417 lines
26 KiB
Python
417 lines
26 KiB
Python
# Copyright (c) 2025 Patrick Motsch
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# All rights reserved.
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"""
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Automation templates for workflow definitions.
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Contains predefined workflow templates that can be used to create automation definitions.
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"""
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from typing import Dict, Any, List
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# Automation templates structure
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AUTOMATION_TEMPLATES: Dict[str, Any] = {
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"sets": [
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{
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"template": {
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"overview": "SharePoint Themen Zusammenfassung",
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"tasks": [
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{
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"id": "Task01",
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"title": "SharePoint Themen Zusammenfassung",
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"description": "Erstellt eine Zusammenfassung aller SharePoint Sites und deren Inhalte",
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"objective": "Erstelle eine Zusammenfassung aller SharePoint Themen (Sites) und deren Inhalte als Word-Dokument",
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"actionList": [
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{
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"execMethod": "sharepoint",
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"execAction": "findDocumentPath",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"searchQuery": "*",
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"maxResults": 100
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},
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"execResultLabel": "sharepoint_sites_found"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "listDocuments",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"pathQuery": "{{KEY:sharepointBasePath}}",
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"includeSubfolders": True
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},
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"execResultLabel": "sharepoint_structure"
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},
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{
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"execMethod": "ai",
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"execAction": "process",
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"execParameters": {
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"aiPrompt": "{{KEY:summaryPrompt}}",
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"documentList": ["sharepoint_sites_found", "sharepoint_structure"],
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"resultType": "docx"
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},
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"execResultLabel": "sharepoint_summary"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "uploadDocument",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"documentList": ["sharepoint_summary"],
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"pathQuery": "{{KEY:sharepointFolderNameDestination}}"
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},
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"execResultLabel": "sharepoint_upload_result"
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}
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]
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}
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]
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},
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"parameters": {
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"connectionName": "connection:msft:p.motsch@valueon.ch",
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"sharepointBasePath": "/sites/company-share",
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"sharepointFolderNameDestination": "/sites/company-share/Freigegebene Dokumente/15. Persoenliche Ordner/Patrick Motsch/output",
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"summaryPrompt": "Erstelle eine umfassende Zusammenfassung aller SharePoint Sites und deren Inhalte. Strukturiere das Dokument nach Sites und fasse für jede Site die wichtigsten Themen, Ordnerstrukturen und Dokumente zusammen. Erstelle ein professionelles Word-Dokument mit Überschriften, Abschnitten und einer klaren Gliederung. Berücksichtige alle gefundenen Sites, deren Ordnerstrukturen und dokumentiere die wichtigsten Inhalte pro Site."
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}
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},
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{
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"template": {
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"overview": "Immobilienrecherche Zürich",
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"tasks": [
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{
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"id": "Task02",
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"title": "Immobilienrecherche Zürich",
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"description": "Webrecherche nach Immobilien im Kanton Zürich und Speicherung in Excel",
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"objective": "Immobilienrecherche im Kanton Zürich zum Verkauf (5-20 Mio. CHF) und speichere Ergebnisse in Excel-Liste auf SharePoint",
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"actionList": [
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{
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"execMethod": "ai",
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"execAction": "webResearch",
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"execParameters": {
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"prompt": "{{KEY:immobilienResearchPrompt}}",
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"urlList": ["{{KEY:immobilienResearchUrl}}"]
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},
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"execResultLabel": "immobilien_research_results"
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},
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{
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"execMethod": "ai",
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"execAction": "process",
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"execParameters": {
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"aiPrompt": "{{KEY:excelFormatPrompt}}",
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"documentList": ["immobilien_research_results"],
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"resultType": "xlsx"
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},
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"execResultLabel": "immobilien_excel_list"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "uploadDocument",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"documentList": ["immobilien_excel_list"],
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"pathQuery": "{{KEY:sharepointFolderNameDestination}}"
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},
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"execResultLabel": "immobilien_upload_result"
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}
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]
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}
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]
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},
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"parameters": {
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"connectionName": "connection:msft:p.motsch@valueon.ch",
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"sharepointFolderNameDestination": "/sites/company-share/Freigegebene Dokumente/15. Persoenliche Ordner/Patrick Motsch/output",
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"immobilienResearchUrl": ["https://www.homegate.ch", "https://www.immoscout24.ch", "https://www.immowelt.ch"],
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"immobilienResearchPrompt": "Suche nach Immobilien zum Verkauf im Kanton Zürich, Schweiz, im Preisbereich von 5-20 Millionen CHF. Sammle Informationen zu: Ort, Preis, Beschreibung, URL zu Bildern, Verkäufer/Kontaktinformationen.",
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"excelFormatPrompt": "Erstelle eine Excel-Datei mit den recherchierten Immobilien. Jede Immobilie soll eine Zeile sein mit den folgenden Spalten: Ort, Preis (in CHF), Beschreibung, URL zu Bild, Verkäufer. Verwende die Daten aus der Webrecherche."
