- Fixed initial sync logic to respect actual timestamps, preventing unwanted overwrites. - Introduced exponential backoff for retry logic, with auto-reset for permanently failed entities. - Added validation checks to ensure data consistency during sync processes. - Corrected hash calculation to only include sync-relevant communications. - Resolved issues with empty slots ignoring user inputs and improved conflict handling. - Enhanced handling of Var4 and Var6 entries during sync conflicts. - Documented changes and added new fields required in EspoCRM for improved sync management. Also added a detailed analysis of syncStatus values in EspoCRM CBeteiligte, outlining responsibilities and ensuring robust sync mechanisms.
712 lines
18 KiB
Markdown
712 lines
18 KiB
Markdown
# Kommunikation-Sync - Bidirektionale Synchronisation EspoCRM ↔ Advoware
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**Erstellt**: 8. Februar 2026
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**Status**: ✅ Implementiert und getestet
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---
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## Übersicht
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Bidirektionale Synchronisation der **Kommunikationsdaten** (Telefon, Email, Fax) zwischen EspoCRM (CBeteiligte) und Advoware (Kommunikationen).
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**Scope**: Telefonnummern, Email-Adressen, Fax-Nummern
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**Trigger**: Automatisch nach jedem Beteiligte-Stammdaten-Sync
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**Change Detection**: Hash-basiert (MD5 von kommunikation rowIds)
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---
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## Architektur
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### Integration in Beteiligte-Sync
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```
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┌─────────────────┐
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│ Beteiligte Sync │ (Stammdaten)
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│ Event Handler │
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└────────┬────────┘
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│ ✅ Stammdaten synced
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↓
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┌─────────────────────────────┐
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│ Kommunikation Sync Manager │
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│ sync_bidirectional() │
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│ │
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│ 1. Load Data (1x) │
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│ 2. Compute Diff (3-Way) │
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│ 3. Apply Changes │
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│ 4. Update Hash │
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└─────────────────────────────┘
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│
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↓
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┌─────────────────┐
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│ Lock Release │
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└─────────────────┘
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```
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**WICHTIG**: Lock wird erst NACH Kommunikation-Sync freigegeben!
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### Komponenten
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1. **KommunikationSyncManager** ([kommunikation_sync_utils.py](../services/kommunikation_sync_utils.py))
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- Bidirektionale Sync-Logik
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- 3-Way Diffing
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- Hash-basierte Änderungserkennung
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- Konflikt-Behandlung
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2. **KommunikationMapper** ([kommunikation_mapper.py](../services/kommunikation_mapper.py))
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- Base64-Marker Encoding/Decoding
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- kommKz Detection (4-Stufen)
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- Type Mapping (EspoCRM ↔ Advoware)
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3. **Helper Function** ([beteiligte_sync_event_step.py](../steps/vmh/beteiligte_sync_event_step.py))
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- `run_kommunikation_sync()` mit Error Handling
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- Direction-Parameter für Konflikt-Handling
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---
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## Change Detection: Hash-basiert
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### Problem
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Advoware Beteiligte-rowId ändert sich **NICHT**, wenn nur Kommunikation geändert wird!
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**Beispiel**:
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```
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Beteiligte: rowId = "ABCD1234..."
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Kommunikation 1: "max@example.com"
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→ Email zu "new@example.com" ändern
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Beteiligte: rowId = "ABCD1234..." ← UNCHANGED!
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Kommunikation 1: "new@example.com"
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```
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### Lösung: MD5-Hash der Kommunikation-rowIds
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```python
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# Hash-Berechnung
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komm_rowids = sorted([k['rowId'] for k in kommunikationen])
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komm_hash = hashlib.md5(''.join(komm_rowids).encode()).hexdigest()[:16]
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# Beispiel:
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komm_rowids = [
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"FBABAAAAEMDGACAAFLBGNLBAAAAAEDNHOEAFAAAA",
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"GBABAAAAEMDGACAAFLBGNLBAAAAAEDNHOEAFAAAA"
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]
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→ Hash: "a3f5d2e8b1c4f6a9"
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```
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**Speicherort**: `kommunikationHash` in EspoCRM CBeteiligte (varchar, 16)
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**Vergleich**:
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```python
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stored_hash = espo_bet.get('kommunikationHash')
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current_hash = calculate_hash(advo_kommunikationen)
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if stored_hash != current_hash:
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# Kommunikation hat sich geändert!
