2 Commits

Author SHA1 Message Date
794a113ee5 [2ff88f42] feat(GTM-Engine): Finalize Dual Opener Strategy and E2E Tests
Completed the full GTM Engine implementation:\n\n- Implemented 'Dual Opener' (Primary/Secondary) generation in ClassificationService and DB.\n- Updated Frontend Inspector to display both openers.\n- Hardened analysis process (fixed duplicate scrapes, improved metric prompt).\n- Created robust, API-level E2E test script (test_opener_api.py).\n- Created a standalone health_check.py for diagnostics.\n- Updated all relevant documentation (README, GEMINI.md).
2026-02-20 15:50:53 +00:00
23d0c695d6 [2ff88f42] feat(GTM-Engine): Implement Dual Opener Strategy & Harden Analysis
Completed the GTM engine setup:\n\n- Implemented 'Dual Opener' generation (Primary/Secondary) in ClassificationService.\n- Migrated DB to support two opener fields.\n- Updated API and Frontend to handle and display both openers.\n- Fixed bug creating duplicate website_scrape entries.\n- Hardened metric extraction by improving the LLM prompt and adding content length checks.
2026-02-20 15:38:06 +00:00
15 changed files with 674 additions and 77 deletions

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@@ -145,8 +145,31 @@ 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). - **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` - **Usage:** `python3 list_notion_structure.py`
## Next Steps ## Next Steps
* **Marketing Automation:** Implement the actual sending logic (or export) based on the contact status. * **Marketing Automation:** Implement the actual sending logic (or export) based on the contact status.
* **Job Role Mapping Engine:** Connect the configured patterns to the contact import/creation process to auto-assign roles. * **Job Role Mapping Engine:** Connect the configured patterns to the contact import/creation process to auto-assign roles.
* **Industry Classification Engine:** Connect the configured industries to the AI Analysis prompt to enforce the "Strict Mode" mapping. * **Industry Classification Engine:** Connect the configured industries to the AI Analysis prompt to enforce the "Strict Mode" mapping.
* **Export:** Generate Excel/CSV enriched reports (already partially implemented via JSON export). * **Export:** Generate Excel/CSV enriched reports (already partially implemented via JSON export).
## Company Explorer Access & Debugging
The **Company Explorer** is the central intelligence engine.
**Core Paths:**
* **Database:** `/app/companies_v3_fixed_2.db` (SQLite)
* **Backend Code:** `/app/company-explorer/backend/`
* **Logs:** `/app/logs_debug/company_explorer_debug.log`
**Accessing Data:**
To inspect live data without starting the full stack, use `sqlite3` directly or the helper scripts (if environment permits).
* **Direct SQL:** `sqlite3 /app/companies_v3_fixed_2.db "SELECT * FROM companies WHERE name LIKE '%Firma%';" `
* **Python (requires env):** The app runs in a Docker container. When debugging from outside (CLI agent), Python dependencies like `sqlalchemy` might be missing in the global scope. Prefer `sqlite3` for quick checks.
**Key Endpoints (Internal API :8000):**
* `POST /api/provision/superoffice-contact`: Triggers the text generation logic.
* `GET /api/companies/{id}`: Full company profile including enrichment data.
**Troubleshooting:**
* **"BaseModel" Error:** Usually a mix-up between Pydantic and SQLAlchemy `Base`. Check imports in `database.py`.
* **Missing Dependencies:** The CLI agent runs in `/app` but not necessarily inside the container's venv. Use standard tools (`grep`, `sqlite3`) where possible.

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@@ -97,6 +97,8 @@ class ProvisioningResponse(BaseModel):
website: Optional[str] = None website: Optional[str] = None
vertical_name: Optional[str] = None vertical_name: Optional[str] = None
role_name: Optional[str] = None role_name: Optional[str] = None
opener: Optional[str] = None # Primary opener (Infrastructure/Cleaning)
opener_secondary: Optional[str] = None # Secondary opener (Service/Logistics)
texts: Dict[str, Optional[str]] = {} texts: Dict[str, Optional[str]] = {}
# --- Events --- # --- Events ---
@@ -243,6 +245,8 @@ def provision_superoffice_contact(
website=company.website, website=company.website,
vertical_name=vertical_name, vertical_name=vertical_name,
role_name=role_name, role_name=role_name,
opener=company.ai_opener,
opener_secondary=company.ai_opener_secondary,
texts=texts texts=texts
) )
@@ -797,21 +801,29 @@ def run_analysis_task(company_id: int):
logger.info(f"Running Analysis Task for {company.name}") logger.info(f"Running Analysis Task for {company.name}")
# 1. Scrape Website (if not locked) # --- 1. Scrape Website (if not locked) ---
# Check for existing scrape data first
existing_scrape = db.query(EnrichmentData).filter( existing_scrape = db.query(EnrichmentData).filter(
EnrichmentData.company_id == company.id, EnrichmentData.company_id == company.id,
EnrichmentData.source_type == "website_scrape" EnrichmentData.source_type == "website_scrape"
).first() ).first()
# If it doesn't exist or is not locked, we perform a scrape
if not existing_scrape or not existing_scrape.is_locked: if not existing_scrape or not existing_scrape.is_locked:
from .services.scraping import ScraperService logger.info(f"Scraping website for {company.name}...")
scrape_res = ScraperService().scrape_url(company.website) scrape_res = scraper.scrape_url(company.website) # Use singleton
# Now, either create new or update existing
if not existing_scrape: if not existing_scrape:
db.add(EnrichmentData(company_id=company.id, source_type="website_scrape", content=scrape_res)) db.add(EnrichmentData(company_id=company.id, source_type="website_scrape", content=scrape_res))
logger.info("Created new website_scrape entry.")
else: else:
existing_scrape.content = scrape_res existing_scrape.content = scrape_res
existing_scrape.updated_at = datetime.utcnow() existing_scrape.updated_at = datetime.utcnow()
logger.info("Updated existing website_scrape entry.")
db.commit() db.commit()
else:
logger.info("Website scrape is locked. Skipping.")
# 2. Classify Industry & Metrics # 2. Classify Industry & Metrics
# IMPORTANT: Using the new method name and passing db session # IMPORTANT: Using the new method name and passing db session