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}
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},
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{
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"template": {
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"overview": "Spesenbelege Zusammenfassung",
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"tasks": [
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{
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"id": "Task03",
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"title": "Spesenbelege CSV Zusammenfassung",
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"description": "Liest PDF-Spesenbelege aus SharePoint-Ordner und erstellt CSV-Zusammenfassung",
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"objective": "Extrahiere alle PDF-Spesenbelege aus einem SharePoint-Ordner und erstelle eine CSV-Datei mit allen Spesendaten im selben Ordner",
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"actionList": [
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{
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"execMethod": "sharepoint",
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"execAction": "findDocumentPath",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"searchQuery": "{{KEY:sharepointFolderNameSource}}:files:.pdf",
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"maxResults": 100
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},
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"execResultLabel": "sharepoint_pdf_files"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "readDocuments",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"pathObject": "sharepoint_pdf_files"
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},
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"execResultLabel": "spesenbelege_documents"
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},
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{
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"execMethod": "ai",
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"execAction": "process",
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"execParameters": {
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"aiPrompt": "{{KEY:expenseExtractionPrompt}}",
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"documentList": ["spesenbelege_documents"],
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"resultType": "csv"
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},
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"execResultLabel": "spesenbelege_csv"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "uploadDocument",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"documentList": ["spesenbelege_csv"],
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"pathQuery": "{{KEY:sharepointFolderNameDestination}}"
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},
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"execResultLabel": "spesenbelege_upload_result"
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}
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]
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}
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]
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},
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"parameters": {
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"connectionName": "connection:msft:p.motsch@valueon.ch",
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"sharepointFolderNameSource": "/sites/company-share/Freigegebene Dokumente/15. Persoenliche Ordner/Patrick Motsch/expenses",
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"sharepointFolderNameDestination": "/sites/company-share/Freigegebene Dokumente/15. Persoenliche Ordner/Patrick Motsch/output",
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"expenseExtractionPrompt": "Verarbeite alle bereitgestellten Dokumente, aber extrahiere nur Daten aus PDF-Spesenbelegen (ignoriere andere Dateitypen). Für jeden gefundenen PDF-Spesenbeleg extrahiere als separaten Datensatz: Datum, Betrag, MWST %, Währung, Kategorie, Beschreibung, Rechnungsnummer, Händler/Verkäufer, Steuerbetrag. Erstelle eine CSV-Datei mit einer Zeile pro Spesenbeleg. Verwende die folgenden Spaltenüberschriften: Datum, Betrag, Währung, Kategorie, Beschreibung, Rechnungsnummer, Händler, Steuerbetrag. Stelle sicher, dass alle Beträge numerisch sind und Datumswerte im Format YYYY-MM-DD vorliegen. Wenn ein Dokument kein Spesenbeleg ist, ignoriere es."