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advo_changed = True
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```
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---
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## 3-Way Diffing
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### Konflikt-Erkennung
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```python
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# EspoCRM: Timestamp-basiert
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espo_modified = espo_bet.get('modifiedAt')
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last_sync = espo_bet.get('advowareLastSync')
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espo_changed = espo_modified > last_sync
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# Advoware: Hash-basiert
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stored_hash = espo_bet.get('kommunikationHash')
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current_hash = calculate_hash(advo_kommunikationen)
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advo_changed = stored_hash != current_hash
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# Konflikt?
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if espo_changed AND advo_changed:
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espo_wins = True # EspoCRM gewinnt IMMER!
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```
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### Direction-Parameter
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```python
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async def sync_bidirectional(entity_id, betnr, direction='both'):
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"""
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direction:
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- 'both': Bidirektional (normal)
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- 'to_espocrm': Nur Advoware→EspoCRM
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- 'to_advoware': Nur EspoCRM→Advoware (bei Konflikt!)
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"""
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```
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**Bei Konflikt**:
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```python
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# Beteiligte Sync Event Handler
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if comparison == 'conflict':
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# Stammdaten: EspoCRM → Advoware
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await advoware.put_beteiligte(...)
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# Kommunikation: NUR EspoCRM → Advoware
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await run_kommunikation_sync(
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entity_id, betnr, komm_sync, context,
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direction='to_advoware' # ← Blockiert Advoware→EspoCRM!
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)
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```
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**Ohne Konflikt**:
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```python
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# Normal: Bidirektional
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await run_kommunikation_sync(
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entity_id, betnr, komm_sync, context,
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direction='both' # ← Default
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)
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```
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---
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## 6 Sync-Varianten (Var1-6)
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### Var1: Neu in EspoCRM → CREATE in Advoware
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**Trigger**: EspoCRM Entry ohne Marker-Match in Advoware
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```python
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# EspoCRM
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phoneNumberData: [{
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phoneNumber: "+49 511 123456",
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type: "Mobile",
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primary: true
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}]
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# → Advoware
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POST /Beteiligte/{betnr}/Kommunikationen
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{
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"tlf": "+49 511 123456",
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"kommKz": 3, # Mobile
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"bemerkung": "[ESPOCRM:KzQ5IDUxMSAxMjM0NTY=:3] ",
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"online": false
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}
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```
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**Empty Slot Reuse**: Prüft zuerst leere Slots mit passendem kommKz!
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### Var2: Gelöscht in EspoCRM → Empty Slot in Advoware
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**Problem**: Advoware DELETE gibt 403 Forbidden!
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**Lösung**: Update zu Empty Slot
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```python
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# Advoware
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PUT /Beteiligte/{betnr}/Kommunikationen/{id}
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{
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"tlf": "",
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"bemerkung": "[ESPOCRM-SLOT:3]", # kommKz=3 gespeichert
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"online": false
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}
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```
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**Wiederverwendung**: Var1 prüft Empty Slots vor neuem CREATE
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### Var3: Gelöscht in Advoware → DELETE in EspoCRM
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**Trigger**: Marker in Advoware vorhanden, aber keine Sync-relevante Kommunikation
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```python
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# Marker vorhanden: [ESPOCRM:...:4]
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# Aber: tlf="" oder should_sync_to_espocrm() = False
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# → EspoCRM
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# Entferne aus emailAddressData[] oder phoneNumberData[]
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```
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### Var4: Neu in Advoware → CREATE in EspoCRM
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**Trigger**: Advoware Entry ohne [ESPOCRM:...] Marker
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```python
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# Advoware
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{
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"tlf": "info@firma.de",
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"kommKz": 4, # MailGesch
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"bemerkung": "Allgemeine Anfragen"
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}
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# → EspoCRM
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emailAddressData: [{
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emailAddress: "info@firma.de",
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primary: false,
