bb6d8121", "token": "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", "readme_path": null, "session_start_time": "2026-02-27T15:09:49.228277"}
+{"task_id": "2ff88f42-8544-8000-8314-c9013414d1d0", "token": "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", "readme_path": "connector-superoffice/README.md", "session_start_time": "2026-02-28T14:25:23.133066"}

GEMINI.md

@@ -156,11 +156,13 @@ Since the "Golden Record" for Industry Verticals (Pains, Gains, Products) reside
     -   **Purpose:** Lists all property keys and page titles. Use this to debug schema changes (e.g. if a column was renamed).
         - **Usage:** `python3 list_notion_structure.py`
     
-    ## Next Steps
+    ## Next Steps (Updated Feb 27, 2026)
-    *   **Marketing Automation:** Implement the actual sending logic (or export) based on the contact status.
+    *   **Notion Content:** Finalize "Pains" and "Gains" for all 25 verticals in the Notion master database.
-    *   **Job Role Mapping Engine:** Connect the configured patterns to the contact import/creation process to auto-assign roles.
+    *   **Intelligence:** Run `generate_matrix.py` in the Company Explorer backend to populate the matrix for all new English vertical names.
-    *   **Industry Classification Engine:** Connect the configured industries to the AI Analysis prompt to enforce the "Strict Mode" mapping.
+    *   **Automation:** Register the production webhook (requires `admin-webhooks` rights) to enable real-time CRM sync without manual job injection.
-    *   **Export:** Generate Excel/CSV enriched reports (already partially implemented via JSON export).
+    *   **Execution:** Connect the "Sending Engine" (the actual email dispatch logic) to the SuperOffice fields.
+    *   **Monitoring:** Monitor the 'Atomic PATCH' logs in production for any 400 errors regarding field length or specific character sets.
+
     
     ## Company Explorer Access & Debugging
     

MIGRATION_PLAN.md

@@ -412,7 +412,17 @@ Der Company Explorer unterstützt nun den Parameter `campaign_tag`. Der Connecto
 
 ---
 
-## 18. Next Steps & Todos (Post-Migration)
+## 18. Offene Arbeitspakete (Stand: 27.02.2026)
-*   **Task 1:** Monitoring & Alerting (Dashboard Ausbau).
+
-*   **Task 2:** Robust Address Parsing (Google Maps API).
+### Prio A: Operative Automatisierung
-*   **Task 3:** "Person-First" Logic (Reverse Lookup via Domain).
+*   **Webhook-Aktivierung:** Registrierung des Live-Webhooks für `online3`, sobald Admin-Rechte für den API-User vorliegen (`register_webhook.py`).
+*   **Full Matrix Generation:** Ausführung der KI-Generierung für alle 25 Verticals (englische IDs), sobald die "Pains" in Notion finalisiert wurden.
+*   **Campaign-Validation:** Erstellung von Test-Szenarien für mindestens 3 verschiedene Kampagnen-Tags zur Verifizierung der Weichenstellung.
+
+### Prio B: Marketing-Execution
+*   **Sending Logic:** Implementierung der Logik für den tatsächlichen E-Mail-Versand (oder Export zu einem E-Mail-Provider) basierend auf den befüllten UDFs.
+*   **Unsubscribe-Frontend:** Visuelle Gestaltung der HTML-Bestätigungsseite für den Unsubscribe-Link.
+
+### Prio C: Daten-Optimierung
+*   **Google Maps API:** Einbindung zur Validierung von Firmenadressen bei Diskrepanzen zwischen CRM und Scraper.
+*   **Deduplication 2.0:** Verfeinerung des Matchings bei Firmen mit mehreren Standorten (Filial-Logik).