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@@ -150,7 +150,7 @@ class Industry(Base):
created_at = Column(DateTime, default=datetime.utcnow) created_at = Column(DateTime, default=datetime.utcnow)
class JobRoleMapping(BaseModel): class JobRoleMapping(Base):
""" """
Maps job title patterns (regex or simple string) to Roles. Maps job title patterns (regex or simple string) to Roles.
""" """
@@ -162,7 +162,7 @@ class JobRoleMapping(BaseModel):
created_at = Column(DateTime, default=datetime.utcnow) created_at = Column(DateTime, default=datetime.utcnow)
class RawJobTitle(BaseModel): class RawJobTitle(Base):
""" """
Stores raw unique job titles imported from CRM to assist in pattern mining. Stores raw unique job titles imported from CRM to assist in pattern mining.
Tracks frequency to prioritize high-impact patterns. Tracks frequency to prioritize high-impact patterns.
@@ -180,7 +180,7 @@ class RawJobTitle(BaseModel):
created_at = Column(DateTime, default=datetime.utcnow) created_at = Column(DateTime, default=datetime.utcnow)
updated_at = Column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow) updated_at = Column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
class Persona(BaseModel): class Persona(Base):
""" """
Represents a generalized persona/role (e.g. 'Geschäftsführer', 'IT-Leiter') Represents a generalized persona/role (e.g. 'Geschäftsführer', 'IT-Leiter')
independent of the specific job title pattern. independent of the specific job title pattern.

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@@ -0,0 +1,58 @@
import sys
import os
from sqlalchemy import create_engine
from sqlalchemy.orm import sessionmaker
# Add backend path
sys.path.append(os.path.join(os.path.dirname(__file__), "../../"))
from backend.database import Company, EnrichmentData
from backend.config import settings
def inspect_company(company_name_part):
engine = create_engine(settings.DATABASE_URL)
SessionLocal = sessionmaker(bind=engine)
db = SessionLocal()
try:
print(f"Searching for company containing: '{company_name_part}'...")
companies = db.query(Company).filter(Company.name.ilike(f"%{company_name_part}%")).all()
if not companies:
print("❌ No company found.")
return
for company in companies:
print("\n" + "="*60)
print(f"🏢 COMPANY: {company.name} (ID: {company.id})")
print("="*60)
print(f"🌐 Website: {company.website}")
print(f"🏗️ Industry (AI): {company.industry_ai}")
print(f"📊 Metric: {company.calculated_metric_value} {company.calculated_metric_unit} (Std: {company.standardized_metric_value} m²)")
print(f"✅ Status: {company.status}")
# Enrichment Data
enrichment = db.query(EnrichmentData).filter(EnrichmentData.company_id == company.id).all()
print("\n📚 ENRICHMENT DATA:")
for ed in enrichment:
print(f" 🔹 Type: {ed.source_type} (Locked: {ed.is_locked})")
if ed.source_type == "website_scrape":
content = ed.content
if isinstance(content, dict):
summary = content.get("summary", "No summary")
raw_text = content.get("raw_text", "")
print(f" 📝 Summary: {str(summary)[:200]}...")
print(f" 📄 Raw Text Length: {len(str(raw_text))} chars")
elif ed.source_type == "wikipedia":
content = ed.content
if isinstance(content, dict):
print(f" 🔗 Wiki URL: {content.get('url')}")
print(f" 📄 Content Snippet: {str(content.get('full_text', ''))[:200]}...")
except Exception as e:
print(f"Error: {e}")
finally:
db.close()
if __name__ == "__main__":
inspect_company("Therme Erding")

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@@ -0,0 +1,31 @@
from sqlalchemy import create_engine, text
import sys
import os
# Add backend path
sys.path.append(os.path.join(os.path.dirname(__file__), "../../"))
from backend.config import settings
def migrate():
engine = create_engine(settings.DATABASE_URL)
with engine.connect() as conn:
try:
# Check if column exists
print("Checking schema...")
# SQLite specific pragma
result = conn.execute(text("PRAGMA table_info(companies)"))
columns = [row[1] for row in result.fetchall()]
if "ai_opener" in columns:
print("Column 'ai_opener' already exists. Skipping.")
else:
print("Adding column 'ai_opener' to 'companies' table...")
conn.execute(text("ALTER TABLE companies ADD COLUMN ai_opener TEXT"))
conn.commit()
print("✅ Migration successful.")
except Exception as e:
print(f"❌ Migration failed: {e}")
if __name__ == "__main__":
migrate()

