Floke
538e42b5ea
This commit extends the SuperOffice connector to support the creation and linking of Sale \(Opportunity\) and Project \(Campaign\) entities, providing a comprehensive foundation for both sales and marketing automation workflows.
Key achievements:
- **`SUPEROFFICE_INTEGRATION_PLAN.md`**: Updated to include strategic mapping of D365 concepts \(Opportunity, Campaign\) to SuperOffice entities \(Sale, Project\).
- **`connector-superoffice/superoffice_client.py`**:
- Implemented `create_sale` method to generate new opportunities, correctly mapping `Title` to SuperOffices
123 lines
4.8 KiB
Python
123 lines
4.8 KiB
Python
import os
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import logging
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from dotenv import load_dotenv
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from auth_handler import AuthHandler
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from superoffice_client import SuperOfficeClient
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# Setup logging
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logging.basicConfig(
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level=logging.INFO,
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format='%(asctime)s - %(name)s - %(levelname)s - %(message)s'
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)
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logger = logging.getLogger(__name__)
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def main():
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# Load .env from the root directory
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# If running from /app, .env is in the same directory.
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# If running from /app/connector-superoffice, it's in ../.env
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if os.path.exists(".env"):
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load_dotenv(".env", override=True)
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elif os.path.exists("../.env"):
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load_dotenv("../.env", override=True)
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logger.info("Starting SuperOffice Connector S2S POC...")
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try:
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# Initialize Auth
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auth = AuthHandler()
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# Initialize Client
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client = SuperOfficeClient(auth)
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# 1. Test Connection
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logger.info("Step 1: Testing connection...")
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user_info = client.test_connection()
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if user_info:
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logger.info(f"Connected successfully as: {user_info.get('FullName')}")
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else:
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logger.error("Connection test failed.")
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return
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# 2. Search for our demo company
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demo_company_name = "Gemini Test Company [2ff88f42]"
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logger.info(f"Step 2: Searching for company '{demo_company_name}'...")
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contact = client.find_contact_by_criteria(name=demo_company_name)
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target_contact_id = None
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if contact:
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target_contact_id = contact.get('ContactId')
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logger.info(f"Found existing demo company: {contact.get('Name')} (ID: {target_contact_id})")
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else:
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logger.info(f"Demo company not found. Creating new one...")
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demo_company_url = "https://www.gemini-test-company.com"
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demo_company_orgnr = "DE123456789"
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new_contact = client.create_contact(
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name=demo_company_name,
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url=demo_company_url,
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org_nr=demo_company_orgnr
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)
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if new_contact:
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target_contact_id = new_contact.get('ContactId')
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logger.info(f"Created new demo company with ID: {target_contact_id}")
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# 3. Create a Person linked to this company
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if target_contact_id:
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logger.info(f"Step 3: Creating Person for Contact ID {target_contact_id}...")
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# Create Max Mustermann
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person = client.create_person(
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first_name="Max",
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last_name="Mustermann",
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contact_id=target_contact_id,
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email="max.mustermann@gemini-test.com"
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)
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if person:
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logger.info("SUCCESS: Person created!")
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person_id = person.get('PersonId')
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logger.info(f"Name: {person.get('Firstname')} {person.get('Lastname')}")
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logger.info(f"Person ID: {person_id}")
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logger.info(f"Linked to Contact ID: {person.get('Contact').get('ContactId')}")
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# 4. Create a Sale for this company
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logger.info(f"Step 4: Creating Sale for Contact ID {target_contact_id}...")
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sale = client.create_sale(
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title=f"Robotics Automation Opportunity - {demo_company_name}",
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contact_id=target_contact_id,
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person_id=person_id,
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amount=50000.0
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)
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if sale:
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logger.info("SUCCESS: Sale created!")
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logger.info(f"Sale Title: {sale.get('Heading')}")
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logger.info(f"Sale ID: {sale.get('SaleId')}")
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else:
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logger.error("Failed to create sale.")
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# 5. Create a Project for this company and add the person to it
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logger.info(f"Step 5: Creating Project for Contact ID {target_contact_id} and adding Person ID {person_id}...")
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project = client.create_project(
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name=f"Marketing Campaign Q1 [2ff88f42]",
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contact_id=target_contact_id,
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person_id=person_id
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)
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if project:
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logger.info("SUCCESS: Project created and person added!")
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logger.info(f"Project Name: {project.get('Name')}")
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logger.info(f"Project ID: {project.get('ProjectId')}")
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else:
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logger.error("Failed to create project.")
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else:
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logger.error("Failed to create person.")
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else:
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logger.error("Skipping person creation because company could not be found or created.")
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except Exception as e:
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logger.error(f"An error occurred: {e}", exc_info=True)
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if __name__ == "__main__":
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main()
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