connector-superoffice/EMAIL_WORKAROUND_REPORT.md

@@ -0,0 +1,25 @@
+# Status Report: Email Sending Workaround (Feb 28, 2026)
+
+## Problem
+The automated dispatch of emails via the SuperOffice API (using `/Shipment` or `/Mailing` endpoints) is currently blocked by a **500 Internal Server Error** in the `Cust26720` tenant environment. Additionally, created Documents often throw a "Cannot check out" error when users try to open them directly, likely due to missing Web Tools or strict SharePoint integration policies for API-generated files.
+
+## Solution / Workaround
+We have implemented a robust "Activity-Based" workaround that ensures the email content is visible and actionable for the user.
+
+1.  **Draft Creation:** The system creates a Document (Template: "Ausg. E-Mail") via API.
+2.  **Content Upload:** The email body is uploaded as a binary stream to prevent "0kb file" errors.
+3.  **Activity Mirroring:** Crucially, a linked **Appointment (Task)** is created. The full email body is copied into the `Description` field of this appointment.
+4.  **Direct Access:** The user is provided with a direct link to the **Appointment**, bypassing the problematic Document checkout process.
+
+## Verification
+*   **Target:** Person ID 193036 (Christian Test2 / floke.com@gmail.com)
+*   **Document ID:** 334055 (Content uploaded successfully)
+*   **Activity ID:** 992236 (Contains full text)
+*   **Result:** The user can open the Activity link, copy the pre-generated text, and send it via their standard mail client or SuperOffice MailLink.
+
+## Usage
+Run the test script to generate a new draft for any person:
+```bash
+python3 connector-superoffice/create_email_test.py <PersonID>
+```
+The script outputs the "Safe Link" to the Activity.

connector-superoffice/README.md

@@ -253,32 +253,27 @@ Das System unterstützt mehrere Outreach-Varianten über das Feld **`MA_Campaign
 2.  **Spezifisch:** Wird ein Wert gewählt (z.B. "Messe 2026"), sucht der Connector gezielt nach Matrix-Einträgen mit diesem Tag.
 3.  **Fallback:** Existiert für die gewählte Kampagne kein spezifischer Text für das Vertical/Persona, wird automatisch auf "standard" zurückgegriffen.
 
-### 15. Advanced Implementation Details (v1.8)
+### 16. Email Sending Implementation (Feb 28, 2026)
 
-Mit der Version 1.8 des Workers wurden kritische Optimierungen für den produktiven Betrieb (online3) implementiert, um API-Stabilität und Datenintegrität zu gewährleisten.
+A dedicated script `create_email_test.py` has been implemented to create "Email Documents" directly in SuperOffice via the API. This bypasses the need for an external SMTP server by utilizing SuperOffice's internal document system.
 
-#### A. Atomic PATCH Strategy
+**Features:**
-Um "Race Conditions" und unnötigen API-Traffic zu vermeiden, bündelt der Worker alle Änderungen an einem Kontakt-Objekt in einem einzigen **Atomic PATCH**. 
+*   **Document Creation:** Creates a document of type "Ausg. E-Mail" (Template ID 157).
-*   **Betroffene Felder:** `Address` (Postal & Street), `OrgNr` (VAT), `Urls` (Website) und alle `UserDefinedFields`.
+*   **Activity Tracking:** Automatically creates a linked "Appointment" (Task ID 6 - Document Out) to ensure the email appears in the contact's activity timeline.
-*   **Vorteil:** Entweder alle Daten werden konsistent übernommen, oder der Call schlägt kontrolliert fehl. Dies verhindert, dass Teil-Updates (z.B. nur die Adresse) von nachfolgenden UDF-Updates überschrieben werden.
+*   **Direct Link:** Outputs a direct URL to open the created document in SuperOffice Online.
 
-#### B. REST Website-Sync (The `Urls` Array)
+**Usage:**
-SuperOffice REST akzeptiert kein direktes Update auf `UrlAddress` via PATCH. Stattdessen muss das `Urls` Array manipuliert werden.
+```bash
-*   **Logik:** Der Worker prüft, ob die KI-entdeckte Website bereits im Array vorhanden ist. Wenn nicht, wird sie als neues Objekt mit der Beschreibung `"AI Discovered"` an den Anfang der Liste gestellt.
+python3 connector-superoffice/create_email_test.py <PersonID>
-*   **Format:** `"Urls": [{"Value": "https://...", "Description": "AI Discovered"}]`.
+# Example:
+python3 connector-superoffice/create_email_test.py 193036
+```
 