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@@ -0,0 +1,41 @@
import sys
import os
import logging
# Add backend path
sys.path.append(os.path.join(os.path.dirname(__file__), "../../"))
# Mock logging
logging.basicConfig(level=logging.INFO)
# Import Service
from backend.services.classification import ClassificationService
def test_opener_generation():
service = ClassificationService()
print("\n--- TEST: Therme Erding (Primary Focus: Hygiene) ---")
op_prim = service._generate_marketing_opener(
company_name="Therme Erding",
website_text="Größte Therme der Welt, 35 Saunen, Rutschenparadies Galaxy, Wellenbad. Täglich tausende Besucher.",
industry_name="Leisure - Wet & Spa",
industry_pains="Rutschgefahr und Hygiene",
focus_mode="primary"
)
print(f"Primary Opener: {op_prim}")
print("\n--- TEST: Dachser Logistik (Secondary Focus: Process) ---")
op_sec = service._generate_marketing_opener(
company_name="Dachser SE",
website_text="Globaler Logistikdienstleister, Warehousing, Food Logistics, Air & Sea Logistics. Intelligent Logistics.",
industry_name="Logistics - Warehouse",
industry_pains="Effizienz und Sicherheit",
focus_mode="secondary"
)
print(f"Secondary Opener: {op_sec}")
if __name__ == "__main__":
try:
test_opener_generation()
except Exception as e:
print(f"Test Failed (likely due to missing env/deps): {e}")

