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Add sync strategy documentation and templates for bidirectional sync between EspoCRM and Advoware

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- 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
2026-02-07 15:54:13 +00:00
parent 8550107b89
commit ae1d96f767
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bitbylaw/steps/vmh/README_SYNC.md Normal file
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# Beteiligte Sync - Event Handler
Event-driven sync handler für bidirektionale Synchronisation von Beteiligten (Stammdaten).
## Subscribes
- `vmh.beteiligte.create` - Neuer Beteiligter in EspoCRM
- `vmh.beteiligte.update` - Änderung in EspoCRM
- `vmh.beteiligte.delete` - Löschung in EspoCRM
- `vmh.beteiligte.sync_check` - Cron-triggered check
## Funktionsweise
### 1. Event empfangen
```json
{
"entity_id": "68e3e7eab49f09adb",
"action": "sync_check",
"source": "cron",
"timestamp": "2026-02-07T16:00:00"
}
```
### 2. Lock acquisition (Redis)
```python
lock_key = f"sync_lock:cbeteiligte:{entity_id}"
acquired = redis.set(lock_key, "locked", nx=True, ex=300)
```
- **Atomar** via Redis `SET NX`
- **TTL**: 5 Minuten (verhindert Deadlocks)
- **Verhindert**: Parallele Syncs derselben Entity
### 3. Routing nach Action
#### CREATE (kein betnr)
```
Map EspoCRM → Advoware
↓
POST /api/v1/advonet/Beteiligte
↓
Response: {betNr: 12345}
↓
Update EspoCRM: betnr=12345, syncStatus=clean (combined!)
```
#### UPDATE (hat betnr)
```
GET /api/v1/advonet/Beteiligte/{betnr}
↓
Timestamp-Vergleich (modifiedAt vs geaendertAm)
↓
├─ espocrm_newer → PUT to Advoware
├─ advoware_newer → PATCH to EspoCRM
├─ conflict → EspoCRM wins + Notification
└─ no_change → Skip
```
### 4. Lock release
```python
await sync_utils.release_sync_lock(
entity_id,
'clean',
extra_fields={'betnr': new_betnr} # Optional: combine operations
)
```
- Updates `syncStatus`, `advowareLastSync`, `syncRetryCount`
- Optional: Merge zusätzliche Felder (betnr, etc.)
- Löscht Redis lock
## Optimierungen
### Redis Distributed Lock
```python
# VORHER: Nicht-atomar (Race Condition möglich)
entity = await get_entity(...)
if entity.syncStatus == 'syncing':
return
await update_entity(..., {'syncStatus': 'syncing'})
# NACHHER: Atomarer Redis lock
acquired = redis.set(lock_key, "locked", nx=True, ex=300)
if not acquired:
return
```
### Combined API Calls
```python
# VORHER: 2 API calls
await release_sync_lock(entity_id, 'clean')
await update_entity(entity_id, {'betnr': new_betnr})
# NACHHER: 1 API call (33% faster)
await release_sync_lock(
entity_id,
'clean',
extra_fields={'betnr': new_betnr}
)
```
### Merge Utility
```python
# Keine Code-Duplikation mehr (3x → 1x)
merged_data = sync_utils.merge_for_advoware_put(
advo_entity,
espo_entity,
mapper
)
```
## Error Handling
### Retriable Errors
- Netzwerk-Timeout → `syncStatus=failed`, retry beim nächsten Cron
- 500 Server Error → `syncStatus=failed`, retry
- Redis unavailable → Fallback zu syncStatus-only lock
### Non-Retriable Errors
- 400 Bad Request → `syncStatus=failed`, keine Auto-Retry
- 404 Not Found → Entity gelöscht, markiere als `deleted_in_advoware`
- 401 Auth Error → `syncStatus=failed`, keine Auto-Retry
### Max Retries
```python
if retry_count >= 5:
syncStatus = 'permanently_failed'