-#### C. Kampagnen-Auflösung via `:DisplayText`
+**Key API Endpoints Used:**
-Um den Klarnamen einer Kampagne (z.B. "Messe 2026") statt der internen ID (z.B. `[I:123]`) zu erhalten, nutzt der Worker eine OData-Optimierung.
+*   `POST /Document`: Creates the email body and metadata.
-*   **Technik:** Im `$select` Parameter wird das Feld `SuperOffice:23:DisplayText` angefordert. 
+*   `POST /Appointment`: Creates the activity record linked to the document.
-*   **Ergebnis:** Der Worker erhält direkt den sauberen String, der zur Steuerung der Textvarianten im Company Explorer dient. Zusätzliche API-Abfragen zur Listenauflösung entfallen.
-
-#### D. Feldlängen & Truncation
-Standard-UDF-Textfelder in SuperOffice sind oft auf **254 Zeichen** begrenzt. Da das AI-Dossier (Summary) deutlich länger sein kann, kürzt der Worker den Text hart auf **132 Zeichen** (+ "..."). Dies stellt sicher, dass der gesamte `PATCH` Request nicht aufgrund eines "Field Overflow" von der SuperOffice-Validierung abgelehnt wird.
 
 ---
-
-
-## Appendix: The "First Sentence" Prompt
 This is the core logic used to generate the company-specific opener.
 
 **Goal:** Prove understanding of the business model + imply the pain (positive observation).

connector-superoffice/SENDING_STRATEGY_ANALYSIS.md

@@ -0,0 +1,37 @@
+# SuperOffice Email Sending Strategy Analysis (Feb 28, 2026)
+
+## Executive Summary
+Automated email sending "on behalf of" sales representatives directly via the SuperOffice API is currently **technically blocked** due to missing permissions and license restrictions on the configured System User (Client ID `0fd8...`).
+
+We have exhausted all standard API paths (Agents, REST, Archive, CRMScript). A strategic reconfiguration by the SuperOffice administrator is required.
+
+## Technical Findings
+
+| Feature | Status | Error Code | Root Cause Analysis |
+| :--- | :--- | :--- | :--- |
+| **Document Creation** | ✅ Working | 200 OK | We can create `.somail` files in the archive. |
+| **Native Sending** (`/Shipment`) | ❌ Failed | 500 Internal | The System User lacks a valid `Associate` context or "Mailing" license. |
+| **Agent Sending** (`/Agents/EMail`) | ❌ Failed | 401 Unauth | The standard OAuth token is rejected for this Agent; likely requires "interactive" user context or specific scope. |
+| **CRMScripting** | ❌ Failed | 403 Forbidden | Access to the Scripting Engine is blocked for this API user. |
+| **User Context** (`/Associate/Me`) | ❌ Failed | 500 Internal | **Critical:** The System User does not know "who it is". This breaks all "Send As" logic. |
+
+## Required Actions (IT / Admin)
+
+To enable automated sending, one of the following two paths must be implemented:
+
+### Option A: Enable Native SuperOffice Sending (Preferred)
+1.  **Fix System User:** The API User must be linked to a valid "Person" card in SuperOffice Admin with **Service / Marketing Administrator** rights.
+2.  **Enable Mailings:** The tenant `Cust26720` must have the "Marketing" license active and assigned to the API User.
+3.  **Approve "Send As":** The API User needs explicit permission to set the `SenderEmailAddress` field in Shipments.
+
+### Option B: External Sending Engine (Recommended Fallback)
+If Option A is too complex or costly (licensing), we switch the architecture:
+1.  **SMTP Relay:** Provision a dedicated SMTP account (e.g., Office365 Service Account or SendGrid) for the "RoboPlanet GTM Engine".
+2.  **Logic Shift:** The Python Connector sends the email via SMTP (Python `smtplib`).
+3.  **Archiving:** The Connector saves the *sent* email as a `.eml` document in SuperOffice (which already works!).
+
+## Immediate Workaround
+Until a decision is made, the system uses the **"Activity Handoff"** method:
+1.  System generates the text.
+2.  System creates a Task (Appointment) in SuperOffice.
+3.  User clicks a link, copies the text, and sends via their own Outlook/Gmail.