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}
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},
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{
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"template": {
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"overview": "Preprocessing Server Data Update",
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"tasks": [
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{
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"id": "Task04",
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"title": "Trigger Preprocessing Server",
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"description": "Triggers the preprocessing server at customer tenant to update database with configuration",
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"objective": "Call preprocessing server endpoint to update database with provided configuration JSON",
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"actionList": [
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{
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"execMethod": "context",
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"execAction": "triggerPreprocessingServer",
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"execParameters": {
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"endpoint": "{{KEY:endpoint}}",
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"configJson": "{{KEY:configJson}}",
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"authSecretConfigKey": "{{KEY:authSecretConfigKey}}"
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},
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"execResultLabel": "preprocessing_server_result"
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}
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]
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}
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]
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},
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"parameters": {
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"endpoint": "https://poweron-althaus-preprocess-prod-e3fegaatc7faency.switzerlandnorth-01.azurewebsites.net/api/v1/dataprocessor/update-db-with-config",
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"authSecretConfigKey": "PREPROCESS_ALTHAUS_CHAT_SECRET",
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"configJson": "{\"tables\":[{\"name\":\"Artikel\",\"powerbi_table_name\":\"Artikel\",\"steps\":[{\"keep\":{\"columns\":[\"I_ID\",\"Artikelbeschrieb\",\"Artikelbezeichnung\",\"Artikelgruppe\",\"Artikelkategorie\",\"Artikelkürzel\",\"Artikelnummer\",\"Einheit\",\"Gesperrt\",\"Keywords\",\"Lieferant\",\"Warengruppe\"]}},{\"fillna\":{\"column\":\"Lieferant\",\"value\":\"Unbekannt\"}}]},{\"name\":\"Einkaufspreis\",\"powerbi_table_name\":\"Einkaufspreis\",\"steps\":[{\"to_numeric\":{\"column\":\"EP_CHF\",\"errors\":\"coerce\"}},{\"dropna\":{\"subset\":[\"EP_CHF\"]}}]}]}"
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}
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},
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{
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"template": {
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"overview": "JIRA to SharePoint Ticket Synchronization",
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"tasks": [
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{
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"id": "Task01",
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"title": "Sync JIRA Tickets to SharePoint",
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"description": "Export JIRA tickets, merge with SharePoint file, upload back, and import changes to JIRA",
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"objective": "Synchronize JIRA tickets with SharePoint file (bidirectional sync)",
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"actionList": [
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{
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"execMethod": "sharepoint",
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"execAction": "findSiteByUrl",
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"execParameters": {
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"connectionReference": "{{KEY:sharepointConnection}}",
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"hostname": "{{KEY:sharepointHostname}}",
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"sitePath": "{{KEY:sharepointSitePath}}"
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},
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"execResultLabel": "sharepoint_site"
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},
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{
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"execMethod": "jira",
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"execAction": "connectJira",
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"execParameters": {
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"apiUsername": "{{KEY:jiraUsername}}",
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"apiTokenConfigKey": "{{KEY:jiraTokenConfigKey}}",
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"apiUrl": "{{KEY:jiraUrl}}",
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"projectCode": "{{KEY:jiraProjectCode}}",
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"issueType": "{{KEY:jiraIssueType}}",
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"taskSyncDefinition": "{{KEY:taskSyncDefinition}}"
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},
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"execResultLabel": "jira_connection"
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},
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{
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"execMethod": "jira",
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"execAction": "exportTicketsAsJson",
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"execParameters": {
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"connectionId": "jira_connection",
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"taskSyncDefinition": "{{KEY:taskSyncDefinition}}"
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},
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"execResultLabel": "jira_exported_tickets"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "downloadFileByPath",
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"execParameters": {
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"connectionReference": "{{KEY:sharepointConnection}}",
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"siteId": "sharepoint_site",
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"filePath": "{{KEY:sharepointMainFolder}}/{{KEY:syncFileName}}"
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},
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"execResultLabel": "existing_file_content"