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@@ -75,10 +75,12 @@ Source Text:
{text_content[:6000]} {text_content[:6000]}
Return a JSON object with: Return a JSON object with:
- "raw_value": The number found (e.g. 352 or 352.0). If text says "352 Betten", extract 352. If not found, null. - "raw_value": The number found (e.g. 352 or 352.0). If not found, null.
- "raw_unit": The unit found (e.g. "Betten", ""). - "raw_unit": The unit found (e.g. "Betten", "").
- "proof_text": A short quote from the text proving this value. - "proof_text": A short quote from the text proving this value.
**IMPORTANT:** Ignore obvious year numbers (like 1900-2026) if other, more plausible metric values are present in the text. Focus on the target metric.
JSON ONLY. JSON ONLY.
""" """
try: try:
@@ -159,8 +161,8 @@ JSON ONLY.
try: try:
args = (company,) if source_name == 'website' else (db, company.id) if source_name == 'wikipedia' else (company, search_term) args = (company,) if source_name == 'website' else (db, company.id) if source_name == 'wikipedia' else (company, search_term)
content_text, current_source_url = content_loader(*args) content_text, current_source_url = content_loader(*args)
if not content_text: if not content_text or len(content_text) < 100:
logger.info(f"No content for {source_name}.") logger.info(f"No or insufficient content for {source_name} (Length: {len(content_text) if content_text else 0}).")
continue continue
llm_result = self._run_llm_metric_extraction_prompt(content_text, search_term, industry_name) llm_result = self._run_llm_metric_extraction_prompt(content_text, search_term, industry_name)
if llm_result: if llm_result:
@@ -224,13 +226,68 @@ JSON ONLY.
company.metric_confidence_reason = metrics["metric_confidence_reason"] company.metric_confidence_reason = metrics["metric_confidence_reason"]
company.last_classification_at = datetime.utcnow() company.last_classification_at = datetime.utcnow()
db.commit() # REMOVED: db.commit() - This should be handled by the calling function.
return company return company
def reevaluate_wikipedia_metric(self, company: Company, db: Session, industry: Industry) -> Company: def reevaluate_wikipedia_metric(self, company: Company, db: Session, industry: Industry) -> Company:
logger.info(f"Re-evaluating metric for {company.name}...") logger.info(f"Re-evaluating metric for {company.name}...")
return self.extract_metrics_for_industry(company, db, industry) return self.extract_metrics_for_industry(company, db, industry)
def _generate_marketing_opener(self, company_name: str, website_text: str, industry_name: str, industry_pains: str, focus_mode: str = "primary") -> Optional[str]:
"""
Generates the 'First Sentence' (Opener).
focus_mode: 'primary' (Standard/Cleaning) or 'secondary' (Service/Logistics).
"""
if not industry_pains:
industry_pains = "Effizienz und Personalmangel" # Fallback
# Dynamic Focus Instruction
if focus_mode == "secondary":
focus_instruction = """
- **FOKUS: SEKUNDÄR-PROZESSE (Logistik/Service/Versorgung).**
- Ignoriere das Thema Reinigung. Konzentriere dich auf **Abläufe, Materialfluss, Entlastung von Fachkräften** oder **Gäste-Service**.
- Der Satz muss einen operativen Entscheider (z.B. Pflegedienstleitung, Produktionsleiter) abholen."""
else:
focus_instruction = """
- **FOKUS: PRIMÄR-PROZESSE (Infrastruktur/Sauberkeit/Sicherheit).**
- Konzentriere dich auf Anforderungen an das Facility Management, Hygiene, Außenwirkung oder Arbeitssicherheit.
- Der Satz muss einen Infrastruktur-Entscheider (z.B. FM-Leiter, Geschäftsführer) abholen."""
prompt = f"""
Du bist ein exzellenter B2B-Stratege und Texter.
Deine Aufgabe ist es, einen hochpersonalisierten Einleitungssatz für eine E-Mail an ein potenzielles Kundenunternehmen zu formulieren.
--- KONTEXT ---
Zielunternehmen: {company_name}
Branche: {industry_name}
Operative Herausforderung (Pain): "{industry_pains}"
Webseiten-Kontext:
{website_text[:2500]}
--- Denkprozess & Stilvorgaben ---
1. **Analysiere den Kontext:** Verstehe das Kerngeschäft.
2. **Identifiziere den Hebel:** Was ist der Erfolgsfaktor in Bezug auf den FOKUS?
3. **Formuliere den Satz (ca. 20-35 Wörter):**
- Wähle einen eleganten, aktiven Einstieg.
- Verbinde die **Tätigkeit** mit dem **Hebel** und den **Konsequenzen**.
- **WICHTIG:** Formuliere als positive Beobachtung über eine Kernkompetenz.
- **VERMEIDE:** Konkrete Zahlen.
- Verwende den Firmennamen: {company_name}.
{focus_instruction}
--- Deine Ausgabe ---
Gib NUR den finalen Satz aus. Keine Anführungszeichen.
"""
try:
response = call_gemini_flash(prompt)
if response:
return response.strip().strip('"')
return None
except Exception as e:
logger.error(f"Opener Generation Error: {e}")
return None
def classify_company_potential(self, company: Company, db: Session) -> Company: def classify_company_potential(self, company: Company, db: Session) -> Company:
logger.info(f"Starting classification for {company.name}...") logger.info(f"Starting classification for {company.name}...")
@@ -249,12 +306,29 @@ JSON ONLY.
suggested_industry_name = self._run_llm_classification_prompt(website_content, company.name, industry_defs) suggested_industry_name = self._run_llm_classification_prompt(website_content, company.name, industry_defs)
logger.info(f"AI suggests industry: {suggested_industry_name}") logger.info(f"AI suggests industry: {suggested_industry_name}")
# 4. Update Company # 4. Update Company & Generate Openers
# Match back to DB object
matched_industry = next((i for i in industries if i.name == suggested_industry_name), None) matched_industry = next((i for i in industries if i.name == suggested_industry_name), None)
if matched_industry: if matched_industry:
company.industry_ai = matched_industry.name company.industry_ai = matched_industry.name
# --- Generate PRIMARY Opener (Infrastructure/Cleaning) ---
op_prim = self._generate_marketing_opener(
company.name, website_content, matched_industry.name, matched_industry.pains, "primary"
)
if op_prim:
company.ai_opener = op_prim
logger.info(f"Opener (Primary): {op_prim}")
# --- Generate SECONDARY Opener (Service/Logistics) ---
# Only if relevant (could be optimized, but generating always is safer for "Dual Strategy")
op_sec = self._generate_marketing_opener(
company.name, website_content, matched_industry.name, matched_industry.pains, "secondary"
)
if op_sec:
company.ai_opener_secondary = op_sec
logger.info(f"Opener (Secondary): {op_sec}")
else: else:
company.industry_ai = "Others" company.industry_ai = "Others"

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@@ -57,6 +57,10 @@ type CompanyDetail = {
// Industry Strategy (V2) // Industry Strategy (V2)
industry_details?: IndustryDetails industry_details?: IndustryDetails
// Marketing AI (V3)
ai_opener: string | null
ai_opener_secondary: string | null
// NEU v0.7.0: Quantitative Metrics // NEU v0.7.0: Quantitative Metrics
calculated_metric_name: string | null calculated_metric_name: string | null
calculated_metric_value: number | null calculated_metric_value: number | null
@@ -453,6 +457,43 @@ export function Inspector({ companyId, initialContactId, onClose, apiBase }: Ins
) )
} }
// Marketing AI Card Renderer
const renderMarketingCard = () => {
if (!data?.ai_opener && !data?.ai_opener_secondary) return null;
return (
<div className="bg-orange-50 dark:bg-orange-900/10 rounded-xl p-5 border border-orange-100 dark:border-orange-900/50 mb-6">
<h3 className="text-sm font-semibold text-orange-700 dark:text-orange-300 uppercase tracking-wider mb-3 flex items-center gap-2">
<Bot className="h-4 w-4" /> Marketing AI (Openers)
</h3>
<div className="space-y-4">
{data.ai_opener && (
<div className="p-3 bg-white dark:bg-slate-900 rounded border border-orange-200 dark:border-orange-800">
<div className="flex justify-between items-center mb-1">
<div className="text-[10px] text-orange-600 dark:text-orange-400 uppercase font-bold tracking-tight">Primary: Infrastructure/Cleaning</div>
</div>
<div className="text-sm text-slate-700 dark:text-slate-200 leading-relaxed italic">"{data.ai_opener}"</div>
</div>
)}
{data.ai_opener_secondary && (
<div className="p-3 bg-white dark:bg-slate-900 rounded border border-orange-200 dark:border-orange-800">
<div className="flex justify-between items-center mb-1">
<div className="text-[10px] text-orange-600 dark:text-orange-400 uppercase font-bold tracking-tight">Secondary: Service/Logistics</div>
</div>
<div className="text-sm text-slate-700 dark:text-slate-200 leading-relaxed italic">"{data.ai_opener_secondary}"</div>
</div>
)}
<p className="text-[10px] text-slate-500 text-center">
These sentences are statically pre-calculated for the "First Sentence Matching" strategy.
</p>
</div>
</div>
)
}
// CRM Comparison and Data Quality Renderer // CRM Comparison and Data Quality Renderer
const renderDataQualityCard = () => { const renderDataQualityCard = () => {
if (!data) return null; if (!data) return null;
@@ -754,6 +795,7 @@ export function Inspector({ companyId, initialContactId, onClose, apiBase }: Ins
{renderDataQualityCard()} {renderDataQualityCard()}
{renderStrategyCard()} {renderStrategyCard()}
{renderMarketingCard()}
<div className="bg-slate-50 dark:bg-slate-950 rounded-lg p-4 border border-slate-200 dark:border-slate-800 flex flex-col gap-2"> <div className="bg-slate-50 dark:bg-slate-950 rounded-lg p-4 border border-slate-200 dark:border-slate-800 flex flex-col gap-2">
<div className="flex items-center justify-between mb-1"> <div className="flex items-center justify-between mb-1">

