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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@@ -47,6 +47,19 @@ def test_ensure_account_exact_match_and_create():
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assert payload == {"name": "Neue GmbH", "type": "Customer"}
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def test_ensure_ctag_find_and_create():
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hits = {"list": [{"id": "t1", "name": "Auto: Durch Suchagent-Treffer erstellt"}]}
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client = make_client([resp(body=hits)])
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assert client.ensure_ctag("Auto: Durch Suchagent-Treffer erstellt") == "t1"
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params = client.session.request.call_args.kwargs["params"]
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assert params["where[0][type]"] == "equals"
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assert params["where[0][attribute]"] == "name"
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client = make_client([resp(body={"list": []}), resp(body={"id": "t2"})])
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assert client.ensure_ctag("Auto: Durch Suchagent-Treffer erstellt") == "t2"
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payload = client.session.request.call_args.kwargs["json"]
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assert payload == {"name": "Auto: Durch Suchagent-Treffer erstellt"}
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def test_unique_opportunity_name_suffix():
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hits = {"list": [{"name": "Projekt X"}, {"name": "Projekt X (2)"}]}
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client = make_client([resp(body=hits)])
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@@ -126,20 +126,45 @@ def test_stage_crm_agency_linking_and_verify():
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espo.team_id.return_value = "T1"
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espo.ensure_account.return_value = "A1"
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espo.ensure_contact.return_value = "C1"
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espo.ensure_ctag.return_value = "TAG1"
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espo.unique_opportunity_name.return_value = "Python Entwickler KI"
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espo.create_opportunity.return_value = {"id": "O1"}
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espo.get_opportunity.return_value = {
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"id": "O1", "name": "Python Entwickler KI",
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"cProjektlink": "https://x/projekt/p",
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"description": ctx["description"], "cAccount1Id": "A1",
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"accountId": None, "teamsIds": ["T1"]}
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"accountId": None, "teamsIds": ["T1"], "cTagsIds": ["TAG1"]}
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out = stages.stage_crm(ctx, CFG, espo=espo)
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assert out["status"] == "created" and out["opportunityId"] == "O1"
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assert out["crmUrl"].endswith("#Opportunity/view/O1")
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payload = espo.create_opportunity.call_args.args[0]
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assert payload["cAccount1Id"] == "A1" and "accountId" not in payload
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assert payload["teamsIds"] == ["T1"]
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assert payload["cTagsIds"] == ["TAG1"]
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espo.ensure_account.assert_called_with("Aristo Group", "Reseller")
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espo.ensure_ctag.assert_called_with(stages.AUTO_TAG_NAME)
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assert stages.AUTO_TAG_NAME == "Auto: Durch Suchagent-Treffer erstellt"
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def test_stage_crm_tag_missing_in_readback_fails_verification():
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ctx = ctx_after_match([{"nr": 1, "rating": "yes", "reason": "ok"},
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{"nr": 2, "rating": "yes", "reason": "ok"}])
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ctx = stages.stage_rules(ctx, CFG)
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espo = mock.Mock()
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espo.team_id.return_value = "T1"
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espo.ensure_account.return_value = "A1"
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espo.ensure_contact.return_value = "C1"
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espo.ensure_ctag.return_value = "TAG1"
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espo.unique_opportunity_name.return_value = "Python Entwickler KI"
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espo.create_opportunity.return_value = {"id": "O1"}
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espo.get_opportunity.return_value = {
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"id": "O1", "name": "Python Entwickler KI",
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"cProjektlink": "https://x/projekt/p",
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"description": ctx["description"], "cAccount1Id": "A1",
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"accountId": None, "teamsIds": ["T1"], "cTagsIds": []}
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out = stages.run_stage("crm", stages.stage_crm, ctx, CFG, espo=espo)
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assert out["status"] == "failed"
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assert "cTagsIds" in out["error"]
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def test_stage_crm_skips_when_rejected():
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