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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@@ -19,6 +19,10 @@ from .mailparse import BROWSER_UA
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TEAM_BY_OFFER = {"Projekt": "DesTEngS",
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"Arbeitnehmer-Angebot": "Arbeitnehmer",
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"ANÜ": "ANÜ"}
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# Fester CTag für maschinell angelegte Verkaufschancen (Vorgabe Thomas,
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# Wortlaut exakt). Auflösung zur Laufzeit über den Namen — wie team_id():
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# IDs überleben keine CRM-Neuaufsetzung, der Name ist der Vertrag.
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AUTO_TAG_NAME = "Auto: Durch Suchagent-Treffer erstellt"
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MIN_PAGE_CHARS = 200
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QUOTES = str.maketrans({c: "'" for c in "„“”\"«»‹›"})
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@@ -132,8 +136,10 @@ def stage_crm(ctx, cfg, espo=None):
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first, last = espocrm.split_person(ex["contactPerson"])
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contact_id = espo.ensure_contact(first, last, account_id)
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name = espo.unique_opportunity_name(ex["projectName"])
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tag_id = espo.ensure_ctag(AUTO_TAG_NAME)
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payload = {"name": name, "description": ctx["description"],
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"cProjektlink": ctx["canonical"], "teamsIds": [team]}
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"cProjektlink": ctx["canonical"], "teamsIds": [team],
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"cTagsIds": [tag_id]}
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if account_id:
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payload["cAccount1Id" if agency else "accountId"] = account_id
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if contact_id:
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@@ -150,6 +156,8 @@ def stage_crm(ctx, cfg, espo=None):
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problems.append("description")
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if team not in (back.get("teamsIds") or []):
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problems.append("teamsIds")
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if tag_id not in (back.get("cTagsIds") or []):
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problems.append("cTagsIds")
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if account_id and agency and back.get("cAccount1Id") != account_id:
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problems.append("cAccount1Id")
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if account_id and not agency and back.get("accountId") != account_id:
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