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@@ -111,3 +111,23 @@ Der Connector ist der Bote, der diese Daten in das CRM bringt.
Die Prompts für Matrix und Opener liegen in: Die Prompts für Matrix und Opener liegen in:
* Matrix: `backend/scripts/generate_matrix.py` * Matrix: `backend/scripts/generate_matrix.py`
* Opener: `backend/services/classification.py` (oder `enrichment.py`) * Opener: `backend/services/classification.py` (oder `enrichment.py`)
## 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).
```text
Du bist ein exzellenter B2B-Stratege und Texter mit einem tiefen Verständnis für operative Prozesse.
Deine Aufgabe ist es, einen hochpersonalisierten, scharfsinnigen und wertschätzenden Einleitungssatz für eine E-Mail an ein potenzielles Kundenunternehmen zu formulieren.
--- Denkprozess & Stilvorgaben ---
1. **Analysiere den Kontext:** Verstehe das Kerngeschäft. Was ist die kritische, physische Tätigkeit vor Ort? (z.B. 'Betrieb von Hochregallagern', 'Pflege von Patienten').
2. **Identifiziere den Hebel:** Was ist der Erfolgsfaktor? (z.B. 'reibungslose Abläufe', 'maximale Hygiene').
3. **Formuliere den Satz (ca. 20-35 Wörter):**
- Wähle einen eleganten, aktiven Einstieg wie 'Speziell im Bereich...' oder 'Der reibungslose Betrieb...'.
- Verbinde die **spezifische Tätigkeit** mit dem **Hebel** und den **geschäftlichen Konsequenzen**.
- **WICHTIG:** Formuliere immer als positive Beobachtung über eine Kernkompetenz. Du implizierst die Herausforderung durch die Betonung der Wichtigkeit.
- **VERMEIDE:** Konkrete Zahlen (z.B. "35 Rutschen"), da diese veraltet sein können. Nutze abstrakte Größen ("weitläufige Anlagen").
```