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optOut: false
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}]
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# → Advoware Marker Update
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"bemerkung": "[ESPOCRM:aW5mb0BmaXJtYS5kZQ==:4] Allgemeine Anfragen"
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```
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### Var5: Geändert in EspoCRM → UPDATE in Advoware
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**Trigger**: Marker-dekodierter Wert ≠ EspoCRM Wert, aber Marker vorhanden
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```python
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# Marker: [ESPOCRM:b2xkQGV4YW1wbGUuY29t:4]
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# Dekodiert: "old@example.com"
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# EspoCRM: "new@example.com"
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# → Advoware
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PUT /Beteiligte/{betnr}/Kommunikationen/{id}
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{
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"tlf": "new@example.com",
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"bemerkung": "[ESPOCRM:bmV3QGV4YW1wbGUuY29t:4] ",
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"online": true
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}
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```
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**Primary-Änderungen**: Auch `online` Flag wird aktualisiert
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### Var6: Geändert in Advoware → UPDATE in EspoCRM
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**Trigger**: Marker vorhanden, aber Advoware tlf ≠ Marker-Wert
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```python
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# Marker: [ESPOCRM:b2xkQGV4YW1wbGUuY29t:4]
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# Advoware: "new@example.com"
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# → EspoCRM
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# Update emailAddressData[]
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# Update Marker mit neuem Base64
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```
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---
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## Base64-Marker Strategie
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### Marker-Format
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```
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[ESPOCRM:base64_encoded_value:kommKz] user_text
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[ESPOCRM-SLOT:kommKz]
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```
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**Beispiele**:
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```
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[ESPOCRM:bWF4QGV4YW1wbGUuY29t:4] Geschäftliche Email
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[ESPOCRM:KzQ5IDUxMSAxMjM0NTY=:3] Mobil Herr Müller
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[ESPOCRM-SLOT:1]
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```
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### Encoding/Decoding
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```python
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import base64
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def encode_value(value: str) -> str:
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return base64.b64encode(value.encode()).decode()
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def decode_value(encoded: str) -> str:
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return base64.b64decode(encoded.encode()).decode()
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```
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### Vorteile
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1. **Bidirektionales Matching**: Alter Wert im Marker → Findet Match auch bei Änderung
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2. **Konflikt-freies Merge**: User-Text bleibt erhalten
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3. **Type Information**: kommKz im Marker gespeichert
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### Parsing
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```python
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def parse_marker(bemerkung: str) -> Optional[Dict]:
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"""
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Pattern: [ESPOCRM:base64:kommKz] user_text
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"""
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import re
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pattern = r'\[ESPOCRM:([A-Za-z0-9+/=]+):(\d+)\](.*)'
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match = re.match(pattern, bemerkung)
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if match:
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return {
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'synced_value': decode_value(match.group(1)),
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'kommKz': int(match.group(2)),
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'user_text': match.group(3).strip()
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}
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# Empty Slot?
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slot_pattern = r'\[ESPOCRM-SLOT:(\d+)\]'
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slot_match = re.match(slot_pattern, bemerkung)
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if slot_match:
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return {
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'is_empty_slot': True,
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'kommKz': int(slot_match.group(1))
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}
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return None
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```
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---
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## kommKz Detection (4-Stufen)
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### Problem: Advoware API-Limitierungen
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1. **GET Response**: kommKz ist IMMER 0 (Bug oder Permission)
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2. **PUT Request**: kommKz ist READ-ONLY (wird ignoriert)
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→ **Lösung**: Multi-Level Detection mit EspoCRM als Source of Truth
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### Prioritäts-Kaskade
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```python
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def detect_kommkz(value, beteiligte=None, bemerkung=None, espo_type=None):
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"""
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1. Marker (höchste Priorität)
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2. EspoCRM Type (bei EspoCRM→Advoware)
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3. Top-Level Fields
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4. Value Pattern
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5. Default
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"""
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# 1. Marker
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if bemerkung:
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marker = parse_marker(bemerkung)
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if marker and marker.get('kommKz'):
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return marker['kommKz']
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# 2. EspoCRM Type (NEU!)