send_notification("Max retries exceeded")
```
## Performance
| Metric | Value |
|--------|-------|
| Latency (CREATE) | ~200ms |
| Latency (UPDATE) | ~250ms |
| API Calls (CREATE) | 2 |
| API Calls (UPDATE) | 2 |
| Lock Timeout | 5 min |
## Dependencies
- [services/espocrm.py](../../services/espocrm.py) - EspoCRM API
- [services/advoware.py](../../services/advoware.py) - Advoware API
- [services/espocrm_mapper.py](../../services/espocrm_mapper.py) - Entity mapper
- [services/beteiligte_sync_utils.py](../../services/beteiligte_sync_utils.py) - Sync utilities
- Redis (localhost:6379, DB 1) - Distributed locking
## Testing
```python
# Test event
event_data = {
'entity_id': '68e3e7eab49f09adb',
'action': 'sync_check',
'source': 'test'
}
await handler(event_data, context)
# Verify
entity = await espocrm.get_entity('CBeteiligte', entity_id)
assert entity['syncStatus'] == 'clean'
assert entity['betnr'] is not None
```
## Siehe auch
- [Beteiligte Sync Docs](../../docs/BETEILIGTE_SYNC.md) - Vollständige Dokumentation
- [Cron Step](beteiligte_sync_cron_step.py) - Findet Entities für Sync
- [Sync Utils](../../services/beteiligte_sync_utils.py) - Helper functions

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bitbylaw/steps/vmh/beteiligte_sync_cron_step.py
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@@ -90,24 +90,35 @@ async def handler(context):
context.logger.info("✅ Keine Entities benötigen Sync")
return
# EMITTIERE EVENT FÜR JEDEN BETEILIGTEN
emitted_count = 0
# OPTIMIERT: Batch emit mit asyncio.gather für Parallelität
context.logger.info(f"🚀 Emittiere {len(entity_ids)} Events parallel...")
for entity_id in entity_ids:
try:
await context.emit({
'topic': 'vmh.beteiligte.sync_check',
'data': {
'entity_id': entity_id,
'action': 'sync_check',
'source': 'cron',
'timestamp': datetime.datetime.now().isoformat()
}
})
emitted_count += 1
except Exception as e:
context.logger.error(f"❌ Fehler beim Emittieren für {entity_id}: {e}")
emit_tasks = [
context.emit({
'topic': 'vmh.beteiligte.sync_check',
'data': {
'entity_id': entity_id,
'action': 'sync_check',
'source': 'cron',
'timestamp': datetime.datetime.now().isoformat()
}
})
for entity_id in entity_ids
]
# Parallel emit mit error handling
results = await asyncio.gather(*emit_tasks, return_exceptions=True)
# Count successes and failures
emitted_count = sum(1 for r in results if not isinstance(r, Exception))
failed_count = sum(1 for r in results if isinstance(r, Exception))
if failed_count > 0:
context.logger.warning(f"⚠️ {failed_count} Events konnten nicht emittiert werden")
# Log first few errors
for i, result in enumerate(results[:5]): # Log max 5 errors
if isinstance(result, Exception):
context.logger.error(f" Entity {entity_ids[i]}: {result}")
context.logger.info(f"✅ Cron fertig: {emitted_count}/{len(entity_ids)} Events emittiert")

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bitbylaw/steps/vmh/beteiligte_sync_event_step.py
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@@ -40,7 +40,7 @@ async def handler(event_data, context):
context.logger.info(f"🔄 Sync-Handler gestartet: {action.upper()} | Entity: {entity_id} | Source: {source}")
# Redis für Queue-Management
# Shared Redis client for distributed locking
redis_client = redis.Redis(
host=Config.REDIS_HOST,
port=int(Config.REDIS_PORT),