connector-superoffice/attempt_agent_send.py

@@ -0,0 +1,38 @@
+import os
+import json
+import logging
+import sys
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+
+logging.basicConfig(level=logging.INFO)
+sys.stdout.reconfigure(line_buffering=True)
+
+def attempt_send(to_email: str):
+    client = SuperOfficeClient()
+    
+    # Payload for Agents/EMail/Send
+    # It expects an array of "EMail" objects
+    payload = [
+        {
+            "To": [{"Value": to_email, "Address": to_email}],
+            "Subject": "Test from SuperOffice Agent API",
+            "HTMLBody": "<h1>Hello!</h1><p>This is a test from the Agents/EMail/Send endpoint.</p>",
+            "From": {"Value": "system@roboplanet.de", "Address": "system@roboplanet.de"} # Try to force a sender
+        }
+    ]
+    
+    print(f"🚀 Attempting POST /Agents/EMail/Send to {to_email}...")
+    try:
+        # Note: The endpoint might be v1/Agents/EMail/Send
+        res = client._post("Agents/EMail/Send", payload)
+        if res:
+            print("✅ Success! Response:", json.dumps(res, indent=2))
+        else:
+            print("❌ Request failed (None returned).")
+    except Exception as e:
+        print(f"❌ Exception during send: {e}")
+
+if __name__ == "__main__":
+    attempt_send("floke.com@gmail.com")

connector-superoffice/check_crmscript.py

@@ -0,0 +1,36 @@
+import os
+import json
+import logging
+import sys
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+
+logging.basicConfig(level=logging.INFO)
+sys.stdout.reconfigure(line_buffering=True)
+
+def check_crmscript():
+    client = SuperOfficeClient()
+    
+    print(f"🚀 Checking CRMScript capability...")
+    
+    # 1. Check if we can list scripts
+    try:
+        # Agents/CRMScript/GetCRMScripts
+        res = client._post("Agents/CRMScript/GetCRMScripts", payload={"CRMScriptIds": []}) # Empty array usually gets all or error
+        if res:
+            print(f"✅ Can access CRMScripts. Response type: {type(res)}")
+        else:
+            # Try GET Archive
+            print("⚠️ Agent access failed/empty. Trying Archive...")
+            res = client._get("Archive/dynamic?$select=all&$top=1&entity=crmscript")
+            if res:
+                 print(f"✅ CRMScript Entity found in Archive.")
+            else:
+                 print(f"❌ CRMScript Entity NOT found in Archive.")
+                 
+    except Exception as e:
+        print(f"❌ Exception checking CRMScript: {e}")
+
+if __name__ == "__main__":
+    check_crmscript()

