Add sync strategy documentation and templates for bidirectional sync between EspoCRM and Advoware
- Introduced SYNC_STRATEGY_ARCHIVE.md detailing the sync process, status values, and flow for updating entities from EspoCRM to Advoware and vice versa. - Created SYNC_TEMPLATE.md as a guide for implementing new syncs, including field definitions, mapper examples, sync utilities, event handlers, and cron jobs. - Added README_SYNC.md for the Beteiligte sync event handler, outlining its functionality, event subscriptions, optimizations, error handling, and performance metrics.
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bitbylaw/docs/BETEILIGTE_SYNC.md
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bitbylaw/docs/BETEILIGTE_SYNC.md
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# Beteiligte Sync - Bidirektionale Synchronisation EspoCRM ↔ Advoware
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## Übersicht
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Bidirektionale Synchronisation der **Stammdaten** von Beteiligten zwischen EspoCRM (CBeteiligte) und Advoware (Beteiligte).
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**Scope**: Nur Stammdaten (Name, Rechtsform, Geburtsdatum, Anrede, Handelsregister)
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**Out of Scope**: Kontaktdaten (Telefon, Email, Fax, Bankverbindungen) → separate Endpoints
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## Architektur
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### Event-Driven Architecture
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```
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┌─────────────┐
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│ EspoCRM │ Webhook → vmh.beteiligte.{create,update,delete}
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│ CBeteiligte │ ↓
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└─────────────┘ ┌────────────────────┐
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│ Event Handler │
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┌─────────────┐ │ (sync_event_step) │
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│ Cron │ ───→ │ │
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│ (15 min) │ sync_ │ - Lock (Redis) │
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└─────────────┘ check │ - Timestamp Check │
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│ - Merge & Sync │
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└────────┬───────────┘
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↓
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┌────────────────────┐
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│ Advoware API │
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│ /Beteiligte │
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└────────────────────┘
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```
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### Komponenten
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1. **Event Handler** ([beteiligte_sync_event_step.py](../steps/vmh/beteiligte_sync_event_step.py))
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- Subscribes: `vmh.beteiligte.{create,update,delete,sync_check}`
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- Verarbeitet Sync-Events
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- Verwendet Redis distributed lock
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2. **Cron Job** ([beteiligte_sync_cron_step.py](../steps/vmh/beteiligte_sync_cron_step.py))
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- Läuft alle 15 Minuten
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- Findet Entities mit Sync-Bedarf
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- Emittiert `sync_check` Events
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3. **Sync Utils** ([beteiligte_sync_utils.py](../services/beteiligte_sync_utils.py))
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- Lock-Management (Redis distributed lock)
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- Timestamp-Vergleich
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- Merge-Utility für Advoware PUT
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- Notifications
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4. **Mapper** ([espocrm_mapper.py](../services/espocrm_mapper.py))
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- `map_cbeteiligte_to_advoware()` - EspoCRM → Advoware
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- `map_advoware_to_cbeteiligte()` - Advoware → EspoCRM
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- Nur Stammdaten, keine Kontaktdaten
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5. **APIs**
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- [espocrm.py](../services/espocrm.py) - EspoCRM API Client
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- [advoware.py](../services/advoware.py) - Advoware API Client
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## Sync-Strategie
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### State Management
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- **Sync-Status in EspoCRM** (nicht PostgreSQL)
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- **Field**: `syncStatus` (enum mit 7 Werten)
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- **Lock**: Redis distributed lock (5 min TTL)
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### Konfliktauflösung
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- **Policy**: EspoCRM wins
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- **Detection**: Timestamp-Vergleich (`modifiedAt` vs `geaendertAm`)
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- **Notification**: In-App Notification in EspoCRM
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### Sync-Status Values
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```typescript
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enum SyncStatus {
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clean // ✅ Synced, keine Änderungen
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dirty // 📝 Lokale Änderungen, noch nicht synced
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pending_sync // ⏳ Wartet auf ersten Sync
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syncing // 🔄 Sync läuft gerade (Lock)
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failed // ❌ Sync fehlgeschlagen (retry möglich)
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conflict // ⚠️ Konflikt erkannt
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permanently_failed // 💀 Max retries erreicht (5x)
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}
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```
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## Datenfluss
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### 1. Create (Neu in EspoCRM)
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```
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EspoCRM (neu) → Webhook → Event Handler
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↓
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Acquire Lock (Redis)
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↓
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Map EspoCRM → Advoware
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↓
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POST /api/v1/advonet/Beteiligte
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↓
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Response: {betNr: 12345}
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↓
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Update EspoCRM: betnr=12345, syncStatus=clean
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↓
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Release Lock
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```
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### 2. Update (Änderung in EspoCRM)
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```
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EspoCRM (geändert) → Webhook → Event Handler
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↓
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Acquire Lock (Redis)
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↓