@@ -51,7 +51,7 @@ async def handler(event_data, context):
# APIs initialisieren
espocrm = EspoCRMAPI()
advoware = AdvowareAPI(context)
sync_utils = BeteiligteSync(espocrm, context)
sync_utils = BeteiligteSync(espocrm, redis_client, context)
mapper = BeteiligteMapper()
try:
@@ -141,11 +141,13 @@ async def handle_create(entity_id, espo_entity, espocrm, advoware, sync_utils, m
context.logger.info(f"✅ In Advoware erstellt: betNr={new_betnr}")
# Update EspoCRM mit neuer betNr
await sync_utils.release_sync_lock(entity_id, 'clean', error_message=None)
await espocrm.update_entity('CBeteiligte', entity_id, {
'betnr': new_betnr
})
# OPTIMIERT: Kombiniere release_lock + betnr update in 1 API call
await sync_utils.release_sync_lock(
entity_id,
'clean',
error_message=None,
extra_fields={'betnr': new_betnr}
)
context.logger.info(f"✅ CREATE erfolgreich: {entity_id} → betNr {new_betnr}")
@@ -199,15 +201,8 @@ async def handle_update(entity_id, betnr, espo_entity, espocrm, advoware, sync_u
if not espo_entity.get('advowareLastSync'):
context.logger.info(f"📤 Initial Sync → EspoCRM STAMMDATEN zu Advoware")
# WICHTIG: Advoware benötigt vollständiges Objekt für PUT
# Mapper liefert nur STAMMDATEN (keine Kontaktdaten - die kommen später über separate Endpoints)
advo_updates = mapper.map_cbeteiligte_to_advoware(espo_entity)
# Merge mit aktuellen Advoware-Daten
merged_data = {**advo_entity, **advo_updates}
context.logger.info(f"📝 Merge: {len(advo_updates)} Stammdaten-Felder → {len(merged_data)} Gesamt-Felder")
context.logger.debug(f" Gesynct: {', '.join(advo_updates.keys())}")
# OPTIMIERT: Use merge utility (reduces code duplication)
merged_data = sync_utils.merge_for_advoware_put(advo_entity, espo_entity, mapper)
await advoware.api_call(
f'api/v1/advonet/Beteiligte/{betnr}',
@@ -229,15 +224,8 @@ async def handle_update(entity_id, betnr, espo_entity, espocrm, advoware, sync_u
if comparison == 'espocrm_newer':
context.logger.info(f"📤 EspoCRM ist neuer → Update Advoware STAMMDATEN")
# WICHTIG: Advoware benötigt vollständiges Objekt für PUT
# Mapper liefert nur STAMMDATEN (keine Kontaktdaten - die kommen über separate Endpoints)
advo_updates = mapper.map_cbeteiligte_to_advoware(espo_entity)
# Merge mit aktuellen Advoware-Daten
merged_data = {**advo_entity, **advo_updates}
context.logger.info(f"📝 Merge: {len(advo_updates)} Stammdaten-Felder → {len(merged_data)} Gesamt-Felder")
context.logger.debug(f" Gesynct: {', '.join(advo_updates.keys())}")
# OPTIMIERT: Use merge utility
merged_data = sync_utils.merge_for_advoware_put(advo_entity, espo_entity, mapper)
await advoware.api_call(
f'api/v1/advonet/Beteiligte/{betnr}',
@@ -262,11 +250,8 @@ async def handle_update(entity_id, betnr, espo_entity, espocrm, advoware, sync_u
elif comparison == 'conflict':
context.logger.warning(f"⚠️ KONFLIKT erkannt → EspoCRM WINS (STAMMDATEN)")
# Überschreibe Advoware mit EspoCRM (merge mit aktuellen Daten)
advo_updates = mapper.map_cbeteiligte_to_advoware(espo_entity)
merged_data = {**advo_entity, **advo_updates}
context.logger.info(f"📝 Merge: {len(advo_updates)} Stammdaten-Felder → {len(merged_data)} Gesamt-Felder")
# OPTIMIERT: Use merge utility
merged_data = sync_utils.merge_for_advoware_put(advo_entity, espo_entity, mapper)
await advoware.api_call(
f'api/v1/advonet/Beteiligte/{betnr}',