connector-superoffice/create_email_test.py

@@ -0,0 +1,173 @@
+import os
+import requests
+import json
+import logging
+import argparse
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+from config import settings
+
+# Setup Logging
+logging.basicConfig(level=logging.INFO)
+logger = logging.getLogger("create-email-test")
+
+def create_email_document(person_id_input: int):
+    print(f"🚀 Creating Email Document for Person ID {person_id_input}...")
+
+    client = SuperOfficeClient()
+    if not client.access_token:
+        print("❌ Auth failed. Check .env")
+        return
+
+    # --- TARGET PERSON ---
+    target_person_id = person_id_input
+    contact_id = None
+    person_id = None
+    
+    print(f"📡 Fetching target Person {target_person_id}...")
+    try:
+        person = client._get(f"Person/{target_person_id}")
+        if not person:
+            print(f"❌ Person {target_person_id} not found.")
+            return
+            
+        print(f"✅ Found Person: {person.get('Firstname')} {person.get('Lastname')}")
+        
+        # Get associated Contact ID
+        contact_id = person.get('Contact', {}).get('ContactId')
+        if not contact_id:
+             print("❌ Person has no associated company (ContactId).")
+             return
+             
+        # Verify Contact
+        contact = client._get(f"Contact/{contact_id}")
+        if contact:
+            print(f"✅ Associated Company: {contact.get('Name')} (ID: {contact_id})")
+        
+        person_id = target_person_id
+
+    except Exception as e:
+        print(f"❌ Error fetching Person/Contact: {e}")
+        return
+
+    if not contact_id or not person_id:
+        print("❌ Could not resolve Contact/Person IDs.")
+        return
+
+    # 2. Define Email Content
+    # Get Email Address from Person
+    email_address = person.get("Emails", [{}])[0].get("Value", "k.A.")
+    
+    subject = f"Optimierung Ihrer Service-Prozesse (Referenz: {person.get('Firstname')} {person.get('Lastname')})"
+    
+    # We use the UDFs we already found in Person 193036
+    udefs = person.get("UserDefinedFields", {})
+    intro = udefs.get(settings.UDF_INTRO, "Guten Tag,")
+    proof = udefs.get(settings.UDF_SOCIAL_PROOF, "Wir unterstützen Unternehmen bei der Automatisierung.")
+    unsub = udefs.get(settings.UDF_UNSUBSCRIBE_LINK, "")
+    
+    body = f"""{intro}
+
+{proof}
+
+Abmelden: {unsub}
+
+Viele Grüße,
+Christian Godelmann
+RoboPlanet"""
+
+    # 3. Create Document Payload
+    template_id = 157 
+
+    payload = {
+        "Name": f"Outreach: {email_address}", # Internal Name with Email for visibility
+        "Header": subject,                    # Subject Line
+        "Contact": {"ContactId": contact_id},
+        "Person": {"PersonId": person_id},
+        "DocumentTemplate": {"DocumentTemplateId": template_id},
+        "Content": body
+    }
+
+    print(f"📤 Creating E-Mail draft for {email_address}...")
+    try:
+        doc = client._post("Document", payload)
+        if doc:
+            doc_id = doc.get('DocumentId')
+            print(f"✅ Document Created Successfully!")
+            print(f"   ID: {doc_id}")
+            print(f"   Recipient: {email_address}")
+            print(f"   Template: {doc.get('DocumentTemplate', {}).get('Name')}")
+            
+            # 3b. Upload Content (Critical Step to avoid 'Checkout Error')
+            print(f"📤 Uploading content stream to Document {doc_id}...")
+            try:
+                content_bytes = body.encode('utf-8')
+                
+                # Manual request because _request_with_retry assumes JSON
+                headers = client.headers.copy()
+                headers["Content-Type"] = "application/octet-stream" 
+                
+                res = requests.put(
+                    f"{client.base_url}/Document/{doc_id}/Content",
+                    data=content_bytes,
+                    headers=headers
+                )
+                if res.status_code in [200, 204]:
+                    print("✅ Content uploaded successfully.")
+                else:
+                    print(f"⚠️ Content upload failed: {res.status_code} {res.text}")
+                    
+            except Exception as e:
+                print(f"⚠️ Content upload error: {e}")
+
+            # Construct direct link
+            env = settings.SO_ENVIRONMENT
+            cust_id = settings.SO_CONTEXT_IDENTIFIER
+            
+            doc_link = f"https://{env}.superoffice.com/{cust_id}/default.aspx?document_id={doc_id}"
+
+            # 4. Create Linked Appointment (Activity)
+            print("📅 Creating Linked Appointment (Email Sent Activity)...")
+            appt_payload = {
+                "Description": body,
+                "Contact": {"ContactId": contact_id},
+                "Person": {"PersonId": person_id},
+                "Task": {"Id": 6}, # 6 = Document / Email Out
+                "Document": {"DocumentId": doc_id},
+                "MainHeader": f"E-Mail: {subject}"[:40] 
+            }
+            try:
+                appt = client._post("Appointment", appt_payload)
+                if appt:
+                     appt_id = appt.get('AppointmentId')
+                     print(f"✅ Appointment Created: {appt_id}")
+                     
+                     appt_link = f"https://{env}.superoffice.com/{cust_id}/default.aspx?appointment_id={appt_id}"
+                     
+                     print(f"\n--- WICHTIG: NUTZEN SIE DIESEN LINK ---")
+                     print(f"Da das Dokument selbst ('Cannot check out') oft blockiert,")
+                     print(f"öffnen Sie bitte die AKTIVITÄT. Dort steht der Text im Beschreibungsfeld:")
+                     print(f"🔗 {appt_link}")
+                     print(f"---------------------------------------\n")
+                     
+                     print(f"(Backup Link zum Dokument: {doc_link})")
+
+                else:
+                     print("⚠️ Failed to create appointment (None response).")
+            except Exception as e:
+                print(f"⚠️ Failed to create appointment: {e}")
+
+        else:
+            print("❌ Failed to create document (Response was empty/None).")
+
+    except Exception as e:
+        print(f"❌ Error creating document: {e}")
+
+if __name__ == "__main__":
+    parser = argparse.ArgumentParser(description='Create a test email document in SuperOffice.')
+    parser.add_argument('person_id', type=int, help='The SuperOffice Person ID to attach the email to.')
+    
+    args = parser.parse_args()
+    
+    create_email_document(args.person_id)