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if espo_type:
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mapping = {
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'Office': 1, # TelGesch
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'Fax': 2, # FaxGesch
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'Mobile': 3, # Mobil
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'Home': 6, # TelPrivat
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'Other': 10 # Sonstige
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}
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if espo_type in mapping:
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return mapping[espo_type]
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# 3. Top-Level Fields
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if beteiligte:
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if value == beteiligte.get('mobil'):
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return 3 # Mobil
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if value == beteiligte.get('tel'):
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return 1 # TelGesch
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if value == beteiligte.get('fax'):
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return 2 # FaxGesch
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# ... weitere Felder
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# 4. Value Pattern
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if '@' in value:
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return 4 # MailGesch (Email)
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# 5. Default
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if '@' in value:
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return 4 # MailGesch
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else:
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return 1 # TelGesch
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```
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### Type Mapping: EspoCRM ↔ Advoware
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**EspoCRM phoneNumberData.type**:
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- `Office` → kommKz 1 (TelGesch)
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- `Fax` → kommKz 2 (FaxGesch)
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- `Mobile` → kommKz 3 (Mobil)
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- `Home` → kommKz 6 (TelPrivat)
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- `Other` → kommKz 10 (Sonstige)
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**kommKz Enum** (vollständig):
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```python
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KOMMKZ_TEL_GESCH = 1 # Geschäftstelefon
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KOMMKZ_FAX_GESCH = 2 # Geschäftsfax
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KOMMKZ_MOBIL = 3 # Mobiltelefon
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KOMMKZ_MAIL_GESCH = 4 # Geschäfts-Email
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KOMMKZ_INTERNET = 5 # Website/URL
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KOMMKZ_TEL_PRIVAT = 6 # Privattelefon
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KOMMKZ_FAX_PRIVAT = 7 # Privatfax
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KOMMKZ_MAIL_PRIVAT = 8 # Private Email
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KOMMKZ_AUTO_TEL = 9 # Autotelefon
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KOMMKZ_SONSTIGE = 10 # Sonstige
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KOMMKZ_EPOST = 11 # E-Post (DE-Mail)
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KOMMKZ_BEA = 12 # BeA
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```
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**Email vs Phone**:
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```python
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def is_email_type(kommkz: int) -> bool:
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return kommkz in [4, 8, 11, 12] # Emails
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def is_phone_type(kommkz: int) -> bool:
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return kommkz in [1, 2, 3, 6, 7, 9, 10] # Phones
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```
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---
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## Empty Slot Management
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### Problem: DELETE gibt 403 Forbidden
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Advoware API erlaubt kein DELETE auf Kommunikationen!
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### Lösung: Empty Slots
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**Create Empty Slot**:
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```python
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async def _create_empty_slot(komm_id: int, kommkz: int):
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"""Var2: Gelöscht in EspoCRM → Empty Slot in Advoware"""
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slot_marker = f"[ESPOCRM-SLOT:{kommkz}]"
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await advoware.update_kommunikation(betnr, komm_id, {
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'tlf': '',
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'bemerkung': slot_marker,
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'online': False if is_phone_type(kommkz) else True
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})
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```
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**Reuse Empty Slot**:
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```python
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def find_empty_slot(advo_kommunikationen, kommkz):
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"""Findet leeren Slot mit passendem kommKz"""
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for komm in advo_kommunikationen:
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marker = parse_marker(komm.get('bemerkung', ''))
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if marker and marker.get('is_empty_slot'):
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if marker.get('kommKz') == kommkz:
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return komm
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return None
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```
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**Var1 mit Slot-Reuse**:
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```python
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# Neu in EspoCRM
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empty_slot = find_empty_slot(advo_kommunikationen, kommkz)
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if empty_slot:
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# UPDATE statt CREATE
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await advoware.update_kommunikation(betnr, empty_slot['id'], {
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'tlf': value,
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'bemerkung': create_marker(value, kommkz, ''),
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'online': online
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})
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else:
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# CREATE new
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await advoware.create_kommunikation(betnr, {...})
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```
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---
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## Performance
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### Single Data Load
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```python
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# Optimiert: Lade Daten nur 1x
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advo_bet = await advoware.get_beteiligter(betnr)
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espo_bet = await espocrm.get_entity('CBeteiligte', entity_id)
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# Enthalten bereits alle Kommunikationen:
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advo_kommunikationen = advo_bet.get('kommunikation', [])
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espo_emails = espo_bet.get('emailAddressData', [])
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espo_phones = espo_bet.get('phoneNumberData', [])
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```
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**Vorteil**: Keine separaten API-Calls für Kommunikationen nötig
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|
||
### Hash-Update Strategie
|
||
|
||
```python
|
||
# Update Hash nur bei Änderungen
|
||
if total_changes > 0 or is_initial_sync:
|
||
# Re-load Advoware (rowIds könnten sich geändert haben)
|
||
advo_result_final = await advoware.get_beteiligter(betnr)
|
||
new_hash = calculate_hash(advo_result_final['kommunikation'])
|
||
|
||
await espocrm.update_entity('CBeteiligte', entity_id, {
|
||
'kommunikationHash': new_hash
|
||
})
|
||
```
|
||
|
||
### Latency
|
||
|
||
| Operation | API Calls | Latency |
|
||
|-----------|-----------|---------|
|
||
| Bidirectional Sync | 2-4 | ~300-500ms |
|
||
| - Load Data | 2 | ~200ms |
|
||
| - Apply Changes | 0-N | ~50ms/change |
|
||
| - Update Hash | 0-1 | ~100ms |
|
||
|
||
---
|
||
|
||
## Error Handling
|
||
|
||
### Logging mit context.logger
|
||
|
||
```python
|
||
class KommunikationSyncManager:
|
||
def __init__(self, advoware, espocrm, context=None):
