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
70 lines
3.2 KiB
Python
70 lines
3.2 KiB
Python
import os
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import logging
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import json
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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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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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def discover_fields():
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load_dotenv(dotenv_path="../.env")
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auth = AuthHandler()
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client = SuperOfficeClient(auth)
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try:
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logger.info("Fetching general Contact metadata...")
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general_metadata_url = client._get_url("v1/Metadata/Contact")
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resp = client.session.get(general_metadata_url, headers=client._get_headers())
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resp.raise_for_status()
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general_metadata = resp.json()
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print("\n--- GENERAL CONTACT METADATA (partial) ---")
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print(f"DisplayName: {general_metadata.get('DisplayName')}")
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print(f"HasUserDefinedFields: {general_metadata.get('HasUserDefinedFields')}")
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print("----------------------------------------")
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logger.info("Attempting to fetch UDF metadata...")
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# Get metadata for Contact (Company)
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url = client._get_url("v1/Metadata/Contact/UserDefinedFields")
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resp = client.session.get(url, headers=client._get_headers())
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resp.raise_for_status()
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fields = resp.json()
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print("\n--- AVAILABLE UDF FIELDS ---")
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for field in fields.get("value", []):
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label = field.get('FieldLabel')
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prog_id = field.get('ProgId')
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field_type = field.get('FieldType')
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print(f"Label: {label} -> Technical Name: {prog_id} (Type: {field_type})")
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# Check if the field is a list type
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if field_type in ["List", "DropDown", "UserDefinedList"]: # Common types, might need adjustment
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logger.info(f" -> Fetching list items for {label} (ProgId: {prog_id})...")
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# Attempt to get the list items. The actual endpoint might vary.
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# Assuming a pattern like 'v1/List/UserDefinedField/{ProgId}' or 'v1/UserDefinedFieldList/{ProgId}/Items'
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list_url = client._get_url(f"v1/List/UserDefinedField/{prog_id}")
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try:
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list_resp = client.session.get(list_url, headers=client._get_headers())
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list_resp.raise_for_status()
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list_items = list_resp.json()
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if list_items.get("value"):
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print(" --- List Items ---")
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for item in list_items["value"]:
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print(f" ID: {item.get('Id')}, Name: {item.get('Name')}")
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else:
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print(" (No list items found or unexpected response structure)")
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except Exception as list_e:
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logger.warning(f" Failed to fetch list items for {label}: {list_e}")
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if hasattr(list_e, 'response') and list_e.response is not None:
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logger.warning(f" List fetch details: {list_e.response.text}")
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except Exception as e:
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logger.error(f"Failed to fetch metadata: {e}")
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if hasattr(e, 'response') and e.response is not None:
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print(f"Details: {e.response.text}")
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if __name__ == "__main__":
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discover_fields() |