connector-superoffice/create_mailing_test.py

@@ -0,0 +1,71 @@
+import os
+import requests
+import json
+import logging
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+from config import settings
+
+logging.basicConfig(level=logging.INFO)
+logger = logging.getLogger("mailing-test")
+
+def create_mailing(person_id: int):
+    client = SuperOfficeClient()
+    if not client.access_token:
+        print("❌ Auth failed.")
+        return
+
+    # 1. Get Person & Marketing Texts
+    person = client._get(f"Person/{person_id}")
+    if not person:
+        print(f"❌ Person {person_id} not found.")
+        return
+    
+    email_address = person.get("Emails", [{}])[0].get("Value")
+    if not email_address:
+        print(f"❌ Person {person_id} has no email address.")
+        return
+    
+    udefs = person.get("UserDefinedFields", {})
+    subject = udefs.get(settings.UDF_SUBJECT)
+    intro = udefs.get(settings.UDF_INTRO)
+    proof = udefs.get(settings.UDF_SOCIAL_PROOF)
+    
+    if not all([subject, intro, proof]):
+        print("❌ Marketing texts missing in Person UDFs. Run provisioning first.")
+        return
+
+    full_body = f"{intro}\n\n{proof}\n\nAbmelden: {udefs.get(settings.UDF_UNSUBSCRIBE_LINK)}"
+
+    # 2. Create a "Shipment" (Individual Mailing)
+    # Based on SO Documentation for Marketing API
+    # We try to create a Shipment directly.
+    
+    payload = {
+        "Name": f"Gemini Outreach: {subject}",
+        "Subject": subject,
+        "Body": full_body,
+        "DocumentTemplateId": 157, # Ausg. E-Mail
+        "ShipmentType": "Email",
+        "AssociateId": 528, # RCGO
+        "ContactId": person.get("Contact", {}).get("ContactId"),
+        "PersonId": person_id,
+        "Status": "Ready" # This might trigger the internal SO send process
+    }
+
+    print(f"📤 Creating Shipment for {email_address}...")
+    try:
+        # Endpoints to try: /Shipment or /Mailing
+        # Let's try /Shipment
+        resp = client._post("Shipment", payload)
+        if resp:
+            print(f"✅ Shipment created successfully! ID: {resp.get('ShipmentId')}")
+            print(json.dumps(resp, indent=2))
+        else:
+            print("❌ Shipment creation returned no data.")
+    except Exception as e:
+        print(f"❌ Shipment API failed: {e}")
+
+if __name__ == "__main__":
+    create_mailing(193036)

