feat(projekt-matching): auto-tag created opportunities, add German docs (S68)
Every opportunity created by the workflow now carries the CTag "Auto: Durch Suchagent-Treffer erstellt" (id 6a83292a186dce7b2), set via cTagsIds directly in the create POST. The tag id is resolved at runtime by name (EspoClient.ensure_ctag, same pattern as team_id; self-healing after a CRM rebuild); the read-back verification now also checks the tag. No backfill: existing opportunities and the saved "Via cowork-api erstellt" list filter are untouched. Live-verified end to end: synthetic trigger mail, opportunity 6a832b8f29cc86bdf created with cTagsNames containing the tag (test artifact removed afterwards). 65/65 pytest. Also adds the complete German technical documentation of the workflow (docs/projekt-matching-dokumentation.md, sections 1-13 + S68 appendix). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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@@ -74,6 +74,12 @@ class EspoClient:
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json={"firstName": first, "lastName": last,
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"accountId": account_id})["id"]
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def ensure_ctag(self, name):
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hits = self.search("CTag", "equals", "name", name)
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if hits:
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return hits[0]["id"]
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return self._req("POST", "CTag", json={"name": name})["id"]
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def unique_opportunity_name(self, name):
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existing = {h["name"] for h in self.search(
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"Opportunity", "startsWith", "name", name, max_size=100)}
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