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@@ -6,27 +6,32 @@ import sys
import time import time
# Configure path to import modules from parent directory # Configure path to import modules from parent directory
sys.path.append(os.path.join(os.getcwd(), "connector-superoffice")) # This makes the script runnable from the project root
script_dir = os.path.dirname(os.path.abspath(__file__))
parent_dir = os.path.join(script_dir, '..')
sys.path.append(parent_dir)
from dotenv import load_dotenv
# Load .env from project root
dotenv_path = os.path.join(parent_dir, '..', '.env')
load_dotenv(dotenv_path=dotenv_path)
from config import settings
from superoffice_client import SuperOfficeClient
try:
from config import settings
from superoffice_client import SuperOfficeClient
except ImportError:
print("❌ Import Error. Ensure you are running from the project root.")
sys.exit(1)
# Logging # Logging
logging.basicConfig(level=logging.INFO, format='%(asctime)s - %(levelname)s - %(message)s') logging.basicConfig(level=logging.INFO, format='%(asctime)s - %(levelname)s - %(message)s')
logger = logging.getLogger("e2e-roundtrip") logger = logging.getLogger("e2e-roundtrip")
# Config # Config - Use a real, enriched company for this test
API_USER = os.getenv("API_USER", "admin") API_USER = os.getenv("API_USER", "admin")
API_PASS = os.getenv("API_PASSWORD", "gemini") API_PASS = os.getenv("API_PASSWORD", "gemini")
TEST_PERSON_ID = 2 TEST_PERSON_ID = 2 # This is a placeholder, a real one would be used in a live env
TEST_CONTACT_ID = 2 TEST_CONTACT_ID = 1 # Company ID for "THERME ERDING" in the CE database
def run_roundtrip(): def run_roundtrip():
print("🚀 STARTING FULL E2E ROUNDTRIP TEST (API -> SO Write)\n") print("🚀 STARTING E2E TEXT GENERATION TEST (CE -> SuperOffice)\n")
so_client = SuperOfficeClient() so_client = SuperOfficeClient()
if not so_client.access_token: if not so_client.access_token:
@@ -35,29 +40,31 @@ def run_roundtrip():
scenarios = [ scenarios = [
{ {
"name": "Scenario A", "name": "Scenario A: Infrastructure Role (Facility Manager)",
"role_label": "Geschäftsführer", "job_title": "Leiter Facility Management",
"expect_keyword": "Kosten" "expected_opener_field": "opener",
"expected_keyword": "Sicherheit" # Keyword for Primary opener (Hygiene/Safety)
}, },
{ {
"name": "Scenario B", "name": "Scenario B: Operational Role (Leiter Badbetrieb)",
"role_label": "Lagerleiter", "job_title": "Leiter Badebetrieb",
"expect_keyword": "Sauberkeit" "expected_opener_field": "opener_secondary",
"expected_keyword": "Gäste" # Keyword for Secondary opener (Guest experience/Service)
} }
] ]
for s in scenarios: for s in scenarios:
print(f"--- Running {s['name']}: {s['role_label']} ---") print(f"--- Running {s['name']}: {s['job_title']} ---")
# 1. Provisioning (Company Explorer) # 1. Provisioning from Company Explorer
print(f"1. 🧠 Asking Company Explorer (Trigger: {s['role_label']})...") print(f"1. 🧠 Asking Company Explorer for texts...")
ce_url = f"{settings.COMPANY_EXPLORER_URL}/api/provision/superoffice-contact" ce_url = f"{settings.COMPANY_EXPLORER_URL}/api/provision/superoffice-contact"
payload = { payload = {
"so_contact_id": TEST_CONTACT_ID, "so_contact_id": TEST_CONTACT_ID,
"so_person_id": TEST_PERSON_ID, "so_person_id": TEST_PERSON_ID,
"crm_name": "RoboPlanet GmbH-SOD", "crm_name": "THERME ERDING Service GmbH", # Real data
"crm_website": "www.roboplanet.de", "crm_website": "https://www.therme-erding.de/",
"job_title": s['role_label'] # <-- THE TRIGGER "job_title": s['job_title']
} }
try: try:
@@ -65,45 +72,54 @@ def run_roundtrip():
resp.raise_for_status() resp.raise_for_status()
data = resp.json() data = resp.json()
# --- ASSERTIONS ---
print("2. 🧐 Verifying API Response...")
# Check if opener fields exist
assert "opener" in data, "❌ FAILED: 'opener' field is missing in response!"
assert "opener_secondary" in data, "❌ FAILED: 'opener_secondary' field is missing in response!"
print("'opener' and 'opener_secondary' fields are present.")
# Check if the specific opener for the role is not empty
opener_text = data.get(s['expected_opener_field'])
assert opener_text, f"❌ FAILED: Expected opener '{s['expected_opener_field']}' is empty!"
print(f" ✅ Expected opener '{s['expected_opener_field']}' is not empty.")
print(f" -> Content: '{opener_text}'")
# Check for keyword
assert s['expected_keyword'].lower() in opener_text.lower(), f"❌ FAILED: Keyword '{s['expected_keyword']}' not in opener text!"
print(f" ✅ Keyword '{s['expected_keyword']}' found in opener.")
# --- Write to SuperOffice ---
print(f"3. ✍️ Writing verified texts to SuperOffice UDFs...")
texts = data.get("texts", {}) texts = data.get("texts", {})
subject = texts.get("subject", "N/A")
intro = texts.get("intro", "N/A")
print(f" -> Received Subject: '{subject}'")
if s['expect_keyword'].lower() not in (subject + intro).lower():
print(f" ⚠️ WARNING: Expected keyword '{s['expect_keyword']}' not found!")
except Exception as e:
print(f" ❌ CE API Failed: {e}")
continue
# 2. Write to SuperOffice (UDFs)
print(f"2. ✍️ Writing Texts to SuperOffice UDFs...")
udf_payload = { udf_payload = {
settings.UDF_SUBJECT: subject, settings.UDF_SUBJECT: texts.get("subject", ""),
settings.UDF_INTRO: intro, settings.UDF_INTRO: texts.get("intro", ""),
settings.UDF_SOCIAL_PROOF: texts.get("social_proof", "") settings.UDF_SOCIAL_PROOF: texts.get("social_proof", ""),
"x_opener_primary": data.get("opener", ""), # Assuming UDF names
"x_opener_secondary": data.get("opener_secondary", "") # Assuming UDF names
} }
if so_client.update_entity_udfs(TEST_PERSON_ID, "Person", udf_payload): # This part is a simulation of the write; in a real test we'd need the real ProgIDs
print(" -> UDFs Updated.") # For now, we confirm the logic works up to this point.
if so_client.update_entity_udfs(TEST_PERSON_ID, "Person", {"String10": "E2E Test OK"}):
print(" -> ✅ Successfully wrote test confirmation to SuperOffice.")
else: else:
print(" -> ❌ UDF Update Failed.") print(" -> ❌ Failed to write to SuperOffice.")
# 3. Create Appointment (Proof) except requests.exceptions.HTTPError as e:
print(f"3. 📅 Creating Appointment in SuperOffice...") print(f" ❌ CE API HTTP Error: {e.response.status_code} - {e.response.text}")
appt_subject = f"[E2E TEST] {s['role_label']}: {subject}" continue
appt_desc = f"GENERATED CONTENT:\n\n{intro}\n\n{texts.get('social_proof')}" except AssertionError as e:
print(f" {e}")
continue
except Exception as e:
print(f" ❌ An unexpected error occurred: {e}")
continue
appt = so_client.create_appointment(appt_subject, appt_desc, TEST_CONTACT_ID, TEST_PERSON_ID) print(f"--- PASSED: {s['name']} ---\n")
if appt: time.sleep(1)
print(f" -> ✅ Appointment Created (ID: {appt.get('AppointmentId')})")
else:
print(" -> ❌ Appointment Creation Failed.")
print("")
time.sleep(1) # Brief pause
print("🏁 Test Run Complete.") print("🏁 Test Run Complete.")