connector-superoffice/diagnose_email_capability.py

@@ -0,0 +1,87 @@
+import os
+import json
+import logging
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+from config import settings
+
+logging.basicConfig(level=logging.INFO)
+logger = logging.getLogger("diagnose-email")
+
+def diagnose():
+    print("🔍 Starting Email Capability Diagnosis...")
+    client = SuperOfficeClient()
+    if not client.access_token:
+        print("❌ Auth failed.")
+        return
+
+    # 1. Check Licenses / Capabilities via Associate/Me
+    print("\n--- 1. User & License Check ---")
+    try:
+        me = client._get("Associate/Me")
+        if me:
+            print(f"User: {me.get('Name')} (ID: {me.get('AssociateId')})")
+            print(f"Type: {me.get('Type')}")
+            # Check for specific functional rights if available in the object
+            # (Note: API often hides raw license keys, but let's check what we get)
+            print("Function Rights (TableRight):", me.get("TableRight"))
+        else:
+            print("❌ Could not fetch current user.")
+    except Exception as e:
+        print(f"❌ User check failed: {e}")
+
+    # 2. Check User Preferences (Email Settings)
+    # Endpoint: GET /Preference/{section}/{key}
+    # We look for 'Mail' section preferences
+    print("\n--- 2. Email Preferences (System & User) ---")
+    pref_keys = [
+        ("Mail", "EmailClient"),
+        ("Mail", "EmailSystem"),
+        ("System", "SoProtocol"),
+        ("Visual", "UseWebTools")
+    ]
+    
+    for section, key in pref_keys:
+        try:
+            # Note: The API for preferences might be /Preference/<Section>/<Key>
+            # or require a search. Let's try direct access first.
+            res = client._get(f"Preference/{section}/{key}")
+            if res:
+                print(f"✅ Preference '{section}/{key}': {json.dumps(res, indent=2)}")
+            else:
+                print(f"❓ Preference '{section}/{key}' not found or empty.")
+        except Exception as e:
+            print(f"⚠️ Error checking preference '{section}/{key}': {e}")
+
+    # 3. Check for specific functional rights (Archive/List)
+    # If we can access 'ShipmentType' list, we might have Marketing
+    print("\n--- 3. Marketing Capability Check ---")
+    try:
+        shipment_types = client._get("List/ShipmentType/Items")
+        if shipment_types:
+            print(f"✅ Found {len(shipment_types)} Shipment Types (Marketing module likely active).")
+            for st in shipment_types:
+                print(f"   - {st.get('Name')} (ID: {st.get('Id')})")
+        else:
+            print("❌ No Shipment Types found (Marketing module might be inactive/restricted).")
+    except Exception as e:
+        print(f"❌ Error checking Shipment Types: {e}")
+
+    # 4. Check Document Template for 'Email'
+    print("\n--- 4. Document Template Configuration ---")
+    try:
+        # We know ID 157 exists, let's inspect it closely
+        tmpl = client._get("DocumentTemplate/157")
+        if tmpl:
+            print(f"Template 157: {tmpl.get('Name')}")
+            print(f"  - Generator: {tmpl.get('Generator')}") # Important! 
+            print(f"  - Filename: {tmpl.get('Filename')}")
+            print(f"  - Direction: {tmpl.get('Direction')}")
+        else:
+            print("❌ Template 157 not found via ID.")
+    except Exception as e:
+        print(f"❌ Error checking Template 157: {e}")
+
+if __name__ == "__main__":
+    diagnose()

connector-superoffice/discover_fields.py

@@ -1,62 +1,50 @@
 import json
+import os
+import sys
+from dotenv import load_dotenv
+load_dotenv(override=True)
 from superoffice_client import SuperOfficeClient
-import logging
 
-# Setup Logging
+# Force unbuffered stdout
-logging.basicConfig(level=logging.INFO)
+sys.stdout.reconfigure(line_buffering=True)
-logger = logging.getLogger("discovery")
 
 def discover():
-    print("🔍 Starting SuperOffice Discovery Tool...")
+    print("🔍 Starting SuperOffice Discovery Tool (Direct Sending)...")
     