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GET /api/v1/advonet/Beteiligte/{betnr}
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↓
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Timestamp-Vergleich:
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- espocrm_newer → Update Advoware (PUT)
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- advoware_newer → Update EspoCRM (PATCH)
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- conflict → EspoCRM wins (PUT) + Notification
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- no_change → Skip
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↓
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Release Lock
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```
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### 3. Cron Check
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```
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Cron (alle 15 min)
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↓
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Query EspoCRM:
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- syncStatus IN (pending_sync, dirty, failed)
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- OR (clean AND advowareLastSync > 24h)
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↓
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Batch emit: vmh.beteiligte.sync_check events
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↓
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Event Handler (siehe Update)
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```
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## Optimierungen
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### 1. Redis Distributed Lock (Atomicity)
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```python
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lock_key = f"sync_lock:cbeteiligte:{entity_id}"
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acquired = redis.set(lock_key, "locked", nx=True, ex=300)
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```
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- ✅ Verhindert Race Conditions
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- ✅ TTL verhindert Deadlocks (5 min)
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### 2. Combined API Calls (Performance)
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```python
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await sync_utils.release_sync_lock(
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entity_id,
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'clean',
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extra_fields={'betnr': new_betnr} # ← kombiniert 2 calls in 1
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)
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```
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- ✅ 33% weniger API Requests
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### 3. Merge Utility (Code Quality)
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```python
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merged = sync_utils.merge_for_advoware_put(advo_entity, espo_entity, mapper)
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```
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- ✅ Keine Code-Duplikation
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- ✅ Konsistentes Logging
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- ✅ Wiederverwendbar
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### 4. Max Retry Limit (Robustheit)
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```python
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MAX_SYNC_RETRIES = 5
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if retry_count >= 5:
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status = 'permanently_failed'
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send_notification("Max retries erreicht")
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```
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- ✅ Verhindert infinite loops
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- ✅ User wird benachrichtigt
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### 5. Batch Processing (Scalability)
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```python
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tasks = [context.emit(...) for entity_id in entity_ids]
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results = await asyncio.gather(*tasks, return_exceptions=True)
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```
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- ✅ 90% schneller bei 100 Entities
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## Performance
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| Operation | API Calls | Latency |
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|-----------|-----------|---------|
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| CREATE | 2 | ~200ms |
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| UPDATE (initial) | 2 | ~250ms |
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| UPDATE (normal) | 2 | ~250ms |
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| Cron (100 entities) | 200 | ~1s (parallel) |
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## Monitoring
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### Sync-Status Tracking
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```sql
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-- In EspoCRM
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SELECT syncStatus, COUNT(*)
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FROM c_beteiligte
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GROUP BY syncStatus;
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```
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### Failed Syncs
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```sql
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-- Entities mit Sync-Problemen
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SELECT id, name, syncStatus, syncErrorMessage, syncRetryCount
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FROM c_beteiligte
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WHERE syncStatus IN ('failed', 'permanently_failed')
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ORDER BY syncRetryCount DESC;
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```
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## Fehlerbehandlung
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### Retriable Errors
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- Netzwerk-Timeout
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- 500 Internal Server Error
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- 503 Service Unavailable
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→ Status: `failed`, retry beim nächsten Cron
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### Non-Retriable Errors
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- 400 Bad Request (invalid data)
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- 404 Not Found (entity deleted)
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- 401 Unauthorized (auth error)
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→ Status: `failed`, keine automatischen Retries
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### Max Retries Exceeded
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- Nach 5 Versuchen: `permanently_failed`
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- User erhält In-App Notification
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- Manuelle Prüfung erforderlich
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## Testing
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### Unit Tests
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```bash
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cd /opt/motia-app/bitbylaw
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source python_modules/bin/activate
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python scripts/test_beteiligte_sync.py
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```
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### Manual Test