|
||
self.logger = context.logger if context else logger
|
||
```
|
||
|
||
**Wichtig**: `context.logger` statt module `logger` für Workbench-sichtbare Logs!
|
||
|
||
### Log-Prefix Convention
|
||
|
||
```python
|
||
self.logger.info(f"[KOMM] ===== DIFF RESULTS =====")
|
||
self.logger.info(f"[KOMM] Diff: {len(diff['advo_changed'])} Advoware changed...")
|
||
self.logger.info(f"[KOMM] ⚠️ CONFLICT: EspoCRM wins - skipping Advoware→EspoCRM sync")
|
||
```
|
||
|
||
**Prefix `[KOMM]`**: Identifiziert Kommunikation-Sync Logs
|
||
|
||
### Varianten-Logging
|
||
|
||
```python
|
||
# Var1
|
||
self.logger.info(f"[KOMM] ➕ Var1: New in EspoCRM '{value[:30]}...', type={espo_type}")
|
||
|
||
# Var2
|
||
self.logger.info(f"[KOMM] 🗑️ Var2: Deleted in EspoCRM - komm_id={komm_id}, value='{tlf[:30]}...'")
|
||
|
||
# Var3
|
||
self.logger.info(f"[KOMM] Var3: Deleted in Advoware '{value}', removing from EspoCRM")
|
||
|
||
# Var4
|
||
self.logger.info(f"[KOMM] ➕ Var4: New in Advoware '{tlf}', syncing to EspoCRM")
|
||
|
||
# Var5
|
||
self.logger.info(f"[KOMM] ✏️ Var5: EspoCRM changed '{value[:30]}...', primary={espo_primary}")
|
||
|
||
# Var6
|
||
self.logger.info(f"[KOMM] ✏️ Var6: Advoware changed '{old_value}' → '{new_value}'")
|
||
```
|
||
|
||
---
|
||
|
||
## Testing
|
||
|
||
### Unit Tests
|
||
|
||
```bash
|
||
cd /opt/motia-app/bitbylaw
|
||
source python_modules/bin/activate
|
||
python scripts/test_kommunikation_sync_implementation.py
|
||
```
|
||
|
||
### Manual Test
|
||
|
||
```python
|
||
# Test Bidirectional Sync
|
||
from services.kommunikation_sync_utils import KommunikationSyncManager
|
||
|
||
komm_sync = KommunikationSyncManager(advoware, espocrm, context)
|
||
|
||
result = await komm_sync.sync_bidirectional(
|
||
beteiligte_id='68e3e7eab49f09adb',
|
||
betnr=104860,
|
||
direction='both'
|
||
)
|
||
|
||
print(f"Advoware→EspoCRM: {result['advoware_to_espocrm']}")
|
||
print(f"EspoCRM→Advoware: {result['espocrm_to_advoware']}")
|
||
print(f"Total Changes: {result['summary']['total_changes']}")
|
||
```
|
||
|
||
### Expected Log Output
|
||
|
||
```
|
||
📞 Starte Kommunikation-Sync (direction=both)...
|
||
[KOMM] Bidirectional Sync: betnr=104860, bet_id=68e3e7eab49f09adb
|
||
[KOMM] Geladen: 5 Advoware, 2 EspoCRM emails, 3 EspoCRM phones
|
||
[KOMM] ===== DIFF RESULTS =====
|
||
[KOMM] Diff: 1 Advoware changed, 0 EspoCRM changed, 0 Advoware new, 1 EspoCRM new, 0 Advoware deleted, 0 EspoCRM deleted
|
||
[KOMM] ===== CONFLICT STATUS: espo_wins=False =====
|
||
[KOMM] ✅ Applying Advoware→EspoCRM changes...