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},
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{
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"execMethod": "jira",
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"execAction": "parseExcelContent",
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"execParameters": {
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"excelContent": "existing_file_content",
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"skipRows": 3,
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"hasCustomHeaders": True
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},
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"execResultLabel": "existing_parsed_data"
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},
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{
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"execMethod": "jira",
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"execAction": "mergeTicketData",
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"execParameters": {
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"jiraData": "jira_exported_tickets",
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"existingData": "existing_parsed_data",
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"taskSyncDefinition": "{{KEY:taskSyncDefinition}}",
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"idField": "ID"
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},
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"execResultLabel": "merged_ticket_data"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "copyFile",
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"execParameters": {
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"connectionReference": "{{KEY:sharepointConnection}}",
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"siteId": "sharepoint_site",
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"sourceFolder": "{{KEY:sharepointMainFolder}}",
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"sourceFile": "{{KEY:syncFileName}}",
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"destFolder": "{{KEY:sharepointBackupFolder}}",
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"destFile": "backup_{{TIMESTAMP}}_{{KEY:syncFileName}}"
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},
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"execResultLabel": "file_backup"
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},
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{
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"execMethod": "jira",
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"execAction": "createExcelContent",
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"execParameters": {
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"data": "merged_ticket_data",
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"headers": "existing_parsed_data",
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"taskSyncDefinition": "{{KEY:taskSyncDefinition}}"
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},
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"execResultLabel": "new_file_content"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "uploadFile",
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"execParameters": {
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"connectionReference": "{{KEY:sharepointConnection}}",
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"siteId": "sharepoint_site",
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"folderPath": "{{KEY:sharepointMainFolder}}",
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"fileName": "{{KEY:syncFileName}}",
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"content": "new_file_content"
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},
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"execResultLabel": "uploaded_file"
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},
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{
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"execMethod": "sharepoint",
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"execAction": "downloadFileByPath",
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"execParameters": {
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"connectionReference": "{{KEY:sharepointConnection}}",
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"siteId": "sharepoint_site",
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"filePath": "{{KEY:sharepointMainFolder}}/{{KEY:syncFileName}}"
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},
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"execResultLabel": "uploaded_file_content"
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},
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{
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"execMethod": "jira",
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"execAction": "parseExcelContent",
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"execParameters": {
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"excelContent": "uploaded_file_content",
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"skipRows": 3,
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"hasCustomHeaders": True
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},
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"execResultLabel": "import_data"
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},
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{
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"execMethod": "jira",
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"execAction": "importTicketsFromJson",
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"execParameters": {
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"connectionId": "jira_connection",
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"ticketData": "import_data",
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"taskSyncDefinition": "{{KEY:taskSyncDefinition}}"
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},
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"execResultLabel": "import_result"
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}
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]
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}
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]
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},
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"parameters": {
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"sharepointConnection": "connection:msft:patrick.motsch@delta.ch",
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"sharepointHostname": "deltasecurityag.sharepoint.com",
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"sharepointSitePath": "SteeringBPM",
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"sharepointMainFolder": "/General/50 Docs hosted by SELISE",