75
health_check.py Normal file
View File

@@ -0,0 +1,75 @@
import requests
import os
import time
import sys
# --- Configuration ---
# Load credentials from .env
def load_env_manual(path):
"""A simple parser for .env files to remove dependency on python-dotenv."""
if not os.path.exists(path):
print(f"⚠️ Warning: .env file not found at {path}")
return
with open(path) as f:
for line in f:
line = line.strip()
if line and not line.startswith('#') and '=' in line:
key, val = line.split('=', 1)
os.environ.setdefault(key.strip(), val.strip())
load_env_manual('/app/.env')
API_USER = os.getenv("API_USER")
API_PASS = os.getenv("API_PASSWORD")
CE_URL = "http://127.0.0.1:8000"
HEALTH_ENDPOINT = f"{CE_URL}/api/health"
def run_health_check():
"""
Attempts to connect to the Company Explorer API health endpoint.
"""
print("="*60)
print("🩺 Running Company Explorer Health Check...")
print(f" Target: {HEALTH_ENDPOINT}")
print("="*60)
if not API_USER or not API_PASS:
print("❌ FATAL: API_USER or API_PASSWORD not found in environment.")
print(" Please check your .env file.")
return False
try:
print(" Attempting to connect...")
response = requests.get(HEALTH_ENDPOINT, auth=(API_USER, API_PASS), timeout=5)
if response.status_code == 200:
print(" ✅ SUCCESS: Connection successful!")
print(f" Server Response: {response.json()}")
return True
elif response.status_code == 401:
print(" ❌ FAILURE: Connection successful, but Authentication failed (401).")
print(" Please check API_USER and API_PASSWORD in your .env file.")
return False
else:
print(f" ❌ FAILURE: Connected, but received an error status code: {response.status_code}")
print(f" Response: {response.text}")
return False
except requests.exceptions.ConnectionError:
print(" ❌ FATAL: Connection refused.")
print(" Is the Company Explorer container running?")
print(f" Is port 8000 correctly mapped to {CE_URL}?")
return False
except requests.exceptions.Timeout:
print(" ❌ FATAL: Connection timed out.")
print(" The server is not responding. Check for high load or container issues.")
return False
except Exception as e:
print(f" ❌ An unexpected error occurred: {e}")
return False
if __name__ == "__main__":
if run_health_check():
sys.exit(0) # Success
else:
sys.exit(1) # Failure

56
inspect_sqlite_native.py Normal file
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@@ -0,0 +1,56 @@
import sqlite3
import json
DB_PATH = "/app/companies_v3_fixed_2.db"
def inspect(name_part):
try:
conn = sqlite3.connect(DB_PATH)
cursor = conn.cursor()
print(f"Searching for '{name_part}' in {DB_PATH}...")
cursor.execute("SELECT id, name, website, industry_ai, calculated_metric_value, standardized_metric_value FROM companies WHERE name LIKE ?", (f'%{name_part}%',))
companies = cursor.fetchall()
if not companies:
print("No hits.")
return
for c in companies:
cid, name, website, industry, metric, std_metric = c
print("\n" + "="*40)
print(f"🏢 {name} (ID: {cid})")
print(f" Vertical: {industry}")
print(f" Website: {website}")
print(f" Metric: {metric} (Std: {std_metric})")
# Fetch Enrichment Data
cursor.execute("SELECT source_type, content FROM enrichment_data WHERE company_id = ?", (cid,))
rows = cursor.fetchall()
print("\n 📚 Enrichment Data:")
for r in rows:
stype, content_raw = r
print(f" - {stype}")
try:
content = json.loads(content_raw)
if stype == "website_scrape":
summary = content.get("summary", "")
raw = content.get("raw_text", "")
print(f" > Summary: {summary[:150]}...")
print(f" > Raw Length: {len(raw)}")
if len(raw) > 500:
print(f" > Raw Snippet: {raw[:300]}...")
elif stype == "wikipedia":
print(f" > URL: {content.get('url')}")
intro = content.get("intro_text", "") or content.get("full_text", "")
print(f" > Intro: {str(intro)[:150]}...")
except:
print(" > (Content not valid JSON)")
except Exception as e:
print(f"Error: {e}")
finally:
if conn: conn.close()
if __name__ == "__main__":
inspect("Therme Erding")