|
||
[KOMM] ✏️ Var6: Advoware changed 'old@example.com' → 'new@example.com'
|
||
[KOMM] ✅ Updated EspoCRM: 1 emails, 0 phones
|
||
[KOMM] ➕ Var1: New in EspoCRM '+49 511 123456', type=Mobile
|
||
[KOMM] 🔍 kommKz detected: espo_type=Mobile, kommKz=3
|
||
[KOMM] ✅ Created new kommunikation with kommKz=3
|
||
[KOMM] ✅ Updated kommunikationHash: a3f5d2e8b1c4f6a9
|
||
[KOMM] ✅ Bidirectional Sync complete: 2 total changes
|
||
✅ Kommunikation synced: {'advoware_to_espocrm': {'emails_synced': 1, 'phones_synced': 0, 'markers_updated': 1, 'errors': []}, 'espocrm_to_advoware': {'created': 1, 'updated': 0, 'deleted': 0, 'errors': []}, 'summary': {'total_changes': 2}}
|
||
```
|
||
|
||
---
|
||
|
||
## Troubleshooting
|
||
|
||
### Hash bleibt unverändert trotz Änderungen
|
||
|
||
**Problem**: `kommunikationHash` wird nicht aktualisiert
|
||
|
||
**Ursachen**:
|
||
1. `total_changes = 0` (keine Änderungen erkannt)
|
||
2. Exception beim Hash-Update
|
||
|
||
**Lösung**:
|
||
```python
|
||
# Debug-Logging aktivieren
|
||
self.logger.info(f"[KOMM] Total changes: {total_changes}, Initial sync: {is_initial_sync}")
|
||
```
|
||
|
||
### kommKz-Erkennung fehlerhaft
|
||
|
||
**Problem**: Falscher Typ zugewiesen (z.B. Office statt Mobile)
|
||
|
||
**Ursachen**:
|
||
1. `espo_type` nicht übergeben
|
||
2. Marker fehlt oder fehlerhaft
|
||
3. Top-Level Field mismatch
|
||
|
||
**Lösung**:
|
||
```python
|
||
# Bei EspoCRM→Advoware: espo_type explizit übergeben
|
||
kommkz = detect_kommkz(
|
||
value=phone_number,
|
||
espo_type=espo_item.get('type'), # ← WICHTIG!
|
||
bemerkung=existing_marker
|
||
)
|
||
```
|
||
|
||
### Empty Slots nicht wiederverwendet
|
||
|
||
**Problem**: Neue CREATEs statt UPDATE von Empty Slots
|
||
|
||
**Ursache**: `find_empty_slot()` findet keinen passenden kommKz
|
||
|
||
**Lösung**:
|
||
```python
|
||
# Debug
|
||
self.logger.info(f"[KOMM] Looking for empty slot with kommKz={kommkz}")
|
||
empty_slot = find_empty_slot(advo_kommunikationen, kommkz)
|
||
if empty_slot:
|
||
self.logger.info(f"[KOMM] ♻️ Found empty slot: {empty_slot['id']}")
|
||
```
|
||
|
||
### Konflikt nicht erkannt
|
||
|
||
**Problem**: Bei gleichzeitigen Änderungen wird kein Konflikt gemeldet
|
||
|
||
**Ursachen**:
|
||
1. Hash-Vergleich fehlerhaft
|
||
2. Timestamp-Vergleich fehlerhaft
|
||
|
||
**Debug**:
|
||
```python
|
||
self.logger.info(f"[KOMM] 🔍 Konflikt-Check:")
|
||
self.logger.info(f"[KOMM] - EspoCRM changed: {espo_changed}")
|
||
self.logger.info(f"[KOMM] - Advoware changed: {advo_changed}")
|
||
self.logger.info(f"[KOMM] - stored_hash={stored_hash}, current_hash={current_hash}")
|
||
```
|
||
|
||
---
|
||
|
||
## Siehe auch
|
||
|
||
- [BETEILIGTE_SYNC.md](BETEILIGTE_SYNC.md) - Integration in Stammdaten-Sync
|
||
- [KOMMUNIKATION_SYNC_ANALYSE.md](KOMMUNIKATION_SYNC_ANALYSE.md) - Detaillierte API-Tests
|
||
- [kommunikation_mapper.py](../services/kommunikation_mapper.py) - Implementation Details
|
||
- [kommunikation_sync_utils.py](../services/kommunikation_sync_utils.py) - Sync Manager
|