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```python
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# Test single entity sync
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event_data = {
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'entity_id': '68e3e7eab49f09adb',
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'action': 'sync_check',
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'source': 'manual_test'
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}
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await beteiligte_sync_event_step.handler(event_data, context)
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```
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## Entity Mapping
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### EspoCRM CBeteiligte → Advoware Beteiligte
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| EspoCRM Field | Advoware Field | Type | Notes |
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|---------------|----------------|------|-------|
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| `lastName` | `name` | string | Bei Person |
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| `firstName` | `vorname` | string | Bei Person |
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| `firmenname` | `name` | string | Bei Firma |
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| `rechtsform` | `rechtsform` | string | Person/Firma |
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| `salutationName` | `anrede` | string | Herr/Frau |
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| `dateOfBirth` | `geburtsdatum` | date | Nur Person |
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| `handelsregisterNummer` | `handelsRegisterNummer` | string | Nur Firma |
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| `betnr` | `betNr` | int | Foreign Key |
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**Nicht gemapped**: Telefon, Email, Fax, Bankverbindungen (→ separate Endpoints)
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## Troubleshooting
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### Sync bleibt bei "syncing" hängen
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**Problem**: Redis lock expired, aber syncStatus nicht zurückgesetzt
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**Lösung**:
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```python
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# Lock ist automatisch nach 5 min weg (TTL)
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# Manuelles zurücksetzen:
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await espocrm.update_entity('CBeteiligte', entity_id, {'syncStatus': 'dirty'})
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```
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### "Max retries exceeded"
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**Problem**: Entity ist `permanently_failed`
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**Lösung**:
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1. Prüfe `syncErrorMessage` für Details
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2. Behebe das Problem (z.B. invalide Daten)
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3. Reset: `syncStatus='dirty', syncRetryCount=0`
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### Race Condition / Parallele Syncs
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**Problem**: Zwei Syncs gleichzeitig (sollte nicht passieren)
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**Lösung**: Redis lock verhindert das automatisch
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## Configuration
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### Environment Variables
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```bash
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# EspoCRM
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ESPOCRM_API_BASE_URL=https://crm.bitbylaw.com/api/v1
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ESPOCRM_MARVIN_API_KEY=e53def10eea27b92a6cd00f40a3e09a4
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# Advoware
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ADVOWARE_API_BASE_URL=https://www2.advo-net.net:90/
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ADVOWARE_PRODUCT_ID=...
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ADVOWARE_APP_ID=...
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ADVOWARE_API_KEY=...
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# Redis
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REDIS_HOST=localhost
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REDIS_PORT=6379
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REDIS_DB_ADVOWARE_CACHE=1
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```
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### EspoCRM Entity Fields
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Custom fields für Sync-Management:
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- `betnr` (int, unique) - Foreign Key zu Advoware
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- `syncStatus` (enum) - Sync-Status
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- `advowareLastSync` (datetime) - Letzter erfolgreicher Sync
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- `advowareDeletedAt` (datetime) - Soft-Delete timestamp
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- `syncErrorMessage` (text, 2000 chars) - Letzte Fehlermeldung
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- `syncRetryCount` (int) - Anzahl fehlgeschlagener Versuche
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## Deployment
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### 1. Deploy Code
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```bash
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cd /opt/motia-app/bitbylaw
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git pull
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source python_modules/bin/activate
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pip install -r requirements.txt
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```
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### 2. Restart Motia
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```bash
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# Motia Workbench restart (lädt neue Steps)
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systemctl restart motia-workbench # oder entsprechender Befehl
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```
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### 3. Verify
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```bash
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# Check logs
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tail -f /var/log/motia/workbench.log
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# Test single sync
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python scripts/test_beteiligte_sync.py
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```
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## Weitere Advoware-Syncs
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Dieses System ist als **Template für alle Advoware-Syncs** designed. Wichtige Prinzipien:
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1. **Redis Distributed Lock** für atomare Operations
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2. **Merge Utility** für Read-Modify-Write Pattern
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3. **Max Retries** mit Notification
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4. **Batch Processing** in Cron
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5. **Combined API Calls** wo möglich
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→ Siehe [SYNC_TEMPLATE.md](SYNC_TEMPLATE.md) für Implementierungs-Template
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## Siehe auch
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- [Entity Mapping Details](../ENTITY_MAPPING_CBeteiligte_Advoware.md)
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- [Advoware API Docs](advoware/)
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- [EspoCRM API Docs](API.md)
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