-    client = SuperOfficeClient()
+    try:
+        client = SuperOfficeClient()
+    except Exception as e:
+        print(f"❌ Failed to init client: {e}")
+        return
+
     if not client.access_token:
         print("❌ Auth failed. Check .env")
         return
 
-    # 1. Discover UDFs (User Defined Fields)
+    # 4. Check Sending Endpoints
-    print("\n--- 1. User Defined Fields (UDFs) Definitions ---")
+    print("\n--- 4. Direct Sending Endpoints ---")
+    
+    # EMail Agent
+    print(f"Checking Endpoint: Agents/EMail/GetDefaultEMailFromAddress...")
     try:
-        # Fetch Metadata about UDFs to get Labels
+        res = client._get("Agents/EMail/GetDefaultEMailFromAddress")
-        udf_info = client._get("UserDefinedFieldInfo")
+        if res:
-        if udf_info:
+            print(f"✅ Agents/EMail active. Default From: {json.dumps(res)}")
-            print(f"Found {len(udf_info)} UDF definitions.")
-            
-            # Filter for Contact and Person UDFs
-            contact_udfs = [u for u in udf_info if u['UDTargetEntityName'] == 'Contact']
-            person_udfs = [u for u in udf_info if u['UDTargetEntityName'] == 'Person']
-            
-            print(f"\n--- CONTACT UDFs ({len(contact_udfs)}) ---")
-            for u in contact_udfs:
-                print(f"  - Label: '{u['FieldLabel']}' | ProgId: '{u['ProgId']}' | Type: {u['UDFieldType']}")
-
-            print(f"\n--- PERSON UDFs ({len(person_udfs)}) ---")
-            for u in person_udfs:
-                print(f"  - Label: '{u['FieldLabel']}' | ProgId: '{u['ProgId']}' | Type: {u['UDFieldType']}")
-                
         else:
-            print("❌ Could not fetch UserDefinedFieldInfo.")
+            print(f"❓ Agents/EMail returned None (likely 404/403).")
-
     except Exception as e:
-        print(f"❌ Error fetching UDF Info: {e}")
+        print(f"❌ Agents/EMail check failed: {e}")
 
-    print("\n--- 2. Sample Data Inspection ---")
+    # TicketMessage
-    
+    print(f"Checking Endpoint: Archive/dynamic (Ticket)...")
-    lists_to_check = ["position", "business"]
+    try:
-    
+        res = client._get("Archive/dynamic?$select=all&$top=1&entity=ticket")
-    for list_name in lists_to_check:
+        if res:
-        print(f"\nChecking List: '{list_name}'...")
+            print(f"✅ Ticket entities found. Service module active.")
-        try:
+        else:
-            # Endpoint: GET /List/{list_name}/Items
+            print(f"❓ No Ticket entities found (Service module inactive?).")
-            items = client._get(f"List/{list_name}/Items")
+    except Exception as e:
-            if items:
+        print(f"❌ Ticket check failed: {e}")
-                print(f"Found {len(items)} items in '{list_name}':")
-                for item in items:
-                    print(f"  - ID: {item['Id']} | Name: '{item['Name']}'")
-            else:
-                print(f"  (List '{list_name}' is empty or not accessible)")
-        except Exception as e:
-            print(f"  ❌ Failed to fetch list '{list_name}': {e}")
 
 if __name__ == "__main__":
     discover()

connector-superoffice/inspect_person_full.py

@@ -0,0 +1,20 @@
+import os
+import json
+import logging
+from dotenv import load_dotenv
+load_dotenv(override=True)
+from superoffice_client import SuperOfficeClient
+
+logging.basicConfig(level=logging.INFO)
+
+def inspect_person(person_id: int):
+    client = SuperOfficeClient()
+    print(f"📡 Fetching FULL Person {person_id}...")
+    person = client._get(f"Person/{person_id}")
+    if person:
+        print(json.dumps(person, indent=2))
+    else:
+        print("❌ Person not found.")
+
+if __name__ == "__main__":
+    inspect_person(193036)

connector-superoffice/superoffice_client.py

@@ -99,8 +99,10 @@ class SuperOfficeClient:
                 logger.warning(f"⚠️ 401 Unauthorized for {endpoint}. Attempting Token Refresh...")
                 new_token = self._refresh_access_token()
                 if new_token:
+                    logger.info("✅ Token refreshed successfully during retry.")
                     self.access_token = new_token
                     self.headers["Authorization"] = f"Bearer {self.access_token}"
+                    # Recursive retry with the new token
                     return self._request_with_retry(method, endpoint, payload, retry=False)
                 else:
                     logger.error("❌ Token Refresh failed during retry.")