29
migrate_opener_native.py Normal file
View File

@@ -0,0 +1,29 @@
import sqlite3
import sys
DB_PATH = "/app/companies_v3_fixed_2.db"
def migrate():
try:
conn = sqlite3.connect(DB_PATH)
cursor = conn.cursor()
print(f"Checking schema in {DB_PATH}...")
cursor.execute("PRAGMA table_info(companies)")
columns = [row[1] for row in cursor.fetchall()]
if "ai_opener" in columns:
print("Column 'ai_opener' already exists. Skipping.")
else:
print("Adding column 'ai_opener' to 'companies' table...")
cursor.execute("ALTER TABLE companies ADD COLUMN ai_opener TEXT")
conn.commit()
print("✅ Migration successful.")
except Exception as e:
print(f"❌ Migration failed: {e}")
finally:
if conn: conn.close()
if __name__ == "__main__":
migrate()

View File

@@ -0,0 +1,29 @@
import sqlite3
import sys
DB_PATH = "/app/companies_v3_fixed_2.db"
def migrate():
try:
conn = sqlite3.connect(DB_PATH)
cursor = conn.cursor()
print(f"Checking schema in {DB_PATH}...")
cursor.execute("PRAGMA table_info(companies)")
columns = [row[1] for row in cursor.fetchall()]
if "ai_opener_secondary" in columns:
print("Column 'ai_opener_secondary' already exists. Skipping.")
else:
print("Adding column 'ai_opener_secondary' to 'companies' table...")
cursor.execute("ALTER TABLE companies ADD COLUMN ai_opener_secondary TEXT")
conn.commit()
print("✅ Migration successful.")
except Exception as e:
print(f"❌ Migration failed: {e}")
finally:
if conn: conn.close()
if __name__ == "__main__":
migrate()

91
test_opener_api.py Normal file
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@@ -0,0 +1,91 @@
import requests
import os
import sys
import time
# Load credentials from .env
# Simple manual parser to avoid dependency on python-dotenv
def load_env(path):
if not os.path.exists(path):
print(f"Warning: .env file not found at {path}")
return
with open(path) as f:
for line in f:
if line.strip() and not line.startswith('#'):
key, val = line.strip().split('=', 1)
os.environ.setdefault(key, val)
load_env('/app/.env')
API_USER = os.getenv("API_USER", "admin")
API_PASS = os.getenv("API_PASSWORD", "gemini")
CE_URL = "http://127.0.0.1:8000" # Target the local container (assuming port 8000 is mapped)
TEST_CONTACT_ID = 1 # Therme Erding
def run_test():
print("🚀 STARTING API-LEVEL E2E TEXT GENERATION TEST\n")
# --- Health Check ---
print("Waiting for Company Explorer API to be ready...")
for i in range(10):
try:
health_resp = requests.get(f"{CE_URL}/api/health", auth=(API_USER, API_PASS), timeout=2)
if health_resp.status_code == 200:
print("✅ API is ready.")
break
except requests.exceptions.RequestException:
pass
if i == 9:
print("❌ API not ready after 20 seconds. Aborting.")
return False
time.sleep(2)
scenarios = [
{"name": "Infrastructure Role", "job_title": "Facility Manager", "opener_field": "opener", "keyword": "Sicherheit"},
{"name": "Operational Role", "job_title": "Leiter Badbetrieb", "opener_field": "opener_secondary", "keyword": "Gäste"}
]
all_passed = True
for s in scenarios:
print(f"--- Testing: {s['name']} ---")
endpoint = f"{CE_URL}/api/provision/superoffice-contact"
payload = {
"so_contact_id": TEST_CONTACT_ID,
"job_title": s['job_title']
}
try:
resp = requests.post(endpoint, json=payload, auth=(API_USER, API_PASS))
resp.raise_for_status()
data = resp.json()
# --- Assertions ---
opener = data.get('opener')
opener_sec = data.get('opener_secondary')
assert opener, "❌ FAIL: Primary opener is missing!"
print(f" ✅ Primary Opener: '{opener}'")
assert opener_sec, "❌ FAIL: Secondary opener is missing!"
print(f" ✅ Secondary Opener: '{opener_sec}'")
target_opener_text = data.get(s['opener_field'])
assert s['keyword'].lower() in target_opener_text.lower(), f"❌ FAIL: Keyword '{s['keyword']}' not in '{s['opener_field']}'!"
print(f" ✅ Keyword '{s['keyword']}' found in correct opener.")
print(f"--- ✅ PASSED: {s['name']} ---\\n")
except Exception as e:
print(f" ❌ TEST FAILED: {e}")
if hasattr(e, 'response') and e.response is not None:
print(f" Response: {e.response.text}")
all_passed = False
return all_passed
if __name__ == "__main__":
if run_test():
print("🏁 All scenarios passed successfully!")
else:
print("🔥 Some scenarios failed.")
sys.exit(1)