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"sharepointBackupFolder": "/General/50 Docs hosted by SELISE/SyncHistory",
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"syncFileName": "DELTAgroup x SELISE Ticket Exchange List.xlsx",
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"jiraUsername": "p.motsch@valueon.ch",
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"jiraTokenConfigKey": "Feature_SyncDelta_JIRA_DELTA_TOKEN_SECRET",
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"jiraUrl": "https://deltasecurity.atlassian.net",
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"jiraProjectCode": "DCS",
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"jiraIssueType": "Task",
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"taskSyncDefinition": "{\"ID\":[\"get\",[\"key\"]],\"Module Category\":[\"get\",[\"fields\",\"customfield_10058\",\"value\"]],\"Summary\":[\"get\",[\"fields\",\"summary\"]],\"Description\":[\"get\",[\"fields\",\"description\"]],\"References\":[\"get\",[\"fields\",\"customfield_10066\"]],\"Priority\":[\"get\",[\"fields\",\"priority\",\"name\"]],\"Issue Status\":[\"get\",[\"fields\",\"status\",\"name\"]],\"Assignee\":[\"get\",[\"fields\",\"assignee\",\"displayName\"]],\"Issue Created\":[\"get\",[\"fields\",\"created\"]],\"Due Date\":[\"get\",[\"fields\",\"duedate\"]],\"DELTA Comments\":[\"get\",[\"fields\",\"customfield_10167\"]],\"SELISE Ticket References\":[\"put\",[\"fields\",\"customfield_10067\"]],\"SELISE Status Values\":[\"put\",[\"fields\",\"customfield_10065\"]],\"SELISE Comments\":[\"put\",[\"fields\",\"customfield_10168\"]]}"
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}
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},
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{
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"template": {
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"overview": "Expenses PDF to Trustee Position",
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"tasks": [
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{
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"id": "Task01",
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"title": "Extract Expenses from SharePoint PDFs",
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"description": "Reads PDF expense documents from SharePoint folder, extracts data via AI, and saves to TrusteePosition",
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"objective": "Extract expense data from PDF documents and store in Trustee database with automatic file organization",
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"actionList": [
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{
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"execMethod": "sharepoint",
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"execAction": "getExpensesFromPdf",
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"execParameters": {
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"connectionReference": "{{KEY:connectionName}}",
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"sharepointFolder": "{{KEY:sharepointFolder}}",
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"featureInstanceId": "{{KEY:featureInstanceId}}",
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"prompt": "{{KEY:extractionPrompt}}"
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},
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"execResultLabel": "expense_extraction_result"
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}
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]
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}
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]
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},
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"parameters": {
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"connectionName": "",
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"sharepointFolder": "",
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"featureInstanceId": "",
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"extractionPrompt": "Du bist ein Spezialist für die Extraktion von Spesendaten aus PDF-Dokumenten.\n\nAUFGABE:\nExtrahiere alle Speseneinträge aus dem bereitgestellten PDF-Dokument und gib sie im CSV-Format zurück.\n\nWICHTIGE REGELN:\n1. Pro MwSt-Prozentsatz einen separaten Datensatz erstellen\n2. Alle Datensätze zusammen müssen den Gesamtbetrag des Dokuments ergeben\n3. Der gesamte extrahierte Text des Dokuments muss im Feld \"desc\" erfasst werden\n4. Feld \"company\" enthält den Lieferanten/Verkäufer der Buchung\n5. Tags müssen aus dieser Liste gewählt werden: customer, meeting, license, subscription, fuel, food, material\n - Mehrere zutreffende Tags mit Komma trennen\n\nCSV-SPALTEN (in dieser Reihenfolge):\nvaluta,transactionDateTime,company,desc,tags,bookingCurrency,bookingAmount,originalCurrency,originalAmount,vatPercentage,vatAmount\n\nDATENFORMAT:\n- valuta: YYYY-MM-DD (Valutadatum)\n- transactionDateTime: Unix-Timestamp in Sekunden (Transaktionszeitpunkt)\n- company: Lieferant/Verkäufer Name\n- desc: Vollständiger extrahierter Text des Dokuments\n- tags: Komma-getrennte Tags aus der erlaubten Liste\n- bookingCurrency: Währungscode (CHF, EUR, USD, GBP)\n- bookingAmount: Buchungsbetrag als Dezimalzahl\n- originalCurrency: Original-Währungscode\n- originalAmount: Original-Betrag als Dezimalzahl\n- vatPercentage: MwSt-Prozentsatz (z.B. 8.1 für 8.1%)\n- vatAmount: MwSt-Betrag als Dezimalzahl\n\nBEISPIEL OUTPUT:\nvaluta,transactionDateTime,company,desc,tags,bookingCurrency,bookingAmount,originalCurrency,originalAmount,vatPercentage,vatAmount\n2026-01-15,1736953200,Migros AG,\"Einkauf Migros Zürich...\",food,CHF,45.50,CHF,45.50,2.6,1.15\n2026-01-15,1736953200,Migros AG,\"Einkauf Migros Zürich...\",material,CHF,12.30,CHF,12.30,8.1,0.92\n\nHINWEISE:\n- Wenn nur ein MwSt-Satz vorhanden ist, einen Datensatz erstellen\n- Wenn mehrere MwSt-Sätze vorhanden sind (z.B. Lebensmittel 2.6% und Non-Food 8.1%), separate Datensätze erstellen\n- Bei fehlenden Informationen: leeres Feld oder Standardwert\n- Keine Anführungszeichen um numerische Werte"
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}
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}
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]
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}
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def getAutomationTemplates() -> Dict[str, Any]:
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"""
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Get automation templates.
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Returns:
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Dict containing the automation templates structure with 'sets' key.
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"""
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return AUTOMATION_TEMPLATES
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